Company · Ownership research

Five9, Inc. FIVN

CIK 0001288847 · CUSIP 338307101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 338307101 (FIVN), not CUSIP 338307901 (FIVN), CUSIP 338307951 (FIVN), CUSIP 338307AD3 (FIVN), and does not merge CUSIPs.

This page lists the top 20 of 139 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$88.07M 2,589,527 shares	0.02%	+366.63K(+16.50%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$72.99M 2,145,775 shares	0.00%	-17.68K(-0.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Van Berkom & Associates Inc. CIK 1524408 · View history	$68.11M 2,002,547 shares	2.43%	-1.11M(-35.60%)Reduced	SEC filing ↗ Nov 4, 2026	▾
04	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$28.89M 849,351 shares	0.01%	+332.04K(+64.20%)Added	SEC filing ↗ Nov 2, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$21.61M 635,330 shares	0.00%	+146.15K(+29.90%)Added	SEC filing ↗ Nov 5, 2026	▾
06	GAGNON SECURITIES LLC CIK 1125725 · View history	$19.28M 566,846 shares	3.34%	-155.85K(-21.60%)Reduced	SEC filing ↗ Nov 5, 2026	▾
07	DEUTSCHE BANK AG\ CIK 948046 · View history	$19.17M 563,755 shares	0.01%	+74.46K(+15.20%)Added	SEC filing ↗ Nov 6, 2026	▾
08	Aberdeen Group plc CIK 1716774 · View history	$11.84M 348,004 shares	0.02%	+348.00KNew	SEC filing ↗ Nov 6, 2026	▾
09	Gagnon Advisors, LLC CIK 1599466 · View history	$11.44M 336,277 shares	6.28%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
10	Dana Investment Advisors, Inc. CIK 1427514 · View history	$7.57M 222,543 shares	0.21%	-65.78K(-22.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
11	Hiddenite Capital Partners LP CIK 1823823 · View history	$7.14M 210,000 shares	3.05%	+210.00KNew	SEC filing ↗ Oct 29, 2026	▾
12	Creative Planning CIK 1540235 · View history	$6.85M 201,322 shares	0.00%	+30.71K(+18.00%)Added	SEC filing ↗ Nov 2, 2026	▾
13	Lisanti Capital Growth, LLC CIK 1424467 · View history	$6.84M 201,110 shares	1.83%	+7.43K(+3.80%)Added	SEC filing ↗ Nov 5, 2026	▾
14	IMC-Chicago, LLC CIK 1452861 · View history	$5.78M 169,903 shares	0.05%	-26.29K(-13.40%)Reduced	SEC filing ↗ Nov 5, 2026	▾
15	Assenagon Asset Management S.A. CIK 1546007 · View history	$5.00M 147,112 shares	0.01%	+59.07K(+67.10%)Added	SEC filing ↗ Oct 15, 2026	▾
16	LPL Financial LLC CIK 1403438 · View history	$4.31M 126,709 shares	0.00%	-12.69K(-9.10%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	Bastion Asset Management Inc. CIK 1977794 · View history	$3.80M 113,365 shares	1.66%	-94.12K(-45.40%)Reduced	SEC filing ↗ Nov 5, 2026	▾
18	Convergence Investment Partners, LLC CIK 1456133 · View history	$2.84M 83,431 shares	0.21%	+83.43KNew	SEC filing ↗ Oct 28, 2026	▾
19	Amundi CIK 1330387 · View history	$2.73M 80,375 shares	0.00%	+42.57K(+112.60%)Added	SEC filing ↗ Nov 6, 2026	▾
20	Russell Investments Group, Ltd. CIK 1692234 · View history	$2.73M 80,289 shares	0.00%	-163.37K(-67.00%)Reduced	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 139 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

139

Cancelled or null records excluded

Disclosed shares

13,203,814

Not deduplicated across managers

Disclosed value

$449.05M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Five9, Inc. · Q3 2026

Explore all 139 reporting institutions.

This page includes 20 of 139 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.