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
CMBA
201
C.M. Bidwell & Associates
Hawaii
$61.2K
CF
202
Conquis Financial
California
$60.1K
A
203
AlphaQuest
New York
$58.4K
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$56.8K
Osaic Holdings
205
Osaic Holdings
Arizona
$54K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$52.8K
BC
207
Bayforest Capital
United Kingdom
$52.6K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$52.6K
AB
209
Amalgamated Bank
New York
$49K
KBC Group
210
KBC Group
Belgium
$45K
TRCT
211
Tower Research Capital (TRC)
New York
$44K
PPA
212
Pilgrim Partners Asia
Singapore
$39.3K
RIL
213
Rothschild Investment LLC
Illinois
$36.8K
GRP
214
Global Retirement Partners
California
$28.9K
AF
215
Allworth Financial
California
$28.6K
DB
216
Danske Bank
Denmark
$28.1K
RFS
217
Richardson Financial Services
Massachusetts
$26.4K
QCG
218
Quadrant Capital Group
Ohio
$26K
QL
219
Quarry LP
New York
$23.6K
SPIA
220
Steward Partners Investment Advisory
New York
$23.1K
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$21.6K
PA
222
Parallel Advisors
California
$21.2K
NC
223
Nicholas Company
Wisconsin
$20.2K
CIAM
224
Caitong International Asset Management
Hong Kong
$20K
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$20K