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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$225M +$153K +5,792 +0.1%
BlackRock
2
BlackRock
New York
$171M -$4.05M -153,090 -2%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$145M +$9.55M +361,084 +6%
VC
4
Voss Capital
Texas
$110M +$34.4M +1,300,000 +40%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.8M -$47.5M -1,797,872 -31%
VBA
6
Van Berkom & Associates
Quebec, Canada
$68M -$960K -36,295 -1%
Fidelity International
7
Fidelity International
Bermuda
$63.4M +$1.33M +50,204 +2%
UBS AM
8
UBS AM
Illinois
$56.2M +$5.74M +217,227 +10%
AC
9
Armistice Capital
New York
$48.4M +$4.34M +164,000 +9%
State Street
10
State Street
Massachusetts
$47.6M -$193K -7,308 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47.4M +$2.54M +96,040 +5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$42.5M +$279K +10,551 +0.6%
AFM
13
Anson Funds Management
Texas
$37.1M +$20.1M +761,486 +99%
Ameriprise
14
Ameriprise
Minnesota
$36.7M +$950K +35,946 +2%
First Trust Advisors
15
First Trust Advisors
Illinois
$29.4M -$10.3M -389,198 -24%
Artisan Partners
16
Artisan Partners
Wisconsin
$26.7M +$3.66M +138,495 +14%
UBS Group
17
UBS Group
Switzerland
$25.9M -$28.3M -1,068,628 -50%
Bank of America
18
Bank of America
North Carolina
$25.4M +$1.29M +48,644 +5%
Morgan Stanley
19
Morgan Stanley
New York
$24.6M +$3.34M +126,419 +14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$22M +$8.45M +319,763 +54%
SC
21
Sylebra Capital
California
$21.9M
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$21.7M -$859K -32,504 -3%
Goldman Sachs
23
Goldman Sachs
New York
$20.6M +$16.2M +613,916 +258%
Federated Hermes
24
Federated Hermes
Pennsylvania
$20.4M +$358K +13,529 +2%
N
25
Nuveen
North Carolina
$19.6M +$9.92M +375,165 +86%

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.