Five9, Inc. (FIVN) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FIVN 13F holders ranked 201–300 of 315
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Vanguard Investments Australia, Ltd.#201 · 15,862 sh | 15,862 | $338.2K | <0.01% | -28.4% |
| 202 | SkyView Investment Advisors#202 · 15,000 sh | 15,000 | $320.0K | 0.25% | New |
| 203 | KLP KAPITALFORVALTNING AS#203 · 14,800 sh | 14,800 | $315.5K | <0.01% | 0.0% |
| 204 | VOYA INVESTMENT MANAGEMENT#204 · 14,741 sh | 14,741 | $314.3K | <0.01% | +9.0% |
| 205 | Leonteq Securities AG#205 · 13,420 sh | 13,420 | $286.1K | <0.01% | -38.8% |
| 206 | PRAXIS INVESTMENT MANAGEMENT#206 · 12,562 sh | 12,562 | $268.0K | 0.01% | New |
| 207 | BRIGHTON JONES#207 · 12,331 sh | 12,331 | $262.9K | <0.01% | New |
| 208 | Merit Financial Group#208 · 12,270 sh | 12,270 | $261.6K | <0.01% | New |
| 209 | EP Wealth Advisors#209 · 11,623 sh | 11,623 | $247.8K | <0.01% | New |
| 210 | Pictet Asset Management Holding SA#210 · 11,353 sh | 11,353 | $242.0K | <0.01% | -98.1% |
| 211 | CITIZENS FINANCIAL GROUP#211 · 11,293 sh | 11,293 | $240.8K | — | +9.5% |
| 212 | Tactive Advisors#212 · 10,865 sh | 10,865 | $231.6K | — | New |
| 213 | Lighthouse Investment Partners#213 · 10,010 sh | 10,010 | $213.4K | <0.01% | New |
| 214 | Fulcrum Asset Management LLP#214 · 9,694 sh | 9,694 | $206.5K | 0.02% | New |
| 215 | GLOBEFLEX CAPITAL L P#215 · 9,314 sh | 9,314 | $198.6K | 0.03% | New |
| 216 | Bayforest Capital Ltd#216 · 8,484 sh | 8,484 | $180.9K | 0.17% | +70.8% |
| 217 | Sunstone Asset Management, L.P.#217 · 200,000 sh | 200,000 | $177.5K | 0.19% | 0.0% |
| 218 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#218 · 8,180 sh | 8,180 | $174.0K | <0.01% | 0.0% |
| 219 | FNY Investment Advisers#219 · 8,000 sh | 8,000 | $170.0K | — | -46.0% |
| 220 | JONES FINANCIAL COMPANIES LLLP#220 · 7,542 sh | 7,542 | $160.8K | <0.01% | -10.7% |
| 221 | NBC SECURITIES#221 · 7,503 sh | 7,503 | $160.0K | — | New |
| 222 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#222 · 7,162 sh | 7,162 | $153.0K | — | 0.0% |
| 223 | Ameritas Investment Partners#223 · 6,950 sh | 6,950 | $148.2K | <0.01% | +8.8% |
| 224 | Ensign Peak Advisors#224 · 6,785 sh | 6,785 | $144.7K | <0.01% | -13.4% |
| 225 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#225 · 5,298 sh | 5,298 | $113.0K | <0.01% | +45.1% |
| 226 | Mirae Asset Global Investments , Ltd.#226 · 4,971 sh | 4,971 | $106.0K | <0.01% | -31.2% |
| 227 | Allworth Financial#227 · 4,811 sh | 4,811 | $102.6K | <0.01% | +6.8% |
| 228 | TORONTO DOMINION BANK#228 · 4,000 sh | 4,000 | $85.0K | <0.01% | 0.0% |
| 229 | State of Alaska, Department of Revenue#229 · 3,554 sh | 3,554 | $75.0K | — | 0.0% |
| 230 | Farther Finance Advisors#230 · 3,518 sh | 3,518 | $75.0K | — | +88.9% |
| 231 | Integrated Wealth Concepts#231 · 3,158 sh | 3,158 | $67.3K | <0.01% | New |
| 232 | FEDERATED HERMES#232 · 3,087 sh | 3,087 | $65.8K | <0.01% | -99.6% |
| 233 | NewEdge Advisors#233 · 2,894 sh | 2,894 | $61.7K | <0.01% | New |
| 234 | OSAIC#234 · 2,771 sh | 2,771 | $59.1K | <0.01% | +9.4% |
| 235 | NATIONAL BANK OF CANADA#235 · 2,530 sh | 2,530 | $53.9K | 0.00% | -2.0% |
| 236 | Covestor Ltd#236 · 2,400 sh | 2,400 | $51.0K | 0.03% | +548.6% |
| 237 | Versant Capital Management#237 · 2,347 sh | 2,347 | $50.0K | — | -52.4% |
| 238 | Stonebridge Financial Group, / MO#238 · 56,000 sh | 56,000 | $49.6K | 0.03% | 0.0% |
| 239 | C M BIDWELL & ASSOCIATES LTD#239 · 2,307 sh | 2,307 | $49.2K | 0.02% | 0.0% |
| 240 | KBC Group NV#240 · 2,261 sh | 2,261 | $48.0K | — | 0.0% |
| 241 | Tower Research Capital (TRC)#241 · 2,166 sh | 2,166 | $46.2K | <0.01% | -58.6% |
| 242 | Global Retirement Partners#242 · 2,110 sh | 2,110 | $45.0K | <0.01% | — |
| 243 | PNC FINANCIAL SERVICES GROUP#243 · 2,035 sh | 2,035 | $43.4K | 0.00% | -20.2% |
| 244 | EverSource Wealth Advisors#244 · 2,031 sh | 2,031 | $43.3K | <0.01% | +278.9% |
| 245 | TRUIST FINANCIAL#245 · 47,000 sh | 47,000 | $41.6K | 0.00% | 0.0% |
| 246 | Nykredit A/S#246 · 1,846 sh | 1,846 | $39.4K | <0.01% | — |
| 247 | TOKIO MARINE ASSET MANAGEMENT LTD#247 · 1,741 sh | 1,741 | $37.1K | — | New |
| 248 | RICHARDSON FINANCIAL SERVICES#248 · 1,339 sh | 1,339 | $28.5K | 0.02% | -38.1% |
| 249 | Steward Partners Investment Advisory#249 · 1,334 sh | 1,334 | $28.4K | <0.01% | -2.0% |
| 250 | Parallel Advisors#250 · 1,219 sh | 1,219 | $26.0K | <0.01% | -6.2% |
| 251 | GAMMA Investing#251 · 1,035 sh | 1,035 | $22.1K | — | -23.6% |
| 252 | Essential Partners#252 · 997 sh | 997 | $21.3K | — | +49.5% |
| 253 | IFP Advisors#253 · 869 sh | 869 | $18.5K | — | +57.1% |
| 254 | Banque Transatlantique SA#254 · 900 sh | 900 | $17.5K | <0.01% | New |
| 255 | Pinnacle Wealth Planning Services#255 · 605 sh | 605 | $12.9K | <0.01% | +3458.8% |
| 256 | ROTHSCHILD INVESTMENT#256 · 573 sh | 573 | $12.2K | <0.01% | -9.5% |
| 257 | ASSETMARK#257 · 542 sh | 542 | $11.6K | — | -6.1% |
| 258 | WealthCollab#258 · 537 sh | 537 | $11.4K | <0.01% | New |
| 259 | LRI Investments#259 · 529 sh | 529 | $11.3K | <0.01% | New |
| 260 | Mitsubishi UFJ Asset Management , Ltd.#260 · 491 sh | 491 | $10.5K | 0.00% | 0.0% |
| 261 | Rockefeller Capital Management L.P.#261 · 452 sh | 452 | $9.6K | 0.00% | -60.9% |
| 262 | INSIGNEO ADVISORY SERVICES#262 · 10,000 sh | 10,000 | $8.9K | <0.01% | 0.0% |
| 263 | JNBA Financial Advisors#263 · 400 sh | 400 | $8.5K | <0.01% | 0.0% |
| 264 | True Wealth Design#264 · 391 sh | 391 | $8.3K | — | +40.6% |
| 265 | CULLEN/FROST BANKERS#265 · 391 sh | 391 | $8.3K | <0.01% | +2.1% |
| 266 | Continuum Advisory#266 · 323 sh | 323 | $6.9K | <0.01% | New |
| 267 | LOS ANGELES CAPITAL MANAGEMENT#267 · 321 sh | 321 | $6.8K | 0.00% | 0.0% |
| 268 | FIFTH THIRD BANCORP#268 · 308 sh | 308 | $6.6K | 0.00% | -41.4% |
| 269 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#269 · 301 sh | 301 | $6.4K | 0.00% | -47.5% |
| 270 | US BANCORP \DE\#270 · 293 sh | 293 | $6.2K | 0.00% | -40.0% |
| 271 | SJS Investment Consulting#271 · 288 sh | 288 | $6.1K | — | +231.0% |
| 272 | Federation des caisses Desjardins du Quebec#272 · 284 sh | 284 | $6.1K | 0.00% | 0.0% |
| 273 | BARROW HANLEY MEWHINNEY & STRAUSS#273 · 256 sh | 256 | $5.5K | 0.00% | 0.0% |
| 274 | NISA INVESTMENT ADVISORS#274 · 201 sh | 201 | $4.3K | — | -80.3% |
| 275 | Quarry#275 · 194 sh | 194 | $4.1K | <0.01% | +29.3% |
| 276 | UMB Bank, n.a.#276 · 179 sh | 179 | $3.8K | 0.00% | 0.0% |
| 277 | SBI Securities , Ltd.#277 · 153 sh | 153 | $3.3K | — | -5.0% |
| 278 | SIGNATUREFD#278 · 138 sh | 138 | $2.9K | — | -81.8% |
| 279 | Marquette Asset Management#279 · 136 sh | 136 | $2.9K | — | New |
| 280 | Bell Investment Advisors#280 · 120 sh | 120 | $2.6K | <0.01% | New |
| 281 | Ritter Daniher Financial Advisory / DE#281 · 120 sh | 120 | $2.6K | <0.01% | 0.0% |
| 282 | Abound Wealth Management#282 · 113 sh | 113 | $2.4K | — | 0.0% |
| 283 | BROWN, LISLE/CUMMINGS#283 · 107 sh | 107 | $2.3K | — | +67.2% |
| 284 | Geneos Wealth Management#284 · 100 sh | 100 | $2.1K | 0.00% | 0.0% |
| 285 | MassMutual Private Wealth & , FSB#285 · 99 sh | 99 | $2.1K | — | +47.8% |
| 286 | Transamerica Financial Advisors#286 · 98 sh | 98 | $2.1K | <0.01% | +172.2% |
| 287 | Main Street Group, LTD#287 · 97 sh | 97 | $2.1K | <0.01% | 0.0% |
| 288 | Clearstead Advisors#288 · 94 sh | 94 | $2.0K | 0.00% | +276.0% |
| 289 | TD PRIVATE CLIENT WEALTH#289 · 84 sh | 84 | $1.8K | 0.00% | New |
| 290 | Parkside Financial Bank#290 · 80 sh | 80 | $1.7K | — | New |
| 291 | Physician Wealth Advisors#291 · 57 sh | 57 | $1.2K | — | +46.2% |
| 292 | Larson Financial Group#292 · 57 sh | 57 | $1.2K | 0.00% | New |
| 293 | North Star Investment Management#293 · 37 sh | 37 | $789.00 | 0.00% | +32.1% |
| 294 | Fortitude Family Office#294 · 34 sh | 34 | $725.00 | — | 0.0% |
| 295 | Bare Financial Services#295 · 33 sh | 33 | $704.00 | <0.01% | +13.8% |
| 296 | Ronald Blue#296 · 25 sh | 25 | $533.00 | — | 0.0% |
| 297 | SWAN Capital#297 · 22 sh | 22 | $469.00 | <0.01% | 0.0% |
| 298 | HARBOUR INVESTMENTS#298 · 20 sh | 20 | $432.00 | 0.00% | -4.8% |
| 299 | RAFFA WEALTH MANAGEMENT#299 · 17 sh | 17 | $362.00 | 0.00% | 0.0% |
| 300 | Owl Creek Wealth Partners#300 · 15 sh | 15 | $320.00 | — | 0.0% |
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.