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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
Los Angeles Capital Management
251
Los Angeles Capital Management
California
$4.87K
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K
TWD
253
True Wealth Design
Ohio
$4.22K
Barrow, Hanley, Mewhinney & Strauss
254
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.88K
UB
255
UMB Bank
Missouri
$2.71K
SS
256
SBI Securities
Japan
$2.44K
QL
257
Quarry LP
New York
$2.28K
RIAS
258
Rachor Investment Advisory Services
Michigan
$2.15K
QC
259
Quent Capital
New York
$1.88K
RDFA
260
Ritter Daniher Financial Advisory
Ohio
$1.82K
AWM
261
Abound Wealth Management
Tennessee
$1.72K
GWM
262
Geneos Wealth Management
Colorado
$1.52K
MSG
263
Main Street Group
Virginia
$1.47K
SIC
264
SJS Investment Consulting
Ohio
$1.32K
AWM
265
Activest Wealth Management
Florida
$1.17K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1.02K
CAL
267
Capital Advisors Ltd
Ohio
$1K
BLC
268
Brown, Lisle/Cummings
Rhode Island
$971
PWA
269
Physician Wealth Advisors
Utah
$592
TFA
270
Transamerica Financial Advisors
Florida
$546
FFO
271
Fortitude Family Office
Arizona
$516
BFS
272
Bare Financial Services
Pennsylvania
$440
MCM
273
MV Capital Management
Maryland
$440
NSIM
274
North Star Investment Management
Illinois
$425
CA
275
Clearstead Advisors
Ohio
$380