Titelia

Fund shareholders of Five9 Inc

ISIN US3383071012 · United States · LEI 254900MXP6EWY0SFFR59

Fund shareholders
215
Of which ETFs
62 153 other funds
Value held
404.9M $ 684.5K € · 3.4M SEK
Share of capital
33.6 % of 74.7M shares on Jul 31, 2026

215 funds hold this company: 212 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,324,65535.3M $0.00 %3.11 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,928,92729.3M $0.04 %2.58 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,745,28530.4M $0.02 %2.34 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,677,83025.5M $0.02 %2.25 %as of Mar 31, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 1,234,50418.7M $0.80 %1.65 %as of Mar 31, 2026 ↗
Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II 1,024,90017.9M $0.09 %1.37 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 872,85013.2M $0.02 %1.17 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 775,72513.3M $0.04 %1.04 %as of Apr 30, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 764,74213.2M $1.36 %1.02 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 671,68410.2M $0.10 %0.90 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 647,43311.1M $0.05 %0.87 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 639,0449.7M $0.08 %0.86 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 533,6728.1M $0.01 %0.71 %as of Mar 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 519,9028.9M $0.91 %0.70 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 501,5868.6M $0.05 %0.67 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 475,3607.2M $0.02 %0.64 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 417,0347.3M $0.02 %0.56 %as of Feb 28, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 399,7526.9M $0.20 %0.53 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 383,7546.7M $0.04 %0.51 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 379,8846.6M $0.03 %0.51 %as of Feb 28, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 350,0565.3M $0.05 %0.47 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 277,7754.2M $0.17 %0.37 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 250,7583.8M $0.22 %0.34 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 250,1314.3M $0.03 %0.33 %as of Apr 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 216,7113.7M $0.02 %0.29 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 214,7683.7M $0.05 %0.29 %as of Apr 30, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 185,9292.8M $1.22 %0.25 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 183,0583.1M $0.26 %0.24 %as of Apr 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 177,9332.7M $0.55 %0.24 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 175,9242.7M $0.71 %0.24 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 171,7923M $0.04 %0.23 %as of Apr 30, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 170,7273M $1.44 %0.23 %as of Feb 28, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 166,2202.9M $0.90 %0.22 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 156,5062.7M $0.01 %0.21 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 148,4402.6M $0.33 %0.20 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 145,7482.5M $0.00 %0.20 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 133,3702M $0.02 %0.18 %as of Mar 31, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 133,0442M $0.26 %0.18 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 129,2272M $0.05 %0.17 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 129,0632M $0.04 %0.17 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 120,2782.1M $0.00 %0.16 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 105,7591.8M $0.08 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 101,3781.5M $0.00 %0.14 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 96,3581.7M $0.06 %0.13 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 94,8371.6M $0.04 %0.13 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 92,8311.4M $0.22 %0.12 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 92,7911.4M $0.10 %0.12 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 83,2461.3M $0.04 %0.11 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 82,4301.3M $0.18 %0.11 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 73,0021.3M $0.18 %0.10 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 72,6681.2M $0.00 %0.10 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 70,9991.2M $0.09 %0.10 %as of Feb 28, 2026 ↗
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 64,2691.1M $0.02 %0.09 %as of Feb 27, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,6331.1M $0.00 %0.09 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 59,651904.9K $0.08 %0.08 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 59,1781M $0.14 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,2491M $0.00 %0.08 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 57,626991.2K $0.54 %0.08 %as of Apr 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 56,192852.4K $0.20 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 56,052964.1K $0.00 %0.08 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 53,651813.9K $0.03 %0.07 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 53,376930.9K $0.04 %0.07 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 50,300763.1K $0.04 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 49,234846.8K $0.00 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 48,468845.3K $0.00 %0.06 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 45,294687.1K $0.23 %0.06 %as of Mar 31, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 43,301656.9K $0.84 %0.06 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 42,837649.8K $0.10 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 42,700647.8K $0.04 %0.06 %as of Mar 31, 2026 ↗
Multimanager Technology Portfolio EQ Advisors Trust 42,478644.4K $0.03 %0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 41,893720.6K $0.00 %0.06 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,795684.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 39,290596K $0.14 %0.05 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,196594.6K $0.07 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 38,975591.3K $0.00 %0.05 %as of Mar 31, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 38,716587.3K $0.01 %0.05 %as of Mar 31, 2026 ↗
Fidelity Cloud Computing ETF Fidelity Covington Trust 37,979576.1K $0.75 %0.05 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 37,140647.7K $0.09 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 36,070547.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 35,570539.6K $0.04 %0.05 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 33,973584.3K $0.04 %0.05 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 33,248579.8K $0.01 %0.04 %as of Feb 28, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 32,539493.6K $0.11 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 31,963557.4K $0.05 %0.04 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 31,109471.9K $0.89 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 31,000540.6K $0.06 %0.04 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,078524.6K $0.00 %0.04 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 27,800421.7K $0.02 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 27,796421.7K $0.02 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,463472.4K $0.02 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,634458.1K $0.06 %0.04 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 25,226382.7K $0.04 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23,958363.4K $0.04 %0.03 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 22,158336.1K $0.11 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20,352308.7K $0.04 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 20,274348.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 19,613297.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 19,496335.3K $0.02 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,7952.7M SEK0.01 %0.03 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 18,477280.3K $0.18 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ProShares Big Data Refiners ETF ProShares Trust 2.68 %as of Feb 28, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 1.44 %as of Feb 28, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 1.36 %as of Apr 30, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 1.22 %as of Mar 31, 2026 ↗
Pictet - Robotics Pictet Asset Management (Europe) S.A. 1.13 %as of Sep 30, 2025 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 0.91 %as of Apr 30, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 0.90 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.89 %as of Mar 31, 2026 ↗
TRUE VALUE, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 0.88 %as of Dec 31, 2025 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 0.84 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2206-525,116,247-2.7 %
2026Q1211-925,825,660-8.8 %
2025Q4220+1728,304,796-3.2 %
2025Q3203-2129,251,884+1.1 %
2025Q2224+1428,920,731-10.7 %
2025Q1210032,387,730+4.4 %
2024Q4210-6031,018,057-12.4 %
2024Q3270-4035,428,879+9.3 %
2024Q2310+332,418,743+12.2 %
2024Q1307-1928,892,679-5.5 %
2023Q432630,581,690

Institutional managers

281 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.7,047,642106.9M $as of Mar 31, 2026
Voss Capital, LP5,825,00088.4M $as of Mar 31, 2026
Van Berkom & Associates Inc.3,333,13650.6K $as of Mar 31, 2026
FIL Ltd2,561,14138.9M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,316,33435.1M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,159,00032.8M $as of Mar 31, 2026
Anson Funds Management LP2,086,67531.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,062,85231.3M $as of Mar 31, 2026
STATE STREET CORP2,048,23831.1M $as of Mar 31, 2026
ARMISTICE CAPITAL, LLC1,592,00024.2M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,403,37121.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,170,47717.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,146,53117.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,054,76916M $as of Mar 31, 2026
ALGERT GLOBAL LLC1,029,38615.6K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC947,17114.2M $as of Mar 31, 2026
Invenomic Capital Management LP936,78814.2M $as of Mar 31, 2026
MORGAN STANLEY911,18213.8M $as of Mar 31, 2026
Clark Capital Management Group, Inc.904,82613.7M $as of Mar 31, 2026
UBS Group AG884,89413.4M $as of Mar 31, 2026
FEDERATED HERMES, INC.843,30212.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO832,75412.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.737,59411.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC719,73810.9M $as of Mar 31, 2026
NORTHERN TRUST CORP714,48110.8M $as of Mar 31, 2026

Declared shareholders of Five9 Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.97 %6,874,027as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.11 %3,915,873as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Five9 Inc

21 funds declare 21 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Calamos Market Neutral Income Fund119.2M $as of Apr 30, 2026
iShares Convertible Bond ETF110.6M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF17.9M $as of Mar 31, 2026
NYLI MacKay Convertible Fund15.1M $as of Apr 30, 2026
JPMorgan Global Bond Opportunities Fund13.5M $as of Feb 28, 2026
American Beacon SSI Alternative Income Fund11.8M $as of Mar 31, 2026
Global Opportunities Portfolio11.6M $as of Apr 30, 2026
JNL Multi-Manager Alternative Fund11.2M $as of Mar 31, 2026
JPMorgan Flexible Debt ETF11.1M $as of Feb 28, 2026
Multi-Asset Strategy Fund11M $as of Apr 30, 2026
Multi-Strategy Income Fund1619.6K $as of Apr 30, 2026
Lazard Enhanced Opportunities Portfolio1586.3K $as of Mar 31, 2026
Fidelity Convertible Securities Fund1585.9K $as of Feb 28, 2026
Calamos Global Convertible Fund1553.2K $as of Apr 30, 2026
Franklin Alternative Strategies Fund1530.7K $as of Feb 27, 2026
Strategic Alternatives Fund1416.2K $as of Mar 31, 2026
Morningstar Alternatives Fund1353K $as of Apr 30, 2026
Advent Convertible Bond ETF1284.4K $as of Feb 28, 2026
1290 VT Convertible Securities Portfolio1108.4K $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund173.1K $as of Feb 28, 2026
PACE Alternative Strategies Investments136.2K $as of Apr 30, 2026
Cite this page

Titelia. "Fund shareholders of Five9 Inc". https://titelia.com/en/stocks/five9-inc-US3383071012