| 4 | AMERIPRISE FINANCIAL INC | 4.1M | $88.3M | +91.8% | 5.407% | 0.02% |
| 5 | UBS Group AG | 3.6M | $76.1M | -4.3% | 4.663% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $70.6M | -0.5% | 4.326% | 0.00% |
| 7 | Anson Funds Management LP | 2.5M | $53.3M | +19.8% | 3.265% | 3.16% |
| 8 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.3M | $48.3M | — | 2.959% | 0.28% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $47.4M | +110.8% | 2.903% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $46.1M | +4.9% | 2.826% | 0.00% |
| 11 | STATE STREET CORP | 2.1M | $44.1M | +1.0% | 2.703% | 0.00% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.0M | $42.1M | +56.0% | 2.579% | 0.00% |
| 13 | FIRST TRUST ADVISORS LP | 1.9M | $39.8M | +32.9% | 2.437% | 0.02% |
| 14 | ARMISTICE CAPITAL, LLC | 1.5M | $32.7M | -46.0% | 2.006% | 0.40% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.4M | $29.4M | +17.7% | 1.800% | 0.00% |
| 16 | JANE STREET GROUP, LLC | 1.3M | $28.0M | +10.7% | 1.718% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $25.7M | +29.5% | 1.603% | 0.01% |
| 18 | Point72 Asset Management, L.P. | 1.1M | $24.3M | -51.9% | 1.486% | 0.03% |
| 19 | MORGAN STANLEY | 1.1M | $23.2M | +19.6% | 1.423% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 1.1M | $22.9M | +26.7% | 1.400% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 1.0M | $21.8M | -10.6% | 1.338% | 0.00% |
| 22 | Invenomic Capital Management LP | 893K | $19.0M | -4.7% | 1.166% | 1.14% |
| 23 | NORTHERN TRUST CORP | 868K | $18.5M | +21.4% | 1.133% | 0.00% |
| 24 | Walleye Trading LLC | 731K | $15.6M | +1728.5% | 0.955% | 0.02% |
| 25 | GAGNON SECURITIES LLC | 723K | $15.4M | +16.2% | 0.944% | 2.97% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FIVN — a direct measure of their conviction.
| 110.25% |
| 89.74 pp |
| $2.11B |
| 81% |
| Q4 2024 | 294 | +14% | 199.99% | +94.78 pp | $11.26B | +312% |
| Q3 2024 | 257 | — | 105.21% | — | $2.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
45 institutions opened new positions in FIVN during Q2 2026, while 48 fully exited. 199 added to existing positions and 43 trimmed.
FIVN institutional ownership rose by 1.28 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 48.1% of all reported 13F value in FIVN, and the top 25 account for 71.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Five9, Inc. (FIVN) Institutional Ownership