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Also trades as: 0TMV.L (LSE) · $vol 0M

FIVN Institutional Ownership

Five9, Inc.
1W: +8.2% 1M: +7.1% 3M: +36.7% YTD: +97.4% 1Y: +57.5% 3Y: -38.2% 5Y: -76.8%
$37.13
-0.61 (-1.62%)
Pre-Market: $36.59 (-0.54, -1.44%)
Weekly Expected Move ±9.3%
$31 $34 $38 $41 $45
NASDAQ · Technology · Software - Application · Tech Score Buy · Power 67 · $2.8B mcap · 71M float · 3.44% daily turnover · Short 60% of daily vol
Credit Risk of going bust: higher than 71% of companies Debt: 22.5% of company value Bonds: $33.8M held by 23 funds → details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.25 (down 97%), Five9, Inc. would be worth roughly what it owes.
Total debt $805.0M against a stock market value of $2.77B.
Distance to default 3.32 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $368.6M (short-term plus half of long-term), stock volatility 67.8%; Altman Z'' 3.03. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — FIVN

348
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
56
New Positions
100
Increased
149
Reduced
50
Closed
0.86
Put/Call Ratio

Ownership Trends

Top Institutional Holders (383 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANGUARD PORTFOLIO MANAGEMENT LLC 7,083,605 $263M +363,623 +5.4% 2Q SEC ↗
2 BlackRock, Inc. 7,074,625 $263M +26,983 +0.4% 8Q SEC ↗
3 Voss Capital, LP 4,865,000 $181M -960,000 -16.5% 6Q SEC ↗
4 AMERIPRISE FINANCIAL INC 4,140,003 $154M +1,981,003 +91.8% 16Q SEC ↗
5 VANGUARD CAPITAL MANAGEMENT LLC 3,312,397 $123M -16,657 -0.5% 2Q SEC ↗
6 Van Berkom & Associates Inc. 3,110,100 $115M -223,036 -6.7% 10Q SEC ↗
7 Anson Funds Management LP 2,499,481 $93M +412,806 +19.8% 8Q SEC ↗
8 Driehaus Capital Management LLC NEW 2,265,900 $84M — +0.0% 1Q SEC ↗
9 DIMENSIONAL FUND ADVISORS LP 2,222,894 $83M +1,168,125 +110.7% 26Q SEC ↗
10 GEODE CAPITAL MANAGEMENT, LLC 2,163,451 $80M +100,599 +4.9% 49Q SEC ↗
11 STATE STREET CORP 2,069,554 $77M +21,316 +1.0% 46Q SEC ↗
12 FIRST TRUST ADVISORS LP 1,865,447 $69M +462,076 +32.9% 10Q SEC ↗
13 ARMISTICE CAPITAL, LLC 1,536,000 $57M -56,000 -3.5% 14Q SEC ↗
14 BANK OF AMERICA CORP /DE 1,377,873 $51M +207,396 +17.7% 15Q SEC ↗
15 AQR CAPITAL MANAGEMENT LLC 1,227,051 $46M +279,880 +29.5% 5Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,149,493 $43M +483,150 +72.5% 26Q SEC ↗
17 Point72 Asset Management, L.P. 1,110,631 $41M -1,205,703 -52.1% 19Q SEC ↗
18 MORGAN STANLEY 1,089,516 $40M +178,334 +19.6% 49Q SEC ↗
19 GOLDMAN SACHS GROUP INC 1,024,736 $38M -121,795 -10.6% 15Q SEC ↗
20 Invenomic Capital Management LP 892,658 $33M -44,130 -4.7% 3Q SEC ↗
21 NORTHERN TRUST CORP 867,751 $32M +153,270 +21.5% 49Q SEC ↗
22 GAGNON SECURITIES LLC 722,698 $27M +100,634 +16.2% 42Q SEC ↗
23 COOPER CREEK PARTNERS MANAGEMENT LLC 709,281 $26M — +0.0% 7Q SEC ↗
24 Walleye Trading LLC NEW 684,809 $25M — +0.0% 1Q SEC ↗
25 ALGERT GLOBAL LLC 677,141 $25M -352,245 -34.2% 3Q SEC ↗
26 UBS Group AG 676,362 $25M -208,532 -23.6% 40Q SEC ↗
27 Sixth Street Partners Management Compa NEW 643,293 $24M — +0.0% 1Q SEC ↗
28 CHARLES SCHWAB INVESTMENT MANAGEMENT I 643,293 $24M -76,445 -10.6% 15Q SEC ↗
29 GLENMEDE TRUST CO NA 559,424 $21M -18,248 -3.2% 3Q SEC ↗
30 Clark Capital Management Group, Inc. 553,981 $21M -350,845 -38.8% 6Q SEC ↗
31 CITADEL ADVISORS LLC 520,586 $19M -100,158 -16.1% 49Q SEC ↗
32 PRINCIPAL FINANCIAL GROUP INC 517,313 $19M +260,565 +101.5% 4Q SEC ↗
33 S SQUARED TECHNOLOGY, LLC 515,195 $19M -20,000 -3.7% 5Q SEC ↗
34 VANGUARD FIDUCIARY TRUST CO 505,500 $19M -38,094 -7.0% 2Q SEC ↗
35 DEUTSCHE BANK AG 489,292 $18M +100,229 +25.8% 47Q SEC ↗
36 Bank of New York Mellon Corp 489,185 $18M +12,978 +2.7% 49Q SEC ↗
37 Public Sector Pension Investment Board NEW 486,517 $18M — +0.0% 1Q SEC ↗
38 ROYCE & ASSOCIATES LP NEW 485,862 $18M — +0.0% 1Q SEC ↗
39 ACADIAN ASSET MANAGEMENT LLC 476,148 $18M +57,338 +13.7% 6Q SEC ↗
40 Cerity Partners LLC 474,428 $18M +441,739 +1351.3% 2Q SEC ↗
41 JPMORGAN CHASE & CO 459,891 $17M -372,863 -44.8% 45Q SEC ↗
42 TWO SIGMA INVESTMENTS, LP 445,487 $17M -148,955 -25.1% 8Q SEC ↗
43 ROYAL BANK OF CANADA 444,565 $17M +47,482 +12.0% 47Q SEC ↗
44 Balyasny Asset Management L.P. 432,758 $16M -304,836 -41.3% 4Q SEC ↗
45 ARROWSTREET CAPITAL, LIMITED PARTNERSH 408,536 $15M +398,034 +3790.1% 2Q SEC ↗
46 Squarepoint Ops LLC 374,506 $14M +40,519 +12.1% 13Q SEC ↗
47 HERALD INVESTMENT MANAGEMENT Ltd 354,500 $13M -7,500 -2.1% 44Q SEC ↗
48 Gagnon Advisors, LLC 336,277 $12M — +0.0% 42Q SEC ↗
49 Allianz Asset Management GmbH NEW 313,767 $12M — +0.0% 1Q SEC ↗
50 TOWLE & CO NEW 304,623 $11M — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +1,981,003 +91.8% 4,140,003
DIMENSIONAL FUND ADVISORS LP +1,168,125 +110.7% 2,222,894
SUSQUEHANNA INTERNATIONAL GROUP, LL +483,150 +72.5% 1,149,493
FIRST TRUST ADVISORS LP +462,076 +32.9% 1,865,447
Cerity Partners LLC +441,739 +1351.3% 474,428
Anson Funds Management LP +412,806 +19.8% 2,499,481
ARROWSTREET CAPITAL, LIMITED PARTNE +398,034 +3790.1% 408,536
VANGUARD PORTFOLIO MANAGEMENT LLC +363,623 +5.4% 7,083,605
AQR CAPITAL MANAGEMENT LLC +279,880 +29.5% 1,227,051
Universal- Beteiligungs- und Servic +264,326 +990.5% 291,012
PRINCIPAL FINANCIAL GROUP INC +260,565 +101.5% 517,313
BANK OF AMERICA CORP /DE +207,396 +17.7% 1,377,873
MORGAN STANLEY +178,334 +19.6% 1,089,516
NORTHERN TRUST CORP +153,270 +21.5% 867,751
Russell Investments Group, Ltd. +146,365 +150.4% 243,661
SEI INVESTMENTS CO +107,330 +422.8% 132,717
GAGNON SECURITIES LLC +100,634 +16.2% 722,698
GEODE CAPITAL MANAGEMENT, LLC +100,599 +4.9% 2,163,451
DEUTSCHE BANK AG +100,229 +25.8% 489,292
CREDIT AGRICOLE S A +100,000 +238.1% 142,000
Biggest Decreases (20)
HolderReducedChange %Total Shares
Point72 Asset Management, L.P. -1,205,703 -52.1% 1,110,631
Voss Capital, LP -960,000 -16.5% 4,865,000
FEDERATED HERMES, INC. -840,215 -99.6% 3,087
Assenagon Asset Management S.A. -615,855 -87.5% 88,044
Pictet Asset Management Holding SA -597,950 -98.1% 11,353
JPMORGAN CHASE & CO -372,863 -44.8% 459,891
ALGERT GLOBAL LLC -352,245 -34.2% 677,141
Clark Capital Management Group, Inc -350,845 -38.8% 553,981
Engineers Gate Manager LP -334,543 -93.6% 22,710
Balyasny Asset Management L.P. -304,836 -41.3% 432,758
MARSHALL WACE, LLP -280,617 -68.9% 126,866
Qube Research & Technologies Ltd -269,649 -89.3% 32,345
MILLENNIUM MANAGEMENT LLC -239,602 -48.0% 260,085
Van Berkom & Associates Inc. -223,036 -6.7% 3,110,100
UBS Group AG -208,532 -23.6% 676,362
BARCLAYS PLC -159,518 -89.5% 18,783
TWO SIGMA INVESTMENTS, LP -148,955 -25.1% 445,487
GOLDMAN SACHS GROUP INC -121,795 -10.6% 1,024,736
Quinn Opportunity Partners LLC -118,000 -62.2% 71,693
GROUP ONE TRADING LLC -109,580 -49.6% 111,234

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms