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FIVE9
FIVN

Overview Fund Activity

291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$68.1M
2
VC
Voss Capital
Texas
$86.1M
3
BlackRock
BlackRock
New York
$191M
4
Federated Hermes
Federated Hermes
Pennsylvania
$22M
5
Vanguard Group
Vanguard Group
Pennsylvania
$246M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15.1M
2
Ameriprise
Ameriprise
Minnesota
$39.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
$0
4
Prudential Financial
Prudential Financial
New Jersey
$3.3M
5
UBS AM
UBS AM
Illinois
$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
26
Anson Funds Management
Texas
$20.5M – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$19.6M +$18.5M +699,846 +1,688%
Northern Trust
28
Northern Trust
Illinois
$19.5M +$7.56M +285,523 +63%
CCPM
29
Cooper Creek Partners Management
New York
$18.8M – – –
SBH
30
Segall Bryant & Hamill
Illinois
$18.4M -$1.79M -67,561 -9%
TCG
31
Tremblant Capital Group
Florida
$17.3M -$1.41M -53,356 -8%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$16.9M +$1.67M +63,000 +11%
Charles Schwab
33
Charles Schwab
California
$16.8M +$4.78M +180,702 +40%
LPAM
34
Legion Partners Asset Management
California
$15.7M – – –
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$15.6M +$2.5M +94,582 +19%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15.4M +$6.21M +234,655 +68%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$15.1M -$35.7M -1,346,833 -70%
WCM Investment Management
38
WCM Investment Management
California
$14.9M +$920K +34,402 +7%
Citadel Advisors
39
Citadel Advisors
Florida
$14.8M +$9.66M +364,647 +187%
OAM
40
Oberweis Asset Management
Illinois
$14.7M +$5.01M +189,300 +52%
NCL
41
Nishkama Capital LLC
Puerto Rico
$13.8M +$13.8M +522,211 New
Deutsche Bank
42
Deutsche Bank
Germany
$12.5M -$1.09M -41,155 -8%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.7M +$2.94M +111,039 +34%
CSS
44
Cubist Systematic Strategies
Connecticut
$11.6M +$7.74M +292,213 +202%
NL
45
Nuveen LLC
North Carolina
$11.5M +$2.74M +103,358 +31%
Raymond James Financial
46
Raymond James Financial
Florida
$11.4M +$620K +23,421 +6%
GIM
47
Glenmede Investment Management
Pennsylvania
$11.2M +$11.2M +424,471 New
GS
48
Gagnon Securities
New York
$10.8M +$752K +28,393 +7%
SGM
49
Scalar Gauge Management
Texas
$10.6M -$4.72M -178,174 -31%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$10.2M -$408K -15,415 -4%
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