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
TWD
251
True Wealth Design
Ohio
$4.22K
Barrow, Hanley, Mewhinney & Strauss
252
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.88K
UB
253
UMB Bank
Missouri
$2.71K
SS
254
SBI Securities
Japan
$2.44K
QL
255
Quarry LP
New York
$2.28K
RIAS
256
Rachor Investment Advisory Services
Michigan
$2.15K
QC
257
Quent Capital
New York
$1.88K
RDFA
258
Ritter Daniher Financial Advisory
Ohio
$1.82K
AWM
259
Abound Wealth Management
Tennessee
$1.72K
GWM
260
Geneos Wealth Management
Colorado
$1.52K
MSG
261
Main Street Group
Virginia
$1.47K
SIC
262
SJS Investment Consulting
Ohio
$1.32K
AWM
263
Activest Wealth Management
Florida
$1.17K
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$1.02K
CAL
265
Capital Advisors Ltd
Ohio
$1K
BLC
266
Brown, Lisle/Cummings
Rhode Island
$971
PWA
267
Physician Wealth Advisors
Utah
$592
TFA
268
Transamerica Financial Advisors
Florida
$546
FFO
269
Fortitude Family Office
Arizona
$516
BFS
270
Bare Financial Services
Pennsylvania
$440
MCM
271
MV Capital Management
Maryland
$440
NSIM
272
North Star Investment Management
Illinois
$425
CA
273
Clearstead Advisors
Ohio
$380
BTI
274
Blue Trust Inc
Georgia
$379
SC
275
Swan Capital
Florida
$334