Five9, Inc.: which funds bought and sold

Institutions that bought and sold Five9 shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 145 institutions that filed 13F reports for both quarters added to or opened positions in Five9, and 148 cut or closed them. Together they sold a net 4.8M shares, −5.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 6.3M shares (−22.8%); index fund managers were net buyers of 523K shares (+2.2%). 47 opened a new position and 49 sold out entirely.

Bought, Q2 2026 145 institutions, 47 of them new holders Sold, Q2 2026 148 institutions, 49 of them sold out

Net change, all compared −4.8M shares (−5.7%)

Net change, active managers −6.3M shares (−22.8%), 22 bought, 31 sold

Buyers versus sellers

institutions compared, 334

145 bought 41 148 sold

Active managers and hedge funds 22 bought · 31 sold · −6.3M

Index fund managers 7 bought · 4 sold · +523K

Other institutions 116 bought · 113 sold · +934K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Driehaus Capital Management LLC Active manager	+2.3M New position	2.3M	$48.3M
Ameriprise Financial Inc	+2.0M +91.8%	4.1M	$88.3M
Dimensional Fund Advisors LP	+1.2M +110.7%	2.2M	$47.4M
Walleye Trading LLC	+685K New position	685K	$14.6M
Public Sector Pension Investment Board	+487K New position	487K	$10.4M
Royce & Associates LP Active manager	+486K New position	486K	$10.4M
Susquehanna International Group, LLP	+483K +72.5%	1.1M	$24.5M
First Trust Advisors LP	+462K +32.9%	1.9M	$39.8M
Cerity Partners LLC	+442K +1351.3%	474K	$10.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+398K +3790.1%	409K	$8.7M
Vanguard Portfolio Management LLC Index funds	+364K +5.4%	7.1M	$151M
Towle & Co	+305K New position	305K	$6.5M
AQR Capital Management LLC Hedge fund	+280K +29.5%	1.2M	$25.7M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	+264K +990.5%	291K	$6.2M
Principal Financial Group Inc	+261K +101.5%	517K	$11M
Empowered Funds, LLC	+225K New position	225K	$4.8M
Bastion Asset Management Inc.	+207K New position	207K	$4.2M
Bank Of America Corp	+207K +17.7%	1.4M	$29.4M
Imc-Chicago, LLC	+196K New position	196K	$4.2M
Lisanti Capital Growth, LLC	+194K New position	194K	$4.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Driehaus Capital Management LLC Active manager	+2.3M New position	2.3M	$48.3M
Royce & Associates LP Active manager	+486K New position	486K	$10.4M
Arrowstreet Capital, Limited Partnership Hedge fund	+398K +3790.1%	409K	$8.7M
AQR Capital Management LLC Hedge fund	+280K +29.5%	1.2M	$25.7M
Polen Capital Management LLC Active manager	+117K New position	117K	$2.5M
Capital Fund Management S.A. Hedge fund	+100K +126.4%	178K	$3.8M
Gotham Asset Management, LLC Hedge fund	+97K +635.4%	112K	$2.4M
Alliancebernstein L.P. Active manager	+89K +49.6%	268K	$4.1M
FMR LLC Active manager	+70K +38.5%	252K	$5.4M
American Century Companies Inc Active manager	+58K +172.1%	91K	$1.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Van Berkom & Associates Inc.	−3.6M −53.3%	3.1M	$66.3M
Fil Ltd Active manager	−2.6M Sold out	0	—
Anson Funds Management LP Hedge fund	−1.7M −40.1%	2.5M	$53.3M
Point72 Asset Management, L.P. Hedge fund	−1.2M −52.1%	1.1M	$23.7M
Voss Capital, LP Hedge fund	−960K −16.5%	4.9M	$104M
Federated Hermes, Inc. Active manager	−840K −99.6%	3,087	$65,815
Pictet Asset Management Holding SA	−598K −98.1%	11K	$242,046
Legion Partners Asset Management, LLC	−592K Sold out	0	—
Assenagon Asset Management S.A.	−528K −75.0%	176K	$3.8M
Tudor Investment Corp Et Al Hedge fund	−521K Sold out	0	—
Militia Capital Management LLC	−396K Sold out	0	—
Jpmorgan Chase & Co	−373K −44.8%	460K	$9.9M
Algert Global LLC Hedge fund	−352K −34.2%	677K	$14.4M
Clark Capital Management Group, Inc.	−351K −38.8%	554K	$11.8M
Engineers Gate Manager LP Hedge fund	−335K −93.6%	23K	$484,177
Caisse De Depot Et Placement Du Quebec	−317K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−305K −41.3%	433K	$9.2M
Marshall Wace, LLP Hedge fund	−281K −68.9%	127K	$2.7M
Qube Research & Technologies Ltd Hedge fund	−270K −89.3%	32K	$689,595
Millennium Management LLC Hedge fund	−240K −48.0%	260K	$5.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	−2.6M Sold out	0	—
Anson Funds Management LP Hedge fund	−1.7M −40.1%	2.5M	$53.3M
Point72 Asset Management, L.P. Hedge fund	−1.2M −52.1%	1.1M	$23.7M
Voss Capital, LP Hedge fund	−960K −16.5%	4.9M	$104M
Federated Hermes, Inc. Active manager	−840K −99.6%	3,087	$65,815
Tudor Investment Corp Et Al Hedge fund	−521K Sold out	0	—
Algert Global LLC Hedge fund	−352K −34.2%	677K	$14.4M
Engineers Gate Manager LP Hedge fund	−335K −93.6%	23K	$484,177
Balyasny Asset Management L.P. Hedge fund	−305K −41.3%	433K	$9.2M
Marshall Wace, LLP Hedge fund	−281K −68.9%	127K	$2.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Driehaus Capital Management LLCActive manager	2.3M	$48.3M
Walleye Trading LLC	685K	$14.6M
Public Sector Pension Investment Board	487K	$10.4M
Royce & Associates LPActive manager	486K	$10.4M
Towle & Co	305K	$6.5M
Empowered Funds, LLC	225K	$4.8M
Imc-Chicago, LLC	196K	$4.2M
Bastion Asset Management Inc.	207K	$4.2M
Lisanti Capital Growth, LLC	194K	$4.1M
Nomura Asset Management International Inc.	184K	$3.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Fil LtdActive manager	2.6M	$38.9M
Legion Partners Asset Management, LLC	592K	$9M
Tudor Investment Corp Et AlHedge fund	521K	$7.9M
Militia Capital Management LLC	396K	$6M
Caisse De Depot Et Placement Du Quebec	317K	$4.8M
Jane Street Group, LLC	165K	$2.5M
Gsa Capital Partners LLP	106K	$1.6M
Picton Mahoney Asset Management	103K	$1.6M
Exoduspoint Capital Management, LPHedge fund	77K	$1.2M
Jump Financial, LLC	76K	$1.1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 289
Ten largest holders: 48.6%
Index fund managers: 29.9%
Active managers and hedge funds: 26.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	31	6	9	−6.3M	−22.8%
Index fund managers	7	4	0	1	+523K	+2.2%
Other institutions	116	113	41	39	+934K	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Five9.

Only managers that filed a holdings report for both quarters are compared (334 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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