Five9 Ownership 2024 | Who Owns Five9 Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

107.72%

Insider Ownership

0.76%

Retail Ownership

-8.47%

Institutional Holders

323.00

Five9 Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	14.83%	0.03%	10,899,940	3,861,611	54.87%	480,687,372	Jun 30, 2024
VANGUARD GROUP INC	10.66%	0.01%	7,830,205	392,630	5.28%	345,312,041	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	7.26%	0.27%	5,332,786	-13,006	-0.24%	235,149,783	Jun 30, 2024
BLACKROCK INC.	5.75%	0.00%	4,224,833	-376,760	-8.19%	186,315,137	Jun 30, 2024
WASATCH ADVISORS LP	5.13%	0.89%	3,767,524	307,943	8.90%	166,147,808	Jun 30, 2024
SYLEBRA CAPITAL LLC	4.10%	4.93%	3,013,789	666,681	28.40%	132,908,095	Jun 30, 2024
UBS GROUP AG	3.84%	0.03%	2,823,720	-	-	124,526,052	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	2.91%	0.54%	2,136,441	701,042	48.84%	94,217,048	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	2.82%	0.03%	2,069,485	-215,920	-9.45%	91,264,289	Jun 30, 2024
VIKING GLOBAL INVESTORS LP	2.36%	0.29%	1,734,414	-1,717,724	-49.76%	76,487,657	Jun 30, 2024
AMERIPRISE FINANCIAL INC	2.23%	0.02%	1,637,935	329,964	25.23%	72,232,933	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	2.16%	0.01%	1,590,122	-162,230	-9.26%	70,124,381	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.98%	0.02%	1,457,086	406,188	38.65%	64,257,493	Jun 30, 2024
FIRST TRUST ADVISORS LP	1.84%	0.06%	1,348,714	192,636	16.66%	59,478,287	Jun 30, 2024
STATE STREET CORP	1.77%	0.00%	1,300,133	49,404	3.95%	57,335,865,000	Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.	1.77%	1.71%	1,299,483	446,151	52.28%	57,307,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.75%	0.01%	1,283,815	72,152	5.95%	56,631,173	Jun 30, 2024
DEUTSCHE BANK AG\	1.54%	0.02%	1,134,639	619,870	120.42%	50,037,581	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.41%	0.01%	1,033,164	-151,762	-12.81%	45,562,532	Jun 30, 2024
NORGES BANK	1.26%	0.01%	929,460	929,460	100.00%	40,989,186	Jun 30, 2024

Five9's largest institutional shareholder is FMR LLC, holding 14.83% of the company's total share outstanding, currently valued at $480.69M. The top 10 institutional shareholders own together 59.65% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
KOPP FAMILY OFFICE, LLC	0.48%	9.63%	352,075	114,583	48.25%	15,527,000	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.39%	6.38%	288,491	288,491	100.00%	12,722,453	Jun 30, 2024
PROSPECT CAPITAL ADVISORS, LLC	0.37%	5.08%	273,160	9,650	3.66%	12,046,356	Jun 30, 2024
SYLEBRA CAPITAL LLC	4.10%	4.93%	3,013,789	666,681	28.40%	132,908,095	Jun 30, 2024
GAGNON ADVISORS, LLC	0.17%	4.22%	125,540	21,203	20.32%	5,536,314	Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC	0.22%	4.07%	158,500	158,500	100.00%	6,989,850	Jun 30, 2024
SQN INVESTORS LP	0.15%	3.68%	113,533	-35,101	-23.62%	5,006,805	Jun 30, 2024
TREMBLANT CAPITAL GROUP	0.78%	2.74%	573,440	-39,626	-6.46%	25,288,704	Jun 30, 2024
DIKER MANAGEMENT LLC	0.10%	2.62%	70,000	-	-	3,087,000	Jun 30, 2024
COTA CAPITAL MANAGEMENT, LLC	0.02%	2.56%	16,442	-	-	725,092	Jun 30, 2024
GAGNON SECURITIES LLC	0.34%	2.52%	253,532	27,159	12.00%	11,180,761	Jun 30, 2024
RK CAPITAL MANAGEMENT, LLC	0.27%	2.35%	199,100	118,900	148.25%	8,780,310	Jun 30, 2024
BULLSEYE ASSET MANAGEMENT LLC	0.12%	1.97%	91,268	18,400	25.25%	4,025,000	Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.	1.77%	1.71%	1,299,483	446,151	52.28%	57,307,000	Jun 30, 2024
KEPOS CAPITAL LP	0.11%	1.37%	80,000	80,000	100.00%	3,528,000	Jun 30, 2024
RIVERPARK CAPITAL MANAGEMENT LLC	0.03%	1.24%	21,139	-1,078	-4.85%	932,230	Jun 30, 2024
SUMMIT CREEK ADVISORS LLC	0.25%	1.12%	185,253	-13,190	-6.65%	8,169,657	Jun 30, 2024
PRENTISS SMITH & CO INC	0.05%	1.09%	35,501	35,501	100.00%	1,565,594	Jun 30, 2024
RIVERPARK ADVISORS, LLC	0.03%	0.89%	24,389	-3,773	-13.40%	1,075,555	Jun 30, 2024
WASATCH ADVISORS LP	5.13%	0.89%	3,767,524	307,943	8.90%	166,147,808	Jun 30, 2024

The largest Five9 shareholder by % of total assets is KOPP FAMILY OFFICE, LLC. The company owns 352.07K shares of Five9 (FIVN), representing 9.63% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	14.83%	0.03%	10,899,940	3,861,611	54.87%	480,687,372	Jun 30, 2024
NORGES BANK	1.26%	0.01%	929,460	929,460	100.00%	40,989,186	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	2.91%	0.54%	2,136,441	701,042	48.84%	94,217,048	Jun 30, 2024
SYLEBRA CAPITAL LLC	4.10%	4.93%	3,013,789	666,681	28.40%	132,908,095	Jun 30, 2024
DEUTSCHE BANK AG\	1.54%	0.02%	1,134,639	619,870	120.42%	50,037,581	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	1.02%	0.09%	753,127	584,100	345.57%	33,212,921	Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP	0.74%	0.04%	540,185	540,185	100.00%	23,822,159	Jun 30, 2024
UBS GROUP AG	0.95%	0.01%	699,106	496,386	244.86%	30,830,574	Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.	1.77%	1.71%	1,299,483	446,151	52.28%	57,307,000	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.88%	0.05%	647,867	437,064	207.33%	28,570,934	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.98%	0.02%	1,457,086	406,188	38.65%	64,257,493	Jun 30, 2024
HOLOCENE ADVISORS, LP	0.55%	0.07%	405,312	405,312	100.00%	17,874,259	Jun 30, 2024
ROYAL BANK OF CANADA	0.61%	0.00%	451,285	400,366	786.28%	19,901,000	Jun 30, 2024
VANGUARD GROUP INC	10.66%	0.01%	7,830,205	392,630	5.28%	345,312,041	Jun 30, 2024
AMERIPRISE FINANCIAL INC	2.23%	0.02%	1,637,935	329,964	25.23%	72,232,933	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.44%	0.03%	323,242	323,242	100.00%	14,254,972	Jun 30, 2024
WASATCH ADVISORS LP	5.13%	0.89%	3,767,524	307,943	8.90%	166,147,808	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.39%	6.38%	288,491	288,491	100.00%	12,722,453	Jun 30, 2024
NOMURA HOLDINGS INC	0.39%	0.02%	285,600	285,600	100.00%	12,594,960	Jun 30, 2024
ARMISTICE CAPITAL, LLC	0.98%	0.40%	722,582	261,476	56.71%	31,865,866	Jun 30, 2024

As of Jun 30 2024, Five9's largest institutional buyer is FMR LLC. The company purchased 3.86M stocks of FIVN, valued at $480.69M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIKING GLOBAL INVESTORS LP	2.36%	0.29%	1,734,414	-1,717,724	-49.76%	76,487,657	Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC	-	-	-	-589,196	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	0.30%	0.02%	222,502	-583,760	-72.40%	9,812,338	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.02%	0.00%	17,382	-571,566	-97.05%	766,546	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	0.00%	16,187	-412,820	-96.23%	699,117	Jun 30, 2024
BLACKROCK INC.	5.75%	0.00%	4,224,833	-376,760	-8.19%	186,315,137	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.17%	0.00%	123,653	-341,594	-73.42%	5,453,097	Jun 30, 2024
ENSIGN PEAK ADVISORS, INC	0.03%	0.00%	22,885	-230,490	-90.97%	1,009,229	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	0.69%	0.01%	510,727	-225,776	-30.66%	22,523,115	Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC	0.00%	0.00%	1,772	-217,276	-99.19%	78,000	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	2.82%	0.03%	2,069,485	-215,920	-9.45%	91,264,289	Jun 30, 2024
FIRST SABREPOINT CAPITAL MANAGEMENT LP	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	14	-198,208	-99.99%	617	Jun 30, 2024
MARSHALL WACE, LLP	0.02%	0.00%	15,403	-190,730	-92.53%	679,272	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	0.03%	0.01%	23,385	-188,617	-88.97%	1,031,278	Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC	-	-	-	-181,239	-100.00%	-	Jun 30, 2024
ELEQUIN SECURITIES, LLC	-	-	-	-181,239	-100.00%	-	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	1.19%	0.20%	875,788	-166,648	-15.99%	38,140,567	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	2.16%	0.01%	1,590,122	-162,230	-9.26%	70,124,381	Jun 30, 2024
APERTURE INVESTORS, LLC	-	-	-	-158,979	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Five9's biggest institutional seller is VIKING GLOBAL INVESTORS LP. The company sold -1.72M shares of FIVN, valued at $76.49M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.26%	0.01%	929,460	929,460	100.00%	40,989,186	Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP	0.74%	0.04%	540,185	540,185	100.00%	23,822,159	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.44%	0.03%	323,242	323,242	100.00%	14,254,972	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.39%	6.38%	288,491	288,491	100.00%	12,722,453	Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC	0.22%	4.07%	158,500	158,500	100.00%	6,989,850	Jun 30, 2024
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.	0.21%	0.80%	154,500	154,500	100.00%	6,813,450	Jun 30, 2024
ROYCE & ASSOCIATES LP	0.15%	0.04%	107,466	107,466	100.00%	4,739,251	Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.14%	0.40%	100,000	100,000	100.00%	4,410,000	Jun 30, 2024
KEPOS CAPITAL LP	0.11%	1.37%	80,000	80,000	100.00%	3,528,000	Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC	0.09%	0.12%	64,320	64,320	100.00%	2,836,512	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.07%	0.05%	50,629	50,629	100.00%	2,232,739	Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT	0.07%	0.43%	49,372	49,372	100.00%	2,177,000	Jun 30, 2024
KING LUTHER CAPITAL MANAGEMENT CORP	0.06%	0.01%	46,753	46,753	100.00%	2,061,807	Jun 30, 2024
CLEARLINE CAPITAL LP	0.05%	0.04%	36,413	36,413	100.00%	1,605,813	Jun 30, 2024
PRENTISS SMITH & CO INC	0.05%	1.09%	35,501	35,501	100.00%	1,565,594	Jun 30, 2024
VESTCOR INC	0.05%	0.05%	35,000	35,000	100.00%	1,544,000	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.04%	0.01%	29,259	29,259	100.00%	1,290,322	Jun 30, 2024
POINT72 (DIFC) LTD	0.04%	0.04%	27,857	27,857	100.00%	1,228,502	Jun 30, 2024
AXQ CAPITAL, LP	0.03%	0.23%	22,008	22,008	100.00%	970,553	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.02%	0.09%	17,709	17,709	100.00%	780,967	Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP	0.02%	0.12%	14,540	14,540	100.00%	641,214	Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.02%	0.10%	11,977	11,977	100.00%	528,186	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	0.02%	0.01%	11,200	11,200	100.00%	493,920	Jun 30, 2024
PLATINUM INVESTMENT MANAGEMENT LTD	0.01%	0.02%	10,087	10,087	100.00%	444,837	Jun 30, 2024
DEUTSCHE BANK AG\	0.01%	0.00%	10,000	10,000	100.00%	441,000	Jun 30, 2024
ADVENT CAPITAL MANAGEMENT /DE/	0.01%	0.01%	10,000	10,000	100.00%	441,000	Jun 30, 2024
BELMONT CAPITAL, LLC	0.01%	0.06%	7,640	7,640	100.00%	336,924	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	0.01%	0.06%	7,624	7,624	100.00%	336,218	Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY, LP	0.01%	0.32%	7,623	7,623	100.00%	336,174	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	0.01%	0.02%	6,150	6,150	100.00%	271,215	Jun 30, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC	0.01%	0.03%	5,422	5,422	100.00%	239,000	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.01%	0.00%	4,026	4,026	100.00%	177,547	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.00%	0.00%	1,458	1,458	100.00%	64,298	Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.00%	0.00%	1,300	1,300	100.00%	57,330	Jun 30, 2024
ALLWORTH FINANCIAL LP	0.00%	0.00%	569	569	100.00%	25,287	Jun 30, 2024
RONALD BLUE TRUST, INC.	0.00%	0.00%	146	146	100.00%	9,068	Jun 30, 2024
ASSET DEDICATION, LLC	0.00%	0.00%	95	95	100.00%	4,190	Jun 30, 2024
CLEAR STREET MARKETS LLC	0.00%	0.00%	89	89	100.00%	4,000	Jun 30, 2024
SACHETTA, LLC	0.00%	0.00%	45	45	100.00%	2,027	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	0.00%	30	30	100.00%	1,323	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	-	0.00%	28	28	100.00%	1,235	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	-	-	23	23	100.00%	1,014	Jun 30, 2024
MATHER GROUP, LLC.	-	-	20	20	100.00%	1,242	Jun 30, 2024
ADVISORNET FINANCIAL, INC	-	0.00%	20	20	100.00%	882	Jun 30, 2024
J.SAFRA ASSET MANAGEMENT CORP	-	0.00%	18	18	100.00%	794	Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC	-	0.00%	17	17	100.00%	750	Jun 30, 2024
CVA FAMILY OFFICE, LLC	-	0.00%	11	11	100.00%	485	Jun 30, 2024

Five9's largest new institutional shareholder by number of shares is NORGES BANK, purchased 929.46K shares, valued at $40.99M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HOOD RIVER CAPITAL MANAGEMENT LLC	-	-	-	-589,196	-100.00%	-	Jun 30, 2024
FIRST SABREPOINT CAPITAL MANAGEMENT LP	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC	-	-	-	-181,239	-100.00%	-	Jun 30, 2024
ELEQUIN SECURITIES, LLC	-	-	-	-181,239	-100.00%	-	Jun 30, 2024
APERTURE INVESTORS, LLC	-	-	-	-158,979	-100.00%	-	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	-	-	-	-139,421	-100.00%	-	Jun 30, 2024
ING GROEP NV	-	-	-	-126,000	-100.00%	-	Jun 30, 2024
MELQART ASSET MANAGEMENT (UK) LTD	-	-	-	-124,681	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-121,400	-100.00%	-	Jun 30, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	-	-	-	-116,194	-100.00%	-	Jun 30, 2024
TECA PARTNERS, LP	-	-	-	-108,240	-100.00%	-	Jun 30, 2024
CARLSON CAPITAL L P	-	-	-	-95,577	-100.00%	-	Jun 30, 2024
VISTA EQUITY PARTNERS MANAGEMENT, LLC	-	-	-	-81,524	-100.00%	-	Jun 30, 2024
BANK OF NOVA SCOTIA	-	-	-	-78,790	-100.00%	-	Jun 30, 2024
TREMBLANT CAPITAL GROUP	-	-	-	-75,000	-100.00%	-	Jun 30, 2024
TENOR CAPITAL MANAGEMENT CO., L.P.	-	-	-	-70,854	-100.00%	-	Jun 30, 2024
HIGHBRIDGE CAPITAL MANAGEMENT LLC	-	-	-	-60,200	-100.00%	-	Jun 30, 2024
CRESTLINE MANAGEMENT, LP	-	-	-	-57,955	-100.00%	-	Jun 30, 2024
CALIXTO GLOBAL INVESTORS, LP	-	-	-	-51,114	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-42,009	-100.00%	-	Jun 30, 2024
BRANT POINT INVESTMENT MANAGEMENT LLC	-	-	-	-32,500	-100.00%	-	Jun 30, 2024
NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD	-	-	-	-30,315	-100.00%	-	Jun 30, 2024
SPHERA FUNDS MANAGEMENT LTD.	-	-	-	-27,500	-100.00%	-	Jun 30, 2024
NISHKAMA CAPITAL, LLC	-	-	-	-25,000	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-24,106	-100.00%	-	Jun 30, 2024
SILVANT CAPITAL MANAGEMENT LLC	-	-	-	-22,332	-100.00%	-	Jun 30, 2024
HBK INVESTMENTS L P	-	-	-	-18,600	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-16,200	-100.00%	-	Jun 30, 2024
CAPTION MANAGEMENT, LLC	-	-	-	-15,000	-100.00%	-	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	-	-	-	-12,461	-100.00%	-	Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP	-	-	-	-12,232	-100.00%	-	Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	-	-	-	-12,208	-100.00%	-	Jun 30, 2024
ZIONS BANCORPORATION, N.A.	-	-	-	-11,810	-100.00%	-	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	-	-	-	-11,263	-100.00%	-	Jun 30, 2024
BANK OF MONTREAL /CAN/	-	-	-	-11,132	-100.00%	-	Jun 30, 2024
MAVERICK CAPITAL LTD	-	-	-	-8,582	-100.00%	-	Jun 30, 2024
MARINER, LLC	-	-	-	-7,339	-100.00%	-	Jun 30, 2024
CLAL INSURANCE ENTERPRISES HOLDINGS LTD	-	-	-	-6,738	-100.00%	-	Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC	-	-	-	-6,365	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-5,889	-100.00%	-	Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP	-	-	-	-5,531	-100.00%	-	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	-	-	-	-4,905	-100.00%	-	Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC	-	-	-	-4,356	-100.00%	-	Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS	-	-	-	-4,057	-100.00%	-	Jun 30, 2024
UTAH RETIREMENT SYSTEMS	-	-	-	-4,000	-100.00%	-	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	-	-	-	-3,680	-100.00%	-	Jun 30, 2024
ALPHA SQUARE GROUP S, LLC	-	-	-	-3,300	-100.00%	-	Jun 30, 2024
SAND HILL GLOBAL ADVISORS, LLC	-	-	-	-3,224	-100.00%	-	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	-	-	-	-2,812	-100.00%	-	Jun 30, 2024
STEPHENS INC /AR/	-	-	-	-2,803	-100.00%	-	Jun 30, 2024
ICON WEALTH ADVISORS, LLC	-	-	-	-2,536	-100.00%	-	Jun 30, 2024
BESSEMER GROUP INC	-	-	-	-1,391	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-1,205	-100.00%	-	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-700	-100.00%	-	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	-	-	-	-662	-100.00%	-	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	-	-	-	-309	-100.00%	-	Jun 30, 2024
HARBOUR INVESTMENTS, INC.	-	-	-	-100	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-100	-100.00%	-	Jun 30, 2024
GPS WEALTH STRATEGIES GROUP, LLC	-	-	-	-60	-100.00%	-	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	-	-	-	-16	-100.00%	-	Jun 30, 2024
CAROLINAS WEALTH CONSULTING LLC	-	-	-	-14	-100.00%	-	Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.	-	-	-	-10	-100.00%	-	Jun 30, 2024
AVION WEALTH	-	-	-	-8	-100.00%	-	Jun 30, 2024
MASSMUTUAL TRUST CO FSB/ADV	-	-	-	-2	-100.00%	-	Jun 30, 2024
QUEST PARTNERS LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

Five9's largest sold out institutional shareholder by shares sold is HOOD RIVER CAPITAL MANAGEMENT LLC, sold -0.59M shares, valued at -, as of undefined.

Five9 Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Manager Directed Portfolios	1.80%	295,286	-	-	Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund	1.71%	6,750,000	-	-	Jan 31, 2024
T. Rowe Price Global Technology Fund, Inc.	1.61%	799,166	-	-	Mar 31, 2024
Virtus Equity & Convertible Income Fund	1.18%	2,335,000	870,000	59.39%	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	1.16%	2,755,000	960,000	53.48%	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	0.99%	2,005,000	725,000	56.64%	Jan 31, 2024
Alger ETF Trust	0.90%	6,408	-	-	Dec 31, 2023
AGF Investments Trust	0.84%	-15,934	-982	6.57%	Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.	0.73%	3,660,242	-	-	Mar 31, 2024
CALAMOS ADVISORS TRUST/IL	0.68%	50,000	-	-	Mar 31, 2024
Virtus Convertible & Income Fund II	0.66%	2,495,000	580,000	30.29%	Jan 31, 2024
Calamos Dynamic Convertible & Income Fund	0.66%	5,000,000	-	-	Jan 31, 2024
FIDELITY FINANCIAL TRUST	0.64%	11,535,000	11,535,000	-	Feb 29, 2024
Virtus Convertible & Income Fund	0.64%	3,160,000	670,000	26.91%	Jan 31, 2024
Aspiration Funds	0.55%	20,476	-	-	Mar 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND	0.50%	5,750,000	-	-	Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND	0.50%	6,250,000	-	-	Jan 31, 2024
Clough Global Equity Fund	0.43%	26,470	-	-	Jan 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.43%	395,196	223,339	129.96%	Jan 31, 2024
AB DISCOVERY GROWTH FUND, INC.	0.38%	562,076	-57,756	-9.32%	Jan 31, 2024
BlackRock Science & Technology Trust II	0.36%	198,189	-	-	Mar 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND	0.34%	3,835,000	-	-	Jan 31, 2024
Virtus Investment Trust	0.34%	11,745,000	-	-	Mar 28, 2024
HSBC FUNDS	0.28%	8,910	-	-	Jan 31, 2024
FIDELITY TREND FUND	0.27%	168,387	-	-	Mar 31, 2024
NICHOLAS Ltd EDITION, INC.	0.23%	77,745	-	-	Dec 31, 2023
WASATCH FUNDS TRUST	0.21%	1,942,624	36,305	1.90%	Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL	0.20%	20,676,000	-	-	Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I	0.20%	70,287	-3,526	-4.78%	Mar 31, 2024
HARTFORD HLS SERIES FUND II INC	0.19%	47,752	-	-	Dec 31, 2023
Vanguard Montgomery Funds	0.18%	43,308	-	-	Mar 31, 2024
Columbia Seligman Premium Technology Growth Fund, Inc.	0.17%	32,800	15,700	91.81%	Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.	0.15%	563,708	-	-	Mar 31, 2024
Value Line Small Cap Opportunities Fund, Inc.	0.15%	45,900	-	-	Mar 31, 2024
PARNASSUS FUNDS	0.15%	225,571	-	-	Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.14%	27,425	22,140	418.92%	Mar 28, 2024
Fidelity Multi-Strategy Credit Fund	0.13%	34,000	34,000	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.13%	962,067	356,458	58.86%	Mar 31, 2024
JP MORGAN MUTUAL FUND INVESTMENT TRUST	0.13%	481,090	-	-	Dec 31, 2023
VANGUARD EXPLORER FUND	0.13%	1,564,204	62,408	4.16%	Jan 31, 2024
Clough Global Opportunities Fund	0.12%	49,120	-	-	Jan 31, 2024
Clough Funds Trust	0.12%	4,960	-	-	Jan 31, 2023
WANGER ADVISORS TRUST	0.12%	64,964	-	-	Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.11%	38,776	-	-	Mar 31, 2024
COLUMBIA ACORN TRUST	0.11%	352,428	-	-	Mar 31, 2024
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.	0.11%	220,268	-	-	Feb 29, 2024
ALLSPRING VARIABLE TRUST	0.10%	64,367	-24,900	-27.89%	Mar 31, 2024
REYNOLDS FUNDS INC	0.10%	1,100	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.10%	49,673	-	-	Mar 31, 2024
BlackRock Innovation & Growth Trust	0.10%	100,667	-	-	Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.08%	30,291	-	-	Mar 31, 2024
Voya EQUITY TRUST	0.08%	110,407	-	-	Feb 29, 2024
T. Rowe Price Quantitative Management Funds, Inc.	0.06%	204,600	-	-	Mar 31, 2024
LORD ABBETT SECURITIES TRUST	0.06%	274,231	-	-	Jan 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.06%	554,692	138,050	33.13%	Jan 31, 2024
MAINSTAY VP FUNDS TRUST	0.05%	6,540,000	6,540,000	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST	0.05%	156,220	-4,849	-3.01%	Mar 31, 2024
CONESTOGA FUNDS	0.05%	57,310	2,700	4.94%	Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/	0.04%	3,055	3,055	-	Sep 30, 2022
Nuveen S&P 500 Dynamic Overwrite Fund	0.04%	1,172	-	-	Mar 31, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.	0.04%	565,800	-	-	Mar 31, 2024
FIDELITY SELECT PORTFOLIOS	0.03%	2,057,155	60,900	3.05%	Feb 29, 2024
RMB INVESTORS TRUST	0.03%	16,129	606	3.90%	Dec 31, 2023
FRANKLIN STRATEGIC SERIES	0.03%	261,400	-	-	Jan 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.03%	3,646	-	-	Mar 31, 2024
Calamos Global Dynamic Income Fund	0.03%	357,000	-	-	Jan 31, 2024
MFS SERIES TRUST I	0.03%	583,836	57,033	10.83%	Feb 29, 2024
Federated Hermes MDT Series	0.03%	69,949	-	-	Jan 31, 2024
T. Rowe Price Equity Funds, Inc.	0.02%	269,438	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.02%	79,711	1,946	2.50%	Jan 31, 2024
ALGER PORTFOLIOS	0.02%	7,311	-	-	Dec 31, 2023
AB CAP FUND, INC.	0.02%	666,731	-73,072	-9.88%	Jan 31, 2024
Morgan Creek Global Equity Long/Short Institutional Fund	0.02%	368	-	-	Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST	0.02%	35,000	-	-	Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.02%	21,025	-	-	Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	10,261	-	-	Mar 31, 2024
BUFFALO FUNDS	0.02%	111,565	-	-	Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.	0.02%	1,500	-	-	Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	97,455	-	-	Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.02%	65,690	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.01%	6,305,786	-1,015,716	-13.87%	Mar 31, 2024
ALGER INSTITUTIONAL FUNDS	0.01%	3,869	-	-	Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS	0.01%	7,520	-2,300	-23.42%	Mar 31, 2024
MSS Series Trust	0.01%	1,000	-	-	Feb 29, 2024
Advantage Advisers Xanthus Fund, L.L.C.	0.01%	38,109	-	-	Mar 31, 2024
ALGER FUNDS	0.01%	11,458	-	-	Jan 31, 2024
Fidelity Central Investment Portfolios LLC	0.01%	599,100	83,900	16.28%	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.01%	85,400	700	0.83%	Mar 31, 2024
FIDELITY PURITAN TRUST	0.01%	540,577	-23,400	-4.15%	Feb 29, 2024
CARILLON SERIES TRUST	0.01%	576,042	-5,141	-0.88%	Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS	0.01%	8,085	-	-	Mar 31, 2024
RBB Fund Trust	0.01%	9,778	8,527	681.61%	Feb 29, 2024
Capitol Series Trust	0.01%	92,500	-	-	Jan 31, 2024
ACAP Strategic Fund	0.01%	135,777	-	-	Mar 31, 2024
MERGER FUND	0.01%	75,600	-	-	Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	2,029	-	-	Mar 31, 2024
Brown Capital Management Mutual Funds	0.01%	26,350	-	-	Dec 31, 2023
Calvert Responsible Index Series, Inc.	0.01%	14,107	-	-	Mar 31, 2024
AZZAD FUNDS	0.01%	18,712	-	-	Mar 31, 2024
Global X Funds	0.01%	354,996	-	-	Jan 31, 2024

Five9's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 295.29K shares, compromising 1.80% of its total assets.

Five9 Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	323	-4.72%
31 Mar, 24	339	-12.63%
31 Dec, 23	388	8.08%
30 Sep, 23	359	-0.28%
30 Jun, 23	360	-0.83%
31 Mar, 23	363	4.31%
31 Dec, 22	348	-1.14%
30 Sep, 22	352	2.03%
30 Jun, 22	345	-7.26%
31 Mar, 22	372	-11.64%
31 Dec, 21	421	-8.87%
30 Sep, 21	462	11.06%
30 Jun, 21	416	-0.48%
31 Mar, 21	418	-0.24%
31 Dec, 20	419	10.55%
30 Sep, 20	379	4.99%
30 Jun, 20	361	18.36%
31 Mar, 20	305	-0.97%
31 Dec, 19	308	10.00%
30 Sep, 19	280	5.66%
30 Jun, 19	265	-6.36%
31 Mar, 19	283	17.43%
31 Dec, 18	241	-1.63%
30 Sep, 18	245	12.90%
30 Jun, 18	217	12.44%
31 Mar, 18	193	22.15%
31 Dec, 17	158	-1.86%
30 Sep, 17	161	-5.29%
30 Jun, 17	170	6.25%
31 Mar, 17	160	1.91%
31 Dec, 16	157	9.03%
30 Sep, 16	144	8.27%
30 Jun, 16	133	31.68%
31 Mar, 16	101	23.17%
31 Dec, 15	82	26.15%
30 Sep, 15	65	-14.47%
30 Jun, 15	76	22.58%
31 Mar, 15	62	16.98%
31 Dec, 14	53	29.27%
30 Sep, 14	41	-6.82%
30 Jun, 14	44	-

As of 30 Jun 24, 323 institutions are holding Five9's shares, representing a decrease of -4.72% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	79,157,679	6.10%
31 Mar, 24	74,609,580	2.96%
31 Dec, 23	72,462,743	-0.37%
30 Sep, 23	72,729,286	3.08%
30 Jun, 23	70,552,798	-1.61%
31 Mar, 23	71,707,374	-4.73%
31 Dec, 22	75,268,454	5.27%
30 Sep, 22	71,497,909	-0.54%
30 Jun, 22	71,885,226	2.08%
31 Mar, 22	70,418,481	3.51%
31 Dec, 21	68,028,188	3.63%
30 Sep, 21	65,648,204	-2.05%
30 Jun, 21	67,023,109	1.50%
31 Mar, 21	66,029,871	0.47%
31 Dec, 20	65,719,064	0.63%
30 Sep, 20	65,308,962	-0.45%
30 Jun, 20	65,605,393	2.66%
31 Mar, 20	63,903,424	3.34%
31 Dec, 19	61,836,770	-1.26%
30 Sep, 19	62,628,351	-0.25%
30 Jun, 19	62,782,553	4.07%
31 Mar, 19	60,329,768	1.48%
31 Dec, 18	59,448,177	2.76%
30 Sep, 18	57,850,903	2.59%
30 Jun, 18	56,392,897	4.73%
31 Mar, 18	53,846,454	2.55%
31 Dec, 17	52,509,146	0.90%
30 Sep, 17	52,043,144	3.52%
30 Jun, 17	50,273,962	1.39%
31 Mar, 17	49,586,852	2.79%
31 Dec, 16	48,243,062	1.65%
30 Sep, 16	47,459,579	7.72%
30 Jun, 16	44,059,893	27.21%
31 Mar, 16	34,635,172	9.72%
31 Dec, 15	31,565,828	2.50%
30 Sep, 15	30,796,078	16.64%
30 Jun, 15	26,402,675	0.18%
31 Mar, 15	26,355,992	44.60%
31 Dec, 14	18,227,155	36.37%
30 Sep, 14	13,365,487	2.32%
30 Jun, 14	13,062,863	-

Five9 (FIVN) has 79.16M shares outstanding as of 30 Jun 24, up 6.10% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	107.72%	1.05%
31 Mar, 24	101.53%	1.00%
31 Dec, 23	100.58%	1.00%
30 Sep, 23	100.52%	1.04%
30 Jun, 23	98.50%	0.97%
31 Mar, 23	100.63%	0.87%
31 Dec, 22	107.65%	1.04%
30 Sep, 22	101.80%	0.95%
30 Jun, 22	103.26%	0.99%
31 Mar, 22	102.09%	1.01%
31 Dec, 21	100.76%	1.07%
30 Sep, 21	96.83%	0.98%
30 Jun, 21	99.60%	1.02%
31 Mar, 21	98.96%	0.94%
31 Dec, 20	102.44%	1.03%
30 Sep, 20	99.77%	0.93%
30 Jun, 20	103.67%	0.97%
31 Mar, 20	103.56%	0.99%
31 Dec, 19	102.43%	0.96%
30 Sep, 19	103.04%	0.94%
30 Jun, 19	104.54%	1.01%
31 Mar, 19	101.62%	0.97%
31 Dec, 18	102.36%	1.05%
30 Sep, 18	98.97%	1.04%
30 Jun, 18	97.39%	1.07%
31 Mar, 18	95.47%	1.09%
31 Dec, 17	93.71%	1.06%
30 Sep, 17	94.09%	1.11%
30 Jun, 17	91.87%	1.08%
31 Mar, 17	92.36%	1.12%
31 Dec, 16	90.81%	1.12%
30 Sep, 16	90.04%	1.26%
30 Jun, 16	84.50%	1.86%
31 Mar, 16	67.41%	1.74%
31 Dec, 15	62.18%	1.66%
30 Sep, 15	61.14%	2.19%
30 Jun, 15	52.83%	1.86%
31 Mar, 15	53.32%	3.85%
31 Dec, 14	37.20%	4.86%
30 Sep, 14	27.67%	3.57%
30 Jun, 14	27.85%	-

As of 30 Jun 24, Five9 is held by 107.72% institutional shareholders, representing a 1.05% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	168	-5.62%
31 Mar, 24	178	-6.32%
31 Dec, 23	190	9.20%
30 Sep, 23	174	-4.92%
30 Jun, 23	183	-10.29%
31 Mar, 23	204	3.03%
31 Dec, 22	198	2.06%
30 Sep, 22	194	10.23%
30 Jun, 22	176	-2.22%
31 Mar, 22	180	-17.81%
31 Dec, 21	219	-
30 Sep, 21	219	11.17%
30 Jun, 21	197	2.60%
31 Mar, 21	192	-6.80%
31 Dec, 20	206	15.73%
30 Sep, 20	178	1.14%
30 Jun, 20	176	21.38%
31 Mar, 20	145	0.69%
31 Dec, 19	144	1.41%
30 Sep, 19	142	9.23%
30 Jun, 19	130	-7.14%
31 Mar, 19	140	21.74%
31 Dec, 18	115	-4.96%
30 Sep, 18	121	4.31%
30 Jun, 18	116	4.50%
31 Mar, 18	111	38.75%
31 Dec, 17	80	-2.44%
30 Sep, 17	82	-13.68%
30 Jun, 17	95	18.75%
31 Mar, 17	80	-4.76%
31 Dec, 16	84	-6.67%
30 Sep, 16	90	-10.00%
30 Jun, 16	100	58.73%
31 Mar, 16	63	16.67%
31 Dec, 15	54	54.29%
30 Sep, 15	35	-32.69%
30 Jun, 15	52	33.33%
31 Mar, 15	39	11.43%
31 Dec, 14	35	52.17%
30 Sep, 14	23	-47.73%
30 Jun, 14	44	-

168 institutional shareholders have increased their position in FIVN stock as of 30 Jun 24 compared to 178 in the previous quarter (a -5.62% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	98	2.08%
31 Mar, 24	96	-26.15%
31 Dec, 23	130	26.21%
30 Sep, 23	103	-3.74%
30 Jun, 23	107	11.46%
31 Mar, 23	96	-5.88%
31 Dec, 22	102	-2.86%
30 Sep, 22	105	-6.25%
30 Jun, 22	112	-6.67%
31 Mar, 22	120	-1.64%
31 Dec, 21	122	-7.58%
30 Sep, 21	132	-11.41%
30 Jun, 21	149	-4.49%
31 Mar, 21	156	-4.88%
31 Dec, 20	164	9.33%
30 Sep, 20	150	6.38%
30 Jun, 20	141	21.55%
31 Mar, 20	116	4.50%
31 Dec, 19	111	26.14%
30 Sep, 19	88	2.33%
30 Jun, 19	86	-19.63%
31 Mar, 19	107	18.89%
31 Dec, 18	90	-5.26%
30 Sep, 18	95	25.00%
30 Jun, 18	76	26.67%
31 Mar, 18	60	3.45%
31 Dec, 17	58	3.57%
30 Sep, 17	56	-5.08%
30 Jun, 17	59	5.36%
31 Mar, 17	56	3.70%
31 Dec, 16	54	31.71%
30 Sep, 16	41	95.24%
30 Jun, 16	21	-25.00%
31 Mar, 16	28	47.37%
31 Dec, 15	19	-5.00%
30 Sep, 15	20	42.86%
30 Jun, 15	14	40.00%
31 Mar, 15	10	-
31 Dec, 14	10	-16.67%
30 Sep, 14	12	-
30 Jun, 14	-	-

98 institutional shareholders have reduced their position in FIVN stock as of 30 Jun 24 compared to 96 in the previous quarter (a 2.08% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	323	-4.72%	79,157,679	6.10%	107.72%	1.05%	168	-5.62%	98	2.08%
31 Mar, 24	339	-12.63%	74,609,580	2.96%	101.53%	1.00%	178	-6.32%	96	-26.15%
31 Dec, 23	388	8.08%	72,462,743	-0.37%	100.58%	1.00%	190	9.20%	130	26.21%
30 Sep, 23	359	-0.28%	72,729,286	3.08%	100.52%	1.04%	174	-4.92%	103	-3.74%
30 Jun, 23	360	-0.83%	70,552,798	-1.61%	98.50%	0.97%	183	-10.29%	107	11.46%
31 Mar, 23	363	4.31%	71,707,374	-4.73%	100.63%	0.87%	204	3.03%	96	-5.88%
31 Dec, 22	348	-1.14%	75,268,454	5.27%	107.65%	1.04%	198	2.06%	102	-2.86%
30 Sep, 22	352	2.03%	71,497,909	-0.54%	101.80%	0.95%	194	10.23%	105	-6.25%
30 Jun, 22	345	-7.26%	71,885,226	2.08%	103.26%	0.99%	176	-2.22%	112	-6.67%
31 Mar, 22	372	-11.64%	70,418,481	3.51%	102.09%	1.01%	180	-17.81%	120	-1.64%
31 Dec, 21	421	-8.87%	68,028,188	3.63%	100.76%	1.07%	219	-	122	-7.58%
30 Sep, 21	462	11.06%	65,648,204	-2.05%	96.83%	0.98%	219	11.17%	132	-11.41%
30 Jun, 21	416	-0.48%	67,023,109	1.50%	99.60%	1.02%	197	2.60%	149	-4.49%
31 Mar, 21	418	-0.24%	66,029,871	0.47%	98.96%	0.94%	192	-6.80%	156	-4.88%
31 Dec, 20	419	10.55%	65,719,064	0.63%	102.44%	1.03%	206	15.73%	164	9.33%
30 Sep, 20	379	4.99%	65,308,962	-0.45%	99.77%	0.93%	178	1.14%	150	6.38%
30 Jun, 20	361	18.36%	65,605,393	2.66%	103.67%	0.97%	176	21.38%	141	21.55%
31 Mar, 20	305	-0.97%	63,903,424	3.34%	103.56%	0.99%	145	0.69%	116	4.50%
31 Dec, 19	308	10.00%	61,836,770	-1.26%	102.43%	0.96%	144	1.41%	111	26.14%
30 Sep, 19	280	5.66%	62,628,351	-0.25%	103.04%	0.94%	142	9.23%	88	2.33%
30 Jun, 19	265	-6.36%	62,782,553	4.07%	104.54%	1.01%	130	-7.14%	86	-19.63%
31 Mar, 19	283	17.43%	60,329,768	1.48%	101.62%	0.97%	140	21.74%	107	18.89%
31 Dec, 18	241	-1.63%	59,448,177	2.76%	102.36%	1.05%	115	-4.96%	90	-5.26%
30 Sep, 18	245	12.90%	57,850,903	2.59%	98.97%	1.04%	121	4.31%	95	25.00%
30 Jun, 18	217	12.44%	56,392,897	4.73%	97.39%	1.07%	116	4.50%	76	26.67%
31 Mar, 18	193	22.15%	53,846,454	2.55%	95.47%	1.09%	111	38.75%	60	3.45%
31 Dec, 17	158	-1.86%	52,509,146	0.90%	93.71%	1.06%	80	-2.44%	58	3.57%
30 Sep, 17	161	-5.29%	52,043,144	3.52%	94.09%	1.11%	82	-13.68%	56	-5.08%
30 Jun, 17	170	6.25%	50,273,962	1.39%	91.87%	1.08%	95	18.75%	59	5.36%
31 Mar, 17	160	1.91%	49,586,852	2.79%	92.36%	1.12%	80	-4.76%	56	3.70%
31 Dec, 16	157	9.03%	48,243,062	1.65%	90.81%	1.12%	84	-6.67%	54	31.71%
30 Sep, 16	144	8.27%	47,459,579	7.72%	90.04%	1.26%	90	-10.00%	41	95.24%
30 Jun, 16	133	31.68%	44,059,893	27.21%	84.50%	1.86%	100	58.73%	21	-25.00%
31 Mar, 16	101	23.17%	34,635,172	9.72%	67.41%	1.74%	63	16.67%	28	47.37%
31 Dec, 15	82	26.15%	31,565,828	2.50%	62.18%	1.66%	54	54.29%	19	-5.00%
30 Sep, 15	65	-14.47%	30,796,078	16.64%	61.14%	2.19%	35	-32.69%	20	42.86%
30 Jun, 15	76	22.58%	26,402,675	0.18%	52.83%	1.86%	52	33.33%	14	40.00%
31 Mar, 15	62	16.98%	26,355,992	44.60%	53.32%	3.85%	39	11.43%	10	-
31 Dec, 14	53	29.27%	18,227,155	36.37%	37.20%	4.86%	35	52.17%	10	-16.67%
30 Sep, 14	41	-6.82%	13,365,487	2.32%	27.67%	3.57%	23	-47.73%	12	-
30 Jun, 14	44	-	13,062,863	-	27.85%	-	44	-	-	-

Five9 Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	2,637	$43.55	$114.84K	130,079
Jul 18, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,207	$45.01	$279.38K	85,121
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	4,040	$43.95	$177.56K	90,437
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,192	$45.04	$278.89K	84,245
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	1,115	$45.04	$50.22K	106,140
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	4,241	$45.04	$191.01K	91,328
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,973	$42.48	$296.21K	110,573
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	3,318	$42.98	$142.61K	107,255
Jun 06, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	7,698	$46.30	$356.42K	127,635
Jun 06, 2024	Burkland Michael	officer	Chief Executive Officer	S-Sale	Sell	12,386	$46.30	$573.47K	266,083
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	1,265	$46.26	$58.52K	38,544
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	277	$46.30	$12.83K	38,267
Jun 06, 2024	Dignan Andy	officer	CHIEF OPERATING OFFICER	S-Sale	Sell	5,731	$46.30	$265.35K	124,172
Jun 06, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,893	$46.30	$319.15K	94,477

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	2,637	$43.55	$114.84K	130,079
Jul 18, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,207	$45.01	$279.38K	85,121
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	4,040	$43.95	$177.56K	90,437
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,192	$45.04	$278.89K	84,245
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	1,115	$45.04	$50.22K	106,140
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	4,241	$45.04	$191.01K	91,328
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,973	$42.48	$296.21K	110,573
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	3,318	$42.98	$142.61K	107,255
Jun 06, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	7,698	$46.30	$356.42K	127,635
Jun 06, 2024	Burkland Michael	officer	Chief Executive Officer	S-Sale	Sell	12,386	$46.30	$573.47K	266,083
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	1,265	$46.26	$58.52K	38,544
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	277	$46.30	$12.83K	38,267
Jun 06, 2024	Dignan Andy	officer	CHIEF OPERATING OFFICER	S-Sale	Sell	5,731	$46.30	$265.35K	124,172
Jun 06, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,893	$46.30	$319.15K	94,477

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	A-Award	Buy	5,081	-	-	132,716
Aug 05, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	2,637	$43.55	$114.84K	130,079
Jul 18, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,207	$45.01	$279.38K	85,121
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	4,040	$43.95	$177.56K	90,437
Jun 14, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,192	$45.04	$278.89K	84,245
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	1,115	$45.04	$50.22K	106,140
Jun 14, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	4,241	$45.04	$191.01K	91,328
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	6,973	$42.48	$296.21K	110,573
Jun 12, 2024	ZWARENSTEIN BARRY	officer	Chief Financial Officer	S-Sale	Sell	3,318	$42.98	$142.61K	107,255
Jun 06, 2024	Burkland Daniel P.	officer	Pres. & Chief Revenue Officer	S-Sale	Sell	7,698	$46.30	$356.42K	127,635
Jun 06, 2024	Burkland Michael	officer	Chief Executive Officer	S-Sale	Sell	12,386	$46.30	$573.47K	266,083
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	1,265	$46.26	$58.52K	38,544
Jun 06, 2024	Mansharamani Leena	officer	SVP, Chief Accounting Officer	S-Sale	Sell	277	$46.30	$12.83K	38,267
Jun 06, 2024	Dignan Andy	officer	CHIEF OPERATING OFFICER	S-Sale	Sell	5,731	$46.30	$265.35K	124,172
Jun 06, 2024	Kozanian Panos	officer	EVP, Product Engineering	S-Sale	Sell	6,893	$46.30	$319.15K	94,477
May 22, 2024	Walker Maria C	director	-	A-Award	Buy	3,813	-	-	11,439
May 22, 2024	Walker Maria C	director	-	A-Award	Buy	7,626	-	-	7,626
May 22, 2024	Walker Maria C	director			Buy	-	-	-	-
May 16, 2024	ACOSTA JACK L	director	-	A-Award	Buy	3,755	-	-	9,556
May 16, 2024	Barsamian Sue	director	-	A-Award	Buy	3,755	-	-	12,095

The last insider sell of Five9's stock was made by Burkland Daniel P. on Aug 05 2024, selling 2,637 shares at $43.55 per share (valued at $114.84K).

Five9 Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	1	-
Q2 2024	8	12	66.67%
Q1 2024	10	18	55.56%
Q4 2023	3	29	10.34%
Q3 2023	4	25	16.00%
Q2 2023	12	32	37.50%
Q1 2023	16	37	43.24%
Q4 2022	7	25	28.00%
Q3 2022	7	55	12.73%
Q2 2022	18	50	36.00%
Q1 2022	10	27	37.04%
Q4 2021	4	55	7.27%
Q3 2021	11	57	19.30%
Q2 2021	17	80	21.25%
Q1 2021	21	70	30.00%
Q4 2020	6	56	10.71%
Q3 2020	11	91	12.09%
Q2 2020	14	71	19.72%
Q1 2020	18	61	29.51%
Q4 2019	10	53	18.87%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Five9's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	1	-
Q2 2024	-	12	-
Q1 2024	-	18	-
Q4 2023	-	18	-
Q3 2023	-	21	-
Q2 2023	-	29	-
Q1 2023	-	30	-
Q4 2022	-	23	-
Q3 2022	-	41	-
Q2 2022	-	38	-
Q1 2022	-	23	-
Q4 2021	-	52	-
Q3 2021	-	50	-
Q2 2021	-	72	-
Q1 2021	-	59	-
Q4 2020	-	49	-
Q3 2020	-	78	-
Q2 2020	-	64	-
Q1 2020	-	51	-
Q4 2019	-	43	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Five9's stocks.

Five9 Peer Ownership

Ticker	Company
FLYW	Flywire Corporation
VMW	VMware, Inc.
IOT	Samsara Inc.
NTNX	Nutanix, Inc.
OKTA	Okta, Inc.
TENB	Tenable Holdings, Inc.
CFLT	Confluent, Inc.
DAVA	Endava plc
DLO	DLocal Limited
ATEN	A10 Networks, Inc.
S	SentinelOne, Inc.
NEWR	New Relic, Inc.
DOCN	DigitalOcean Holdings, Inc.
APPN	Appian Corporation
QLYS	Qualys, Inc.
ALTR	Altair Engineering Inc.
PAGS	PagSeguro Digital Ltd.
BAND	Bandwidth Inc.
VRNS	Varonis Systems, Inc.

FIVN Ownership FAQ

Who Owns Five9?

Five9 is owned by institutional shareholders (107.72%), insiders (0.76%), and public (-8.47%). The largest institutional shareholder of Five9 is FMR LLC (14.83% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.80% of total shares).

Who are the major institutional shareholders of Five9?

Five9's major institutional shareholders are FMR LLC, VANGUARD GROUP INC, PICTET ASSET MANAGEMENT HOLDING SA, BLACKROCK INC., and WASATCH ADVISORS LP. The top five shareholders own together 43.62% of the company's share outstanding.

How many Five9 shareholders are there?

As of Jun 2024, there are 323 institutional shareholders of Five9.

What percentage of Five9 is owned by FMR LLC?

FMR LLC owns 10.9M shares of Five9, representing 14.83% of the company's total shares outstanding, valued at $480.69M (as of Jun 2024).

What percentage of Five9 is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 7.83M shares of Five9 (FIVN), compromising 10.66% of the company, valued at $345.31M.

What percentage of Five9 is owned by PICTET ASSET MANAGEMENT HOLDING SA?

PICTET ASSET MANAGEMENT HOLDING SA is the third largest holder of Five9. The company owns 5.33M of the company's shares outstanding (worth $235.15M).