FIVE9 INC (FIVN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
277
Reporting holders
$1.8B
Reported value
101.5%
Of shares outstanding
10.2%
Held as options
+4
Holder change
Institutions report 75,879,887 shares against 74,723,531 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $151.0M | 7,083,605 | 0.01% | 2q | +5.4%+$7.8M |
| BlackRock, Inc. | $150.8M | 7,074,625 | 0.00% | 8q | HELD |
| Voss Capital, LP | $103.7M | 4,865,000 | 4.82% | 6q | -16.5%-$20.5M |
| AMERIPRISE FINANCIAL INC | $88.3M | 4,140,003 | 0.02% | 31q | -4.1%-$3.8M |
| UBS Group AG | $76.1M | 676,362 | 0.01% | 31q | -23.6%-$23.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $70.6M | 3,312,397 | 0.00% | 2q | -0.5%-$355.1K |
| Anson Funds Management LP | $53.3M | 2,499,481 | 3.16% | 8q | -40.1%-$35.7M |
| Driehaus Capital Management LLC | $48.3M | 2,265,900 | 0.28% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $47.4M | 2,222,894 | 0.01% | 26q | +110.7%+$24.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $46.1M | 2,163,451 | 0.00% | 31q | +4.9%+$2.1M |
| STATE STREET CORP | $44.1M | 2,069,554 | 0.00% | 31q | +1.0%+$454.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.1M | 1,149,493 | 0.00% | 31q | +72.5%+$17.7M |
| FIRST TRUST ADVISORS LP | $39.8M | 1,865,447 | 0.02% | 10q | +32.9%+$9.9M |
| ARMISTICE CAPITAL, LLC | $32.7M | 1,536,000 | 0.40% | 14q | -3.5%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $29.4M | 1,377,873 | 0.00% | 31q | +17.7%+$4.4M |
| JANE STREET GROUP, LLC | $28.0M | options only | 0.00% | 28q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $25.7M | 1,227,051 | 0.01% | 5q | +29.5%+$5.9M |
| Point72 Asset Management, L.P. | $24.3M | 1,110,631 | 0.03% | 19q | -52.1%-$26.3M |
| MORGAN STANLEY | $23.2M | 1,089,516 | 0.00% | 35q | +19.6%+$3.8M |
| CITADEL ADVISORS LLC | $22.9M | 520,586 | 0.00% | 31q | -16.1%-$4.4M |
| GOLDMAN SACHS GROUP INC | $21.8M | 1,024,736 | 0.00% | 31q | -10.6%-$2.6M |
| Public Sector Pension Investment Board | $20.7M | 973,034 | 0.03% | new | NEW |
| GROUP ONE TRADING LLC | $19.3M | 111,234 | 0.03% | 31q | -49.6%-$19.0M |
| Invenomic Capital Management LP | $19.0M | 892,658 | 1.14% | 3q | -4.7%-$940.9K |
| NORTHERN TRUST CORP | $18.5M | 867,751 | 0.00% | 31q | +21.5%+$3.3M |
| Walleye Trading LLC | $15.6M | 684,809 | 0.02% | 31q | HELD |
| GAGNON SECURITIES LLC | $15.4M | 722,698 | 2.97% | 31q | +16.2%+$2.1M |
| ALGERT GLOBAL LLC | $14.4M | 677,141 | 0.17% | 3q | -67.1%-$29.5M |
| IMC-Chicago, LLC | $14.1M | 196,188 | 0.00% | 10q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.7M | 643,293 | 0.00% | 31q | -10.6%-$1.6M |
| Sixth Street Partners Management Company, L.P. | $13.7M | 643,293 | 0.00% | new | NEW |
| PEAK6 LLC | $13.3M | options only | 0.03% | 7q | OPTIONS |
| GLENMEDE TRUST CO NA | $11.9M | 559,424 | 0.05% | 5q | -3.2%-$389.0K |
| Clark Capital Management Group, Inc. | $11.8M | 553,981 | 0.06% | 6q | -38.8%-$7.5M |
| Balyasny Asset Management L.P. | $11.4M | 432,758 | 0.01% | 4q | -41.3%-$8.0M |
| PRINCIPAL FINANCIAL GROUP INC | $11.0M | 517,313 | 0.01% | 4q | +101.5%+$5.6M |
| S SQUARED TECHNOLOGY, LLC | $11.0M | 515,195 | 3.41% | 5q | -3.7%-$426.4K |
| VANGUARD FIDUCIARY TRUST CO | $10.8M | 505,500 | 0.00% | 2q | -7.0%-$812.2K |
| DEUTSCHE BANK AG\ | $10.4M | 489,292 | 0.00% | 34q | +25.8%+$2.1M |
| Bank of New York Mellon Corp | $10.4M | 489,185 | 0.00% | 31q | +2.7%+$276.7K |
| ROYCE & ASSOCIATES LP | $10.4M | 485,862 | 0.08% | new | NEW |
| Cerity Partners LLC | $10.1M | 474,428 | 0.01% | 2q | +1351.3%+$9.4M |
| JPMORGAN CHASE & CO | $9.9M | 459,891 | 0.00% | 31q | -44.8%-$8.0M |
| P.A.W. CAPITAL CORP | $9.8M | 461,200 | 3.77% | 5q | -7.9%-$837.9K |
| TWO SIGMA INVESTMENTS, LP | $9.5M | 445,487 | 0.01% | 8q | -25.1%-$3.2M |
| ROYAL BANK OF CANADA | $9.5M | 444,565 | 0.00% | 31q | +12.0%+$1.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.7M | 408,536 | 0.00% | 2q | +3790.1%+$8.5M |
| Squarepoint Ops LLC | $8.0M | 374,506 | 0.01% | 13q | +12.1%+$863.9K |
| MILLENNIUM MANAGEMENT LLC | $7.7M | 260,085 | 0.00% | 25q | -48.0%-$7.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | $7.6M | 354,500 | 1.02% | 31q | -2.1%-$159.8K |
| Caption Management, LLC | $7.5M | 65,395 | 0.03% | 4q | +18.1%+$1.1M |
| Gagnon Advisors, LLC | $7.2M | 336,277 | 4.56% | 31q | HELD |
| TOWLE & CO | $6.5M | 304,623 | 2.20% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $6.3M | 293,312 | 0.00% | 15q | +42.8%+$1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.2M | 291,012 | 0.01% | 4q | +990.5%+$5.6M |
| Dana Investment Advisors, Inc. | $6.1M | 288,324 | 0.16% | 7q | HELD |
| FMR LLC | $5.4M | 252,372 | 0.00% | 31q | +38.5%+$1.5M |
| Russell Investments Group, Ltd. | $5.2M | 243,661 | 0.00% | 31q | +150.4%+$3.1M |
| OP Asset Management Ltd | $5.0M | 234,083 | 0.05% | 3q | -12.4%-$709.5K |
| Corient Private Wealth LP | $5.0M | 233,259 | 0.00% | new | NEW |
| JUPITER ASSET MANAGEMENT LTD | $4.9M | 228,440 | 0.02% | 2q | -11.5%-$633.4K |
| Empowered Funds, LLC | $4.8M | 224,825 | 0.03% | new | NEW |
| SIMPLEX TRADING, LLC | $4.6M | options only | 0.00% | 31q | OPTIONS |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $4.6M | 216,589 | 0.00% | 19q | -12.5%-$660.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4.3M | 201,081 | 0.08% | 3q | +10.2%+$395.8K |
| TUDOR INVESTMENT CORP ET AL | $4.2M | options only | 0.01% | 11q | OPTIONS |
| Bastion Asset Management Inc. | $4.2M | 207,483 | 1.42% | new | NEW |
| Lisanti Capital Growth, LLC | $4.1M | 193,680 | 0.91% | new | NEW |
| Quantinno Capital Management LP | $4.1M | 192,920 | 0.00% | 7q | +65.7%+$1.6M |
| ALLIANCEBERNSTEIN L.P. | $4.1M | 268,032 | 0.00% | 31q | +49.6%+$1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 190,612 | 0.00% | 31q | -7.3%-$320.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $3.9M | 184,448 | 0.01% | new | NEW |
| Invesco Ltd. | $3.8M | 179,351 | 0.00% | 31q | -12.0%-$522.3K |
| CAPITAL FUND MANAGEMENT S.A. | $3.8M | 178,433 | 0.02% | 19q | +126.4%+$2.1M |
| Assenagon Asset Management S.A. | $3.8M | 176,088 | 0.00% | 6q | -75.0%-$11.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.8M | 175,937 | 0.00% | 9q | -15.4%-$680.9K |
| Nuveen, LLC | $3.7M | 172,193 | 0.00% | 6q | +4.1%+$145.4K |
| Creative Planning | $3.6M | 170,615 | 0.00% | 7q | -16.8%-$734.2K |
| NORDEA INVESTMENT MANAGEMENT AB | $3.4M | 163,904 | 0.00% | 10q | +3.9%+$126.8K |
| Trexquant Investment LP | $3.4M | 160,040 | 0.02% | 2q | -23.8%-$1.1M |
| ODDO BHF ASSET MANAGEMENT SAS | $3.4M | 160,000 | 0.16% | 8q | HELD |
| Optimus Prime Fund Management Co., Ltd. | $3.3M | 154,500 | 0.24% | 9q | HELD |
| Vanguard Global Advisers, LLC | $3.1M | 145,281 | 0.00% | 2q | +23.9%+$597.6K |
| CREDIT AGRICOLE S A | $3.0M | 142,000 | 0.01% | 2q | +238.1%+$2.1M |
| VICTORY CAPITAL MANAGEMENT INC | $3.0M | 139,951 | 0.00% | 28q | -32.9%-$1.5M |
| LPL Financial LLC | $3.0M | 139,398 | 0.00% | 7q | -9.6%-$317.1K |
| Swiss National Bank | $3.0M | 138,400 | 0.00% | 31q | -0.6%-$17.1K |
| Nierenberg Investment Management Company, LLC | $2.9M | 135,810 | 1.44% | 2q | HELD |
| SEGALL BRYANT & HAMILL, LLC | $2.9M | 134,947 | 0.03% | 11q | +22.6%+$530.7K |
| SEI INVESTMENTS CO | $2.8M | 132,717 | 0.00% | 31q | +422.8%+$2.3M |
| MARSHALL WACE, LLP | $2.7M | 126,866 | 0.00% | 2q | -68.9%-$6.0M |
| D. E. Shaw & Co., Inc. | $2.5M | 69,058 | 0.00% | 14q | -8.9%-$248.5K |
| POLEN CAPITAL MANAGEMENT LLC | $2.5M | 117,256 | 0.02% | new | NEW |
| Atom Investors LP | $2.5M | 115,838 | 0.22% | 4q | -2.3%-$59.4K |
| Gotham Asset Management, LLC | $2.4M | 112,056 | 0.01% | 2q | +635.4%+$2.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.3M | 108,376 | 0.00% | 3q | +155.1%+$1.4M |
| RHUMBLINE ADVISERS | $2.2M | 102,748 | 0.00% | 31q | +2.3%+$50.1K |
| ABS Investment Management LLC | $2.1M | 100,000 | 1.34% | new | FIRST |
| ABS Direct Equity Fund LLC | $2.1M | 100,000 | 1.34% | 5q | -39.4%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 99,965 | 0.00% | 7q | +817.2%+$1.9M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Ameriprise Financial, Inc.with 1 co-filers | 5.4% |
| 2026-08-06 | 13G/A | BlackRock, Inc. | 15.5% |
| 2026-08-06 | 13G/A | Vanguard Portfolio Management | 10.3% |
| 2026-07-14 | 13G/A | Voss Capital, LPwith 4 co-filers | 6.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 277 | $1.8B | 75,879,887 | 47 | 91 | 97 | 10.2% |
| Q1 2026 | 273 | $1.3B | 78,949,336 | 44 | 107 | 79 | 9.8% |
| Q4 2025 | 261 | $1.7B | 74,550,244 | 42 | 96 | 82 | 14.3% |
| Q3 2025 | 287 | $2.2B | 81,612,320 | 49 | 106 | 81 | 10.8% |
| Q2 2025 | 271 | $2.5B | 84,190,669 | 46 | 88 | 98 | 10.9% |
| Q1 2025 | 283 | $2.3B | 78,388,873 | 56 | 115 | 65 | 6.9% |
| Q4 2024 | 277 | $3.3B | 75,423,089 | 57 | 84 | 84 | 6.1% |
| Q3 2024 | 251 | $2.4B | 78,219,610 | 41 | 82 | 89 | 7.3% |
| Q2 2024 | 280 | $3.6B | 77,940,052 | 48 | 98 | 90 | 5.6% |
| Q1 2024 | 291 | $5.0B | 75,238,896 | 40 | 116 | 83 | 5.8% |
| Q4 2023 | 323 | $6.0B | 72,531,957 | 53 | 97 | 112 | 4.2% |
| Q3 2023 | 299 | $4.7B | 70,330,357 | 35 | 117 | 84 | 4.5% |
| Q2 2023 | 306 | $5.8B | 66,831,760 | 53 | 108 | 94 | 5.5% |
| Q1 2023 | 308 | $5.4B | 71,859,069 | 61 | 112 | 87 | 3.2% |
| Q4 2022 | 268 | $4.5B | 64,816,880 | 52 | 95 | 83 | 3.6% |
| Q3 2022 | 338 | $5.5B | 72,026,243 | 48 | 123 | 105 | 1.4% |
| Q2 2022 | 333 | $6.9B | 73,158,399 | 39 | 135 | 111 | 2.7% |
| Q1 2022 | 349 | $8.3B | 71,278,406 | 43 | 136 | 112 | 5.1% |
| Q4 2021 | 382 | $10.3B | 68,067,149 | 81 | 118 | 117 | 9.1% |
| Q3 2021 | 405 | $11.9B | 65,726,901 | 112 | 115 | 124 | 12.0% |
| Q2 2021 | 403 | $12.6B | 67,585,528 | 53 | 142 | 136 | 1.7% |
| Q1 2021 | 397 | $10.6B | 66,115,357 | 48 | 131 | 151 | 2.1% |
| Q4 2020 | 410 | $11.6B | 65,839,328 | 64 | 120 | 158 | 1.2% |
| Q3 2020 | 366 | $8.6B | 65,388,656 | 59 | 107 | 151 | 1.8% |
| Q2 2020 | 347 | $7.4B | 66,224,539 | 93 | 81 | 144 | 1.4% |
| Q1 2020 | 291 | $5.0B | 64,758,976 | 45 | 93 | 114 | 1.0% |
| Q4 2019 | 292 | $4.2B | 63,049,367 | 40 | 84 | 107 | 0.7% |
| Q3 2019 | 264 | $3.4B | 63,090,314 | 45 | 90 | 88 | 1.0% |
| Q2 2019 | 253 | $3.3B | 63,455,651 | 31 | 95 | 81 | 1.0% |
| Q1 2019 | 273 | $3.2B | 60,509,639 | 68 | 69 | 105 | 0.8% |
| Q4 2018 | 229 | $2.7B | 60,469,011 | 3 | 4 | 4 | 0.5% |