Five9, Inc. (FIVN) — Institutional Holders, Q2 2026 (page 4)
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 301 to 315. 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 301–315 of 315
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | JPL Wealth Management#301 · 14 sh | 14 | $299.00 | <0.01% | New |
| 302 | MV CAPITAL MANAGEMENT#302 · 7 sh | 7 | $150.00 | 0.00% | -75.9% |
| 303 | ROSS\JOHNSON & Associates#303 · 6 sh | 6 | $128.00 | <0.01% | 0.0% |
| 304 | HUNTINGTON NATIONAL BANK#304 · 6 sh | 6 | $128.00 | 0.00% | 0.0% |
| 305 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#305 · 5 sh | 5 | $116.00 | 0.00% | 0.0% |
| 306 | CoreCap Advisors#306 · 5 sh | 5 | $107.00 | — | -16.7% |
| 307 | James T. Borello RIA#307 · 5 sh | 5 | $107.00 | — | -16.7% |
| 308 | Activest Wealth Management#308 · 4 sh | 4 | $85.00 | — | -94.8% |
| 309 | Smartleaf Asset Management#309 · 2 sh | 2 | $52.00 | 0.00% | 0.0% |
| 310 | PlanVest Financial#310 · 2 sh | 2 | $43.00 | 0.00% | 0.0% |
| 311 | Altshuler Shaham Ltd#311 · 1 sh | 1 | $21.00 | 0.00% | 0.0% |
| 312 | Capital Advisors, Ltd.#312 · 23 sh | 23 | $0.00 | 0.00% | -47.7% |
| 313 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#313 · 88,161 sh | 88,161 | — | — | -2.8% |
| 314 | Context Capital Management#314 · 14,250,000 sh | 14,250,000 | — | — | +18.8% |
| 315 | Elequin Securities#315 · 2 sh | 2 | — | — | -84.6% |
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.