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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tom Malinowski · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-26Tom Malinowski D–NJ-7SaleTraded 2020-01-27 LATE·577d$1K–$15K
2021-08-26Tom Malinowski D–NJ-7SaleTraded 2020-01-24 LATE·580d$1K–$15K
2021-07-09Tom Malinowski D–NJ-7SaleTraded 2020-01-23 LATE·533d$1K–$15K
2021-03-06Tom Malinowski D–NJ-7PurchaseTraded 02-26 +8d$1K–$15K
2021-03-05Tom Malinowski D–NJ-7SaleTraded 01-06 LATE·58d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
233GLENMEDE TRUST CO NA$01
234Laird Norton Wetherby Trust Company, LLC$01
235DANSKE BANK A/S$01
236HARBOUR INVESTMENTS, INC.$01
237COMERICA BANK$01
238AMALGAMATED BANK$01
239HARBOR CAPITAL ADVISORS, INC.$01
240Asset Management One Co., Ltd.$01
241NATIXIS$01
242PRIVATE TRUST CO NA$01
243CIBC Private Wealth Group LLC$01
244First Eagle Investment Management, LLC$01
245Summit Creek Advisors LLC$01
246Bridgewater Associates, LP$01
247Walleye Trading LLC$01
248PEAK6 LLC$01
249IMC-Chicago, LLC$01
250Parkside Financial Bank & Trust$01
251Artisan Partners Limited Partnership$01
252TWO SIGMA ADVISERS, LP$01
253DRW Securities, LLC$01
254SIMPLEX TRADING, LLC$01
255Parallax Volatility Advisers, L.P.$01
256FOX RUN MANAGEMENT, L.L.C.$01
257MIRABELLA FINANCIAL SERVICES LLP$01
258Alpine Global Management, LLC$01
259Wakefield Asset Management LLLP$01
260WINTON GROUP Ltd$01
261Centiva Capital, LP$01
262Holocene Advisors, LP$01
263DV Trading LLC$01
264Circumference Group LLC$01
265Global Retirement Partners, LLC$01
266Woodline Partners LP$01
267CBIZ Investment Advisory Services, LLC$01
268Jackson Creek Investment Advisors LLC$01
269Militia Capital Partners, LP$01
270AlphaQuest LLC$01
271PharVision Advisers, LLC$01
272Acumen Wealth Advisors, LLC$01
273Dunhill Financial, LLC$01
274Prosperity Wealth Management, Inc.$01
275Turning Point Benefit Group, Inc.$01
276Sachetta, LLC$01
277Pilgrim Partners Asia Pte Ltd$01
278CAXTON ASSOCIATES LLP$01
279Banque Transatlantique SA$01
280OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 280 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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