Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Five9, Inc.

CIK 0001288847FIVN· quarter ending 2026-06-30

Shares outstanding

74,723,531

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

738,483,000

selection includes debt or preferreds — no % of shares outstanding

Holders

+6 vs 2026-03-31 · 9 new, 3 exited

Value

$650.1M

shares -4.7% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FIVN · NASDAQ	74,723,531	79,937,493	107.0%	292	338307101

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	338307101	COM	292	79,937,493	74,723,531	107.0%	$1.7B	12 call / 10 put	13DG	holders →
	338307AF8	NOTE 1.000% 3/1not common	50	11,305,000 $727.2M principal	—	—	$650.1M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (50 of 50 · 338307AF8)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	Lynrock Lake LP	200,219,000	—	$178.1M	+14,000,000 (+7.5%)
2	Opti Capital Management, LP	65,000,000	—	$58.0M	-26,441,000 (-28.9%)
3	OAKTREE CAPITAL MANAGEMENT LP	53,306,000	—	$47.4M	+31,563,000 (+145.2%)
4	Radcliffe Capital Management, L.P.	43,506,000	—	$38.5M	—
5	Balyasny Asset Management L.P.	35,500,000	—	$31.6M	—
6	Nuveen, LLC	30,786,000	—	$27.3M	NEW
7	D. E. Shaw & Co., Inc.	30,000,000	—	$26.7M	NEW
8	Verition Fund Management LLC	27,000,000	—	$24.0M	+2,500,000 (+10.2%)
9	TENOR CAPITAL MANAGEMENT Co., L.P.	23,000,000	—	$20.5M	—
10	BlackRock, Inc.	22,972,000	—	$20.4M	+10,800,000 (+88.7%)
11	STATE STREET CORP	19,175,000	—	$17.0M	+3,500,000 (+22.3%)
12	JPMORGAN CHASE & CO	18,068,000	—	$16.0M	-3,733,000 (-17.1%)
13	Walleye Capital LLC	17,500,000	—	$15.6M	-4,875,000 (-21.8%)
14	ADVENT CAPITAL MANAGEMENT /DE/	14,598,000	—	$13.0M	+159,000 (+1.1%)
15	Context Capital Management, LLC	14,250,000	—	$12.7M	+2,250,000 (+18.8%)
16	LAZARD ASSET MANAGEMENT LLC	12,479,000	—	$111K	-36,617,000 (-74.6%)
17	Calamos Advisors LLC	9,726,000	—	$8.6M	-12,509,000 (-56.3%)
18	LORD, ABBETT & CO. LLC	8,767,000	—	$7.8M	NEW
19	MILLENNIUM MANAGEMENT LLC	8,500,000	—	$7.6M	NEW
20	Russell Investments Group, Ltd.	7,392,000	—	$6.6M	+3,413,000 (+85.8%)
21	Ewing Morris & Co. Investment Partners Ltd.	7,000,000	—	$6.2M	—
22	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	6,300,000	—	$5.6M	—
23	MacKay Shields LLC	6,155,000	—	$5.5M	-110,000 (-1.8%)
24	ROYAL BANK OF CANADA	5,599,000	—	$5.0M	+1,437,000 (+34.5%)
25	Daiwa Securities Group Inc.	5,000,000	—	$4.4M	NEW
26	Ares Systematic Credit Ltd	5,000,000	—	$4.4M	+2,700,000 (+117.4%)
27	Man Group plc	5,000,000	—	$4.5M	NEW
28	CSS LLC/IL	4,636,000	—	$4.1M	+2,136,000 (+85.4%)
29	BARCLAYS PLC	4,517,000	—	$4.0M	+4,485,000 (+14015.6%)
30	STATE OF WISCONSIN INVESTMENT BOARD	4,000,000	—	$3.5M	+1,000,000 (+33.3%)
31	Lombard Odier Asset Management (Europe) Ltd	3,659,000	—	$3.3M	—
32	MORGAN STANLEY	3,597,000	—	$3.2M	-1,245,000 (-25.7%)
33	Amundi	3,373,000	—	$3.0M	—
34	CITIGROUP INC	3,250,000	—	$2.9M	-1,401,000 (-30.1%)
35	SSI INVESTMENT MANAGEMENT LLC	3,000,000	—	$2.7M	—
36	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	2,000,000	—	$1.8M	—
37	Universal- Beteiligungs- und Servicegesellschaft mbH	1,100,000	—	$981K	-2,518,000 (-69.6%)
38	WELLS FARGO & COMPANY/MN	993,000	—	$881K	+28,000 (+2.9%)
39	FMR LLC	914,000	—	$810K	+30,000 (+3.4%)
40	BANK OF AMERICA CORP /DE/	862,000	—	$764K	NEW
41	Sunstone Asset Management, LP	200,000	—	$178K	—
42	GOLDMAN SACHS GROUP INC	180,000	—	$159K	—
43	UBS Group AG	162,000	—	$144K	NEW
44	SEI INVESTMENTS CO	105,000	—	$93K	—
45	Stonebridge Financial Group, LLC / MO	56,000	—	$50K	—
46	TRUIST FINANCIAL CORP	47,000	—	$42K	—
47	RAYMOND JAMES FINANCIAL INC	11,000	—	$10K	-2,000 (-15.4%)
48	INSIGNEO ADVISORY SERVICES, LLC	10,000	—	$9K	—
49	BNP PARIBAS FINANCIAL MARKETS	8,000	—	$7K	-112,000 (-93.3%)
50	Chicago Capital Management, LLC	5,000	—	$4.5M	NEW

Exited since 2026-03-31 (3 filers; largest 3 shown)

Linden Advisors LP	−101,989,000
STEELHEAD PARTNERS LLC	−9,000,000
Worth Venture Partners, LLC	−5,000,000

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Ameriprise Financial, Inc.	SCHEDULE 13G	2026-08-14	2026-06-30	4,140,003	5.4%
Columbia Management Investment Advisers, LLC	SCHEDULE 13G	2026-08-14	2026-06-30	4,035,672	5.3%
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-08-06	2026-07-31	7,900,169	10.31%
BlackRock, Inc.	SCHEDULE 13G/A	2026-08-06	2026-07-31	11,877,228	15.5%
Voss Value-Oriented Special Situations Fund, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	110,826	0.1%
Voss Value Master Fund, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	700,000	0.9%
Voss Capital, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	4,885,826	6.4%
Cocke Travis W.	SCHEDULE 13G/A	2026-07-14	2026-06-30	4,885,826	6.4%
Voss Advisors GP, LLC	SCHEDULE 13G/A	2026-07-14	2026-06-30	810,826	1.1%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	3,915,873	5.11%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
PICTET ASSET MANAGEMENT SA	SCHEDULE 13D/A	2026-02-27	2026-02-26	2,872,185	3.8%
FMR LLC	SCHEDULE 13G/A	2026-02-05	2025-12-31	692,076.41	0.9%
Abigail P. Johnson	SCHEDULE 13G/A	2026-02-05	2025-12-31	692,076.41	0.9%
Anand Parekh	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%
Alyeska Investment Group, L.P.	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%
Alyeska Fund GP, LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.