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Institutional Ownership · SEC Form 13F

Who owns FIVN (FIVN)


Which tracked institutional funds hold FIVN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIVN company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

291
Institutional holders
81,809,177
Shares held (tracked funds)

How the tape is positioned

50 tracked funds added or opened FIVN while 95 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FIVN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FIVN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FIVN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 291 tracked filers holding FIVN, 169 increased or opened the position and 138 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FIVN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • VANGUARD PORTFOLIO MANAGEMENT LLC$102M
  • NORGES BANK$81M
  • VANGUARD CAPITAL MANAGEMENT LLC$51M
  • VANGUARD FIDUCIARY TRUST CO$8M
  • MARSHALL WACE, LLP$6M
  • Caisse de depot et placement du Quebec$5M

Full exits 20

  • VANGUARD GROUP INC$187M
  • Artisan Partners Limited Partnership$16M
  • Bridgewater Associates, LP$9M
  • First Eagle Investment Management, LLC$7M
  • TWO SIGMA ADVISERS, LP$5M
  • Summit Creek Advisors LLC$4M

Largest adds

  • Point72 Asset Management, L.P.$21M
  • JPMORGAN CHASE & CO$11M
  • ALGERT GLOBAL LLC$10M
  • Invenomic Capital Management LP$9M
  • AQR CAPITAL MANAGEMENT LLC$5M
  • BALYASNY ASSET MANAGEMENT L.P.$5M

Largest trims

  • Pictet Asset Management Holding SA$111M
  • Pacer Advisors, Inc.$75M
  • BlackRock, Inc.$41M
  • Voss Capital, LP$30M
  • Van Berkom & Associates Inc.$22M
  • JANE STREET GROUP, LLC$18M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed7,047,642$107M6.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,719,982$102M6.0%2026-Q1
Voss Capital, LP trimmed5,825,000$88M5.2%2026-Q1
NORGES BANK added3,000,000$81M4.8%2026-Q1
Van Berkom & Associates Inc. trimmed3,333,136$51M3.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,329,054$51M3.0%2026-Q1
FIL Ltd trimmed2,561,141$39M2.3%2026-Q1
Point72 Asset Management, L.P. added2,316,334$35M2.1%2026-Q1
AMERIPRISE FINANCIAL INC added2,159,000$33M1.9%2026-Q1
Anson Funds Management LP added2,086,675$32M1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,062,852$31M1.8%2026-Q1
STATE STREET CORP added2,048,238$31M1.8%2026-Q1
ARMISTICE CAPITAL, LLC trimmed1,592,000$24M1.4%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,403,371$21M1.3%2026-Q1
BANK OF AMERICA CORP /DE/ added1,170,477$18M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,146,531$17M1.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,054,769$16M0.9%2026-Q1
ALGERT GLOBAL LLC added1,029,386$16M0.9%2026-Q1
Invenomic Capital Management LP added936,788$14M0.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added933,584$14M0.8%2026-Q1
MORGAN STANLEY added911,182$14M0.8%2026-Q1
Clark Capital Management Group, Inc. added904,826$14M0.8%2026-Q1
UBS Group AG trimmed884,894$13M0.8%2026-Q1
FEDERATED HERMES, INC. trimmed843,302$13M0.8%2026-Q1
JPMORGAN CHASE & CO added832,754$12M0.7%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added737,594$11M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added719,738$11M0.6%2026-Q1
NORTHERN TRUST CORP added714,481$11M0.6%2026-Q1
COOPER CREEK PARTNERS MANAGEMENT LLC709,281$11M0.6%2026-Q1
Assenagon Asset Management S.A. trimmed703,899$11M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added666,343$10M0.6%2026-Q1
GAGNON SECURITIES LLC trimmed622,064$9M0.6%2026-Q1
CITADEL ADVISORS LLC added620,744$9M0.6%2026-Q1
Pictet Asset Management Holding SA trimmed609,303$9M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added594,442$9M0.5%2026-Q1
Legion Partners Asset Management, LLC591,685$9M0.5%2026-Q1
GLENMEDE TRUST CO NA added577,672$9M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new543,594$8M0.5%2026-Q1
S SQUARED TECHNOLOGY, LLC added535,195$8M0.5%2026-Q1
TUDOR INVESTMENT CORP ET AL added520,759$8M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added499,687$8M0.4%2026-Q1
Bank of New York Mellon Corp added476,207$7M0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added418,810$6M0.4%2026-Q1
Pacer Advisors, Inc. trimmed404,232$6M0.4%2026-Q1
MARSHALL WACE, LLP added405,331$6M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed397,083$6M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed389,063$6M0.3%2026-Q1
HERALD INVESTMENT MANAGEMENT Ltd362,000$5M0.3%2026-Q1
Engineers Gate Manager LP added357,253$5M0.3%2026-Q1
Gagnon Advisors, LLC336,277$5M0.3%2026-Q1
Squarepoint Ops LLC added333,987$5M0.3%2026-Q1
Caisse de depot et placement du Quebec new317,303$5M0.3%2026-Q1
OP Asset Management Ltd added267,361$5M0.3%2026-Q1
Qube Research & Technologies Ltd trimmed301,994$5M0.3%2026-Q1
Dana Investment Advisors, Inc. added287,123$4M0.3%2026-Q1
JUPITER ASSET MANAGEMENT LTD new258,150$4M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added256,748$4M0.2%2026-Q1
P.A.W. CAPITAL CORP added250,000$4M0.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed247,574$4M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed179,185$4M0.2%2026-Q1
GROUP ONE TRADING LLC added220,814$3M0.2%2026-Q1
Trexquant Investment LP added209,889$3M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added208,472$3M0.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed207,872$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added205,644$3M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added205,443$3M0.2%2026-Q1
Creative Planning added205,051$3M0.2%2026-Q1
Invesco Ltd. added203,850$3M0.2%2026-Q1
VANGUARD GROUP INC added9,324,550$187M11.0%2025-Q4 stale
Alyeska Investment Group, L.P. trimmed1,688,868$45M2.6%2025-Q2 stale
FULLER & THALER ASSET MANAGEMENT, INC. added1,754,327$42M2.5%2025-Q3 stale
SYLEBRA CAPITAL LLC905,212$22M1.3%2025-Q3 stale
Fisher Asset Management, LLC trimmed717,889$19M1.1%2025-Q1 stale
Atreides Management, LP trimmed735,151$18M1.0%2025-Q3 stale
Artisan Partners Limited Partnership trimmed786,016$16M0.9%2025-Q4 stale
TREMBLANT CAPITAL GROUP trimmed646,883$16M0.9%2025-Q3 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed570,219$15M0.9%2025-Q2 stale
WCM INVESTMENT MANAGEMENT, LLC added558,313$15M0.9%2025-Q2 stale
Glenmede Investment Management, LP added462,202$11M0.7%2025-Q3 stale
SCALAR GAUGE MANAGEMENT, LLC trimmed399,717$11M0.6%2025-Q2 stale
MACQUARIE GROUP LTD trimmed383,676$10M0.6%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed417,869$10M0.6%2025-Q3 stale
OBERWEIS ASSET MANAGEMENT INC/ trimmed396,600$10M0.6%2025-Q3 stale
Bridgewater Associates, LP added457,821$9M0.5%2025-Q4 stale
Divisadero Street Capital Management, LP added316,216$8M0.4%2025-Q3 stale
First Eagle Investment Management, LLC added363,000$7M0.4%2025-Q4 stale
Kopp Family Office, LLC298,870$7M0.4%2025-Q3 stale
Aberdeen Group plc trimmed251,162$7M0.4%2025-Q2 stale
ROYCE & ASSOCIATES LP trimmed258,450$6M0.4%2025-Q3 stale
Nishkama Capital, LLC trimmed241,115$6M0.3%2025-Q3 stale
Whetstone Capital Advisors, LLC new202,178$5M0.3%2025-Q1 stale
INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed225,231$5M0.3%2025-Q3 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed212,990$5M0.3%2025-Q3 stale
TWO SIGMA ADVISERS, LP added248,100$5M0.3%2025-Q4 stale
Portolan Capital Management, LLC added187,711$5M0.3%2025-Q2 stale
NOMURA HOLDINGS INC added161,931$4M0.3%2025-Q1 stale
Wilmington Savings Fund Society, FSB trimmed144,581$4M0.2%2025-Q2 stale
Summit Creek Advisors LLC trimmed176,540$4M0.2%2025-Q4 stale
BANK OF MONTREAL /CAN/ added133,420$4M0.2%2025-Q2 stale
California Public Employees Retirement System added121,700$3M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership