FIVN
Five9, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $25 | — |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $25 | — |
| Point72 Asset Management | Q3 2024(8Q snapshot) | 7Q | $32 | $25 | -23% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $39 | $25 | -37% |
| AQR Capital Management | Q3 2025(8Q snapshot) | 3Q | $25 | $25 | -2% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | Q2 2026 | → $22 | +6% |
| D.E. Shaw 3× in & out | Q2 2025 | Q3 2025 | — | +0% |
| Viking Global Investors | Q3 2023 | Q4 2024 | → $39 | -44% |
| Maverick Capital 4× in & out | Q2 2024 | Q3 2024 | → $32 | -40% |
| Coatue Management | Q4 2019 | Q1 2020 | → $77 | +21% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Five9, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001886762-26-000011Jun 8, 2026
- Form 40001940974-26-000009Jun 8, 2026
- Form 40002080340-26-000010Jun 8, 2026
- Form 40001846877-26-000010Jun 8, 2026
- Form 40002063775-26-000008Jun 8, 2026
- Form 40002000932-26-000008Jun 8, 2026
- Form 40001288847-26-000098May 22, 2026
- Form 40001288847-26-000096May 22, 2026
- Form 40001063663-26-000006May 22, 2026
- Form 40001776078-26-000012May 22, 2026
- Form 40001324293-26-000002May 22, 2026
- Form 40001288847-26-000087May 22, 2026
- Form 40001886762-26-000007May 15, 2026
- Form 40002000932-26-000004Mar 6, 2026
- Form 40001940974-26-000004Mar 6, 2026
Fundamentals
XBRL · Five9, Inc.Annual figures sourced directly from Five9, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Five9, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 20, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 7, 2026
- 8-KMaterial eventFeb 20, 2026
- 10-KAnnual reportFeb 20, 2026
- 8-KMaterial eventFeb 19, 2026
- 8-KMaterial eventJan 21, 2026
- 8-KMaterial eventDec 17, 2025
- 8-KMaterial eventNov 12, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventSep 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | Q2 2026 | $20 | $22 | +6% |
| AQR Capital Management | Q3 2025 | open | $25 | $21 | -16% |
| D.E. Shaw | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q4 2024 | open | $39 | $21 | -46% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $32 | $21 | -34% |
| D.E. Shaw | Q3 2024 | Q3 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | open | $32 | $21 | -34% |
| Millennium Management | Q3 2024 | Q3 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $32 | $21 | -34% |
| Point72 Asset Management | Q3 2024 | open | $32 | $21 | -34% |
| Maverick Capital | Q2 2024 | Q3 2024 | $54 | $32 | -40% |
| Viking Global Investors | Q3 2023 | Q4 2024 | $70 | $39 | -44% |
| Maverick Capital | Q2 2023 | Q3 2023 | $54 | $70 | +28% |
| Maverick Capital | Q4 2021 | Q1 2022 | $162 | $136 | -16% |
| Maverick Capital | Q1 2020 | Q2 2021 | $77 | $164 | +114% |
| Coatue Management | Q4 2019 | Q1 2020 | $63 | $77 | +21% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.