Who owns Five9 (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
128 tracked funds added or opened FIVN while 48 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 PORTFOLIO MANAGEMENT LLC, 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 2026-Q1 and 2026-Q2, across 274 tracked filers holding FIVN, 142 increased or opened the position and 164 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 26
- Driehaus Capital Management LLC$48M
- Walleye Trading LLC$15M
- Public Sector Pension Investment Board$10M
- ROYCE & ASSOCIATES LP$10M
- TOWLE & CO$6M
- Ewing Morris & Co. Investment Partners Ltd.$6M
Full exits 25
- NORGES BANK$81M
- Van Berkom & Associates Inc.$51M
- FIL Ltd$39M
- COOPER CREEK PARTNERS MANAGEMENT LLC$11M
- Legion Partners Asset Management, LLC$9M
- TUDOR INVESTMENT CORP ET AL$8M
Largest adds
- AMERIPRISE FINANCIAL INC$56M
- VANGUARD PORTFOLIO MANAGEMENT LLC$49M
- BlackRock, Inc.$44M
- DIMENSIONAL FUND ADVISORS LP$31M
- Anson Funds Management LP$22M
- VANGUARD CAPITAL MANAGEMENT LLC$20M
Largest trims
- FEDERATED HERMES, INC.$13M
- Point72 Asset Management, L.P.$11M
- Pictet Asset Management Holding SA$9M
- Assenagon Asset Management S.A.$9M
- Engineers Gate Manager LP$5M
- Qube Research & Technologies Ltd$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,083,605 | $151M | 9.9% | 2026-Q2 |
| BlackRock, Inc. added | 7,074,625 | $151M | 9.9% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. new | 7,000,000 | $6M | 0.4% | 2026-Q2 |
| Voss Capital, LP trimmed | 4,865,000 | $104M | 6.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,140,003 | $88M | 5.8% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,000,000 | $4M | 0.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,312,397 | $71M | 4.6% | 2026-Q2 |
| Anson Funds Management LP added | 2,499,481 | $53M | 3.5% | 2026-Q2 |
| Driehaus Capital Management LLC new | 2,265,900 | $48M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,222,894 | $47M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,163,451 | $46M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 2,069,554 | $44M | 2.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,865,447 | $40M | 2.6% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC trimmed | 1,536,000 | $33M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,377,873 | $29M | 1.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,227,051 | $26M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,149,493 | $25M | 1.6% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,110,631 | $24M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,089,516 | $23M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,024,736 | $22M | 1.4% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 892,658 | $19M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 867,751 | $19M | 1.2% | 2026-Q2 |
| GAGNON SECURITIES LLC added | 722,698 | $15M | 1.0% | 2026-Q2 |
| Walleye Trading LLC added | 684,809 | $15M | 1.0% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 677,141 | $14M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 676,362 | $14M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 643,293 | $14M | 0.9% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 559,424 | $12M | 0.8% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 553,981 | $12M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 520,586 | $11M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 517,313 | $11M | 0.7% | 2026-Q2 |
| S SQUARED TECHNOLOGY, LLC trimmed | 515,195 | $11M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 505,500 | $11M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 489,292 | $10M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 489,185 | $10M | 0.7% | 2026-Q2 |
| Public Sector Pension Investment Board new | 486,517 | $10M | 0.7% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 485,862 | $10M | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 474,428 | $10M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 459,891 | $10M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 445,487 | $9M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 444,565 | $9M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 432,758 | $9M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 408,536 | $9M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC added | 374,506 | $8M | 0.5% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 354,500 | $8M | 0.5% | 2026-Q2 |
| Gagnon Advisors, LLC | 336,277 | $7M | 0.5% | 2026-Q2 |
| TOWLE & CO new | 304,623 | $6M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 293,312 | $6M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 291,012 | $6M | 0.4% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 288,324 | $6M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 268,032 | $4M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 260,085 | $6M | 0.4% | 2026-Q2 |
| FMR LLC added | 252,372 | $5M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 243,661 | $5M | 0.3% | 2026-Q2 |
| OP Asset Management Ltd trimmed | 234,083 | $5M | 0.3% | 2026-Q2 |
| P.A.W. CAPITAL CORP trimmed | 230,600 | $5M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 228,440 | $5M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 224,825 | $5M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 216,589 | $5M | 0.3% | 2026-Q2 |
| Bastion Asset Management Inc. new | 207,483 | $4M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 201,081 | $4M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 196,188 | $4M | 0.3% | 2026-Q2 |
| Lisanti Capital Growth, LLC new | 193,680 | $4M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 192,920 | $4M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 190,612 | $4M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 184,448 | $4M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 179,351 | $4M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 178,433 | $4M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 175,937 | $4M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 172,193 | $4M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 170,615 | $4M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 163,904 | $3M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 160,040 | $3M | 0.2% | 2026-Q2 |
| ODDO BHF ASSET MANAGEMENT SAS | 160,000 | $3M | 0.2% | 2026-Q2 |
| Optimus Prime Fund Management Co., Ltd. | 154,500 | $3M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 145,281 | $3M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 142,000 | $3M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 139,951 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 139,398 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 138,400 | $3M | 0.2% | 2026-Q2 |
| Nierenberg Investment Management Company, LLC | 135,810 | $3M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 134,947 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 132,717 | $3M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 126,866 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 124,572 | $3M | 0.2% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC new | 117,256 | $2M | 0.2% | 2026-Q2 |
| Atom Investors LP trimmed | 115,838 | $2M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 112,056 | $2M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 111,234 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 108,418 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 102,748 | $2M | 0.1% | 2026-Q2 |
| ABS Investment Management LLC new | 100,000 | $2M | 0.1% | 2026-Q2 |
| ABS Direct Equity Fund LLC trimmed | 100,000 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 99,965 | $2M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 91,068 | $2M | 0.1% | 2026-Q2 |
| Prospect Capital Advisors, LLC | 89,340 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 89,024 | $2M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 88,221 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 88,161 | $2M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 88,044 | $2M | 0.1% | 2026-Q2 |
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.
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.