Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FIVN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.0M | $106.9M | -4.3% | 9.205% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.7M | $101.9M | — | 8.777% | 0.01% |
| 3 | Voss Capital, LLC | 5.9M | $89.1M | -2.8% | 7.673% | 5.06% |
| 4 | UBS Group AG | 3.7M | $56.6M | -1.2% | 4.870% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $50.5M | — | 4.348% | 0.00% |
| 6 | ARMISTICE CAPITAL, LLC | 2.8M | $43.1M | -25.2% | 3.712% | 1.27% |
| 7 | FIL Ltd | 2.6M | $38.9M | -2.1% | 3.345% | 0.03% |
| 8 | Point72 Asset Management, L.P. | 2.4M | $35.9M | +211.9% | 3.087% | 0.05% |
| 9 | AMERIPRISE FINANCIAL INC | 2.2M | $32.8M | +24.4% | 2.820% | 0.01% |
| 10 | Anson Funds Management LP | 2.1M | $31.7M | +35.5% | 2.725% | 4.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $31.3M | +3.3% | 2.694% | 0.00% |
| 12 | STATE STREET CORP | 2.0M | $31.1M | +2.4% | 2.675% | 0.00% |
| 13 | FIRST TRUST ADVISORS LP | 1.4M | $21.3M | -10.8% | 1.833% | 0.02% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.3M | $19.2M | -0.0% | 1.653% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.2M | $17.8M | +29.2% | 1.529% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 1.1M | $17.4M | -6.5% | 1.498% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $16.0M | +18.6% | 1.378% | 0.00% |
| 18 | Invenomic Capital Management LP | 937K | $14.2M | +251.8% | 1.224% | 0.66% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 947K | $14.2M | +118.4% | 1.237% | 0.01% |
| 20 | MORGAN STANLEY | 911K | $13.8M | +1.2% | 1.190% | 0.00% |
| 21 | Clark Capital Management Group, Inc. | 905K | $13.7M | +76.5% | 1.182% | 0.08% |
| 22 | FEDERATED HERMES, INC. | 843K | $12.8M | -11.7% | 1.101% | 0.02% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 720K | $10.9M | +10.6% | 0.940% | 0.00% |
| 24 | NORTHERN TRUST CORP | 714K | $10.8M | +0.3% | 0.933% | 0.00% |
| 25 | Assenagon Asset Management S.A. | 704K | $10.7M | -1.1% | 0.919% | 0.02% |
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.
Filings activity in FIVN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 280 | +0.4% | 69.40% | 32.52 pp | $1.13B | 32% |
| Q4 2025 | 279 | 5.4% | 101.92% | 28.25 pp | $1.66B | 22% |
| Q3 2025 | 295 | +2.8% | 130.17% | 15.78 pp | $2.12B | 11% |
| Q2 2025 | 287 | 4.0% | 145.95% | +16.29 pp | $2.37B | +13% |
| Q1 2025 | 299 | +1.7% | 129.66% | 70.33 pp | $2.11B | 81% |
| Q4 2024 | 294 | +14% | 199.99% | +31.95 pp | $11.26B | +312% |
| Q3 2024 | 257 | 12% | 168.04% | 31.95 pp | $2.73B | 20% |
| Q2 2024 | 293 | — | 199.99% | — | $3.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FIVN stock.
Based on Q1 2026 13F filings, institutional ownership of Five9, Inc. stands at 69.4%, held across 280 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FIVN, with approximately 7,047,642 shares worth $0.11B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of FIVN, including Point72 Asset Management, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for FIVN is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in FIVN during Q1 2026, while 56 fully exited. 64 added to existing positions and 157 trimmed.
FIVN institutional ownership fell by 32.52 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 52.1% of all reported 13F value in FIVN, and the top 25 account for 74.7%.
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