FIVE9 INC FIVN
COM · Common Stock · CUSIP 338307101 · ISIN US3383071012
336
institutional holders
71.8m
shares reported held*
101.8%
of all shares outstanding*
$5.4bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.8m this quarter). Holder counts are more reliable. Shares outstanding: 70.5m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $75.00. Options: 17 managers hold calls ($45.2m notional), 15 hold puts ($29.2m).
Biggest calls
| CITADEL ADVISORS LLC | — | $18.3m244.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $9.8m130.6k shares |
| GROUP ONE TRADING LLC | — | $3.8m51.0k shares |
| JANE STREET GROUP, LLC | — | $3.0m39.6k shares |
| Walleye Trading LLC | — | $2.3m30.4k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | — | $2.2m30.0k shares |
| SIMPLEX TRADING, LLC | — | $1.2m16.0k shares |
| Balyasny Asset Management L.P. | — | $1.1m14.9k shares |
| WOLVERINE TRADING, LLC | — | $1.0m13.3k shares |
| Walleye Capital LLC | — | $832.0k11.1k shares |
Biggest puts
| D. E. Shaw & Co., Inc. | — | $7.5m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $5.3m71.2k shares |
| Parallax Volatility Advisers, L.P. | — | $3.2m42.2k shares |
| CITADEL ADVISORS LLC | — | $2.8m37.6k shares |
| JANE STREET GROUP, LLC | — | $2.7m35.7k shares |
| PEAK6 Investments LLC | — | $2.4m32.1k shares |
| Walleye Trading LLC | — | $1.6m21.6k shares |
| GROUP ONE TRADING LLC | — | $1.1m14.2k shares |
| WOLVERINE TRADING, LLC | — | $839.0k11.0k shares |
| Walleye Capital LLC | — | $532.0k7.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +7.7 pts · filed 2026-08-06 | 15.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +1.3 pts · filed 2026-08-06 | 10.3% |
| AMERIPRISE FINANCIAL INC 13G · institution new · filed 2026-08-14 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: Voss Capital, LP (4.7%, 2026-10-16), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), PICTET ASSET MANAGEMENT SA (3.8%, 2026-02-27), FMR LLC (0.9%, 2026-02-05)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $8.5m | — |
| Q1 2022 | 0 | — | 6 | $6.5m | — |
| Q2 2022 | 0 | — | 5 | $5.2m | — |
| Q3 2022 | 0 | — | 7 | $6.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-06 | Burkland Daniel P. Pres. & Chief Revenue Officer | Sold | $395.6k4.4k shares |
| 2022-09-06 | Trollope Rowan M Chief Executive Officer, director | Sold | $335.4k3.7k shares |
| 2022-09-06 | ZWARENSTEIN BARRY Chief Financial Officer · By Trust | Sold | $270.3k3.0k shares |
| 2022-09-06 | Kozanian Panos EVP, Product Engineering | Sold | $195.5k2.2k shares |
| 2022-09-06 | Trollope Rowan M Chief Executive Officer, director | Sold | $114.2k1.3k shares |
| 2022-09-06 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $109.4k1.2k shares |
| 2022-09-06 | Mansharamani Leena SVP, Chief Accounting Officer | Sold | $74.4k820 shares |
| 2022-09-02 | Alexy Kimberly Director | Sold | $233.6k2.5k shares |
| 2022-08-15 | ZWARENSTEIN BARRY Chief Financial Officer | Sold | $1.2m10.0k shares |
| 2022-08-11 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $709.7k5.9k shares |
| 2022-08-08 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $348.2k2.9k shares |
| 2022-08-05 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $233.8k2.0k shares |
| 2022-08-05 | Burdiek Michael J Director | Sold | $141.9k1.2k shares |
| 2022-08-02 | Alexy Kimberly Director | Sold | $275.9k2.5k shares |
| 2022-07-20 | ZWARENSTEIN BARRY Chief Financial Officer | Sold | $1.0m10.0k shares |
| 2022-07-08 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $51.7k517 shares |
| 2022-07-06 | Trollope Rowan M Chief Executive Officer, director · By The Trollope Family Trust | Sold | $148.6k1.5k shares |
| 2022-07-05 | Alexy Kimberly Director | Sold | $243.2k2.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.6m $491.2m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 4.8m $361.0m | — |
| BlackRock Inc. 0.01% of their portfolio | 3.9m $291.2m | — |
| WASATCH ADVISORS LP 1.81% of their portfolio | 3.5m $261.0m | — |
| FMR LLC 0.02% of their portfolio | 3.0m $224.4m | — |
| PICTET ASSET MANAGEMENT SA 0.25% of their portfolio | 2.2m $168.3m | — |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 2.2m $164.7m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.9m $140.7m | — |
| MACQUARIE GROUP LTD 0.16% of their portfolio | 1.7m $131.0m | — |
| Sylebra Capital Ltd 6.16% of their portfolio | 1.7m $124.3m | — |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.6m $116.8m | — |
| EVENTIDE ASSET MANAGEMENT, LLC 2.00% of their portfolio | 1.4m $101.6m | — |
| Contour Asset Management LLC 8.09% of their portfolio | 1.3m $100.8m | — |
| Dorsal Capital Management, LP 6.28% of their portfolio | 1.3m $96.3m | — |
| SOMA EQUITY PARTNERS LP 5.29% of their portfolio | 1.2m $93.7m | — |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.2m $90.6m | — |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 1.1m $84.8m | — |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $81.8m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $78.7m | — |
| Allspring Global Investments Holdings, LLC 0.14% of their portfolio | 1.0m $76.7m | — |
| EAGLE ASSET MANAGEMENT INC 0.49% of their portfolio | 996.3k $74.7m | — |
| ALKEON CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 976.6k $73.2m | — |
| AXA S.A. 0.14% of their portfolio | 951.0k $71.3m | — |
| SCGE MANAGEMENT, L.P. 2.38% of their portfolio | 940.0k $70.5m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 934.7k $70.1m | — |
| Whale Rock Capital Management LLC 1.87% of their portfolio | 888.5k $66.6m | — |
| TREMBLANT CAPITAL GROUP 3.76% of their portfolio | 792.5k $59.4m | — |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 747.3k $56.0m | — |
| NORGES BANK 0.01% of their portfolio | 735.6k $55.2m | — |
| Park West Asset Management LLC 3.94% of their portfolio | 664.1k $49.8m | — |
| RIVERBRIDGE PARTNERS LLC 0.72% of their portfolio | 644.4k $48.3m | — |
| Polar Capital Holdings Plc 0.29% of their portfolio | 613.3k $46.0m | — |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 609.6k $45.7m | — |
| SQN Investors LP 11.04% of their portfolio | 576.9k $43.3m | — |
| Stephens Investment Management Group LLC 0.78% of their portfolio | 550.8k $41.3m | — |
| Invesco Ltd. 0.01% of their portfolio | 526.3k $39.5m | — |
| Clearbridge Investments, LLC 0.04% of their portfolio | 517.3k $38.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 449.9k $33.7m | — |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 438.5k $32.9m | — |
| TD Asset Management Inc 0.04% of their portfolio | 435.8k $33.3m | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 417.8k $31.3m | — |
| BANK OF NOVA SCOTIA 0.10% of their portfolio | 414.2k $31.1m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 408.5k $30.6m | — |
| Assenagon Asset Management S.A. 0.13% of their portfolio | 397.9k $29.8m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 395.1k $29.6m | — |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 377.2k $28.3m | — |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 368.7k $27.6m | — |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 368.1k $27.6m | — |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC 0.44% of their portfolio | 364.3k $27.3m | — |
| Bain Capital Public Equity Management II, LLC 1.50% of their portfolio | 361.1k $27.1m | — |
| NORTHERN TRUST CORP 0.01% of their portfolio | 349.7k $26.2m | — |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 316.0k $23.7m | — |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 309.8k $23.2m | — |
| SEI INVESTMENTS CO 0.05% of their portfolio | 289.6k $21.7m | — |
| Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio | 288.3k $21.6m | — |
| ThornTree Capital Partners LP 6.80% of their portfolio | 266.1k $20.0m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 221.2k $16.6m | — |
| Calixto Global Investors, LP 16.05% of their portfolio | 219.3k $16.4m | — |
| Melqart Asset Management (UK) Ltd 1.16% of their portfolio | 184.6k $13.8m | — |
| Kopp Family Office, LLC 10.69% of their portfolio | 175.2k $13.1m | — |
| Prospect Capital Advisors, LLC 6.77% of their portfolio | 171.1k $12.8m | — |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 169.2k $12.7m | — |
| Hood River Capital Management LLC 0.48% of their portfolio | 166.2k $12.5m | — |
| Swiss National Bank 0.01% of their portfolio | 164.9k $12.4m | — |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 163.4k $12.2m | — |
| Shannon River Fund Management LLC 5.08% of their portfolio | 157.7k $11.8m | — |
| GAGNON SECURITIES LLC 2.55% of their portfolio | 154.8k $11.6m | — |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 154.4k $11.8m | — |
| Cavalry Management Group, LLC 1.42% of their portfolio | 150.5k $11.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 148.7k $11.1m | — |
| PARNASSUS INVESTMENTS, LLC 0.03% of their portfolio | 145.5k $10.9m | — |
| California Public Employees Retirement System 0.01% of their portfolio | 138.7k $10.4m | — |
| Alta Park Capital, LP 2.09% of their portfolio | 138.3k $10.4m | — |
| Conestoga Capital Advisors, LLC 0.19% of their portfolio | 132.7k $9.9m | — |
| UNTITLED INVESTMENTS LP 2.70% of their portfolio | 124.3k $9.3m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 120.5k $9.0m | — |
| Edgestream Partners, L.P. 0.65% of their portfolio | 111.4k $8.4m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 111.3k $8.3m | — |
| CAPITAL FUND MANAGEMENT S.A. 0.21% of their portfolio | 110.8k $8.3m | — |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 108.4k $8.1m | — |
| Teca Partners, LP 13.58% of their portfolio | 107.3k $8.0m | — |
| Nicholas Investment Partners, LP 0.74% of their portfolio | 107.0k $8.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 97.1k $7.3m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 95.0k $7.1m | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 89.7k $6.7m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 89.2k $6.7m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 87.3k $6.5m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 84.5k $6.3m | — |
| Pier Capital, LLC 1.08% of their portfolio | 84.1k $6.3m | — |
| EULAV Asset Management 0.28% of their portfolio | 83.9k $6.3m | — |
| BWCP, LP 3.24% of their portfolio | 83.1k $6.2m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 82.2k $6.2m | — |
| Cinctive Capital Management LP 0.28% of their portfolio | 82.1k $6.2m | — |
| Curi Capital, LLC 0.23% of their portfolio | 82.0k $6.1m | — |
| Granite Investment Partners, LLC 0.26% of their portfolio | 80.3k $6.0m | — |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 79.9k $6.0m | — |
| Gagnon Advisors, LLC 3.84% of their portfolio | 79.0k $5.9m | — |
| G2 Investment Partners Management LLC 1.84% of their portfolio | 78.5k $5.9m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 77.9k $5.8m | — |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 74.5k $5.7m | — |