Five9 Inc

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Five9 Inc
TickerFIVN
CIK #0001288847
CUSIP338307101
SectorTechnology - Services-Computer Processing & Data Preparation
Address4000 Executive Pkwy Suite 400, San Ramon, CA 94583
Source [EDGAR]
CIK Filing 2011 - 2026
[0001288847] 10-K
[0001288847] 10-Q
[0001288847] 3
[0001288847] 4
[0001288847] 5
[0001288847] 8-K
[0001288847] SC 13D
[0001288847] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Five9 Inc [2026-04-29] 0.0
Vanguard Portfolio Management LLC Five9 Inc [2026-04-29] 0.0
Voss Capital LP Five9 Inc [2025-08-13] 0.0
Pictet Asset Management Sa Five9 Inc [2025-04-15] 0.0
Pictet Asset Management Sa Five9 Inc [2025-02-11] 0.0
Pictet Asset Management Sa Five9 Inc [2024-11-21] 81949.1
Alyeska Investment Group LP Five9 Inc [2024-11-14] 5.9
Pictet Asset Management Sa Five9 Inc [2024-01-31] 6.2
Viking Global Investors LP Five9 Inc [2023-10-06] 5.1
FMR LLC Five9 Inc [2023-02-09] 0.0
Wasatch Advisors Inc Five9 Inc [2023-02-08] 5.0
Wellington Management Group LLP Five9 Inc [2023-02-06] 5.23
Price T Rowe Associates Inc /MD/ Five9 Inc [2020-06-10] 10.4
Wasatch Advisors Inc Five9 Inc [2020-02-10] 5.3
Vanguard Group Inc Five9 Inc [2018-02-08] 7.36
BlackRock Inc Five9 Inc [2018-02-01] 6.7
Price T Rowe Associates Inc /MD/ Five9 Inc [2016-02-12] 9.5
Hummer Winblad Venture Partners V LP Five9 Inc [2015-02-13] 17.2
FMR LLC Five9 Inc [2015-02-13] 0.0
Adams Street Partners LLC Five9 Inc [2015-02-13] 14.7
Partech US Partners IV LLC Five9 Inc [2015-02-11] 7.2
Form 3/4/5 Filer 2011 - 2026
Five9 Inc
Meriweather Tiffany N
Lee Bryan M
Mansharamani Leena
Dignan Andy
Tuckness Matthew E
Kozanian Panos
Iskow Julie
Walker Maria C
Barsamian Sue
Gupta Sagar
Burdiek Michael J
Mariner Jonathan D
Burkland Michael
Mathradas Amit
Ramakrishna Sudhakar
Zollars Robert
Welsh David S
Zwarenstein Barry
Burkland Daniel P
Acosta Jack L
Dewalt David G
Alexy Kimberly
Trollope Rowan M
Welch Scott
Pinczuk Ana G
Pickering David A
Doran James B
Kam Ryan
Rosenberg Jonathan D
Passi Gaurav
Gavin Kevin
Das Jayendra
Crane Michael J
Adams Street Partners LLC
Kertzman Mitchell
Hummer Winblad Venture Partners V LP
Hummer John
Hummer Winblad Equity Partners V LLC
Winblad Ann L
Hummer Winblad Venture Partners V A LP
Partech US Partners IV LLC
Worms Vincent
Partech International Growth Capital II LLC
47th Parallel LLC
Par SF II LLC
AXA Growth Capital II LP
Partech International Growth Capital I LLC
48th Parallel LLC
45th Parallel LLC
Partech International Growth Capital III LLC
46th Parallel LLC
Manor Moni
Milam David B
Wilson Timothy M
1369904 Ontario Inc
Samuel David G
Mosaic Venture Partners II Limited Partnership
Lobo Vernon F
Schollmeyer Thomas
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Dignan Andy
Common Stock
2026-03-05 Sell 3,369 $17.92 60,372
Lee Bryan M
Common Stock
2026-03-05 Sell 1,756 $17.92 31,468
Meriweather Tiffany N
Common Stock
2026-03-04 Sell 5,942 $17.87 106,184
Kozanian Panos
Common Stock
2026-03-04 Sell 3,860 $17.78 68,631
Mansharamani Leena
Common Stock
2026-03-04 Sell 1,926 $17.87 34,418
Tuckness Matthew E
Common Stock
2026-03-04 Sell 5,164 $17.87 92,281
Dignan Andy
Common Stock
2026-03-04 Sell 4,924 $17.69 87,106
Kozanian Panos
Common Stock
2026-03-04 Sell 7,002 $17.98 125,896
Lee Bryan M
Common Stock
2026-03-04 Sell 9,855 $17.70 174,434
Burkland Michael
Employee Stock Option (right to buy) · derivative
2026-02-26 Option exercise 54,375 $0.00
Burkland Michael
Common Stock
2026-02-26 Option exercise 54,375 $8.13 442,069
Dignan Andy
Common Stock
2026-02-24 Grant 87,443 $0.00
Meriweather Tiffany N
Common Stock
2026-02-24 Grant 104,931 $0.00
Tuckness Matthew E
Common Stock
2026-02-24 Grant 118,922 $0.00
Lee Bryan M
Common Stock
2026-02-24 Grant 115,424 $0.00
Kozanian Panos
Common Stock
2026-02-24 Grant 83,945 $0.00
Mathradas Amit
Common Stock
2026-02-24 Grant 716,743 $0.00
Mansharamani Leena
Common Stock
2026-02-24 Grant 23,609 $0.00
Dignan Andy
Common Stock
2025-12-05 Sell 700 $20.53 14,371
Lee Bryan M
Common Stock
2025-12-04 Sell 13,219 $20.35 269,007
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 294 89,503,391
2025-12-31 287 89,414,249
2025-09-30 313 92,715,631
2025-06-30 298 97,151,487
2025-03-31 312 87,059,590
2024-12-31 302 82,377,602
2024-09-30 277 86,435,889
2024-06-30 305 83,496,927
2024-03-31 316 80,340,700
2023-12-31 356 76,101,398
2023-09-30 329 74,010,509
2023-06-30 340 70,653,275
Form 13F Holdings
Firm Period DFND Voting Shares
Assenagon Asset Management SA [2026-06-30] SOLE 88,044 88,044
Mirador Capital Partners LP [2026-06-30] SOLE 60,244 60,244
Cardinal Point Capital Management ULC [2026-06-30] SOLE 0 48,590
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 36,443 36,443
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 2,049 28,050
Tactive Advisors LLC [2026-06-30] SOLE 10,865 10,865
Merit Financial Group LLC [2026-06-30] OTR 0 10,380
Alaska Retirement Management Board [2026-06-30] SOLE 3,554 3,554
Farther Finance Advisors LLC [2026-06-30] SOLE 0 3,518
Versant Capital Management Inc [2026-06-30] SOLE 2,347 2,347
Merit Financial Group LLC [2026-06-30] SOLE 17 1,890
Gamma Investing LLC [2026-06-30] DFND 1,035 1,035
IFP Advisors LLC [2026-06-30] SOLE 869 869
LRI Investments LLC [2026-06-30] SOLE 529 529
True Wealth Design LLC [2026-06-30] SOLE 0 391
Marquette Asset Management LLC [2026-06-30] SOLE 0 136
Ritter Daniher Financial Advisory LLC / DE [2026-06-30] SOLE 0 120
Abound Wealth Management [2026-06-30] SOLE 0 113
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 99 99
Main Street Group LTD [2026-06-30] SOLE 0 97
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 57
Fortitude Family Office LLC [2026-06-30] SOLE 34 34
Capital Advisors Ltd LLC [2026-06-30] SOLE 0 23
FNY Investment Advisers LLC [2026-06-30] DFND 8,010 17
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 15
Corecap Advisors LLC [2026-06-30] SOLE 0 5
Activest Wealth Management [2026-06-30] SOLE 0 4
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