283 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$485M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$105M
Net Calls
Net Calls Change

Top Buyers

1 +$28.5M
2 +$16.7M
3 +$16.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
CoreCap Advisors
Michigan
$120
PWAM
277
Private Wealth Asset Management
Iowa
$100
IAIM
278
International Assets Investment Management
Florida
$100
TPBG
279
Turning Point Benefit Group
Maryland
$40
DT
280
DV Trading
Illinois
$40
EW
281
Elyxium Wealth
California
$40
DF
282
Dunhill Financial
United Kingdom
$35
HNB
283
Huntington National Bank
Ohio
$20
Fuller & Thaler Asset Management
284
Fuller & Thaler Asset Management
California
SC
285
Sylebra Capital
California
AM
286
Atreides Management
Massachusetts
TCG
287
Tremblant Capital Group
Florida
OAM
288
Oberweis Asset Management
Illinois
DSCM
289
Divisadero Street Capital Management
Florida
KFO
290
Kopp Family Office
Minnesota
RA
291
Royce & Associates
New York
NCL
292
Nishkama Capital LLC
Puerto Rico
IECM
293
Intrinsic Edge Capital Management
Illinois
Connor, Clark & Lunn Investment Management (CC&L)
294
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
SPS
295
Susquehanna Portfolio Strategies
Pennsylvania
WAM
296
Weiss Asset Management
Massachusetts
BAM
297
Bullseye Asset Management
Colorado
LK
298
Lumbard & Kellner
New Hampshire
State of New Jersey Common Pension Fund D
299
State of New Jersey Common Pension Fund D
New Jersey
DFCM
300
Dark Forest Capital Management
Puerto Rico