FIVN · Company research
FIVE9, INC. (FIVN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 445487 | 9497783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 0 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22710 | 484177 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8484 | 180879 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 2068 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36443 | 776965 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3659000 | 3263066 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74139 | 1581 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7542 | 160795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3312397 | 70620304 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136 | 2900 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Stonebridge Financial Group, LLC / MO | 2109198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56000 | 49610 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Tactive Advisors, LLC | 2002409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10865 | 231642 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SWAN Capital LLC | 1952722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 469 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 684809 | 14600128 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mirador Capital Partners LP | 1633446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60244 | 1284402 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 8859 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179960 | 3836747 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11623 | 247802 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 605 | 12899 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4811 | 102576 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14598000 | 13030104 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dana Investment Advisors, Inc. | 1427514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 288324 | 6147068 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rock Creek Group LLC | 1484067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75000 | 1599000 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 4137 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2113775 | 45065683 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 486517 | 10372542 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3373000 | 2988141 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31039 | 960862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132151 | 2817459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1865447 | 39771330 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44039 | 938911 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12331 | 262897 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 1066 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37139 | 791803 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 116 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6785 | 144656 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108687 | 2317207 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 430095 | 9169625 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36584 | 779971 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134947 | 2877070 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160040 | 3412053 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 542 | 11555 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1504169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1741 | 37118 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347682 | 7412580 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520586 | 11098894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108418 | 2312 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aurora Investment Counsel | 1316397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64127 | 1367188 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1694217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6300000 | 5581170 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138400 | 2950688 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 643293 | 13715007 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2530 | 53914 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GLENMEDE TRUST CO NA | 314949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 529457 | 11288023 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4377000 | 3903158 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VARCOV Co. | 2078837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44647 | 951874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14800 | 315536 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 921739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184448 | 3932000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228440 | 4870341 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1879593 | 88161 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625212 | 13329519 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18682 | 398300 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201 | 4285 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13420 | 286114 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1334 | 28441 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400825 | 8545589 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21479 | 457932 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71693 | 1528495 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bastion Asset Management Inc. | 1977794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207483 | 4180368 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 2005 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2069554 | 44122891 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1536000 | 32747520 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491 | 10468 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40408 | 861499 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2166 | 46179 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TOWLE & CO | 1224014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304623 | 6494562 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20768 | 442774 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139951 | 2983755 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168076 | 3583389 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202367 | 4312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Context Capital Management, LLC | 1301396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14250000 | 12677513 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.