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 85.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
140
shares
|
$3,693
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
140
shares
|
$3,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
127
shares
|
$3,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
116
shares
|
$3,060
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
113
shares
|
$2,980
0.0% of portfolio
|
Q3 2024
Reduced 36.87%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
106
shares
|
$2,796
0.0% of portfolio
|
Q1 2025
Added 265.52%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
97
shares
|
$2,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
92
shares
|
$2,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
84
shares
|
$2,215
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
84
shares
|
$2,215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
74
shares
|
$1,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,582
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
55
shares
|
$1,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
51
shares
|
$1,345
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
50
shares
|
$1,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
50
shares
|
$1,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
42
shares
|
$1,107
0.0% of portfolio
|
Q2 2025
Reduced 91.25%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
41
shares
|
$1,081
0.0% of portfolio
|
Q2 2025
Reduced 78.87%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
35
shares
|
$923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$659
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
23
shares
|
$606
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$580
0.0% of portfolio
|
Q2 2025
New holding
|