289 hedge funds and large institutions have $1.22B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$108M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$20.5K
PA
227
Parallel Advisors
California
$19.7K
FMP
228
Financial Management Professionals
Texas
$19.6K
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$17.6K
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$15.5K
DWP
231
Destiny Wealth Partners
Florida
$15.5K
RFP
232
Root Financial Partners
California
$14.2K
NC
233
Nicholas Company
Wisconsin
$11.5K
S
234
SignatureFD
Georgia
$11.5K
RWM
235
RMG Wealth Management
Wisconsin
$11.2K
EPL
236
Essential Partners LLC
California
$10.1K
RIL
237
Rothschild Investment LLC
Illinois
$9.6K
SSG
238
Summit Securities Group
New York
$9.06K
AssetMark Inc
239
AssetMark Inc
California
$8.75K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$8.69K
IA
241
IFP Advisors
Florida
$8.39K
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$7.98K
SCM
243
Sterling Capital Management
North Carolina
$7.71K
Mitsubishi UFJ Asset Management
244
Mitsubishi UFJ Asset Management
Japan
$7.45K
US Bancorp
245
US Bancorp
Minnesota
$7.4K
JFA
246
JNBA Financial Advisors
Minnesota
$6.07K
C
247
Covestor
United Kingdom
$6K
CFB
248
Cullen/Frost Bankers
Texas
$5.81K
Los Angeles Capital Management
249
Los Angeles Capital Management
California
$4.87K
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K