FIVE9 INC (FIVN) Institutional Ownership

FIVN is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $159,194 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $159,194 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's FIVN position is now estimated to be worth approximately $203,163.84, representing an estimated gain of +27.62% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward FIVE9 INC (FIVN).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$159,19410,494
Q4 20251$7,278,150363,000
Q3 20251$7,151,100295,500
Q2 20241$76,487,6571,734,414
Q1 20242$214,419,8313,573,538
Q4 20232$213,583,8132,840,517
Q3 20232$231,078,4733,604,145
Q2 20232$178,899,8372,380,485
Q1 20232$16,312,658310,371
Q4 20221$15,307,248225,571
Q3 20222$15,223203,027
Q2 20222$8,07088,451

Related FIVN Institutional Insights:

FIVN Institutional Ownership and 13F Activity Q1 2026 | InsiderSet