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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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
ASN
226
Advisory Services Network
Georgia
$21.3K
SPIA
227
Steward Partners Investment Advisory
New York
$20.6K
GI
228
GAMMA Investing
California
$20.5K
PA
229
Parallel Advisors
California
$19.7K
FMP
230
Financial Management Professionals
Texas
$19.6K
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$17.6K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$15.5K
DWP
233
Destiny Wealth Partners
Florida
$15.5K
RFP
234
Root Financial Partners
California
$14.2K
NC
235
Nicholas Company
Wisconsin
$11.5K
S
236
SignatureFD
Georgia
$11.5K
RWM
237
RMG Wealth Management
Wisconsin
$11.2K
EP
238
Essential Partners
California
$10.1K
RIL
239
Rothschild Investment LLC
Illinois
$9.6K
SSG
240
Summit Securities Group
New York
$9.06K
AssetMark Inc
241
AssetMark Inc
California
$8.75K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$8.69K
IA
243
IFP Advisors
Florida
$8.39K
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$7.98K
SCM
245
Sterling Capital Management
North Carolina
$7.71K
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$7.45K
US Bancorp
247
US Bancorp
Minnesota
$7.4K
JFA
248
JNBA Financial Advisors
Minnesota
$6.07K
C
249
Covestor
United Kingdom
$6K
CFB
250
Cullen/Frost Bankers
Texas
$5.81K