Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 76.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
113
shares
|
$2,840
0.0% of portfolio
|
Q3 2024
Reduced 36.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
106
shares
|
$2,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
104
shares
|
$2,614
0.0% of portfolio
|
Q4 2024
Added 55.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
100
shares
|
$2,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
97
shares
|
$2,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
87
shares
|
$2,187
0.0% of portfolio
|
Q4 2024
Added 123.08%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
87
shares
|
$2,187
0.0% of portfolio
|
Q1 2025
Added 770.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
84
shares
|
$2,111
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
82
shares
|
$2,061
0.0% of portfolio
|
Q4 2024
Added 256.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,508
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
53
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
49
shares
|
$1,231
0.0% of portfolio
|
Q4 2024
Reduced 79.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
44
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
43
shares
|
$1,081
0.0% of portfolio
|
Q4 2024
Added 126.32%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
37
shares
|
$930
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
33
shares
|
$829
0.0% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
33
shares
|
$829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
32
shares
|
$804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$779
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31
shares
|
$779
0.0% of portfolio
|
Q4 2024
Reduced 94.05%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
29
shares
|
$729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28
shares
|
$703
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|