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294 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, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
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
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$747K -$529K -20,318 -42%
GC
152
Guggenheim Capital
Illinois
$737K +$354K +13,606 +96%
IIM
153
INTECH Investment Management
Florida
$719K +$706K +27,145 New
BC
154
Bridgefront Capital
Texas
$717K +$704K +27,070 New
Stifel Financial
155
Stifel Financial
Missouri
$702K +$84.6K +3,250 +14%
I
156
InceptionR
California
$697K +$685K +26,330 New
Russell Investments Group
157
Russell Investments Group
United Kingdom
$697K -$2.72M -104,630 -80%
QCM
158
Quantinno Capital Management
New York
$694K +$184K +7,070 +37%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$670K
BFS
160
Bradley Foster & Sargent
Connecticut
$634K +$623K +23,955 New
ProShare Advisors
161
ProShare Advisors
Maryland
$611K +$399K +15,346 +198%
Luther King Capital Management (LKCM)
162
Luther King Capital Management (LKCM)
Texas
$604K -$824K -31,668 -58%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$592K
PCM
164
Prelude Capital Management
New York
$585K +$575K +22,100 New
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$585K +$160K +6,132 +38%
LPL Financial
166
LPL Financial
California
$572K +$142K +5,461 +34%
ASRS
167
Arizona State Retirement System
Arizona
$559K -$11.5K -441 -2%
VOYA Investment Management
168
VOYA Investment Management
Georgia
$544K -$293K -11,248 -35%
JF
169
Jump Financial
Illinois
$502K -$2.61M -100,147 -84%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$498K -$159K -6,100 -25%
HCA
171
Harbor Capital Advisors
Illinois
$495K +$15.2K +583 +3%
DS
172
DRW Securities
Illinois
$489K +$481K +18,483 New
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$450K -$270K -10,361 -38%
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$416K +$409K +15,719 New
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$416K -$55.6K -2,138 -12%

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.