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Disclosery

FIVN FIVE9 INC

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COM (common), issuer CIK 1288847

291 managers (297 13F filers) reported a position in FIVN shares at 2024-12-31, 79,261,337 shares in all. 63 filers opened a position and 48 filers sold out during the quarter.

Managers
291
13F filers
297
New
63
Added
98
Reduced
93
Sold out
48
Shares held by filers
79,261,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AlphaQuest LLC3,414$139K0.02%+11213F-HRTimeline
KBC Group NVin group KBC Group NV3,373$137K<0.01%+1,11313F-HRTimelineGroup
FNY Investment Advisers, LLC3,250$132K0.07%+2,50013F-HRTimeline
CONQUIS FINANCIAL LLC3,000$122K0.12%13F-HRTimeline
Venturi Wealth Management, LLC2,636$107K0.01%+2,57113F-HRTimeline
GROUP ONE TRADING LLC2,218$90.1K<0.01%-7,83313F-HR/ATimeline
CWM, LLCin group CWM, LLC2,047$83K<0.01%+1,02513F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO1,859$76K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,713$69.6K<0.01%+45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,803$65K<0.01%+64613F-HR/ATimelineGroup
MAI Capital Management1,598$64.9K<0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,367$55.6K<0.01%-4013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,333$54.2K<0.01%+1,31513F-HRTimeline
Sterling Capital Management LLC1,185$48.2K<0.01%-14713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,150$47.1K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,046$42.5K<0.01%+1013F-HRTimeline
Brooklyn Investment Group1,037$42.1K0.01%+25413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA900$36.4K<0.01%13F-HRTimelineGroup
Leonteq Securities AG886$36K<0.01%-77413F-HRTimeline
Lindbrook Capital, LLC854$34.7K<0.01%+52013F-HRTimeline
Farther Finance Advisors, LLC747$30.4K<0.01%-86613F-HRTimeline
Covestor Ltd749$30K0.02%+4913F-HRTimeline
Allworth Financial LP577$22.9K<0.01%+52013F-HRTimeline
Coppell Advisory Solutions LLC561$22.8K<0.01%new13F-HRTimeline
Heck Capital Advisors, LLC539$21.9K<0.01%new13F-HR/ATimeline
WHITTIER TRUST CO524$21.3K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…491$20.2K<0.01%+44613F-HRTimelineGroup
Caitong International Asset Management …449$18.2K0.02%13F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…432$17.6K<0.01%new13F-HR/ATimeline
GAMMA Investing LLC369$15K<0.01%+14813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…377$15K<0.01%+31813F-HRTimeline
Smartleaf Asset Management LLC366$14.9K<0.01%+15313F-HRTimeline
QUADRANT CAPITAL GROUP LLC343$13.9K<0.01%+27513F-HRTimeline
Pier Capital, LLC212$8.62K<0.01%+10713F-HRTimeline
PFS Partners, LLC200$8.13K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$8.13K<0.01%+6013F-HRTimeline
Geneos Wealth Management Inc.187$7.6K<0.01%-1213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO176$7.15K<0.01%013F-HRTimelineGroup
Elequin Capital, LP165$6.71K<0.01%+813F-HRTimeline
Hexagon Capital Partners LLC164$6.67K<0.01%+15113F-HRTimeline
Parkside Financial Bank & Trust160$6.5K<0.01%-1,30913F-HRTimeline
CoreCap Advisors, LLC142$5.77K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.138$5.61K<0.01%-26713F-HR/ATimeline
Atala Financial Inc125$5.08K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA123$5K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.116$4.71K<0.01%-15913F-HRTimeline
2UniFi Bank116$4.71K<0.01%13F-HRTimeline
REAP Financial Group, LLC116$4.71K<0.01%new13F-HRTimeline
Abound Wealth Management113$4.59K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.106$4.31K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC104$4.23K<0.01%+3713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$4.06K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsin group Colonial Trust Advisors100$4.06K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD97$3.94K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC87$3.54K<0.01%+4813F-HRTimeline
Raleigh Capital Management Inc.81$3.29K<0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.53$2.15K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK49$1.99K<0.01%-19213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.44$1.79K<0.01%new13F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC44$1.79K<0.01%new13F-HRTimelineGroup
Sachetta, LLC43$1.75K<0.01%+2413F-HRTimeline
IFP Advisors, Inc0$1.71K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CENTRAL TRUST Co41$1.67K<0.01%+2013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38$1.54K<0.01%+1713F-HRTimeline
Arax Advisory Partners32$1.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$1.26K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC31$1.26K<0.01%-313F-HRTimeline
Blue Trust, Inc.31$1.26K<0.01%-3713F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28$1.14K<0.01%-1113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.29$1.13K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26$1.06K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC25$1.02K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC25$996<0.01%+1313F-HRTimeline
Cherry Tree Wealth Management, LLC23$935<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20$813<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC20$798<0.01%+813F-HRTimeline
Avior Wealth Management, LLC19$772<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC17$691<0.01%013F-HRTimeline
Bell Investment Advisors, Inc15$610<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA13$489<0.01%-21,32613F-HRTimelineGroup
SBI Securities Co., Ltd.12$488<0.01%13F-HRTimeline
NewEdge Advisors, LLC11$447<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB10$406<0.01%-513F-HRTimeline
Bogart Wealth, LLC9$366<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department6$244<0.01%13F-HRTimelineGroup
Versant Capital Management, Inc5$203<0.01%013F-HRTimeline
Manchester Capital Management LLC3$122<0.01%013F-HRTimeline
Quent Capital, LLC3$122<0.01%-4,02013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1$41<0.01%new13F-HR/ATimelineGroup
Grove Bank & Trust1$41<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5$00%-2313F-HRTimelineGroupValue filed as zero, left out of ratios.