Five9, Inc. (FIVN) — Institutional Holders, Q2 2026
315 institutional investment managers reported a FIVN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FIVN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DRIEHAUS CAPITAL MANAGEMENTNew · +2,265,900 sh+$48.3M
- AMERIPRISE FINANCIALAdded · +1,981,003 sh+$42.2M
- DIMENSIONAL FUND ADVISORSAdded · +1,168,125 sh+$24.9M
- BANK OF AMERICAAdded · +1,069,396 sh+$22.8M
- Walleye TradingNew · +684,809 sh+$14.6M
Biggest sellers
- FIL LtdSold out · -2,561,141 sh-$54.6M
- Point72 Asset Management, L.P.Trimmed · -1,205,703 sh-$25.7M
- Voss CapitalTrimmed · -960,000 sh-$20.5M
- FEDERATED HERMESTrimmed · -840,215 sh-$17.9M
- Assenagon Asset Management S.A.Trimmed · -615,855 sh-$13.1M
FIVN 13F holders ranked 1–100 of 315
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Lynrock Lake#1 · 200,219,000 sh | 200,219,000 | $178.1M | 11.25% | +7.5% |
| 2 | BlackRock#2 · 30,046,625 sh | 30,046,625 | $171.2M | <0.01% | +56.3% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 7,083,605 sh | 7,083,605 | $151.0M | <0.01% | +5.4% |
| 4 | Voss Capital#4 · 4,865,000 sh | 4,865,000 | $103.7M | 4.82% | -16.5% |
| 5 | AMERIPRISE FINANCIAL#5 · 4,140,003 sh | 4,140,003 | $88.3M | 0.02% | +91.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 3,312,397 sh | 3,312,397 | $70.6M | <0.01% | -0.5% |
| 7 | Van Berkom & Associates#7 · 3,110,100 sh | 3,110,100 | $66.3M | 2.14% | -6.7% |
| 8 | STATE STREET#8 · 21,244,554 sh | 21,244,554 | $61.1M | <0.01% | +19.9% |
| 9 | Opti Capital Management#9 · 65,000,000 sh | 65,000,000 | $58.0M | 3.54% | -28.9% |
| 10 | Anson Funds Management#10 · 2,499,481 sh | 2,499,481 | $53.3M | 3.16% | +19.8% |
| 11 | DRIEHAUS CAPITAL MANAGEMENT#11 · 2,265,900 sh | 2,265,900 | $48.3M | 0.28% | New |
| 12 | OAKTREE CAPITAL MANAGEMENT#12 · 53,306,000 sh | 53,306,000 | $47.4M | 0.66% | +145.2% |
| 13 | DIMENSIONAL FUND ADVISORS#13 · 2,222,894 sh | 2,222,894 | $47.4M | <0.01% | +110.7% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 2,163,451 sh | 2,163,451 | $46.1M | <0.01% | +4.9% |
| 15 | BALYASNY ASSET MANAGEMENT L.P.#15 · 35,932,758 sh | 35,932,758 | $40.8M | 0.05% | -0.8% |
| 16 | FIRST ADVISORS#16 · 1,865,447 sh | 1,865,447 | $39.8M | 0.02% | +32.9% |
| 17 | Radcliffe Capital Management, L.P.#17 · 43,543,500 sh | 43,543,500 | $39.3M | 2.99% | -0.1% |
| 18 | ARMISTICE CAPITAL#18 · 1,536,000 sh | 1,536,000 | $32.7M | 0.40% | -3.5% |
| 19 | Nuveen#19 · 30,958,193 sh | 30,958,193 | $30.9M | <0.01% | New |
| 20 | BANK OF AMERICA#20 · 2,239,873 sh | 2,239,873 | $30.1M | <0.01% | +91.4% |
| 21 | D. E. Shaw#21 · 30,069,058 sh | 30,069,058 | $28.2M | 0.01% | New |
| 22 | MORGAN STANLEY#22 · 4,686,516 sh | 4,686,516 | $26.4M | <0.01% | -18.5% |
| 23 | JPMORGAN CHASE#23 · 18,527,891 sh | 18,527,891 | $25.9M | <0.01% | -18.1% |
| 24 | AQR CAPITAL MANAGEMENT#24 · 1,227,051 sh | 1,227,051 | $25.7M | <0.01% | +29.5% |
| 25 | Verition Fund Management#25 · 27,029,643 sh | 27,029,643 | $24.7M | 0.03% | +10.2% |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#26 · 1,149,493 sh | 1,149,493 | $24.5M | <0.01% | +72.5% |
| 27 | Point72 Asset Management, L.P.#27 · 1,110,631 sh | 1,110,631 | $23.7M | 0.03% | -52.1% |
| 28 | GOLDMAN SACHS GROUP#28 · 1,204,736 sh | 1,204,736 | $22.0M | <0.01% | -9.2% |
| 29 | TENOR CAPITAL MANAGEMENT , L.P.#29 · 23,000,000 sh | 23,000,000 | $20.5M | 0.29% | 0.0% |
| 30 | Invenomic Capital Management#30 · 892,658 sh | 892,658 | $19.0M | 1.14% | -4.7% |
| 31 | NORTHERN#31 · 867,751 sh | 867,751 | $18.5M | <0.01% | +21.5% |
| 32 | Walleye Capital#32 · 17,500,000 sh | 17,500,000 | $15.6M | 0.06% | -22.0% |
| 33 | GAGNON SECURITIES#33 · 722,698 sh | 722,698 | $15.4M | 2.97% | +16.2% |
| 34 | COOPER CREEK PARTNERS MANAGEMENT#34 · 709,281 sh | 709,281 | $15.1M | 0.36% | 0.0% |
| 35 | Walleye Trading#35 · 684,809 sh | 684,809 | $14.6M | 0.02% | New |
| 36 | UBS Group AG#36 · 838,362 sh | 838,362 | $14.6M | <0.01% | -5.3% |
| 37 | ROYAL BANK OF CANADA#37 · 6,043,565 sh | 6,043,565 | $14.4M | <0.01% | +32.6% |
| 38 | ALGERT GLOBAL#38 · 677,141 sh | 677,141 | $14.4M | 0.17% | -34.2% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT#39 · 643,293 sh | 643,293 | $13.7M | <0.01% | -10.6% |
| 40 | MILLENNIUM MANAGEMENT#40 · 8,760,085 sh | 8,760,085 | $13.1M | <0.01% | +1653.1% |
| 41 | ADVENT CAPITAL MANAGEMENT#41 · 14,598,000 sh | 14,598,000 | $13.0M | 0.29% | +1.1% |
| 42 | GLENMEDE NA#42 · 559,424 sh | 559,424 | $11.9M | 0.05% | -3.2% |
| 43 | Clark Capital Management Group#43 · 553,981 sh | 553,981 | $11.8M | 0.06% | -38.8% |
| 44 | Russell Investments Group, Ltd.#44 · 7,635,661 sh | 7,635,661 | $11.8M | 0.01% | +87.3% |
| 45 | CITADEL ADVISORS#45 · 520,586 sh | 520,586 | $11.1M | <0.01% | -16.1% |
| 46 | PRINCIPAL FINANCIAL GROUP#46 · 517,313 sh | 517,313 | $11.0M | <0.01% | +101.5% |
| 47 | S Squared Technology#47 · 515,195 sh | 515,195 | $11.0M | 3.41% | -3.7% |
| 48 | VANGUARD FIDUCIARY#48 · 505,500 sh | 505,500 | $10.8M | <0.01% | -7.0% |
| 49 | DEUTSCHE BANK AG\#49 · 489,292 sh | 489,292 | $10.4M | <0.01% | +25.8% |
| 50 | Bank of New York Mellon#50 · 489,185 sh | 489,185 | $10.4M | <0.01% | +2.7% |
| 51 | PUBLIC SECTOR PENSION INVESTMENT BOARD#51 · 486,517 sh | 486,517 | $10.4M | 0.03% | New |
| 52 | ROYCE & ASSOCIATES#52 · 485,862 sh | 485,862 | $10.4M | 0.08% | New |
| 53 | ACADIAN ASSET MANAGEMENT#53 · 476,148 sh | 476,148 | $10.1M | 0.01% | +13.7% |
| 54 | Cerity Partners#54 · 474,428 sh | 474,428 | $10.1M | 0.01% | +1351.3% |
| 55 | TWO SIGMA INVESTMENTS#55 · 445,487 sh | 445,487 | $9.5M | <0.01% | -25.1% |
| 56 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#56 · 408,536 sh | 408,536 | $8.7M | <0.01% | +3790.1% |
| 57 | Calamos Advisors#57 · 9,726,000 sh | 9,726,000 | $8.6M | 0.03% | -56.3% |
| 58 | Squarepoint Ops#58 · 374,506 sh | 374,506 | $8.0M | <0.01% | +12.1% |
| 59 | LORD, ABBETT#59 · 8,767,000 sh | 8,767,000 | $7.8M | 0.02% | New |
| 60 | Herald Investment Management Ltd#60 · 354,500 sh | 354,500 | $7.6M | — | -2.1% |
| 61 | Universal- Beteiligungs- und Servicegesellschaft mbH#61 · 1,391,012 sh | 1,391,012 | $7.2M | 0.01% | -61.8% |
| 62 | Gagnon Advisors#62 · 336,277 sh | 336,277 | $7.2M | 4.56% | 0.0% |
| 63 | TOWLE#63 · 304,623 sh | 304,623 | $6.5M | 2.20% | New |
| 64 | Pacer Advisors#64 · 295,804 sh | 295,804 | $6.3M | 0.02% | New |
| 65 | BNP PARIBAS FINANCIAL MARKETS#65 · 301,312 sh | 301,312 | $6.3M | <0.01% | -7.4% |
| 66 | Ewing Morris & Investment Partners Ltd.#66 · 7,000,000 sh | 7,000,000 | $6.2M | 3.26% | 0.0% |
| 67 | FMR#67 · 1,166,372 sh | 1,166,372 | $6.2M | <0.01% | +9.4% |
| 68 | Dana Investment Advisors#68 · 288,324 sh | 288,324 | $6.1M | 0.16% | +0.4% |
| 69 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#69 · 6,300,000 sh | 6,300,000 | $5.6M | <0.01% | 0.0% |
| 70 | MACKAY SHIELDS#70 · 6,155,000 sh | 6,155,000 | $5.5M | — | -1.8% |
| 71 | Ares Systematic Credit Ltd#71 · 5,032,101 sh | 5,032,101 | $5.1M | 3.11% | +115.9% |
| 72 | OP Asset Management Ltd#72 · 234,083 sh | 234,083 | $5.0M | 0.05% | -12.4% |
| 73 | P.A.W. CAPITAL#73 · 230,600 sh | 230,600 | $4.9M | 3.70% | -7.8% |
| 74 | JUPITER ASSET MANAGEMENT LTD#74 · 228,440 sh | 228,440 | $4.9M | 0.02% | -11.5% |
| 75 | Empowered Funds#75 · 224,825 sh | 224,825 | $4.8M | 0.03% | New |
| 76 | Man Group plc#76 · 5,011,853 sh | 5,011,853 | $4.7M | <0.01% | +5112.7% |
| 77 | MASSACHUSETTS FINANCIAL SERVICES#77 · 216,589 sh | 216,589 | $4.6M | <0.01% | -12.5% |
| 78 | Chicago Capital Management#78 · 5,000 sh | 5,000 | $4.5M | — | New |
| 79 | Daiwa Securities Group#79 · 5,000,000 sh | 5,000,000 | $4.4M | <0.01% | New |
| 80 | BARCLAYS PLC#80 · 4,535,783 sh | 4,535,783 | $4.4M | <0.01% | +2056.8% |
| 81 | GREAT WEST LIFE ASSURANCE#81 · 202,367 sh | 202,367 | $4.3M | <0.01% | +10.0% |
| 82 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#82 · 201,081 sh | 201,081 | $4.3M | 0.08% | +10.2% |
| 83 | CITIGROUP#83 · 3,314,632 sh | 3,314,632 | $4.3M | <0.01% | -29.2% |
| 84 | IMC-Chicago#84 · 196,188 sh | 196,188 | $4.2M | <0.01% | New |
| 85 | Bastion Asset Management#85 · 207,483 sh | 207,483 | $4.2M | 1.42% | New |
| 86 | STATE OF WISCONSIN INVESTMENT BOARD#86 · 4,028,322 sh | 4,028,322 | $4.1M | <0.01% | +33.0% |
| 87 | Lisanti Capital Growth#87 · 193,680 sh | 193,680 | $4.1M | 0.91% | New |
| 88 | CSS#88 · 4,636,000 sh | 4,636,000 | $4.1M | 0.16% | +85.4% |
| 89 | Quantinno Capital Management#89 · 192,920 sh | 192,920 | $4.1M | <0.01% | +65.7% |
| 90 | ALLIANCEBERNSTEIN L.P.#90 · 268,032 sh | 268,032 | $4.1M | <0.01% | +49.6% |
| 91 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#91 · 190,612 sh | 190,612 | $4.1M | <0.01% | -7.3% |
| 92 | NOMURA ASSET MANAGEMENT INTERNATIONAL#92 · 184,448 sh | 184,448 | $3.9M | <0.01% | New |
| 93 | Invesco Ltd.#93 · 179,351 sh | 179,351 | $3.8M | <0.01% | -12.0% |
| 94 | CAPITAL FUND MANAGEMENT S.A.#94 · 178,433 sh | 178,433 | $3.8M | 0.02% | +126.4% |
| 95 | Amundi#95 · 3,410,801 sh | 3,410,801 | $3.8M | <0.01% | +0.2% |
| 96 | MIRAE ASSET GLOBAL ETFS Ltd.#96 · 175,937 sh | 175,937 | $3.8M | <0.01% | -15.4% |
| 97 | Creative Planning#97 · 170,615 sh | 170,615 | $3.6M | <0.01% | -16.8% |
| 98 | NORDEA INVESTMENT MANAGEMENT AB#98 · 163,904 sh | 163,904 | $3.4M | <0.01% | +3.9% |
| 99 | Trexquant Investment#99 · 160,040 sh | 160,040 | $3.4M | 0.02% | -23.8% |
| 100 | ODDO BHF ASSET MANAGEMENT SAS#100 · 160,000 sh | 160,000 | $3.4M | 0.16% | 0.0% |
Funds that sold out of FIVN in Q2 2026 (52)
Held FIVN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| LINDEN ADVISORS101,989,000 sh | 101,989,000 | $88.8M |
| FIL Ltd2,561,141 sh | 2,561,141 | $38.9M |
| Legion Partners Asset Management591,685 sh | 591,685 | $9.0M |
| TUDOR INVESTMENT ET AL520,759 sh | 520,759 | $7.9M |
| STEELHEAD PARTNERS9,000,000 sh | 9,000,000 | $7.8M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC317,303 sh | 317,303 | $4.8M |
| JANE STREET GROUP164,802 sh | 164,802 | $2.5M |
| Militia Capital Management115,663 sh | 115,663 | $1.8M |
| GSA CAPITAL PARTNERS LLP106,284 sh | 106,284 | $1.6M |
| PICTON MAHONEY ASSET MANAGEMENT103,093 sh | 103,093 | $1.6M |
| ExodusPoint Capital Management76,689 sh | 76,689 | $1.2M |
| Jump Financial75,656 sh | 75,656 | $1.1M |
| Elo Mutual Pension Insurance73,782 sh | 73,782 | $1.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN FUND51,534 sh | 51,534 | $781.8K |
| HSBC PLC48,701 sh | 48,701 | $737.0K |
| LOOMIS SAYLES & L P37,195 sh | 37,195 | $564.2K |
| CenterBook Partners31,429 sh | 31,429 | $476.8K |
| DRW Securities27,929 sh | 27,929 | $423.7K |
| STIFEL FINANCIAL26,083 sh | 26,083 | $395.7K |
| Janney Montgomery Scott24,943 sh | 24,943 | $378.0K |
| Quantbot Technologies22,819 sh | 22,819 | $346.2K |
| OXFORD ASSET MANAGEMENT LLP22,106 sh | 22,106 | $335.3K |
| TWINBEECH CAPITAL21,028 sh | 21,028 | $319.0K |
| EVERGREEN CAPITAL MANAGEMENT20,177 sh | 20,177 | $306.1K |
| Marex Group plc19,361 sh | 19,361 | $293.7K |
| Handelsbanken Fonder AB18,795 sh | 18,795 | $285.0K |
| Finivi18,107 sh | 18,107 | $274.7K |
| Magnetar Financial16,874 sh | 16,874 | $256.0K |
| M Securities10,610 sh | 10,610 | $227.0K |
| Vanguard Personalized Indexing Management14,147 sh | 14,147 | $214.6K |
| Swiss Life Asset Management Ltd13,018 sh | 13,018 | $197.5K |
| STONERIDGE INVESTMENT PARTNERS12,517 sh | 12,517 | $190.0K |
| MANGROVE PARTNERS IM11,642 sh | 11,642 | $176.6K |
| PRINCIPAL SECURITIES11,341 sh | 11,341 | $172.0K |
| Sequoia Financial Advisors10,494 sh | 10,494 | $159.2K |
| State of Tennessee, Treasury Department8,375 sh | 8,375 | $127.0K |
| MAI Capital Management4,902 sh | 4,902 | $74.4K |
| QUADRANT CAPITAL GROUP3,092 sh | 3,092 | $72.4K |
| Optiver Holding B.V.2,325 sh | 2,325 | $35.3K |
| Advisory Services Network1,405 sh | 1,405 | $21.3K |
| Financial Management Professionals1,289 sh | 1,289 | $19.6K |
| Destiny Wealth Partners1,020 sh | 1,020 | $15.5K |
| Root Financial Partners939 sh | 939 | $14.2K |
| NICHOLAS COMPANY761 sh | 761 | $11.5K |
| RMG Wealth Management525 sh | 525 | $11.2K |
| SUMMIT SECURITIES GROUP597 sh | 597 | $9.1K |
| Rachor Investment Advisory Services142 sh | 142 | $2.2K |
| Quent Capital124 sh | 124 | $1.9K |
| Wealth Preservation Advisors6 sh | 6 | $91.00 |
| Dunhill Financial1 sh | 1 | $26.00 |
| Worth Venture Partners5,000,000 sh | 5,000,000 | — |
| Avion Wealth26 sh | 26 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.