Stock ownership · SEC 13F · Q4 2025

FIVE9 INC

Institutional ownership of FIVE9 INC (CUSIP 338307101) - who holds it, how concentrated it is, and what moved last quarter.

$7.5M
Reported value
4
Institutions
100%
Top-5 share

The verdict

4 institutions report $7.5M of FIVE9 INC positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

4
institutions hold it
$7.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 338307101 · Q4 2025 $7M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $7.5M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - FIVE9 INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of FIVE9 INC
  1. 1
    Pacer Advisors, Inc. $4.7M
  2. 2
    Villanova Investment Management Co LLC $2.5M
  3. 3
    Alpine Global Management, LLC $210K
  4. 4
    Banque Transatlantique SA $18K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a FIVE9 INC position has risen from 2 to 4 over the last 7 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding FIVE9 INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 236,070 $4.7M 63.3%
2 Villanova Investment Management Co LLC 125,261 $2.5M 33.6%
3 Alpine Global Management, LLC 10,469 $210K 2.8%
4 Banque Transatlantique SA 900 $18K 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIVE9 INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.8%
Shared-defined discretion (DFND)
0.2%

Latest Quarter Activity · Q4 2025

New positions (4)

Pacer Advisors, Inc. $4.7M
Villanova Investment Management Co LLC $2.5M
Alpine Global Management, LLC $210K
Banque Transatlantique SA $18K

Complete exits (5)

Voss Capital, LP exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited
Cherry Tree Wealth Management, LLC exited
Bell Investment Advisors, Inc exited

Frequently Asked Questions

How many institutions hold FIVE9 INC?▼
FIVE9 INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of FIVE9 INC?▼
Institutions report $7.5M of FIVE9 INC as of Q4 2025.
How concentrated is ownership of FIVE9 INC?▼
The top five institutional holders account for 100% of the reported institutional value in FIVE9 INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of FIVE9 INC?▼
Pacer Advisors, Inc. is the largest reported holder of FIVE9 INC with $4.7M across 236,070 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.