FIVE9 INC
CUSIP 338307AF8
Five9 Inc has 1 institutional holders in Filings Flow’s 13F database, together reporting 774.49M shares worth $630M as of Q1 2026. The largest reported holders are Lynrock Lake LP, Linden Advisors LP, and Opti Capital Management, LP.
Institutional Holders
1
Q1 2026
Reported Value
$840,920
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lynrock Lake LP$1.5B AUM | 11.11% | $162M | 186.22M | Q1 2026OLDER |
| Opti Capital Management, LP$1.4B AUM | 5.76% | $80M | 91.44M | Q1 2026OLDER |
| Radcliffe Capital Management, L.P.$1.3B AUM | 2.83% | $38M | 43.51M | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 2.74% | $6M | 7.00M | Q1 2026OLDER |
| SILVERBACK ASSET MANAGEMENT LLC$699M AUM | 1.52% | $10M | 11.53M | Q4 2025OLDER |
| Diameter Capital Partners LP$1.1B AUM | 1.45% | $16M | 17.55M | Q4 2025OLDER |
| STEELHEAD PARTNERS LLC$1.4B AUM | 0.56% | $8M | 9.00M | Q1 2026OLDER |
| LINDEN ADVISORS LP$17.9B AUM | 0.50% | $89M | 101.99M | Q1 2026OLDER |
| CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM | 0.38% | $15M | 16.55M | Q4 2025OLDER |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.35% | $13M | 14.44M | Q1 2026OLDER |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.31% | $20M | 23.00M | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.29% | $19M | 21.74M | Q1 2026OLDER |
| Wellesley Asset Management$953M AUM | 0.26% | $3M | 2.95M | Q3 2025OLDER |
| Context Capital Management, LLC$4.3B AUM | 0.24% | $10M | 12.00M | Q1 2026OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.20% | $5M | 6.26M | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.18% | $3M | 3.00M | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.17% | $2M | 2.09M | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.14% | $21M | 24.50M | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.10% | $2M | 2.50M | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.08% | $20M | 22.38M | Q1 2026OLDER |
| Ares Systematic Credit Ltd$123M AUM | 0.07% | $90,544 | 100.0K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.07% | $19M | 22.23M | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.04% | $48,580 | 56.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.04% | $31M | 35.50M | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $1M | 1.00M | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 4.10M | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 3.00M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.01% | $3M | 3.62M | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $5M | 6.30M | Q1 2026OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.00% | $225,625 | 250.0K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 3.98M | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 2.11M | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 2.00M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 4.65M | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $8M | 8.68M | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $883,500 | 1.00M | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19M | 21.80M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $428,363 | 49.10M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 4.16M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $8,675 | 10.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $14M | 15.68M | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 6.31M | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 6.58M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 1.52M | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $45,835 | 52.0K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11M | 12.17M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $138,710 | 157.0K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $840,920 | 965.0K | Q2 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $91,088 | 105.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $40,773 | 47.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $104,100 | 120.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $766,870 | 884.0K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $132,921 | 3.37M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $16,209 | 18.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $156,150 | 180.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $27,722 | 32.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11,278 | 13.0K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.