FIVNNasdaqServices-Computer Processing & Data PreparationFiscal year ends December 31
Five9, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$33.34+1.11 (+3.44%)
Close on Oct 19, 2026
- Market cap
- $2.85B
- P/E (TTM)
- 48.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
80M of 75M shares
Institutional holders
290
51 new, 50 sold out
Net institutional buying
-5M
In Q2 2026
Insider trades, 12 months
1 buys · 56 sales
Net sold $6.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7,900,169 | 10.31% | 13G (passive) amendment | Jul 31, 2026 |
| Voss Capital, LP | 4,885,826 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 4,140,003 | 5.40% | 13G (passive) | Jun 30, 2026 |
| FMR LLC | 3,941,320 | 5.10% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 3,915,873 | 5.11% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 11,877,228 | 15.50% | 13G (passive) amendment | Jul 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FIVN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 7,083,605 | 9.48% | $151.02M | +363,623 | 0.01% |
| BlackRock, Inc. | 7,074,625 | 9.47% | $150.83M | +26,983 | 0.00% |
| Voss Capital, LLC | 4,865,000 | 6.51% | $103.72M | −960,000 | 4.82% |
| Ameriprise Financial Inc | 4,140,003 | 5.54% | $88.32M | +1,981,003 | 0.02% |
| Vanguard Capital Management LLC | 3,312,397 | 4.43% | $70.62M | −16,657 | 0.00% |
| Van Berkom & Associates Inc. | 3,110,100 | 4.16% | $66.31K | −3,556,172 | 2.14% |
| Anson Funds Management LP | 2,499,481 | 3.34% | $53.29M | −1,673,869 | 3.16% |
| Driehaus Capital Management LLC | 2,265,900 | 3.03% | $48.31M | New | 0.28% |
| Dimensional Fund Advisors LP | 2,222,894 | 2.97% | $47.39M | +1,168,125 | 0.01% |
| Geode Capital Management, LLC | 2,163,451 | 2.90% | $46.13M | +100,599 | 0.00% |
| State Street Corp | 2,069,554 | 2.77% | $44.12M | +21,316 | 0.00% |
| First Trust Advisors LP | 1,865,447 | 2.50% | $39.77M | +462,076 | 0.02% |
| Armistice Capital, LLC | 1,536,000 | 2.06% | $32.75M | −56,000 | 0.40% |
| Bank Of America Corp /De/ | 1,377,873 | 1.84% | $29.38M | +207,396 | 0.00% |
| Aqr Capital Management LLC | 1,227,051 | 1.64% | $25.69M | +279,880 | 0.01% |
| Susquehanna International Group, Llp | 1,149,493 | 1.54% | $24.51M | +483,150 | 0.00% |
| Point72 Asset Management, L.P. | 1,110,631 | 1.49% | $23.68M | −1,205,703 | 0.03% |
| Morgan Stanley | 1,089,516 | 1.46% | $23.23M | +178,334 | 0.00% |
| Goldman Sachs Group Inc | 1,024,736 | 1.37% | $21.85M | −121,795 | 0.00% |
| Invenomic Capital Management LP | 892,658 | 1.19% | $19.03M | −44,130 | 1.14% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 290 | 80M | 100.0% | 51 / 98 | 100 / 50 | 15M | 20M |
| Q1 2026 | 292 | 85M | 100.0% | 55 / 116 | 85 / 45 | 29M | 14M |
| Q4 2025 | 289 | 79M | 100.0% | 55 / 108 | 92 / 67 | 12M | 17M |
| Q3 2025 | 310 | 86M | 100.0% | 54 / 120 | 86 / 37 | 12M | 14M |
| Q2 2025 | 295 | 88M | 100.0% | 56 / 96 | 108 / 65 | 19M | 13M |
| Q1 2025 | 307 | 82M | 100.0% | 63 / 129 | 77 / 48 | 16M | 12M |
| Q4 2024 | 296 | 79M | 100.0% | 76 / 98 | 93 / 48 | 15M | 17M |
| Q3 2024 | 271 | 82M | 100.0% | 54 / 94 | 92 / 76 | 25M | 19M |
| Q2 2024 | 297 | 80M | 100.0% | 55 / 110 | 99 / 62 | 16M | 13M |
| Q1 2024 | 309 | 77M | 100.0% | 47 / 134 | 87 / 86 | 14M | 13M |
| Q4 2023 | 349 | 76M | 100.0% | 70 / 114 | 128 / 45 | 12M | 9M |
| Q3 2023 | 328 | 74M | 99.2% | 46 / 134 | 99 / 50 | 15M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FIVN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | 2,653,690 | 3.55% | $64.62M | 0.23% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,303,255 | 3.08% | $49.11M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,965,481 | 2.63% | $41.90M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,751,465 | 2.34% | $42.65M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,666,369 | 2.23% | $35.53M | 0.02% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 1,399,686 | 1.87% | $29.84M | 1.10% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,056,683 | 1.41% | $22.53M | 0.03% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 913,129 | 1.22% | $19.47M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 878,531 | 1.18% | $18.73M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 837,128 | 1.12% | $23.03M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 725,093 | 0.97% | $15.46M | 0.11% | Jun 30, 2026 |
| Vanguard Explorer Fund | 647,433 | 0.87% | $17.81M | 0.08% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 638,283 | 0.85% | $17.56M | 0.09% | Jul 31, 2026 |
| Small Cap Equity Portfolio | 494,783 | 0.66% | $13.61M | 1.31% | Jul 31, 2026 |
| Driehaus Small Cap Growth Fund | 479,488 | 0.64% | $10.22M | 0.63% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andy Dignan | President | 237,614 | 0.32% | Sep 21, 2026 |
| Leena Mansharamani | SVP, Chief Accounting Officer | 52,072 | 0.07% | Sep 16, 2026 |
| Bryan M. Lee | Chief Financial Officer | 289,333 | 0.39% | Sep 9, 2026 |
| Tiffany N. Meriweather | Chief Admin. & Legal Officer | 253,249 | 0.34% | Sep 9, 2026 |
| Robert Hornish | Chief Sales Officer | 121,444 | 0.16% | Jul 15, 2026 |
| Niranjan Vijayaragavan | Chief Technology Officer | 207,734 | 0.28% | Jul 15, 2026 |
| Panos Kozanian | EVP, Product Engineering | 161,671 | 0.22% | Jun 8, 2026 |
| Matthew E. Tuckness | Chief Revenue Officer | 281,492 | 0.38% | Jun 8, 2026 |
| Amit Mathradas | Chief Executive Officer | 716,743 | 0.96% | Feb 26, 2026 |
| Five9, Inc. | President | 233,409 | 0.31% | Mar 26, 2025 |
| Barry Zwarenstein | Chief Financial Officer | 181,049 | 0.24% | Mar 6, 2025 |
| Sue Barsamian | Director | 28,907 | 0.04% | May 22, 2026 |
| Jonathan D. Mariner | Director | 27,147 | 0.04% | May 22, 2026 |
| Julie Iskow | Director | 26,117 | 0.03% | May 22, 2026 |
| Maria C. Walker | Director | 20,411 | 0.03% | May 22, 2026 |
| Sagar Gupta | Director | 20,349 | 0.03% | May 22, 2026 |
| Michael J. Burdiek | Director | 40,832 | 0.05% | May 22, 2026 |
| Michael Burkland | Director | 536,971 | 0.72% | Feb 26, 2026 |
| Sudhakar Ramakrishna | Director | 21,336 | 0.03% | Feb 9, 2026 |
| Robert Zollars | Director | 78,155 | 0.10% | May 22, 2025 |
| David S. Welsh | Director | 2,077,180 | 2.78% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andy Dignan President | Sep 17, 2026 | Sale(10b5-1 plan) | −6,986 | $35.00 | $244.51K | 237,614 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 15, 2026 | Gift | −630 | – | – | 51,787 |
| Bryan M. Lee Chief Financial Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −1,310 | $32.60 | $42.71K | 289,333 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −5,114 | $31.55 | $161.35K | 253,249 |
| Andy Dignan President | Sep 8, 2026 | Sale(10b5-1 plan) | −2,746 | $31.57 | $86.69K | 244,600 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −1,253 | $31.53 | $39.51K | 52,417 |
| Bryan M. Lee Chief Financial Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −7,813 | $33.52 | $261.89K | 295,638 |
| Bryan M. Lee Chief Financial Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −6,500 | $33.05 | $214.82K | 303,451 |
| Bryan M. Lee Chief Financial Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −4,995 | $33.45 | $167.08K | 290,643 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −5,600 | $33.02 | $184.91K | 266,172 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −7,809 | $33.51 | $261.68K | 258,363 |
| Andy Dignan President | Sep 4, 2026 | Sale(10b5-1 plan) | −2,900 | $33.00 | $95.70K | 255,020 |
| Andy Dignan President | Sep 4, 2026 | Sale(10b5-1 plan) | −3,295 | $33.45 | $110.22K | 247,346 |
| Andy Dignan President | Sep 4, 2026 | Sale(10b5-1 plan) | −4,379 | $33.51 | $146.74K | 250,641 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −2,505 | $33.32 | $83.47K | 53,871 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −201 | $33.71 | $6.78K | 53,670 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −2,558 | $34.19 | $87.46K | 56,476 |
| Leena Mansharamani SVP, Chief Accounting Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −100 | $35.05 | $3.50K | 56,376 |
| Andy Dignan President | Aug 28, 2026 | Sale(10b5-1 plan) | −17,767 | $35.03 | $622.38K | 257,920 |
| Robert Hornish Chief Sales Officer | Jul 13, 2026 | Award | +121,444 | – | – | 121,444 |
| Niranjan Vijayaragavan Chief Technology Officer | Jul 13, 2026 | Award | +207,734 | – | – | 207,734 |
| Andy Dignan President | Jun 5, 2026 | Sale(10b5-1 plan) | −3,073 | $24.25 | $74.52K | 275,687 |
| Bryan M. Lee Chief Financial Officer | Jun 5, 2026 | Sale(10b5-1 plan) | −1,511 | $24.25 | $36.64K | 309,951 |
| Andy Dignan President | Jun 4, 2026 | Sale(10b5-1 plan) | −2,700 | $25.07 | $67.69K | 281,863 |
| Andy Dignan President | Jun 4, 2026 | Sale(10b5-1 plan) | −2,400 | $24.15 | $57.96K | 284,563 |
| Andy Dignan President | Jun 4, 2026 | Sale(10b5-1 plan) | −545 | $25.68 | $14.00K | 281,318 |
| Andy Dignan President | Jun 4, 2026 | Sale(10b5-1 plan) | −2,558 | $24.81 | $63.46K | 278,760 |
| Matthew E. Tuckness Chief Revenue Officer | Jun 4, 2026 | Sale | −8,645 | $24.81 | $214.48K | 281,492 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Jun 4, 2026 | Sale | −9,526 | $24.81 | $236.34K | 271,772 |
| Bryan M. Lee Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −6,107 | $25.13 | $153.47K | 317,181 |
| Bryan M. Lee Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −4,794 | $24.16 | $115.82K | 323,288 |
| Bryan M. Lee Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −1,406 | $25.69 | $36.12K | 315,775 |
| Bryan M. Lee Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −4,313 | $24.81 | $107.01K | 311,462 |
| Leena Mansharamani SVP, Chief Accounting Officer | Jun 4, 2026 | Sale | −2,556 | $24.81 | $63.41K | 57,698 |
| Panos Kozanian EVP, Product Engineering | Jun 4, 2026 | Sale | −5,869 | $24.81 | $145.61K | 161,671 |
| Michael J. Burdiek Director | May 20, 2026 | Award | +8,972 | – | – | 40,832 |
| Jonathan D. Mariner Director | May 20, 2026 | Award | +8,972 | – | – | 27,147 |
| Sue Barsamian Director | May 20, 2026 | Award | +8,972 | – | – | 28,907 |
| Sagar Gupta Director | May 20, 2026 | Award | +8,972 | – | – | 20,349 |
| Maria C. Walker Director | May 20, 2026 | Award | +8,972 | – | – | 20,411 |
| Julie Iskow Director | May 20, 2026 | Award | +8,972 | – | – | 26,117 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | May 14, 2026 | Sale | −21,320 | $20.98 | $447.29K | 281,298 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | May 13, 2026 | Sale | −8,497 | $21.22 | $180.31K | 302,618 |
| Andy Dignan President | Mar 5, 2026 | Sale(10b5-1 plan) | −3,369 | $17.92 | $60.37K | 286,963 |
| Bryan M. Lee Chief Financial Officer | Mar 5, 2026 | Sale(10b5-1 plan) | −1,756 | $17.92 | $31.47K | 328,082 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Mar 4, 2026 | Sale | −5,942 | $17.87 | $106.18K | 311,115 |
| Panos Kozanian EVP, Product Engineering | Mar 4, 2026 | Sale(10b5-1 plan) | −3,860 | $17.78 | $68.63K | 174,542 |
| Panos Kozanian EVP, Product Engineering | Mar 4, 2026 | Sale(10b5-1 plan) | −7,002 | $17.98 | $125.90K | 167,540 |
| Andy Dignan President | Mar 4, 2026 | Sale(10b5-1 plan) | −4,924 | $17.69 | $87.11K | 290,332 |
| Matthew E. Tuckness Chief Revenue Officer | Mar 4, 2026 | Sale | −5,164 | $17.87 | $92.28K | 290,137 |
| Leena Mansharamani SVP, Chief Accounting Officer | Mar 4, 2026 | Sale | −1,926 | $17.87 | $34.42K | 60,254 |
| Bryan M. Lee Chief Financial Officer | Mar 4, 2026 | Sale(10b5-1 plan) | −9,855 | $17.70 | $174.43K | 329,838 |
| Michael Burkland Director | Feb 26, 2026 | Option exercise | +54,375 | $8.13 | $442.07K | 403,945 |
| Bryan M. Lee Chief Financial Officer | Feb 24, 2026 | Award | +115,424 | – | – | 339,693 |
| Leena Mansharamani SVP, Chief Accounting Officer | Feb 24, 2026 | Award | +23,609 | – | – | 62,180 |
| Matthew E. Tuckness Chief Revenue Officer | Feb 24, 2026 | Award | +118,922 | – | – | 295,301 |
| Amit Mathradas Chief Executive Officer | Feb 24, 2026 | Award | +716,743 | – | – | 716,743 |
| Tiffany N. Meriweather Chief Admin. & Legal Officer | Feb 24, 2026 | Award | +104,931 | – | – | 317,057 |
| Panos Kozanian EVP, Product Engineering | Feb 24, 2026 | Award | +83,945 | – | – | 178,402 |
| Andy Dignan President | Feb 24, 2026 | Award | +87,443 | – | – | 295,256 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dignan Andrew Officer | Sep 17, 2026 | 6,986 | $238.08K | Sep 17, 2026 | Restricted Stock Units |
| Mansharamani Leena Officer | Sep 8, 2026 | 1,253 | $41.69K | Sep 8, 2026 | Restricted Stock Units |
| Kozanian Panos Officer | Sep 8, 2026 | 4,332 | $144.13K | Sep 8, 2026 | Restricted Stock Units |
| Dignan Andrew Officer | Sep 8, 2026 | 2,746 | $91.36K | Sep 8, 2026 | Restricted Stock Units |
| Lee Bryan Officer | Sep 8, 2026 | 1,310 | $43.58K | Sep 8, 2026 | Restricted Stock Units |
| Meriweather Tiffany Officer | Sep 8, 2026 | 5,114 | $170.14K | Sep 8, 2026 | Restricted Stock Units |
| Dignan Andrew Officer | Sep 4, 2026 | 7,279 | $248.21K | Sep 4, 2026 | Restricted Stock Units |
| K. Mansharamani Leena Officer | Sep 4, 2026 | 2,706 | $92.27K | Sep 4, 2026 | Restricted Stock Units |
| Kozanian Panos Officer | Sep 4, 2026 | 8,246 | $281.19K | Sep 4, 2026 | Restricted Stock Units |
| Lee Bryan Officer | Sep 4, 2026 | 14,313 | $488.07K | Sep 4, 2026 | Restricted Stock Units |
| Meriweather Tiffany Officer | Sep 4, 2026 | 13,409 | $457.25K | Sep 4, 2026 | Restricted Stock Units |
| K. Mansharamani Leena Officer | Sep 3, 2026 | 2,658 | $89.28K | Sep 3, 2026 | Restricted Stock Units |
| Dignan Andrew Officer | Sep 3, 2026 | 3,201 | $107.51K | Sep 4, 2026 | RSU |
| Lee Bryan Officer | Sep 3, 2026 | 3,932 | $132.08K | Sep 4, 2026 | RSU |
| Dignan Andrew Officer | Aug 28, 2026 | 17,767 | $614.21K | Aug 28, 2026 | Restricted Stock Units |