FIVE9 INC FIVN
COM · Common Stock · CUSIP 338307101 · ISIN US3383071012
* 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 ($8.8m this quarter). Holder counts are more reliable. Shares outstanding: 74.7m as of 2026-07-31, 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 ≈ $21.30. Options: 16 managers hold calls ($152.4m notional), 14 hold puts ($30.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 336 |
| Q4 2022 | 327 |
| Q1 2023 | 342 |
| Q2 2023 | 336 |
| Q3 2023 | 328 |
| Q4 2023 | 350 |
| Q1 2024 | 310 |
| Q2 2024 | 297 |
| Q3 2024 | 272 |
| Q4 2024 | 297 |
| Q1 2025 | 309 |
| Q2 2025 | 297 |
| Q3 2025 | 310 |
| Q4 2025 | 289 |
| Q1 2026 | 292 |
| Q2 2026 | 290 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 142 | 167 |
| Q4 2024 | 161 | 142 |
| Q1 2025 | 188 | 126 |
| Q2 2025 | 150 | 172 |
| Q3 2025 | 172 | 122 |
| Q4 2025 | 154 | 157 |
| Q1 2026 | 160 | 129 |
| Q2 2026 | 145 | 149 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $163.4m | $83.9m | 0.51 |
| Q4 2025 | $144.0m | $104.6m | 0.73 |
| Q1 2026 | $108.3m | $19.5m | 0.18 |
| Q2 2026 | $152.4m | $30.2m | 0.20 |
Biggest buyers
| Driehaus Capital Management LLC | New | +2.3m |
| AMERIPRISE FINANCIAL INC | Added | +2.0m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.2m |
| Walleye Trading LLC | New | +684.8k |
| Public Sector Pension Investment Board | New | +486.5k |
| ROYCE & ASSOCIATES LP | New | +485.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +483.1k |
| FIRST TRUST ADVISORS LP | Added | +462.1k |
| Cerity Partners LLC | Added | +441.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +398.0k |
Biggest sellers
| Van Berkom & Associates Inc. | Reduced | -3.6m |
| FIL Ltd | Sold out | -2.6m |
| Anson Funds Management LP | Reduced | -1.7m |
| Point72 Asset Management, L.P. | Reduced | -1.2m |
| Voss Capital, LP | Reduced | -960.0k |
| FEDERATED HERMES, INC. | Reduced | -840.2k |
| Pictet Asset Management Holding SA | Reduced | -598.0k |
| Legion Partners Asset Management, LLC | Sold out | -591.7k |
| Assenagon Asset Management S.A. | Reduced | -527.8k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -520.8k |
Biggest calls
| UBS Group AG | Added | $61.7m2.9m shares |
| JANE STREET GROUP, LLC | Added | $26.8m1.3m shares |
| GROUP ONE TRADING LLC | Added | $15.3m716.3k shares |
| PEAK6 LLC | Added | $13.3m625.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.6m543.7k shares |
| IMC-Chicago, LLC | Reduced | $6.1m287.6k shares |
| SIMPLEX TRADING, LLC | Added | $4.2m199.1k shares |
| CITADEL ADVISORS LLC | Added | $4.2m196.9k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $3.3m155.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.2m101.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $7.6m354.4k shares |
| Caption Management, LLC | Added | $6.1m286.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.0m281.5k shares |
| IMC-Chicago, LLC | Added | $3.8m179.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.7m78.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m60.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.1m49.9k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $880.5k41.3k shares |
| Walleye Capital LLC | Reduced | $488.2k22.9k shares |
| SIMPLEX TRADING, LLC | Added | $381.6k17.9k 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 since 1 Apr 2026
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $1.2m | $897.7k |
| Q1 2025 | 0 | — | 5 | $985.5k | $758.7k |
| Q2 2025 | 0 | — | 5 | $931.3k | $772.6k |
| Q3 2025 | 1 | $24.1k | 7 | $1.6m | $788.8k |
| Q4 2025 | 1 | $1.9k | 7 | $1.4m | $482.5k |
| Q1 2026 | 0 | — | 6 | $780.8k | $547.9k |
| Q2 2026 | 0 | — | 6 | $2.0m | $726.7k |
| Q3 2026 | 0 | — | 4 | $2.8m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-17 | Dignan Andy President | Sold plan | $244.5k7.0k shares |
| 2026-09-08 | Meriweather Tiffany N. Chief Admin. & Legal Officer | Sold plan | $161.3k5.1k shares |
| 2026-09-08 | Dignan Andy President | Sold plan | $86.7k2.7k shares |
| 2026-09-08 | Lee Bryan M Chief Financial Officer | Sold plan | $42.7k1.3k shares |
| 2026-09-08 | Mansharamani Leena SVP, Chief Accounting Officer | Sold plan | $39.5k1.3k shares |
| 2026-09-04 | Lee Bryan M Chief Financial Officer | Sold plan | $643.8k19.3k shares |
| 2026-09-04 | Meriweather Tiffany N. Chief Admin. & Legal Officer | Sold plan | $446.6k13.4k shares |
| 2026-09-04 | Dignan Andy President | Sold plan | $352.7k10.6k shares |
| 2026-09-04 | Mansharamani Leena SVP, Chief Accounting Officer | Sold plan | $90.2k2.7k shares |
| 2026-09-03 | Mansharamani Leena SVP, Chief Accounting Officer | Sold plan | $91.0k2.7k shares |
| 2026-08-28 | Dignan Andy President | Sold plan | $622.4k17.8k shares |
| 2026-06-05 | Dignan Andy President | Sold plan | $74.5k3.1k shares |
| 2026-06-05 | Lee Bryan M Chief Financial Officer | Sold plan | $36.6k1.5k shares |
| 2026-06-04 | Lee Bryan M Chief Financial Officer | Sold plan | $412.4k16.6k shares |
| 2026-06-04 | Meriweather Tiffany N. Chief Admin. & Legal Officer | Sold | $236.3k9.5k shares |
| 2026-06-04 | Tuckness Matthew E. Chief Revenue Officer | Sold | $214.5k8.6k shares |
| 2026-06-04 | Dignan Andy President | Sold plan | $203.1k8.2k shares |
| 2026-06-04 | Kozanian Panos EVP, Product Engineering | Sold | $145.6k5.9k shares |
| 2026-06-04 | Mansharamani Leena SVP, Chief Accounting Officer | Sold | $63.4k2.6k shares |
| 2026-05-14 | Meriweather Tiffany N. Chief Admin. & Legal Officer | Sold | $447.3k21.3k shares |
| 2026-05-13 | Meriweather Tiffany N. Chief Admin. & Legal Officer | Sold | $180.3k8.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 7.1m $151.0m | Added +363.6k |
| BlackRock, Inc. 0.00% of their portfolio | 7.1m $150.8m | Added +27.0k |
| Voss Capital, LP 5.18% of their portfolio | 4.9m $103.7m | Reduced -960.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 4.1m $88.3m | Added +2.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.3m $70.6m | Reduced -16.7k |
| Van Berkom & Associates Inc. 2.14% of their portfolio | 3.1m $66.3m | Reduced -3.6m |
| Anson Funds Management LP 4.86% of their portfolio | 2.5m $53.3m | Reduced -1.7m |
| Driehaus Capital Management LLC 0.28% of their portfolio | 2.3m $48.3m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.2m $47.4m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $46.1m | Added +100.6k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $44.1m | Added +21.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.9m $39.8m | Added +462.1k |
| ARMISTICE CAPITAL, LLC 0.91% of their portfolio | 1.5m $32.7m | Reduced -56.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $29.4m | Added +207.4k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.2m $25.7m | Added +279.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 1.1m $24.5m | Added +483.1k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 1.1m $23.7m | Reduced -1.2m |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $23.2m | Added +178.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $21.8m | Reduced -121.8k |
| Invenomic Capital Management LP 1.14% of their portfolio | 892.7k $19.0m | Reduced -44.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 867.8k $18.5m | Added +153.3k |
| GAGNON SECURITIES LLC 2.97% of their portfolio | 722.7k $15.4m | Added +100.6k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.63% of their portfolio | 709.3k $15.1m | Unchanged |
| Walleye Trading LLC 0.20% of their portfolio | 684.8k $14.6m | New |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 677.1k $14.4m | Reduced -352.2k |
| UBS Group AG 0.00% of their portfolio | 676.4k $14.4m | Reduced -208.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 643.3k $13.7m | Reduced -76.4k |
| GLENMEDE TRUST CO NA 0.05% of their portfolio | 559.4k $11.9m | Reduced -18.2k |
| Clark Capital Management Group, Inc. 0.06% of their portfolio | 554.0k $11.8m | Reduced -350.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 520.6k $11.1m | Reduced -100.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 517.3k $11.0m | Added +260.6k |
| S SQUARED TECHNOLOGY, LLC 3.41% of their portfolio | 515.2k $11.0m | Reduced -20.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 505.5k $10.8m | Reduced -38.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 489.3k $10.4m | Added +100.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 489.2k $10.4m | Added +13.0k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 486.5k $10.4m | New |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 485.9k $10.4m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 476.1k $10.1m | Added +57.3k |
| Cerity Partners LLC 0.01% of their portfolio | 474.4k $10.1m | Added +441.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 459.9k $9.9m | Reduced -372.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 445.5k $9.5m | Reduced -149.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 444.6k $9.5m | Added +47.5k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 432.8k $9.2m | Reduced -304.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 408.5k $8.7m | Added +398.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 374.5k $8.0m | Added +40.5k |
| HERALD INVESTMENT MANAGEMENT Ltd 1.02% of their portfolio | 354.5k $7.6m | Reduced -7.5k |
| Gagnon Advisors, LLC 4.56% of their portfolio | 336.3k $7.2m | Unchanged |
| TOWLE & CO 2.20% of their portfolio | 304.6k $6.5m | New |
| Pacer Advisors, Inc. 0.02% of their portfolio | 295.8k $6.3m | Reduced -107.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 293.3k $6.3m | Added +87.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 291.0k $6.2m | Added +264.3k |
| Dana Investment Advisors, Inc. 0.16% of their portfolio | 288.3k $6.1m | Added +1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 268.0k $4.1m | Added +88.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 260.1k $5.5m | Reduced -239.6k |
| FMR LLC 0.00% of their portfolio | 252.4k $5.4m | Added +70.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 243.7k $5.2m | Added +146.4k |
| OP Asset Management Ltd 0.05% of their portfolio | 234.1k $5.0m | Reduced -33.3k |
| P.A.W. CAPITAL CORP 3.77% of their portfolio | 230.6k $4.9m | Reduced -19.9k |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 228.4k $4.9m | Reduced -29.7k |
| Empowered Funds, LLC 0.03% of their portfolio | 224.8k $4.8m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 216.6k $4.6m | Reduced -31.0k |
| Bastion Asset Management Inc. 1.42% of their portfolio | 207.5k $4.2m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 202.4k $4.3m | Added +18.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio | 201.1k $4.3m | Added +18.6k |
| IMC-Chicago, LLC 0.04% of their portfolio | 196.2k $4.2m | New |
| Lisanti Capital Growth, LLC 0.91% of their portfolio | 193.7k $4.1m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 192.9k $4.1m | Added +76.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 190.6k $4.1m | Reduced -15.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 184.4k $3.9m | New |
| Invesco Ltd. 0.00% of their portfolio | 179.4k $3.8m | Reduced -24.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 178.4k $3.8m | Added +99.6k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 176.1k $3.8m | Reduced -527.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 175.9k $3.8m | Reduced -31.9k |
| Nuveen, LLC 0.00% of their portfolio | 172.2k $3.7m | Added +6.8k |
| Creative Planning 0.00% of their portfolio | 170.6k $3.6m | Reduced -34.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 163.9k $3.4m | Added +6.1k |
| Trexquant Investment LP 0.02% of their portfolio | 160.0k $3.4m | Reduced -49.8k |
| ODDO BHF ASSET MANAGEMENT SAS 0.16% of their portfolio | 160.0k $3.4m | Unchanged |
| Optimus Prime Fund Management Co., Ltd. 0.24% of their portfolio | 154.5k $3.3m | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 148.3k $3.2m | Added +138.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 145.3k $3.1m | Added +28.0k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 142.0k $3.0m | Added +100.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 140.0k $3.0m | Reduced -68.5k |
| LPL Financial LLC 0.00% of their portfolio | 139.4k $3.0m | Reduced -14.9k |
| Swiss National Bank 0.00% of their portfolio | 138.4k $3.0m | Reduced -800 |
| Nierenberg Investment Management Company, LLC 1.44% of their portfolio | 135.8k $2.9m | Unchanged |
| SEGALL BRYANT & HAMILL, LLC 0.03% of their portfolio | 134.9k $2.9m | Added +24.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 132.7k $2.8m | Added +107.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 126.9k $2.7m | Reduced -280.6k |
| Corient Private Wealth LP 0.00% of their portfolio | 124.4k $2.7m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 117.3k $2.5m | New |
| Atom Investors LP 0.22% of their portfolio | 115.8k $2.5m | Reduced -2.8k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 112.1k $2.4m | Added +96.8k |
| GROUP ONE TRADING LLC 0.07% of their portfolio | 111.2k $2.4m | Reduced -109.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 108.4k $2.3m | Added +14.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 102.7k $2.2m | Added +2.4k |
| ABS Investment Management LLC 1.38% of their portfolio | 100.0k $2.1m | First filing |
| ABS Direct Equity Fund LLC 1.35% of their portfolio | 100.0k $2.1m | Reduced -65.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 100.0k $2.1m | Added +89.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 91.1k $1.9m | Added +57.6k |