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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M +$19.4M +734,081 +9%
BlackRock
2
BlackRock
New York
$191M +$51M +1,927,228 +37%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$151M -$4.35M -164,171 -3%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$149M -$1.52M -57,327 -1%
VC
5
Voss Capital
Texas
$86.1M +$58.4M +2,206,173 +211%
VBA
6
Van Berkom & Associates
Quebec, Canada
$75.3M +$18.6M +704,286 +33%
Fidelity International
7
Fidelity International
Bermuda
$68.1M +$68.1M +2,570,582 New
UBS Group
8
UBS Group
Switzerland
$56.6M +$15.6M +589,770 +38%
UBS AM
9
UBS AM
Illinois
$55.7M -$15.2M -575,838 -21%
State Street
10
State Street
Massachusetts
$52.2M +$16.1M +608,430 +45%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$49.3M +$13.2M +497,344 +36%
AC
12
Armistice Capital
New York
$48.6M -$6.94M -262,000 -12%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$46.2M +$4.74M +178,856 +11%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$44.7M -$3.79M -142,947 -8%
First Trust Advisors
15
First Trust Advisors
Illinois
$42.5M -$691K -26,112 -2%
Ameriprise
16
Ameriprise
Minnesota
$39.2M -$33.6M -1,269,638 -46%
Norges Bank
17
Norges Bank
Norway
$39.1M +$39.1M +1,474,939 New
Barclays
18
Barclays
United Kingdom
$31M +$7.62M +287,704 +33%
Bank of America
19
Bank of America
North Carolina
$26.5M +$4.7M +177,635 +22%
Artisan Partners
20
Artisan Partners
Wisconsin
$25.6M -$1.34M -50,648 -5%
AM
21
Atreides Management
Massachusetts
$25.3M +$8.97M +338,817 +55%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$24.6M +$10.5M +395,581 +74%
SC
23
Sylebra Capital
California
$24M – – –
Morgan Stanley
24
Morgan Stanley
New York
$23.6M -$4.26M -160,992 -15%
Federated Hermes
25
Federated Hermes
Pennsylvania
$22M +$22M +829,563 +124,372%
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