DaveManuel.com · Institutional Ownership · Who Owns It
FIVE9 INC (FIVN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
299
Reporting holders
$1.9B
Reported value
107.0%
Of shares outstanding
8.1%
Calls
1.6%
Puts
+2
Holder change
Institutions report 79,937,498 shares against 74,723,531 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $151.0M | 7,083,605 | 0.01% | 2q | +5.4%+$7.8M |
| BlackRock, Inc. | $150.8M | 7,074,625 | 0.00% | 8q | HELD |
| Voss Capital, LP | $103.7M | 4,865,000 | 4.82% | 6q | -16.5%-$20.5M |
| AMERIPRISE FINANCIAL INC | $88.3M | 4,140,003 | 0.02% | 31q | +91.8%+$42.3M |
| UBS Group AG | $76.1M incl. $61.7M options CALL | 676,362 | 0.01% | 31q | -23.6%-$23.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $70.6M | 3,312,397 | 0.00% | 2q | -0.5%-$355.1K |
| Van Berkom & Associates Inc. | $66.3M | 3,110,100 | 2.14% | 10q | -53.3%-$75.8M |
| Anson Funds Management LP | $53.3M | 2,499,481 | 3.16% | 8q | -40.1%-$35.7M |
| Driehaus Capital Management LLC | $48.3M | 2,265,900 | 0.28% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $47.4M | 2,222,894 | 0.01% | 26q | +110.7%+$24.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $46.1M | 2,163,451 | 0.00% | 31q | +4.9%+$2.1M |
| STATE STREET CORP | $44.1M | 2,069,554 | 0.00% | 31q | +1.0%+$454.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.1M incl. $17.6M options CALL+PUT | 1,149,493 | 0.00% | 31q | +72.5%+$17.7M |
| FIRST TRUST ADVISORS LP | $39.8M | 1,865,447 | 0.02% | 10q | +32.9%+$9.9M |
| ARMISTICE CAPITAL, LLC | $32.7M | 1,536,000 | 0.40% | 14q | -3.5%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $29.4M | 1,377,873 | 0.00% | 31q | +17.7%+$4.4M |
| JANE STREET GROUP, LLC | $28.0M CALL+PUT | options only | 0.00% | 28q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $25.7M | 1,227,051 | 0.01% | 5q | +29.5%+$5.9M |
| Point72 Asset Management, L.P. | $24.3M incl. $573.5K options CALL+PUT | 1,110,631 | 0.03% | 19q | -52.1%-$26.3M |
| MORGAN STANLEY | $23.2M | 1,089,516 | 0.00% | 35q | +19.6%+$3.8M |
| CITADEL ADVISORS LLC | $22.9M incl. $11.8M options CALL+PUT | 520,586 | 0.00% | 31q | -16.1%-$4.4M |
| GOLDMAN SACHS GROUP INC | $21.8M | 1,024,736 | 0.00% | 31q | -10.6%-$2.6M |
| GROUP ONE TRADING LLC | $19.3M incl. $16.9M options CALL+PUT | 111,234 | 0.03% | 31q | -49.6%-$19.0M |
| Invenomic Capital Management LP | $19.0M | 892,658 | 1.14% | 3q | -4.7%-$940.9K |
| NORTHERN TRUST CORP | $18.5M | 867,751 | 0.00% | 31q | +21.5%+$3.3M |
| Walleye Trading LLC | $15.6M incl. $993.5K options CALL+PUT | 684,809 | 0.02% | 31q | HELD |
| GAGNON SECURITIES LLC | $15.4M | 722,698 | 2.97% | 31q | +16.2%+$2.1M |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $15.1M | 709,281 | 0.36% | 7q | HELD |
| ALGERT GLOBAL LLC | $14.4M | 677,141 | 0.17% | 3q | -34.2%-$7.5M |
| IMC-Chicago, LLC | $14.1M incl. $10.0M options CALL+PUT | 196,188 | 0.00% | 10q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.7M | 643,293 | 0.00% | 31q | -10.6%-$1.6M |
| PEAK6 LLC | $13.3M CALL | options only | 0.03% | 7q | OPTIONS |
| GLENMEDE TRUST CO NA | $11.9M | 559,424 | 0.05% | 5q | -3.2%-$389.0K |
| Clark Capital Management Group, Inc. | $11.8M | 553,981 | 0.06% | 6q | -38.8%-$7.5M |
| Balyasny Asset Management L.P. | $11.4M incl. $2.1M options CALL | 432,758 | 0.01% | 4q | -41.3%-$8.0M |
| PRINCIPAL FINANCIAL GROUP INC | $11.0M | 517,313 | 0.01% | 4q | +101.5%+$5.6M |
| S SQUARED TECHNOLOGY, LLC | $11.0M | 515,195 | 3.41% | 5q | -3.7%-$426.4K |
| VANGUARD FIDUCIARY TRUST CO | $10.8M | 505,500 | 0.00% | 2q | -7.0%-$812.2K |
| DEUTSCHE BANK AG\ | $10.4M | 489,292 | 0.00% | 34q | +25.8%+$2.1M |
| Bank of New York Mellon Corp | $10.4M | 489,185 | 0.00% | 31q | +2.7%+$276.7K |
| Public Sector Pension Investment Board | $10.4M | 486,517 | 0.03% | new | NEW |
| ROYCE & ASSOCIATES LP | $10.4M | 485,862 | 0.08% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $10.1M | 476,148 | 0.01% | 6q | +13.7%+$1.2M |
| Cerity Partners LLC | $10.1M | 474,428 | 0.01% | 2q | +1351.3%+$9.4M |
| JPMORGAN CHASE & CO | $9.9M incl. $21.3K options CALL | 459,891 | 0.00% | 31q | -44.8%-$8.0M |
| TWO SIGMA INVESTMENTS, LP | $9.5M | 445,487 | 0.01% | 8q | -25.1%-$3.2M |
| ROYAL BANK OF CANADA | $9.5M | 444,565 | 0.00% | 31q | +12.0%+$1.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.7M | 408,536 | 0.00% | 2q | +3790.1%+$8.5M |
| Squarepoint Ops LLC | $8.0M | 374,506 | 0.01% | 13q | +12.1%+$863.9K |
| MILLENNIUM MANAGEMENT LLC | $7.7M incl. $2.2M options CALL | 260,085 | 0.00% | 25q | -48.0%-$7.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | $7.6M | 354,500 | 1.02% | 31q | -2.1%-$159.8K |
| Caption Management, LLC | $7.5M incl. $6.1M options PUT | 65,395 | 0.03% | 4q | +18.1%+$1.1M |
| Gagnon Advisors, LLC | $7.2M | 336,277 | 4.56% | 31q | HELD |
| Allianz Asset Management GmbH | $6.7M | 313,767 | 0.01% | new | NEW |
| TOWLE & CO | $6.5M | 304,623 | 2.20% | new | NEW |
| Pacer Advisors, Inc. | $6.3M | 295,804 | 0.02% | 3q | -26.7%-$2.3M |
| BNP PARIBAS FINANCIAL MARKETS | $6.3M | 293,312 | 0.00% | 15q | +42.8%+$1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.2M | 291,012 | 0.01% | 4q | +990.5%+$5.6M |
| Dana Investment Advisors, Inc. | $6.1M | 288,324 | 0.16% | 7q | HELD |
| FMR LLC | $5.4M | 252,372 | 0.00% | 31q | +38.5%+$1.5M |
| Russell Investments Group, Ltd. | $5.2M | 243,661 | 0.00% | 31q | +150.4%+$3.1M |
| OP Asset Management Ltd | $5.0M | 234,083 | 0.05% | 3q | -12.4%-$709.5K |
| P.A.W. CAPITAL CORP | $4.9M | 230,600 | 3.77% | 5q | -7.9%-$424.3K |
| JUPITER ASSET MANAGEMENT LTD | $4.9M | 228,440 | 0.02% | 2q | -11.5%-$633.4K |
| Empowered Funds, LLC | $4.8M | 224,825 | 0.03% | new | NEW |
| SIMPLEX TRADING, LLC | $4.6M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $4.6M | 216,589 | 0.00% | 19q | -12.5%-$660.6K |
| CANADA LIFE ASSURANCE Co | $4.3M | 202,367 | 0.01% | 27q | +10.0%+$391.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4.3M | 201,081 | 0.08% | 3q | +10.2%+$395.8K |
| TUDOR INVESTMENT CORP ET AL | $4.2M CALL+PUT | options only | 0.01% | 11q | OPTIONS |
| Bastion Asset Management Inc. | $4.2M | 207,483 | 1.42% | new | NEW |
| Lisanti Capital Growth, LLC | $4.1M | 193,680 | 0.91% | new | NEW |
| Quantinno Capital Management LP | $4.1M | 192,920 | 0.00% | 7q | +65.7%+$1.6M |
| ALLIANCEBERNSTEIN L.P. | $4.1M | 268,032 | 0.00% | 31q | +49.6%+$1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 190,612 | 0.00% | 31q | -7.3%-$320.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $3.9M | 184,448 | 0.01% | new | NEW |
| Invesco Ltd. | $3.8M | 179,351 | 0.00% | 31q | -12.0%-$522.3K |
| CAPITAL FUND MANAGEMENT S.A. | $3.8M | 178,433 | 0.02% | 19q | +126.4%+$2.1M |
| Assenagon Asset Management S.A. | $3.8M | 176,088 | 0.00% | 6q | -75.0%-$11.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.8M | 175,937 | 0.00% | 9q | -15.4%-$680.9K |
| Nuveen, LLC | $3.7M | 172,193 | 0.00% | 6q | +4.1%+$145.4K |
| Creative Planning | $3.6M | 170,615 | 0.00% | 7q | -16.8%-$734.2K |
| NORDEA INVESTMENT MANAGEMENT AB | $3.4M | 163,904 | 0.00% | 10q | +3.9%+$126.8K |
| Trexquant Investment LP | $3.4M | 160,040 | 0.02% | 2q | -23.8%-$1.1M |
| ODDO BHF ASSET MANAGEMENT SAS | $3.4M | 160,000 | 0.16% | 8q | HELD |
| Optimus Prime Fund Management Co., Ltd. | $3.3M | 154,500 | 0.24% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 148,278 | 0.00% | 30q | +1361.6%+$2.9M |
| Vanguard Global Advisers, LLC | $3.1M | 145,281 | 0.00% | 2q | +23.9%+$597.6K |
| CREDIT AGRICOLE S A | $3.0M | 142,000 | 0.01% | 2q | +238.1%+$2.1M |
| VICTORY CAPITAL MANAGEMENT INC | $3.0M | 139,951 | 0.00% | 28q | -32.9%-$1.5M |
| LPL Financial LLC | $3.0M | 139,398 | 0.00% | 7q | -9.6%-$317.1K |
| Swiss National Bank | $3.0M | 138,400 | 0.00% | 31q | -0.6%-$17.1K |
| Nierenberg Investment Management Company, LLC | $2.9M | 135,810 | 1.44% | 2q | HELD |
| SEGALL BRYANT & HAMILL, LLC | $2.9M | 134,947 | 0.03% | 11q | +22.6%+$530.7K |
| SEI INVESTMENTS CO | $2.8M | 132,717 | 0.00% | 31q | +422.8%+$2.3M |
| MARSHALL WACE, LLP | $2.7M | 126,866 | 0.00% | 2q | -68.9%-$6.0M |
| Corient Private Wealth LP | $2.7M | 124,436 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $2.5M incl. $1.1M options PUT | 69,058 | 0.00% | 14q | -8.9%-$248.5K |
| POLEN CAPITAL MANAGEMENT LLC | $2.5M | 117,256 | 0.02% | new | NEW |
| Atom Investors LP | $2.5M | 115,838 | 0.22% | 4q | -2.3%-$59.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.9% |
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 8.8% |
| 2026-10-16 | 13G/A | Voss Capital, LPwith 4 co-filers | 4.7% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-04 | Lee Bryan M | Chief Financial Officer | Sold | 19,308 | $643.8K ×3 |
| 2026-08-28 | Dignan Andy | President | Sold | 17,767 | $622.4K |
| 2026-05-14 | Meriweather Tiffany N. | Chief Admin. & Legal Officer | Sold | 21,320 | $447.3K |
| 2026-09-04 | Meriweather Tiffany N. | Chief Admin. & Legal Officer | Sold | 13,409 | $446.6K ×2 |
| 2026-06-04 | Lee Bryan M | Chief Financial Officer | Sold | 16,620 | $412.4K ×4 |
| 2026-09-04 | Dignan Andy | President | Sold | 10,574 | $352.7K ×3 |
| 2026-09-17 | Dignan Andy | President | Sold | 6,986 | $244.5K |
| 2026-06-04 | Meriweather Tiffany N. | Chief Admin. & Legal Officer | Sold | 9,526 | $236.3K |
| 2026-06-04 | Tuckness Matthew E. | Chief Revenue Officer | Sold | 8,645 | $214.5K |
| 2026-06-04 | Dignan Andy | President | Sold | 8,203 | $203.1K ×4 |
| 2026-05-13 | Meriweather Tiffany N. | Chief Admin. & Legal Officer | Sold | 8,497 | $180.3K |
| 2026-09-08 | Meriweather Tiffany N. | Chief Admin. & Legal Officer | Sold | 5,114 | $161.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 76 | $35.9M | 1,055,429 | 26 | 18 | 12 | 0.0% |
| Q2 2026 | 299 | $1.9B | 79,937,498 | 50 | 98 | 102 | 9.7% |
| Q1 2026 | 297 | $1.4B | 84,528,214 | 48 | 114 | 84 | 9.1% |
| Q4 2025 | 289 | $1.8B | 79,445,039 | 47 | 107 | 87 | 13.5% |
| Q3 2025 | 312 | $2.3B | 85,805,968 | 55 | 115 | 85 | 10.6% |
| Q2 2025 | 295 | $2.6B | 88,495,132 | 48 | 96 | 108 | 10.5% |
| Q1 2025 | 310 | $2.4B | 82,459,180 | 60 | 126 | 73 | 6.9% |
| Q4 2024 | 303 | $3.4B | 79,261,328 | 62 | 96 | 89 | 6.0% |
| Q3 2024 | 278 | $2.5B | 81,748,666 | 48 | 90 | 94 | 7.2% |
| Q2 2024 | 304 | $3.7B | 80,115,240 | 54 | 108 | 98 | 5.6% |
| Q1 2024 | 321 | $5.1B | 77,180,666 | 46 | 125 | 91 | 5.9% |
| Q4 2023 | 355 | $6.2B | 75,809,628 | 59 | 110 | 122 | 4.2% |
| Q3 2023 | 330 | $5.0B | 74,108,839 | 41 | 125 | 96 | 4.5% |
| Q2 2023 | 341 | $6.2B | 70,923,790 | 62 | 120 | 102 | 5.4% |
| Q1 2023 | 344 | $5.7B | 76,138,853 | 65 | 128 | 96 | 3.1% |
| Q4 2022 | 327 | $5.3B | 75,286,255 | 56 | 115 | 112 | 3.6% |
| Q3 2022 | 331 | $5.5B | 71,950,799 | 47 | 119 | 106 | 1.4% |
| Q2 2022 | 327 | $7.3B | 122,730,141 | 40 | 131 | 110 | 2.5% |
| Q1 2022 | 344 | $11.1B | 138,065,534 | 41 | 135 | 110 | 3.8% |
| Q4 2021 | 381 | $14.1B | 294,748,532 | 81 | 118 | 116 | 6.7% |
| Q3 2021 | 403 | $23.3B | 200,974,799 | 111 | 114 | 124 | 6.1% |
| Q2 2021 | 402 | $18.3B | 102,941,348 | 53 | 142 | 135 | 1.2% |
| Q1 2021 | 394 | $15.1B | 100,736,617 | 47 | 130 | 150 | 1.5% |
| Q4 2020 | 407 | $14.2B | 80,358,468 | 64 | 118 | 158 | 1.0% |
| Q3 2020 | 364 | $10.2B | 77,902,136 | 59 | 105 | 151 | 1.5% |
| Q2 2020 | 344 | $9.1B | 81,493,986 | 92 | 81 | 143 | 1.1% |
| Q1 2020 | 288 | $9.7B | 125,741,525 | 45 | 90 | 114 | 0.5% |
| Q4 2019 | 289 | $5.4B | 81,569,118 | 40 | 84 | 105 | 0.5% |
| Q3 2019 | 261 | $4.4B | 111,806,631 | 44 | 89 | 88 | 0.8% |
| Q2 2019 | 250 | $4.3B | 83,024,323 | 31 | 93 | 80 | 0.8% |
| Q1 2019 | 270 | $4.2B | 79,834,710 | 68 | 67 | 105 | 0.6% |
| Q4 2018 | 226 | $3.5B | 80,594,900 | 3 | 4 | 4 | 0.4% |