13F

Stock

Five9, Inc.

FIVN · held by 14 managers

Reported value

$80.2M

Holders

14

+2 new · −0 exited

Holders’ est. mark

−$1.85M

Price effect on 3 books still in the name

Largest holder

$34.8M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY12.5M$34.8MHeld
BANK OF AMERICA CORP /DE/1.05M$25.4MHeld
BARCLAYS PLC784.7K$19M−$1.79MCut−$12M
Leonteq Securities AG16.4K$397.3K−$32.5KAdded$20.1K
Finivi Inc.14.4K$349.4K−$31.8KCut−$20.2K
Sanctuary Advisors, LLC10.9K$297KNew
Allworth Financial LP1.09K$26.5KHeld
IFP Advisors, Inc49$1.19KHeld
Essential Partners LLC22$532New
Kilter Group LLC15$363Held
MV CAPITAL MANAGEMENT, INC.14$339Held
FNY Investment Advisers, LLC12K$289Held
KBC Group NV2.26K$55Held

Positions as of Q3 2025. 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.