$FIVN

$37.74 +$0.13 (0.35%) Close

$FIVN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 74.7M shares outstanding

Who owns FIVN?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 51.3%

Vanguard Portfolio Management LLC 9.5% · BlackRock, Inc. 9.5%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

291

-2 vs last qtr

Net shares bought

−403.8K

by institutions in Q2 2026

New / sold out

53 / 55

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Driehaus Capital Management LLC NEW +2.3M
Ameriprise Financial Inc +2.0M

Biggest sellers in Q2 2026

FIL Ltd SOLD OUT −2.6M
Point72 Asset Management, L.P. −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$13M

45 notices from 14 people

Shares covered

445.9K

0.60% of the company

Arranged in advance

36%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Michael Burkland Director $6.5M
Andrew Dignan Officer 10b5-1 $1.65M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+45.8%

+6.48% a year

Each share's claim on the business

−31.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$50M vs $909M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years53% 3–5 years5% 1–3 years25% Under 1 year17%

Quarterly turnover

19.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FIVN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VP Vanguard Portfolio Management LLC	7.1M	9.48%	+363.6K (+5.4%)	≤2021	0.0%
Shares held by quarter Peak holding7.1M (Q2'26) Change over 8 quarters+7.1M Share of the company9.480% Vanguard Portfolio Management LLC's full portfolio →
B BlackRock, Inc.	7.1M	9.47%	+27.0K (+0.4%)	≤2021	0.0%
Shares held by quarter Peak holding7.4M (Q4'25) Change over 8 quarters+2.4M Share of the company9.470% BlackRock, Inc.'s full portfolio →

Vanguard Portfolio Management LLC

7.1M

% of company

9.48%

Change vs last qtr

+363.6K (+5.4%)

Held since

≤2021

BlackRock, Inc.

7.1M

% of company

9.47%

Change vs last qtr

+27.0K (+0.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Five9, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FIVN on Form N-PORT; together they hold 42.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
CS Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II	$64.6M	2.7M	3.55%	0.23%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$49.1M	2.3M	3.08%	0.00%	June 30, 2026

Columbia Seligman Technology and Information Fund

Columbia Funds Series Trust II

Position value

$64.6M

% of company

3.55%

% of the fund

0.23%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$49.1M

% of company

3.08%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Five9, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PA Pictet Asset Management SA 5%+ holder 13D · 3.8%	2.9M	3.84%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.840% Disclosed stake13D · 3.8% View the 13D/G filing →
MA Mathradas Amit Insider	716.7K	0.96%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.960% Mathradas Amit's insider activity →

Pictet Asset Management SA

5%+ holder13D · 3.8%

2.9M

% of company

3.84%

Change vs last qtr

—

Held since

—

Mathradas Amit

Insider

716.7K

% of company

0.96%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of Five9, Inc..

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