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FIVN — FIVE9 INC

Reported value held$946.50M
Funds holding (latest)58
SectorTechnology
Funds holding (Q2 2026)38
Institutional value$291.18M · 62.85M sh
New / Add / Cut / Exit4 / 17 / 16 / 3
Top-5 / Top-10 concentration47.8% / 70.2%
Institutional holdings change Reducing -30.6% (-27.71M sh)
Institutional value change Down -8.5%

As of Q2 2026, 38 SEC-registered investment managers reported holding FIVN (FIVE9 INC) in their latest 13F filings, with a combined reported value of $291.18M across 62.85M shares. That is -30.6% by share count (-27.71M shares) versus the previous quarter, while reported value moved -8.5%. Ownership is concentrated: the five largest holders account for 47.8% of reported value and the top ten for 70.2%.

Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 16 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FIVN is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 10.04M $201.25M 0.00% Add
Davidson Kempner Capital Management history Q3 2021 626.58K $100.09M 1.96% New
Viking Global Investors history Q2 2024 1.73M $76.49M 0.30% Reduce
Whale Rock Capital Management history Q3 2022 888.51K $66.62M 1.89% Add
Corvex Management history Q2 2022 586.64K $53.47M 3.53% Reduce
Geode Capital Management history Q2 2026 2.16M $46.13M 0.00% Add
Norges Bank Investment Management history Q2 2025 1.47M $39.06M 0.01% Reduce
Fidelity International (FIL) history Q1 2026 2.56M $38.85M 0.03% Reduce
AQR Capital Management history Q2 2026 1.23M $25.69M 0.01% Add
Point72 Asset Management history Q2 2026 1.14M $24.25M 0.03% Reduce
Citadel Advisors history Q2 2026 1.07M $22.85M 0.00% Add
BlackRock Inc history Q2 2026 22.97M $20.35M 0.00% Add
Farallon Capital Management history Q3 2021 116.00K $18.53M 0.10% New
Northern Trust Corp history Q2 2026 867.75K $18.50M 0.00% Add
Charles Schwab Investment Management history Q2 2026 643.29K $13.72M 0.00% Reduce
Balyasny Asset Management history Q2 2026 532.76K $11.36M 0.01% Reduce
Capital Research Global Investors history Q1 2023 156.38K $11.30M 0.00% Hold
Principal Global Investors history Q2 2026 517.31K $11.03M 0.01% Add
Deutsche Bank AG history Q2 2026 489.29K $10.43M 0.00% Add
BNY Mellon history Q2 2026 489.19K $10.43M 0.00% Add

View all 58 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Geode Capital Management 844.29K 872.89K 906.06K 913.74K 934.75K 985.09K 1.02M 1.07M 1.10M 1.15M 1.21M 1.28M 1.21M 1.32M 1.37M 1.86M 1.96M 2.00M 2.06M 2.16M
AQR Capital Management 3.44K 1.87K 3.02K — — — — 3.23K 3.98K — — — — — — 81.33K 111.59K 433.72K 947.17K 1.23M
Point72 Asset Management — 178.90K 66.70K 108.90K 316.00K 78.65K 306.89K 817.58K 341.80K 343.20K 169.73K 753.13K 979.10K 882.78K 575.90K 638.90K 603.13K 757.71K 2.36M 1.14M
Citadel Advisors 1.26M 5.00M 1.94M 1.72M 1.41M 1.47M 2.07M 2.43M 14.50M 1.90M 20.00M 13.02M 556.17K 1.56M 536.17K 1.92M 779.54K 1.12M 845.74K 1.07M
BlackRock Inc — — — — — — — — — — — — 3.49M 4.49M 4.49M 7.20M 7.15M 9.65M 12.17M 22.97M
Northern Trust Corp 323.15K 342.98K 336.65K 349.58K 349.70K 484.62K 506.64K 522.36K 401.75K 407.26K 406.99K 414.14K 400.71K 469.86K 450.01K 735.53K 739.27K 712.63K 714.48K 867.75K
Charles Schwab Investment Management 355.16K 366.17K 373.93K 389.42K 395.11K 416.91K 419.41K 422.31K 431.13K 447.24K 454.13K 474.66K 457.26K 465.70K 453.00K 633.70K 707.84K 650.93K 719.74K 643.29K
Balyasny Asset Management 950.25K — — 14.90K 14.90K 290.74K 300.76K 86.60K 289.55K 648.44K 588.95K 17.38K — 249.80K 80.26K 16.60M 652.84K 298.54K 837.59K 532.76K
Principal Global Investors 6.89K 7.26K 6.62K 9.42K 7.96K 8.82K 7.38K 8.49K 8.80K 7.56K 7.22K 6.38K — 6.58K — — 165.48K 245.43K 256.75K 517.31K
Deutsche Bank AG 433.93K 720.04K 640.00K 890.00K 890.00K 5.94M 3.59M 316.79K 311.00K 540.70K 514.77K 1.14M 959.54K 757.24K 513.14K 471.98K 717.90K 450.90K 389.06K 489.29K
BNY Mellon 300.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 500.00K 451.59K 552.02K 432.56K 402.28K 386.87K 415.14K 463.83K 476.21K 489.19K
PSP Investments 122.00K 122.00K 122.00K — — 128.00K — — — — — — — — — — — — — 486.52K
Royce & Associates — — — — — — — — — — — 107.47K 25.00K 329.76K 363.52K 352.35K 258.45K — — 485.86K
Two Sigma Investments 4.10K 101.30K — — — — — 26.70K 26.70K 27.60K 24.11K — 263.72K 306.03K 286.97K 55.45K 266.90K 570.32K 594.44K 445.49K
Arrowstreet Capital 209.87K — — — 38.58K — — — — 47.06K — — — — 281.82K — — — 10.50K 408.54K
Millennium Management 740.51K 134.91K 107.20K 311.70K 44.27K 7.38K 10.00K 20.32M 21.32M 45.83M 190.87K 348.23K 910.79K 57.65K 9.10M 482.62K 220.62K 268.34K 499.69K 8.50M
MFS Investment Management — 238.96K — 316.73K 417.85K 645.22K 745.60K 737.87K 819.62K 819.70K 1.05M 1.46M 1.67M 735.53K 366.72K 54.48K 58.31K 254.19K 247.57K 216.59K
Invesco Ltd 9.93M 8.78M 7.78M 9.78M 10.97M 51.35K 51.59K 50.56K 55.87K 538.00K 72.13K 78.99K 83.00K 79.52K 92.28K 88.45K 115.28K 167.95K 203.85K 179.35K
Morgan Stanley 91.00K 90.00K 90.00K 90.00K 90.00K 90.00K 90.00K 5.23M 5.23M 463.00K 3.50M 73.00K 1.15M 1.00M 1.00M 12.87M 11.44M 6.58M 4.84M 3.60M
Marshall Wace 92.44K 42.23K 381.39K 266.41K — — 224.10K 233.74K 488.82K 70.91K 206.13K 15.40K — 9.90K 373.78K 161.69K — — 407.48K 126.87K

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