Public record / Tickers / FIVN

FIVN — Five9, Inc.†

Both disclosure regimes on one name: who in Congress filed about FIVN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming FIVN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-26
filed 2021-08-26
13F holders
280
top-280 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $15.0K–$50.0K

SELL · traded 2020-04-01 → filed 2021-03-05. Ranked over every FIVN row by the provable lower bound, never a point estimate.

No member disclosed FIVN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated FIVN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FIVN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FIVN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-26Tom Malinowski D–NJ-7SELLTraded 2020-01-27 LATE·577d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7SELLTraded 2020-01-24 LATE·580d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7SELLTraded 2020-01-23 LATE·533d$1K–$15K
2021-03-06Tom Malinowski D–NJ-7BUYTraded 02-26 +8d$1K–$15K
2021-03-05Tom Malinowski D–NJ-7SELLTraded 01-06 LATE·58d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in FIVN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed FIVN in the trailing 12 months.

Congress ↔ notable managers · FIVN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $231K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FIVE9 INC

Merged timeline of congressional filings and notable-manager moves on FIVN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+15,238 sh
2026-05-15Bridgewater Associates 13FEXIT−457,821 sh
2026-05-14Caxton Associates 13FEXIT−11,565 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of FIVN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$107M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$102M1
3Voss Capital, LP$88.4M1
4VANGUARD CAPITAL MANAGEMENT LLC$50.5M1
5FIL Ltd$38.9M1
6Point72 Asset Management, L.P.$35.1M1
7AMERIPRISE FINANCIAL INC$32.8M1
8GEODE CAPITAL MANAGEMENT, LLC$31.3M1
9STATE STREET CORP$31.1M1
10ARMISTICE CAPITAL, LLC$24.2M1
11FIRST TRUST ADVISORS LP$21.3M1
12BANK OF AMERICA CORP /DE/$17.8M1
13DIMENSIONAL FUND ADVISORS LP$16.0M1
14Invenomic Capital Management LP$14.2M1
15AQR CAPITAL MANAGEMENT LLC$14.2M1
16MORGAN STANLEY$13.8M1
17Clark Capital Management Group, Inc.$13.7M1
18UBS Group AG$13.4M1
19FEDERATED HERMES, INC.$12.8M1
20BALYASNY ASSET MANAGEMENT L.P.$11.2M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10.9M1
22NORTHERN TRUST CORP$10.8M1
23Assenagon Asset Management S.A.$10.7M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.1M1
25GAGNON SECURITIES LLC$9.4M1
26CITADEL ADVISORS LLC$9.4M1
27Pictet Asset Management Holding SA$9.2M1
28TWO SIGMA INVESTMENTS, LP$9.0M1
29Legion Partners Asset Management, LLC$9.0M1
30VANGUARD FIDUCIARY TRUST CO$8.2M1
31S SQUARED TECHNOLOGY, LLC$8.1M1
32MILLENNIUM MANAGEMENT LLC$7.6M1
33Bank of New York Mellon Corp$7.2M1
34ROYAL BANK OF CANADA$6.0M1
35DEUTSCHE BANK AG\$5.9M1
36HERALD INVESTMENT MANAGEMENT Ltd$5.5M1
37Engineers Gate Manager LP$5.4M1
38Gagnon Advisors, LLC$5.1M1
39Squarepoint Ops LLC$5.1M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.8M1
41Qube Research & Technologies Ltd$4.6M1
42Dana Investment Advisors, Inc.$4.4M1
43OP Asset Management Ltd$4.1M1
44JUPITER ASSET MANAGEMENT LTD$3.9M1
45PRINCIPAL FINANCIAL GROUP INC$3.9M1
46Militia Capital Management LLC$3.9M1
47P.A.W. CAPITAL CORP$3.8M1
48MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.8M1
49ALLIANCEBERNSTEIN L.P.$3.6M1
50GROUP ONE TRADING LLC$3.3M1
51Trexquant Investment LP$3.2M1
52VICTORY CAPITAL MANAGEMENT INC$3.2M1
53MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.2M1
54UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M1
55Creative Planning$3.1M1
56Invesco Ltd.$3.1M1
57Quinn Opportunity Partners LLC$2.9M1
58SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.8M1
59FMR LLC$2.8M1
60BARCLAYS PLC$2.7M1
61Nuveen, LLC$2.5M1
62ABS Direct Equity Fund LLC$2.5M1
63JANE STREET GROUP, LLC$2.5M1
64ODDO BHF ASSET MANAGEMENT SAS$2.4M1
65Optimus Prime Fund Management Co., Ltd.$2.3M1
66LPL Financial LLC$2.3M1
67NORDEA INVESTMENT MANAGEMENT AB$2.3M1
68MACKENZIE FINANCIAL CORP$2.1M1
69Swiss National Bank$2.1M1
70Nierenberg Investment Management Company, LLC$2.1M1
71Atom Investors LP$1.8M1
72XTX Topco Ltd$1.8M1
73Vanguard Global Advisers, LLC$1.8M1
74Quantinno Capital Management LP$1.8M1
75SEGALL BRYANT & HAMILL, LLC$1.7M1
76PICTON MAHONEY ASSET MANAGEMENT$1.6M1
77Rock Creek Group LLC$1.5M1
78Man Group plc$1.5M1
79CWM, LLC$1.4M1
80Brevan Howard Capital Management LP$1.4M1
81Villanova Investment Management Co$1.4M1
82Prospect Capital Advisors, LLC$1.4M1
83Vinva Investment Management Ltd$1.2M1
84ExodusPoint Capital Management, LP$1.2M1
85D. E. Shaw & Co., Inc.$1.2M1
86Graham Capital Management, L.P.$1.1M1
87Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.1M1
88Elo Mutual Pension Insurance Co$1.1M1
89EntryPoint Capital, LLC$1.0M1
90Aurora Investment Counsel$1.0M1
91Legal & General Group Plc$967K1
92ENVESTNET ASSET MANAGEMENT INC$946K1
93Mirador Capital Partners LP$915K1
94VANGUARD ASSET MANAGEMENT, Ltd$878K1
95ZACKS INVESTMENT MANAGEMENT$867K1
96Caption Management, LLC$840K1
97HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$782K1
98Walleye Capital LLC$781K1
99CastleKnight Management LP$766K1
100HSBC HOLDINGS PLC$737K1
101Mariner, LLC$699K1
102Cardinal Point Capital Management ULC$698K1
103MetLife Investment Management, LLC$652K1
104FRANKLIN RESOURCES INC$648K1
105MERCER GLOBAL ADVISORS INC /ADV$645K1
106CREDIT AGRICOLE S A$637K1
107GUGGENHEIM CAPITAL LLC$576K1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$548K1
109AMERICAN CENTURY COMPANIES INC$508K1
110Cerity Partners LLC$496K1
111Amundi$490K1
112WELLS FARGO & COMPANY/MN$490K1
113State of Wyoming$489K1
114Janus Henderson Group Ltd.$477K1
115CITIGROUP INC$477K1
116CenterBook Partners LP$477K1
117Cetera Investment Advisers$477K1
118CANADA PENSION PLAN INVESTMENT BOARD$476K1
119Verition Fund Management LLC$450K1
120STATE OF WISCONSIN INVESTMENT BOARD$434K1
121Universal- Beteiligungs- und Servicegesellschaft mbH$405K1
122STIFEL FINANCIAL CORP$396K1
123Ameritas Advisory Services, LLC$390K1
124SEI INVESTMENTS CO$385K1
125NEW YORK STATE COMMON RETIREMENT FUND$369K1
126MML INVESTORS SERVICES, LLC$354K1
127Quantbot Technologies LP$346K1
128CHOREO, LLC$341K1
129Zurcher Kantonalbank (Zurich Cantonalbank)$339K1
130Vanguard Investments Australia, Ltd.$336K1
131OXFORD ASSET MANAGEMENT LLP$335K1
132Leonteq Securities AG$333K1
133Summit Trail Advisors, LLC$327K1
134ProShare Advisors LLC$320K1
135TWINBEECH CAPITAL LP$319K1
136EVERGREEN CAPITAL MANAGEMENT LLC$306K1
137STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$302K1
138Marex Group Ltd$294K1
139Arizona State Retirement System$293K1
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$277K1
141Finivi Inc.$275K1
142Magnetar Financial LLC$256K1
143INTECH INVESTMENT MANAGEMENT LLC$252K1
144WOLVERINE ASSET MANAGEMENT LLC$247K1
145Gotham Asset Management, LLC$231K1
146KLP KAPITALFORVALTNING AS$225K1
147Y-Intercept (Hong Kong) Ltd$221K1
148Vanguard Personalized Indexing Management, LLC$215K1
149VOYA INVESTMENT MANAGEMENT LLC$205K1
150Swiss Life Asset Management Ltd$197K1
151TEACHER RETIREMENT SYSTEM OF TEXAS$197K1
152PRUDENTIAL FINANCIAL INC$190K1
153VARCOV Co.$182K1
154MANGROVE PARTNERS IM, LLC$177K1
155PRINCIPAL SECURITIES, INC.$172K1
156RAYMOND JAMES FINANCIAL INC$165K1
157ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$159K1
158Sequoia Financial Advisors, LLC$159K1
159CITIZENS FINANCIAL GROUP INC/RI$156K1
160Ensign Peak Advisors, Inc$119K1
161Mirae Asset Global Investments Co., Ltd.$110K1
162Van Berkom & Associates Inc.$101K1
163Ameritas Investment Partners, Inc.$96.9K1
164Tower Research Capital LLC (TRC)$79.4K1
165Bayforest Capital Ltd$75.3K1
166MAI Capital Management$74.4K1
167Allworth Financial LP$68.4K1
168Caitong International Asset Management Co., Ltd$65.1K1
169TORONTO DOMINION BANK$61.0K1
170Arax Advisory Partners$53.7K1
171Freestone Grove Partners LP$51.7K1
172NATIONAL BANK OF CANADA /FI/$39.2K1
173OSAIC HOLDINGS, INC.$38.4K1
174Optiver Holding B.V.$35.3K1
175C M BIDWELL & ASSOCIATES LTD$35.0K1
176QUADRANT CAPITAL GROUP LLC$23.5K1
177BNP Paribas Asset Management Holding S.A.$22.2K1
178Steward Partners Investment Advisory, LLC$20.6K1
179Rockefeller Capital Management L.P.$17.6K1
180ALGERT GLOBAL LLC$15.6K1
181NISA INVESTMENT ADVISORS, LLC$15.5K1
182Destiny Wealth Partners, LLC$15.5K1
183NICHOLAS COMPANY, INC.$11.5K1
184SIGNATUREFD, LLC$11.5K1
185RMG Wealth Management LLC$11.2K1
186SUMMIT SECURITIES GROUP LLC$9.1K1
187ASSETMARK, INC$8.8K1
188NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.7K1
189FIFTH THIRD BANCORP$8.0K1
190Sterling Capital Management LLC$7.7K1
191Mitsubishi UFJ Asset Management Co., Ltd.$7.4K1
192US BANCORP \DE\$7.4K1
193ACADIAN ASSET MANAGEMENT LLC$6.3K1
194JNBA Financial Advisors$6.1K1
195Federation des caisses Desjardins du Quebec$4.3K1
196True Wealth Design, LLC$4.2K1
197BARROW HANLEY MEWHINNEY & STRAUSS LLC$3.9K1
198CANADA LIFE ASSURANCE Co$2.8K1
199UMB Bank, n.a.$2.7K1
200SBI Securities Co., Ltd.$2.4K1
201Quarry LP$2.3K1
202Rachor Investment Advisory Services, LLC$2.2K1
203Ritter Daniher Financial Advisory LLC / DE$1.8K1
204Abound Wealth Management$1.7K1
205GSA CAPITAL PARTNERS LLP$1.6K1
206Geneos Wealth Management Inc.$1.5K1
207SJS Investment Consulting Inc.$1.3K1
208Activest Wealth Management$1.2K1
209BROWN, LISLE/CUMMINGS, INC.$9711
210LSV ASSET MANAGEMENT$8021
211Vestcor Inc$7591
212Physician Wealth Advisors, Inc.$5921
213Transamerica Financial Advisors, LLC$5461
214MV CAPITAL MANAGEMENT, INC.$4401
215Clearstead Advisors, LLC$3801
216Blue Trust, Inc.$3791
217SWAN Capital LLC$3341
218Pinnacle Wealth Planning Services, Inc.$2581
219Owl Creek Wealth Partners LLC$2281
220M Holdings Securities, Inc.$2271
221Elequin Capital, LP$1971
222STONERIDGE INVESTMENT PARTNERS LLC$1901
223PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1241
224NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1091
225INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$751
226State of Alaska, Department of Revenue$531
227Smartleaf Asset Management LLC$361
228KBC Group NV$341
229Altshuler Shaham Ltd$151
230Capital Advisors, Ltd. LLC$11
231Avion Wealth$01
232VANGUARD GROUP INC— value not disclosed1
233GLENMEDE TRUST CO NA— value not disclosed1
234Laird Norton Wetherby Trust Company, LLC— value not disclosed1
235DANSKE BANK A/S— value not disclosed1
236HARBOUR INVESTMENTS, INC.— value not disclosed1
237COMERICA BANK— value not disclosed1
238AMALGAMATED BANK— value not disclosed1
239HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
240Asset Management One Co., Ltd.— value not disclosed1
241NATIXIS— value not disclosed1
242PRIVATE TRUST CO NA— value not disclosed1
243CIBC Private Wealth Group LLC— value not disclosed1
244First Eagle Investment Management, LLC— value not disclosed1
245Summit Creek Advisors LLC— value not disclosed1
246Bridgewater Associates, LP— value not disclosed1
247Walleye Trading LLC— value not disclosed1
248PEAK6 LLC— value not disclosed1
249IMC-Chicago, LLC— value not disclosed1
250Parkside Financial Bank & Trust— value not disclosed1
251Artisan Partners Limited Partnership— value not disclosed1
252TWO SIGMA ADVISERS, LP— value not disclosed1
253DRW Securities, LLC— value not disclosed1
254SIMPLEX TRADING, LLC— value not disclosed1
255Parallax Volatility Advisers, L.P.— value not disclosed1
256FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
257MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
258Alpine Global Management, LLC— value not disclosed1
259Wakefield Asset Management LLLP— value not disclosed1
260WINTON GROUP Ltd— value not disclosed1
261Centiva Capital, LP— value not disclosed1
262Holocene Advisors, LP— value not disclosed1
263DV Trading LLC— value not disclosed1
264Circumference Group LLC— value not disclosed1
265Global Retirement Partners, LLC— value not disclosed1
266Woodline Partners LP— value not disclosed1
267CBIZ Investment Advisory Services, LLC— value not disclosed1
268Jackson Creek Investment Advisors LLC— value not disclosed1
269Militia Capital Partners, LP— value not disclosed1
270AlphaQuest LLC— value not disclosed1
271PharVision Advisers, LLC— value not disclosed1
272Acumen Wealth Advisors, LLC— value not disclosed1
273Dunhill Financial, LLC— value not disclosed1
274Prosperity Wealth Management, Inc.— value not disclosed1
275Turning Point Benefit Group, Inc.— value not disclosed1
276Sachetta, LLC— value not disclosed1
277Pilgrim Partners Asia Pte Ltd— value not disclosed1
278CAXTON ASSOCIATES LLP— value not disclosed1
279Banque Transatlantique SA— value not disclosed1
280OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 231 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FIVN

RETAINED WINDOW · ACTIVE HITS

Zero hits on FIVN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for FIVN · financials and macro

Financials — as filed PLANNED

FIVN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FIVN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing