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FIVN

FIVN 13F Holdings Overview

Five9 INC

-$506.3M

Net Activity

Institutions Holding

292

Popularity Rank

#2044

Avg Weight

0.17%

Total Value

$1.3B

Ownership Trend

292 institutions currently hold FIVN, with 157 net buyers and 137 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

137

Net Buying Institutions

157

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$106.9M
VP
Vanguard Portfolio Management LLC
$101.9M
VC
Voss Capital, LP
$89.1M
UG
UBS Group AG
$56.6M
VB
Van Berkom & Associates Inc.
$50.6M

Top 5 by Conviction

LP
Legion Partners Asset Management, LLC
6.52%
VC
Voss Capital, LP
4.73%
GA
Gagnon Advisors, LLC
3.75%
SS
S Squared Technology, LLC
3.07%
AF
Anson Funds Management LP
2.76%
View all 292 holding institutions

Across its top 20 institutional holders, FIVN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$497.5M

Total Buy Value

$1.1B

Total Sell Value

New buy46
Trim92
Add111
Sold out45

157

Net Buyers

137

Net Sellers

Smart Money Convergence

FIVN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

7

Filings (90d)

$1.02M

Total Est. Value

42K shares

Planned Shares

Last Filed 2026-06-05
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Dignan AndyOfficer2026-06-053K shares$75K
Lee Bryan MOfficer2026-06-052K shares$37K
Dignan AndyOfficer2026-06-046K shares$135K
Lee Bryan MOfficer2026-06-0412K shares$295K
Dignan AndyOfficer2026-06-033K shares$79K
Tuckness Matthew E.Officer2026-06-0311K shares$280K
Lee Bryan MOfficer2026-06-035K shares$119K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-14
Reporting PersonTypeFiling DateShares% of Class
Voss Value Master Fund, LP13G/A2026-07-144.89M6.4%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

338307101

FAQ

Who are the top institutional investors holding FIVE9 INC (FIVN)?
Major stakeholders currently include BlackRock, Inc. ($106.9M), Vanguard Portfolio Management LLC ($101.9M), Voss Capital, LP ($89.1M). Based on the latest 13F filings, there are a total of 292 tracked investment funds and institutions maintaining positions in FIVN.
What is the overall institutional sentiment toward FIVN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $506.3M, driven by 157 managers accumulating shares while 137 reduced their exposure.
Which institutions have been selling or reducing their FIVN positions?
In the latest period, 92 funds trimmed their holdings, and 45 managers completely exited their positions. The aggregate reported sell value was $1.1B.
Are there any notable investors adding FIVN to their portfolios?
Yes, buying activity remains notable. 46 institutions opened new positions in {ticker}, and 111 existing holders added to their shares. The total reported buy value for the quarter amounted to $497.5M.

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The most-added stocks by 13F institutions this quarter

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