Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 364 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,701
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
57
shares
|
$1,616
0.0% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
46
shares
|
$1,304
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
39
shares
|
$1,106
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
37
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
35
shares
|
$992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
33
shares
|
$935
0.0% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31
shares
|
$879
0.0% of portfolio
|
Q4 2024
Reduced 94.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$879
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
28
shares
|
$794
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
27
shares
|
$765
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
27
shares
|
$765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25
shares
|
$709
0.0% of portfolio
|
Q4 2024
Added 108.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$652
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
21
shares
|
$595
0.0% of portfolio
|
Q3 2021
Reduced 51.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
21
shares
|
$595
0.0% of portfolio
|
Q1 2025
Reduced 48.78%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18
shares
|
$510
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
17
shares
|
$482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
15
shares
|
$425
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
13
shares
|
$368
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11
shares
|
$311
0.0% of portfolio
|
Q2 2024
Reduced 99.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$283
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$255
0.0% of portfolio
|
Q3 2023
Added 28.57%
|