Five9, Inc. hedge fund holdings
FIVNNASDAQ$34.36-1.39 (-3.89%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
FIVN · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+49.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 129 | 126 | $483M | $275M | 274 | Aug 14, 2025 |
| Q3 2025 | 131 | 93 | $254M | $303M | 290 | Nov 14, 2025 |
| Q4 2025 | 125 | 127 | $214M | $321M | 275 | Feb 14, 2026 |
| Q1 2026 | 137 | 96 | $263M | $204M | 281 | May 15, 2026 |
| Q2 2026 | 118 | 117 | $297M | $416M | 275 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
275 filersNew position
39$108M+5.09M sh
Increased
79$188M+8.83M sh
Reduced
77-$303M-14.2M sh
Out / sold
40-$114M-5.33M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Van Berkom & Associates Inc. | Reduce 53.35% | -$75.8M | $66.3M | 2.14% | Aug 5, 2026 |
| Driehaus Capital Management LLC | New Buy | +$48.3M | $48.3M | 0.28% | Aug 14, 2026 |
| FIL Ltd | Sell 100% | -$38.9M | $0 | 0.00% | Aug 13, 2026 |
| Voss Capital, LP | Reduce 16.48% | -$20.5M | $104M | 4.82% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Reduce 98.14% | -$12.7M | $242K | 0.00% | Jul 30, 2026 |
| Public Sector Pension Investment Board | New Buy | +$10.4M | $10.4M | 0.03% | Aug 13, 2026 |
| First Trust Advisors LP | Added 32.93% | +$9.85M | $39.8M | 0.02% | Aug 11, 2026 |
| Legion Partners Asset Management, LLC | Sell 100% | -$8.98M | $0 | 0.00% | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | Reduce 38.77% | -$7.48M | $11.8M | 0.06% | Aug 11, 2026 |
| Militia Capital Management LLC | Sell 100% | -$6M | $0 | 0.00% | Aug 12, 2026 |
| Caisse de depot et placement du Quebec | Sell 100% | -$4.81M | $0 | 0.00% | Aug 14, 2026 |
| Empowered Funds, LLC | New Buy | +$4.79M | $4.79M | 0.03% | Aug 17, 2026 |
| IMC-Chicago, LLC | New Buy | +$4.18M | $4.18M | 0.00% | Aug 6, 2026 |
| Bastion Asset Management Inc. | New Buy | +$4.18M | $4.18M | 1.42% | Aug 10, 2026 |
| Lisanti Capital Growth, LLC | New Buy | +$4.13M | $4.13M | 0.91% | Aug 10, 2026 |
| Nomura Asset Management International Inc. | New Buy | +$3.93M | $3.93M | 0.01% | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | Reduce 62.21% | -$2.52M | $1.53M | 0.07% | Aug 14, 2026 |
| Polen Capital Management LLC | New Buy | +$2.5M | $2.5M | 0.02% | Aug 4, 2026 |
| Pacer Advisors, Inc. | Reduce 26.72% | -$2.3M | $6.31M | 0.02% | Aug 13, 2026 |
| Gagnon Securities LLC | Added 16.18% | +$2.15M | $15.4M | 2.97% | Aug 5, 2026 |
| Credit Agricole S A | Added 238.10% | +$2.13M | $3.03M | 0.01% | Aug 14, 2026 |
| Capital Fund Management S.A. | Added 126.41% | +$2.12M | $3.8M | 0.02% | Aug 13, 2026 |
| Gotham Asset Management, LLC | Added 635.37% | +$2.06M | $2.39M | 0.01% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 65.70% | +$1.63M | $4.11M | 0.00% | Aug 13, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$1.56M | $0 | 0.00% | Aug 13, 2026 |
| ABS Direct Equity Fund LLC | Reduce 39.39% | -$1.39M | $2.13M | 1.34% | Aug 13, 2026 |
| Mutual Advisors, LLC | New Buy | +$1.26M | $1.26M | 0.02% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Reduce 76.72% | -$1.23M | $373K | 0.01% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | Sell 100% | -$1.12M | $0 | 0.00% | Aug 13, 2026 |
| Invenomic Capital Management LP | Reduce 4.71% | -$941K | $19M | 1.14% | Aug 14, 2026 |
| EntryPoint Capital, LLC | Reduce 62.30% | -$916K | $555K | 0.13% | Aug 13, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$861K | $861K | 0.01% | Aug 17, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$782K | $0 | 0.00% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$749K | $749K | 0.04% | Aug 3, 2026 |
| Vinva Investment Management Ltd | Reduce 43.41% | -$737K | $961K | 0.01% | Aug 14, 2026 |
| OP Asset Management Ltd | Reduce 12.45% | -$709K | $4.99M | 0.05% | Jul 28, 2026 |
| VARCOV Co. | Added 272.77% | +$697K | $952K | 0.36% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Reduce 12.52% | -$661K | $4.62M | 0.00% | Aug 3, 2026 |
| Jupiter Asset Management Ltd | Reduce 11.51% | -$633K | $4.87M | 0.02% | Aug 10, 2026 |
| Freestone Grove Partners LP | Added 863.05% | +$627K | $700K | 0.00% | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | New Buy | +$610K | $610K | 0.20% | Aug 10, 2026 |
| Watershed Asset Management, L.L.C. | New Buy | +$579K | $579K | 0.52% | Aug 14, 2026 |
| Loomis Sayles & Co L P | Sell 100% | -$564K | $0 | 0.00% | Aug 14, 2026 |
| Rock Creek Group LLC | Reduce 25.00% | -$533K | $1.6M | 0.16% | Aug 3, 2026 |
| Segall Bryant & Hamill, LLC | Added 22.62% | +$531K | $2.88M | 0.03% | Aug 12, 2026 |
| CenterBook Partners LP | Sell 100% | -$477K | $0 | 0.00% | Aug 11, 2026 |
| S Squared Technology, LLC | Reduce 3.74% | -$426K | $11M | 3.41% | Aug 14, 2026 |
| P.A.W. Capital Corp | Reduce 7.94% | -$424K | $4.92M | 3.77% | Jul 28, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$396K | $396K | 0.07% | Aug 4, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 10.17% | +$396K | $4.29M | 0.08% | Aug 14, 2026 |
| LSV Asset Management | Added 34.78% | +$392K | $1.52M | 0.00% | Aug 6, 2026 |
| CANADA LIFE ASSURANCE Co | Added 9.98% | +$391K | $4.31M | 0.01% | Aug 13, 2026 |
| Evergreen Capital Management LLC | Sell 100% | -$306K | $0 | 0.00% | Jul 23, 2026 |
| Handelsbanken Fonder AB | Sell 100% | -$285K | $0 | 0.00% | Jul 10, 2026 |
| Finivi Inc. | Sell 100% | -$275K | $0 | 0.00% | Jul 9, 2026 |
| Praxis Investment Management Inc | New Buy | +$268K | $268K | 0.01% | Aug 4, 2026 |
| Tactive Advisors, LLC | New Buy | +$232K | $232K | 0.06% | Jul 9, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$213K | $213K | 0.01% | Aug 14, 2026 |
| Villanova Investment Management Co LLC | Reduce 10.92% | -$212K | $1.73M | 1.64% | Jul 28, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$206K | $206K | 0.02% | Aug 18, 2026 |
| Swiss Life Asset Management Ltd | Sell 100% | -$197K | $0 | 0.00% | Jul 29, 2026 |
| Stoneridge Investment Partners LLC | Sell 100% | -$190K | $0 | 0.00% | Aug 6, 2026 |
| Leonteq Securities AG | Reduce 38.79% | -$181K | $286K | 0.01% | Jul 27, 2026 |
| Principal Securities, Inc. | Sell 100% | -$172K | $0 | 0.00% | Aug 4, 2026 |
| Lanark Financial, Inc. | New Buy | +$160K | $160K | 0.01% | Jul 21, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | Reduce 2.07% | -$160K | $7.55M | 1.02% | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | Sell 100% | -$159K | $0 | 0.00% | Jul 17, 2026 |
| Vanguard Investments Australia, Ltd. | Reduce 28.45% | -$134K | $338K | 0.00% | Aug 13, 2026 |
| Nordea Investment Management AB | Added 3.86% | +$127K | $3.41M | 0.00% | Aug 5, 2026 |
| Bayforest Capital Ltd | Added 70.81% | +$75K | $181K | 0.17% | Aug 5, 2026 |
| Aurora Investment Counsel | Reduce 5.17% | -$74.6K | $1.37M | 0.70% | Aug 10, 2026 |
| Zacks Investment Management | Added 5.35% | +$65.2K | $1.28M | 0.01% | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | Added 5.65% | +$55.4K | $1.04M | 0.06% | Jul 14, 2026 |
| Canada Pension Plan Investment Board | Reduce 8.28% | -$55.4K | $614K | 0.00% | Aug 14, 2026 |
| Versant Capital Management, Inc | Reduce 52.37% | -$55K | $50K | 0.00% | Jul 2, 2026 |
| MML Investors Services, LLC | Reduce 10.98% | -$54.6K | $443K | 0.00% | Aug 7, 2026 |
| Tokio Marine Asset Management Co Ltd | New Buy | +$37.1K | $37.1K | 0.00% | Jul 30, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Added 45.07% | +$35.1K | $113K | 0.00% | Aug 13, 2026 |
| Dana Investment Advisors, Inc. | Added 0.42% | +$25.6K | $6.15M | 0.16% | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | Reduce 13.40% | -$22.4K | $145K | 0.00% | Aug 14, 2026 |
| Citizens Financial Group Inc | Added 9.48% | +$20.9K | $241K | 0.00% | Aug 7, 2026 |
| Ares Systematic Credit Ltd | Added 2.68% | +$17.9K | $684K | 0.42% | Aug 14, 2026 |
| Richardson Financial Services Inc. | Reduce 38.10% | -$17.6K | $28.5K | 0.02% | Aug 10, 2026 |
| Banque Transatlantique SA | New Buy | +$17.5K | $17.5K | 0.00% | Jul 30, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$15.5K | $0 | 0.00% | Aug 7, 2026 |
| Guggenheim Capital LLC | Reduce 1.67% | -$13.5K | $796K | 0.01% | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 3458.82% | +$12.5K | $12.9K | 0.00% | Aug 7, 2026 |
| Nicholas Company, Inc. | Sell 100% | -$11.5K | $0 | 0.00% | Aug 5, 2026 |
| LRI Investments, LLC | New Buy | +$11.3K | $11.3K | 0.00% | Jul 14, 2026 |
| RMG Wealth Management LLC | Sell 100% | -$11.2K | $0 | 0.00% | Aug 13, 2026 |
| Summit Securities Group LLC | Sell 100% | -$9.06K | $0 | 0.00% | Aug 3, 2026 |
| Choreo, LLC | Reduce 1.51% | -$7.23K | $472K | 0.01% | Aug 4, 2026 |
| Continuum Advisory, LLC | New Buy | +$6.89K | $6.89K | 0.00% | Aug 6, 2026 |
| Summit Trail Advisors, LLC | Reduce 1.36% | -$6.23K | $453K | 0.01% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 11.22% | -$3.5K | $27.7K | 0.00% | Aug 13, 2026 |
| Bell Investment Advisors, Inc | New Buy | +$2.56K | $2.56K | 0.00% | Aug 7, 2026 |
| Rachor Investment Advisory Services, LLC | Sell 100% | -$2.16K | $0 | 0.00% | Jul 16, 2026 |
| Quent Capital, LLC | Sell 100% | -$1.88K | $0 | 0.00% | Aug 7, 2026 |
| TD Private Client Wealth LLC | New Buy | +$1.79K | $1.79K | 0.00% | Aug 4, 2026 |
| Mirador Capital Partners LP | Reduce 0.10% | -$1.24K | $1.28M | 0.16% | Jul 7, 2026 |