13F

Stock

Five9, Inc.

FIVN · held by 333 managers

Reported value

$1.73B

Holders

333

+49 new · −56 exited

Holders’ est. mark

−$544.5M

Price effect on 205 books still in the name

Largest holder

$162.5M

Lynrock Lake LP

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Lynrock Lake LP186.2M$162.5M−$3.41MAdded$59.8M
BlackRock, Inc.19.2M$117.5M−$52.4MCut−$38.9M
VANGUARD PORTFOLIO MANAGEMENT LLC6.72M$101.9MHeld
Linden Advisors LP102M$88.8M−$3.21MCut−$15.3M
Voss Capital, LP5.83M$88.4M−$28.4MCut−$29.8M
Opti Capital Management, LP91.4M$79.9M−$852KAdded$52.8M
VANGUARD CAPITAL MANAGEMENT LLC3.33M$50.5MHeld
State Street17.7M$44.7M−$9.29MCut−$9.68M
Balyasny Asset Management L.P.36.2M$42.1M$16.7KAdded$16.4M
Radcliffe Capital Management, L.P.43.6M$39M−$1.67MAdded$18M
FIL Ltd2.56M$38.9M−$12.5MCut−$13.6M
Point72 Asset Management, L.P.2.32M$35.1M−$3.43MAdded$21.1M
AMERIPRISE FINANCIAL INC2.16M$32.8M−$8.47MCut−$2.04M
Anson Funds Management LP2.09M$31.7M−$7.51MAdded$790.5K
GEODE CAPITAL MANAGEMENT, LLC2.06M$31.3M−$9.74MCut−$8.73M
JPMORGAN CHASE & CO22.6M$31.3M$9.72MAdded$9.45M
ARMISTICE CAPITAL, LLC1.59M$24.2M−$7.77MCut−$15.9M
Verition Fund Management LLC24.5M$21.8M−$3.36MCut−$6.6M
FIRST TRUST ADVISORS LP1.4M$21.3M−$6.85MCut−$10.2M
Walleye Capital LLC22.4M$20.3M−$1.47MAdded$8.8M
TENOR CAPITAL MANAGEMENT Co., L.P.23M$20M−$848.1KCut−$16.3M
Calamos Advisors LLC22.2M$19.3M−$739.5KCut−$18.7M
OAKTREE CAPITAL MANAGEMENT LP21.7M$19M−$652.3KCut−$8.42M
MORGAN STANLEY5.75M$18M−$407.5KCut−$5.93M
BANK OF AMERICA CORP /DE/1.17M$17.8M$13.9MCut−$6.08M
GOLDMAN SACHS GROUP INC1.33M$17.5M−$8.36MCut−$7.04M
DIMENSIONAL FUND ADVISORS LP1.05M$16M−$4.34MCut−$1.83M
Invenomic Capital Management LP936.8K$14.2M−$1.3MAdded$8.87M
Icahn Capital947.2K$14.2M−$2.19MAdded$5.49M
Clark Capital Management Group, Inc.904.8K$13.7M−$2.5MAdded$3.45M
UBS Group AG884.9K$13.4M$6.23MCut−$6.52M
FEDERATED HERMES, INC.843.3K$12.8M−$4.12MCut−$6.35M
ADVENT CAPITAL MANAGEMENT /DE/14.4M$12.6M−$469.6KCut−$12.5M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC719.7K$10.9M−$3.18MCut−$2.13M
NORTHERN TRUST CORP714.5K$10.8M−$3.48MCut−$3.45M
Assenagon Asset Management S.A.703.9K$10.7M−$3.44MCut−$3.6M
Context Capital Management, LLC12M$10.5MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP666.3K$10.1M−$3MCut−$2.23M
ROYAL BANK OF CANADA4.56M$9.63M−$4.15MCut−$641K
GAGNON SECURITIES LLC622.1K$9.44M−$3.04MCut−$3.11M
Citadel620.7K$9.42M−$1.12MAdded$4.83M
Pictet Asset Management Holding SA609.3K$9.24M−$2.98MCut−$111.2M
TWO SIGMA INVESTMENTS, LP594.4K$9.02M−$2.63MCut−$1.79M
Legion Partners Asset Management, LLC591.7K$8.98M−$2.89MCut−$2.89M
GLENMEDE TRUST CO NA577.7K$8.76M−$2.08MAdded$228K
VANGUARD FIDUCIARY TRUST CO543.6K$8.25MHeld
S Squared Technology, LLC535.2K$8.12M−$2.1MCut−$506.5K
TUDOR INVESTMENT CORP ET AL520.8K$7.9M−$2.4MCut−$1.97M
STEELHEAD PARTNERS LLC9M$7.82M−$299.3KCut−$14.7M
MILLENNIUM MANAGEMENT LLC499.7K$7.58M−$1.31MAdded$2.2M
Bank of New York Mellon Corp476.2K$7.22M−$2.26MCut−$2.08M
MARSHALL WACE, LLP407.5K$6.18MNew
Ewing Morris & Co. Investment Partners Ltd.7M$6.09M−$328KCut−$328K
DEUTSCHE BANK AG\389.1K$5.9M−$1.9MCut−$3.14M
HERALD INVESTMENT MANAGEMENT Ltd362K$5.5M−$1.76MCut−$1.76M
MACKAY SHIELDS LLC6.26M$5.47M−$187.9KCut−$6.09M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6.3M$5.47M−$218.7KCut−$218.7K
Engineers Gate Manager LP357.3K$5.42M−$682KAdded$2.62M
Gagnon Advisors, LLC336.3K$5.1M−$1.64MCut−$1.64M
Squarepoint Ops LLC334K$5.07M−$538.7KAdded$2.85M
Russell Investments Group, Ltd.4.08M$4.92M$1.11MCut−$1.16M
Caisse de depot et placement du Quebec317.3K$4.81MNew
Qube Research & Technologies Ltd302K$4.58M−$1.47MCut−$8.62M
CITIGROUP INC4.68M$4.51M−$329.2KCut−$159.9K
Worth Venture Partners, LLC5M$4.36MNew
Dana Investment Advisors, Inc.287.1K$4.36M−$1.09MCut−$105.8K
OP Asset Management Ltd267.4K$4.06M−$106.7KAdded$3.62M
JUPITER ASSET MANAGEMENT LTD258.1K$3.92MNew
PRINCIPAL FINANCIAL GROUP INC256.7K$3.89M−$1.2MCut−$1.03M
P.A.W. CAPITAL CORP250K$3.79M−$878.4KAdded$183.5K
MASSACHUSETTS FINANCIAL SERVICES CO /MA/247.6K$3.76M−$1.21MCut−$1.34M
ALLIANCEBERNSTEIN L.P.179.2K$3.59M$0Cut−$15.3K
Universal- Beteiligungs- und Servicegesellschaft mbH3.64M$3.55M−$254.3KCut−$254K
Fidelity1.07M$3.53M−$6.31MCut−$10.9M
GROUP ONE TRADING LLC220.8K$3.35M−$539.3KAdded$1.13M
BNP PARIBAS FINANCIAL MARKETS325.4K$3.22M$2.25MCut−$1.69M
Trexquant Investment LP209.9K$3.18MNew
Lombard Odier Asset Management (Europe) Ltd3.66M$3.18M−$120.1KCut−$120.1K
VICTORY CAPITAL MANAGEMENT INC208.5K$3.16M−$604.3KAdded$679.8K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.207.9K$3.15M−$1.01MCut−$1.32M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC205.6K$3.12M−$883.3KCut−$509.6K
Creative Planning205.1K$3.11M−$461.5KAdded$1.21M
Invesco Ltd.203.8K$3.09M−$819.6KCut−$274.9K
STATE OF WISCONSIN INVESTMENT BOARD3.03M$3.04M−$255.9KCut−$257.4K
Quinn Opportunity Partners LLC189.7K$2.88M−$681.7KAdded$76.8K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC182.5K$2.77M−$890.7KCut−$1.26M
BARCLAYS PLC210.3K$2.73M−$1.42MCut−$10.6M
SSI INVESTMENT MANAGEMENT LLC3M$2.6M−$90KCut−$538.8K
Nuveen, LLC165.4K$2.51M−$807KCut−$6.39M
ABS Direct Equity Fund LLC165K$2.5M−$732KCut−$504.4K
JANE STREET GROUP, LLC164.8K$2.5M−$804.2KCut−$18.4M
Ares Systematic Credit Ltd2.33M$2.47M−$578.5KAdded$1.75M
ODDO BHF ASSET MANAGEMENT SAS160K$2.43M−$780.8KCut−$780.8K
Optimus Prime Fund Management Co., Ltd.154.5K$2.34M−$754KCut−$754K
LPL Financial LLC154.3K$2.34M−$529.4KAdded$165K
NORDEA INVESTMENT MANAGEMENT AB157.8K$2.33M−$806.4KCut−$1.01M
CSS LLC/IL2.5M$2.17MNew
MACKENZIE FINANCIAL CORP141.4K$2.15M−$290.1KAdded$936.7K
Swiss National Bank139.2K$2.11M−$669.5KCut−$639.2K
Nierenberg Investment Management Company, LLC135.8K$2.06MNew
DARK FOREST CAPITAL MANAGEMENT LP119.7K$1.82MNew
Atom Investors LP118.6K$1.8M−$578.9KCut−$901.5K
XTX Topco Ltd117.4K$1.78M−$276KAdded$647.3K
Vanguard Global Advisers, LLC117.3K$1.78MHeld
Quantinno Capital Management LP116.4K$1.77M−$67.3KAdded$1.49M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2M$1.76M$1.76MAdded$1.76M
Militia Capital Management LLC115.7K$1.75MHeld
SEGALL BRYANT & HAMILL, LLC110.1K$1.67M−$410.3KCut−$16.1K
PICTON MAHONEY ASSET MANAGEMENT103.1K$1.56M−$503.1KCut−$1.7M
RHUMBLINE ADVISERS100.4K$1.52M−$483.3KCut−$462.7K
Rock Creek Group, LP100K$1.52M−$2.28MCut−$873.9K
Man Group plc96.1K$1.46M−$196.3KAdded$651.9K
CWM, LLC94K$1.43M$412KAdded$1.43M
Brevan Howard Capital Management LP92K$1.4M−$276KAdded$262K
Villanova Investment Management Co LLC91.1K$1.38M−$444.4KCut−$1.13M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM90.7K$1.38M−$337.6KCut−$11.5K
Prospect Capital Advisors, LLC89.3K$1.36M−$436KCut−$436K
WELLS FARGO & COMPANY/MN997.3K$1.33M−$2.37MCut−$1.24M
CAPITAL FUND MANAGEMENT S.A.78.8K$1.2M−$384.6KCut−$1.75M
Vinva Investment Management Ltd54.9K$1.18M−$180.8KAdded$531.9K
ExodusPoint Capital Management, LP76.7K$1.16M−$262.1KAdded$86.5K
D. E. Shaw & Co., Inc.75.8K$1.15M−$370KCut−$853.2K
Jump Financial, LLC75.7K$1.15MNew
Graham Capital Management, L.P.75.1K$1.14MNew
Generali Investments Towarzystwo Funduszy Inwestycyjnych74K$1.12M−$361.1KCut−$361.1K
Elo Mutual Pension Insurance Co73.8K$1.12MNew
EntryPoint Capital, LLC69K$1.05M−$124.9KAdded$533.5K
Aurora Investment Counsel67.6K$1.03M−$330KCut−$346.8K
Legal & General Group Plc63.7K$966.7K−$311KCut−$604K
ENVESTNET ASSET MANAGEMENT INC62.3K$945.6K−$189.8KAdded$165.6K
Mirador Capital Partners LP60.3K$914.8K−$180.1KAdded$174.8K
VANGUARD ASSET MANAGEMENT, Ltd57.8K$877.6KHeld
ZACKS INVESTMENT MANAGEMENT57.2K$867.4K−$190.8KAdded$83.3K
Caption Management, LLC55.4K$840.3K−$141.9KAdded$257.4K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND51.5K$781.8KNew
CastleKnight Management LP50.5K$766.1KNew
HSBC HOLDINGS PLC48.7K$737K−$230.7KCut−$325K
Mariner, LLC46.1K$699K−$59.9KAdded$452.4K
Cardinal Point Capital Management ULC46K$697.7K−$142.4KAdded$112.4K
MetLife Investment Management, LLC43K$651.9K−$209.7KCut−$216.6K
FRANKLIN RESOURCES INC42.7K$648.3K−$208.5KCut−$480.6K
MERCER GLOBAL ADVISORS INC /ADV42.5K$644.6K−$75.8KAdded$333.1K
CREDIT AGRICOLE S A42K$637.1KNew
Amundi3.41M$623.3K−$302.6MCut−$302.6M
GUGGENHEIM CAPITAL LLC38K$575.8K−$185.2KCut−$193K
LOOMIS SAYLES & CO L P37.2K$564.2K−$181.5KCut−$17.8M
MANUFACTURERS LIFE INSURANCE COMPANY, THE36.1K$547.8K−$176.2KCut−$195.7K
AMERICAN CENTURY COMPANIES INC33.5K$507.6K−$113.7KAdded$40.4K
Cerity Partners LLC32.7K$495.9KNew
State of Wyoming32.3K$489.3K−$92.2KAdded$110.6K
JANUS HENDERSON GROUP PLC31.4K$477.4K−$152.8KCut−$152.8K
CenterBook Partners LP31.4K$476.8KNew
Cetera Investment Advisers31.4K$476.6K−$139.3KCut−$95.7K
CANADA PENSION PLAN INVESTMENT BOARD31.4K$476.3K−$153.2KCut−$221.4K
SEI INVESTMENTS CO130.4K$476.2K−$52.2KCut−$35.5K
LAZARD ASSET MANAGEMENT LLC49.1M$428.4K−$14.7KCut−$233.2K
DRW Securities, LLC27.9K$423.7K−$50.5KAdded$216.1K
STIFEL FINANCIAL CORP26.1K$395.7K−$127.3KCut−$294.8K
Ameritas Advisory Services, LLC25.7K$389.6K−$86.9KAdded$32.6K
NEW YORK STATE COMMON RETIREMENT FUND24.3K$368.6K$330.2KCut−$3.09M
MML INVESTORS SERVICES, LLC23.3K$353.9K−$79.1KAdded$28.9K
Quantbot Technologies LP22.8K$346.2K−$67KAdded$70.7K
CHOREO, LLC22.5K$341K−$68.3KAdded$58.2K
Zurcher Kantonalbank (Zurich Cantonalbank)22.4K$339.2K−$109.1KCut−$109.1K
Vanguard Investments Australia, Ltd.22.2K$336.3KHeld
OXFORD ASSET MANAGEMENT LLP22.1K$335.3KNew
Leonteq Securities AG21.9K$332.6K−$107KCut−$149.4K
Summit Trail Advisors, LLC21.5K$326.8K−$55.2KAdded$100.2K
ProShare Advisors LLC21.1K$319.7K−$102.8KCut−$144.6K
TWINBEECH CAPITAL LP21K$319K−$102.6KCut−$1.4M
EVERGREEN CAPITAL MANAGEMENT LLC20.2K$306.1KNew
Police & Firemen's Retirement System of New Jersey20.2K$306K−$98.4KCut−$98.4K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM19.9K$301.7K−$97KCut−$97K
Marex Group plc19.4K$293.7KNew
ARIZONA STATE RETIREMENT SYSTEM19.3K$293.3K−$94.3KCut−$94.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18.5K$277.1K$99.8KCut−$44.2K
Finivi Inc.18.1K$274.7K−$72.8KCut−$24.3K
Magnetar Financial LLC16.9K$256K−$74.1KCut−$48.7K
INTECH INVESTMENT MANAGEMENT LLC16.6K$252K−$81.1KCut−$317.8K
WOLVERINE ASSET MANAGEMENT LLC16.3K$247.1K−$77.1KCut−$69.7K
Gotham Asset Management, LLC15.2K$231.2KNew
KLP KAPITALFORVALTNING AS14.8K$224.5K−$72.2KCut−$72.2K
Y-Intercept (Hong Kong) Ltd14.6K$221.1K−$71.1KCut−$1.85M
Vanguard Personalized Indexing Management, LLC14.1K$214.6KNew
VOYA INVESTMENT MANAGEMENT LLC13.5K$205.1K−$66KCut−$70.1K
Swiss Life Asset Management Ltd13K$197.5K−$53.9KCut−$24K
TEACHER RETIREMENT SYSTEM OF TEXAS13K$196.5K−$63.2KCut−$756.4K
PRUDENTIAL FINANCIAL INC12.5K$190.2KNew
VARCOV Co.12K$181.7K−$58.4KCut−$118.2K
RAYMOND JAMES FINANCIAL INC23.9K$176.6K−$184.9KCut−$588.1K
MANGROVE PARTNERS IM, LLC11.6K$176.6K−$56.8KCut−$78.3K
Sunstone Asset Management, L.P.200K$174.5K−$6KCut−$6K
PRINCIPAL SECURITIES, INC.11.3K$172KNew
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP10.5K$159.3KNew
Sequoia Financial Advisors, LLC10.5K$159.2KNew
CAPTRUST FINANCIAL ADVISORS10.3K$156.5KNew
CITIZENS FINANCIAL GROUP INC/RI10.3K$156.5K−$50.3KCut−$71.2K
State of Tennessee, Department of Treasury8.38K$127KNew
JONES FINANCIAL COMPANIES LLLP8.45K$121.9K−$40.8KCut−$23.8K
Ensign Peak Advisors, Inc7.83K$118.9K−$38.2KCut−$38.2K
Mirae Asset Global Investments Co., Ltd.7.23K$109.7K−$35.3KCut−$65.5K
Ameritas Investment Partners, Inc.6.39K$96.9K−$31.2KCut−$31.2K
Tower Research Capital LLC (TRC)5.24K$79.4K−$10.7KAdded$35.4K
Bayforest Capital Ltd4.97K$75.3K−$12.8KAdded$22.8K
Versant Capital Management, Inc4.93K$74.8K−$2.35KAdded$65.1K
MAI Capital Management4.9K$74.4K−$21.9KCut−$15.6K
Allworth Financial LP4.51K$68.4K−$6.96KAdded$39.8K
Caitong International Asset Management Co., Ltd4.29K$65.1KNew
TORONTO DOMINION BANK4K$61K−$19KCut−$19K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.65K$55.4K−$13.8KCut−$1.38K
Arax Advisory Partners3.54K$53.7K−$15.9KCut−$11.5K
Freestone Grove Partners LP3.41K$51.7KNew
Van Berkom & Associates Inc.3.33M$50.6K−$16.3KCut−$21.5K
Stonebridge Financial Group, LLC / MO56K$48.6K−$1.68KCut−$1.68K
TRUIST FINANCIAL CORP47K$40.8K−$1.41KCut−$1.41K
NATIONAL BANK OF CANADA /FI/2.58K$39.2KNew
PNC Financial Services Group, Inc.2.55K$38.7K−$12.4KCut−$14.1K
OSAIC HOLDINGS, INC.2.53K$38.4K−$12.4KCut−$15.6K
Optiver Holding B.V.2.33K$35.3K−$1.68KAdded$28.4K
C M BIDWELL & ASSOCIATES LTD2.31K$35K−$11.3KCut−$26.2K
RICHARDSON FINANCIAL SERVICES INC.2.16K$32.8K−$6.43KAdded$6.39K
Farther Finance Advisors, LLC1.86K$28K−$4.74KAdded$8.99K
EverSource Wealth Advisors, LLC1.73K$26.2K−$1.76KAdded$19K
QUADRANT CAPITAL GROUP LLC1.55K$23.5K−$6.32KCut−$2.51K
Advisory Services Network, LLC1.41K$21.3KNew
Steward Partners Investment Advisory, LLC1.36K$20.6K−$5.63KCut−$2.47K
GAMMA Investing LLC1.35K$20.5K−$1.74KAdded$13.4K
Parallel Advisors, LLC1.3K$19.7K−$5.16KCut−$1.49K
Financial Management Professionals, Inc.1.29K$19.6KNew
Rockefeller Capital Management L.P.1.16K$17.6K−$2.81KAdded$6K
ALGERT GLOBAL LLC1.03M$15.6K−$1.36KAdded$10K
NISA INVESTMENT ADVISORS, LLC1.02K$15.5K−$4.99KCut−$6.07K
Destiny Wealth Partners, LLC1.02K$15.5KNew
Root Financial Partners, LLC939$14.2KNew
NICHOLAS COMPANY, INC.761$11.5K−$3.71KCut−$8.67K
SIGNATUREFD, LLC760$11.5K−$1.96KAdded$3.46K
RMG Wealth Management LLC525$11.2KNew
COOPER CREEK PARTNERS MANAGEMENT LLC709.3K$10.8K−$3.46KCut−$3.46K
Essential Partners LLC667$10.1K−$3.26KCut−$36.6K
ROTHSCHILD INVESTMENT LLC633$9.6K−$3.09KCut−$27.2K
SUMMIT SECURITIES GROUP LLC597$9.06KNew
ASSETMARK, INC577$8.75K−$219Added$7.85K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO573$8.69K−$2.8KCut−$43.9K
INSIGNEO ADVISORY SERVICES, LLC10K$8.68K−$300Cut−$12.9K
IFP Advisors, Inc553$8.39K−$2.7KCut−$4.44K
FIFTH THIRD BANCORP526$7.98KNew
Sterling Capital Management LLC508$7.71K−$2.48KCut−$2.48K
Mitsubishi UFJ Asset Management Co., Ltd.491$7.45K−$1.79KCut−$1.79K
US BANCORP \DE\488$7.4K−$2.38KCut−$10.9K
ACADIAN ASSET MANAGEMENT LLC418.8K$6.34K−$798Added$3.06K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.