Five9 Ownership | Who Owns Five9?
Five9 Ownership Summary
Five9 is owned by 107.73% institutional investors, 0.76% insiders. Fmr is the largest institutional shareholder, holding 14.83% of FIVN shares. Fidelity Select Software & IT Svcs Port is the top mutual fund, with 5.33% of its assets in Five9 shares.
FIVN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Five9 | 107.73% | 0.76% | -8.49% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
| Idea | SaaS Stocks List | 69.67% | 6.52% | 23.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 10.90M | 14.83% | $480.69M |
| Vanguard group | 7.83M | 10.66% | $345.31M |
| Pictet asset management sa | 5.33M | 7.26% | $235.15M |
| Blackrock | 4.22M | 5.75% | $186.32M |
| Sylebra capital | 3.01M | 4.10% | $132.91M |
| Alyeska investment group | 2.14M | 2.91% | $94.22M |
| Alliancebernstein | 2.07M | 2.82% | $91.26M |
| Ameriprise financial | 1.64M | 2.23% | $72.23M |
| Wellington management group llp | 1.59M | 2.16% | $70.12M |
| Massachusetts financial services co /ma/ | 1.46M | 1.98% | $64.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopp family office | 352.07K | 9.63% | $15.53M |
| B. riley asset management | 288.49K | 6.38% | $12.72M |
| Prospect capital advisors | 273.16K | 5.08% | $12.05M |
| Sylebra capital | 3.01M | 4.93% | $132.91M |
| Gagnon advisors | 125.54K | 4.22% | $5.54M |
| Scalar gauge management | 158.50K | 4.07% | $6.99M |
| Sqn investors lp | 113.53K | 3.68% | $5.01M |
| Diker management | 70.00K | 2.62% | $3.09M |
| Gagnon securities | 253.53K | 2.52% | $11.18M |
| Bullseye asset management | 91.27K | 1.97% | $4.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 10.90M | 0.03% | 3.86M |
| Norges bank | 929.46K | 0.01% | 929.46K |
| Alyeska investment group | 2.14M | 0.54% | 701.04K |
| Sylebra capital | 3.01M | 4.93% | 666.68K |
| Artisan partners limited partnership | 540.18K | 0.04% | 540.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -3.77M |
| Viking global investors lp | - | - | -1.73M |
| Stephens investment management group | - | - | -893.77K |
| Hood river capital management | - | - | -589.20K |
| Eventide asset management | - | - | -579.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 929.46K | 0.01% | 929.46K | $40.99M |
| Artisan partners limited partnership | 540.18K | 0.04% | 540.18K | $23.82M |
| Mirae asset global etfs | 323.24K | 0.03% | 323.24K | $14.25M |
| B. riley asset management | 288.49K | 6.38% | 288.49K | $12.72M |
| Scalar gauge management | 158.50K | 4.07% | 158.50K | $6.99M |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Massmutual trust co fsb/adv | -2.00 |
| Avion wealth | -8.00 |
| Benjamin f. edwards & company | -10.00 |
| Carolinas wealth consulting | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 324 | -4.42% | 79,165,612 | 6.11% | 107 | 1.05% | 169 | -5.06% | 98 | 2.08% |
| Mar 31, 2024 | 339 | -12.63% | 74,609,580 | 2.96% | 101 | 1.00% | 178 | -6.32% | 96 | -26.15% |
| Dec 31, 2023 | 388 | 8.08% | 72,462,743 | -0.37% | 100 | 1.00% | 190 | 9.20% | 130 | 26.21% |
| Sep 30, 2023 | 359 | -0.28% | 72,729,286 | 3.08% | 100 | 1.04% | 174 | -4.92% | 103 | -3.74% |
| Jun 30, 2023 | 360 | -0.83% | 70,552,798 | -1.61% | 98 | 0.97% | 183 | -10.29% | 107 | 11.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Select Software & IT Svcs Port | 3.98M | 5.33% | 679.29K |
| Pictet - Robotics I dy EUR | 3.94M | 5.27% | 445.77K |
| Vanguard Total Stock Mkt Idx Inv | 2.31M | 3.07% | -14.84K |
| Fidelity Global Technology A-Dis-EUR | 2.21M | 2.96% | 2.21M |
| Vanguard Small Cap Index | 1.87M | 2.49% | 3.65K |
| Vanguard Information Technology ETF | 1.66M | 2.20% | 7.29K |
| Strategic Advisers Fidelity US TtlStk | 1.63M | 2.18% | 142.78K |
| Pictet-Digital PUSD | 1.50M | 2.00% | -17.71K |
| Columbia Seligman Tech & Info A | 1.48M | 1.98% | 115.50K |
| First Trust Cloud Computing ETF | 1.45M | 1.94% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 10, 2024 | ZWARENSTEIN BARRY | Chief Financial Officer | Sell | $14.43K |
| Sep 10, 2024 | ZWARENSTEIN BARRY | Chief Financial Officer | Sell | $104.46K |
| Sep 04, 2024 | Mansharamani Leena | SVP, Chief Accounting Officer | Sell | $34.02K |
| Sep 04, 2024 | Mansharamani Leena | SVP, Chief Accounting Officer | Sell | $8.53K |
| Sep 04, 2024 | Burkland Michael | Chief Executive Officer | Sell | $381.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 12 |
| 2024 Q1 | - | 18 |
| 2023 Q4 | - | 18 |
| 2023 Q3 | - | 21 |
FIVN Ownership FAQ
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