Titelia

Fund shareholders of Five9 Inc

ISIN US3383071012 · United States · LEI 254900MXP6EWY0SFFR59

Fund shareholders
232
Of which ETFs
60 172 other funds
Value held
≈ 680.2M $ 679.1M $ · 684.5K € · 3.4M SEK
Share of capital
39.0 % of 74.7M shares on Jul 31, 2026

232 funds hold this company. This table lists the 229 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II 2,653,69064.6M $0.23 %3.55 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,303,25549.1M $0.00 %3.08 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,965,48141.9M $0.05 %2.63 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,751,46542.6M $0.02 %2.34 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,666,36935.5M $0.02 %2.23 %as of Jun 30, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 1,399,68629.8M $1.10 %1.87 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,056,68322.5M $0.03 %1.41 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 913,12919.5M $0.16 %1.22 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 878,53118.7M $0.02 %1.18 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 837,12823M $0.07 %1.12 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 725,09315.5M $0.11 %0.97 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 647,43317.8M $0.08 %0.87 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 638,28317.6M $0.09 %0.85 %as of Jul 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 494,78313.6M $1.31 %0.66 %as of Jul 31, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 479,48810.2M $0.63 %0.64 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 404,5879.9M $0.02 %0.54 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 402,8639.8M $0.06 %0.54 %as of May 31, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 390,9858.3M $0.06 %0.52 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 374,8239.1M $0.04 %0.50 %as of May 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 332,5228.1M $1.03 %0.45 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 312,6926.7M $0.21 %0.42 %as of Jun 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 292,9178.1M $0.22 %0.39 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 279,1766M $0.26 %0.37 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 245,0746.7M $0.03 %0.33 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 229,2236.3M $0.08 %0.31 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 223,7414.8M $0.08 %0.30 %as of Jun 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 222,1336.1M $0.03 %0.30 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 199,0145.5M $0.04 %0.27 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 186,1705.1M $0.07 %0.25 %as of Jul 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 184,4483.9M $0.42 %0.25 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 174,1703.7M $0.43 %0.23 %as of Jun 30, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 167,8453.6M $1.46 %0.22 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 163,6654.5M $0.33 %0.22 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 162,6553.5M $0.33 %0.22 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 160,0243.9M $1.19 %0.21 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 158,3954.4M $0.01 %0.21 %as of Jul 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 156,3014.3M $0.50 %0.21 %as of Jul 31, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 146,8193.6M $1.33 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 145,7483.5M $0.00 %0.20 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 143,2423.9M $0.05 %0.19 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 143,1503.1M $0.05 %0.19 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 137,5852.9M $0.73 %0.18 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 131,5332.8M $0.46 %0.18 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 127,4833.1M $0.16 %0.17 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 122,4092.6M $0.12 %0.16 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 121,7733.3M $0.02 %0.16 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 118,7842.9M $0.00 %0.16 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 117,3612.5M $0.10 %0.16 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 116,6763.2M $0.02 %0.16 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 108,1743M $0.12 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 106,9572.3M $0.10 %0.14 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 105,8162.3M $0.53 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 103,8262.2M $0.00 %0.14 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 102,9572.5M $0.30 %0.14 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 101,6552.8M $0.07 %0.14 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 98,9602.1M $0.31 %0.13 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 98,6352.7M $0.10 %0.13 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 91,9362M $0.27 %0.12 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 85,6811.8M $0.48 %0.11 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 85,1791.8M $0.11 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 83,4181.8M $0.05 %0.11 %as of Jun 30, 2026 ↗
Royce Smaller-Companies Growth Fund ROYCE FUND 78,0001.7M $0.70 %0.10 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 73,6091.8M $0.11 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,6331.8M $0.00 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,2491.6M $0.00 %0.08 %as of Jul 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 57,5651.2M $0.21 %0.08 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 56,5501.2M $0.21 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 56,0521.5M $0.00 %0.08 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 54,3001.2M $0.05 %0.07 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 53,6511.1M $0.03 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 49,2341.4M $0.00 %0.07 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 48,4681.2M $0.00 %0.06 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47,9941M $0.10 %0.06 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 46,1991.1M $0.11 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 45,9951.1M $0.00 %0.06 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 44,769954.5K $0.30 %0.06 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 44,285944.2K $0.48 %0.06 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 42,837913.3K $0.12 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 42,700910.4K $0.05 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 41,5081.1M $0.00 %0.06 %as of Jul 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 41,476884.3K $0.07 %0.06 %as of Jun 30, 2026 ↗
Fidelity Cloud Computing ETF Fidelity Covington Trust 40,744868.7K $0.79 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 38,975830.9K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 38,579822.5K $0.05 %0.05 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 36,643781.2K $0.91 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 36,5811M $0.07 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 35,812763.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 34,875743.5K $0.53 %0.05 %as of Jun 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 34,681739.4K $0.01 %0.05 %as of Jun 30, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 33,298709.9K $0.36 %0.04 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 32,996907.7K $0.47 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 31,963778.3K $0.06 %0.04 %as of May 31, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 30,880658.4K $0.96 %0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 30,827848.1K $0.00 %0.04 %as of Jul 31, 2026 ↗
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 29,644721.8K $0.02 %0.04 %as of May 29, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 29,596631K $0.12 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 28,318779K $0.03 %0.04 %as of Jul 31, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 28,060771.9K $1.24 %0.04 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 27,900767.5K $0.18 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 27,800592.7K $0.03 %0.04 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Robotics Pictet Asset Management (Europe) S.A. 1.13 %as of Sep 30, 2025 ↗
Pictet - Digital Pictet Asset Management (Europe) S.A. 0.49 %as of Sep 30, 2025 ↗
Fidelity Funds - Global Technology Fund FIL Investment Management (Luxembourg) S.A. 0.24 %as of Apr 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ProShares Big Data Refiners ETF ProShares Trust 3.35 %as of May 31, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 1.46 %as of Jun 30, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 1.33 %as of May 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 1.31 %as of Jul 31, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 1.24 %as of Jul 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 1.19 %as of May 31, 2026 ↗
Pictet - Robotics Pictet Asset Management (Europe) S.A. 1.13 %as of Sep 30, 2025 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 1.10 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 1.03 %as of May 31, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.96 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3223+1729,132,636+16.0 %
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 table shows the 25 largest.

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

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 15.50 %11,877,228as of Jul 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 10.31 %7,900,169as of Jul 31, 2026 · SCHEDULE 13G
Voss Value Master Fund, LP and 4 others6.40 %4,885,826as of Jun 30, 2026 · SCHEDULE 13G
Ameriprise Financial, Inc. and 1 other5.40 %4,140,003as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Five9 Inc

23 funds declare 23 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF113.5M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF19.4M $as of Jun 30, 2026
Calamos Market Neutral Income Fund18.8M $as of Jul 31, 2026
NYLIM MacKay Convertible Fund15.4M $as of Jul 31, 2026
JPMorgan Global Bond Opportunities Fund13.6M $as of May 31, 2026
American Beacon SSI Alternative Income Fund11.9M $as of Jun 30, 2026
Global Opportunities Portfolio11.7M $as of Jul 31, 2026
Multi-Asset Strategy Fund11.5M $as of Jul 31, 2026
JPMorgan Flexible Debt ETF11.1M $as of May 31, 2026
Morningstar Alternatives Fund1945.8K $as of Jul 31, 2026
Multi-Strategy Income Fund1887.6K $as of Jul 31, 2026
Fidelity Convertible Securities Fund1590.1K $as of May 31, 2026
Calamos Global Convertible Fund1584.1K $as of Jul 31, 2026
Harbor Ares Systematic Convertible Securities Fund1459.9K $as of Jul 31, 2026
Strategic Alternatives Fund1424.4K $as of Jun 30, 2026
Advent Convertible Bond ETF1307.8K $as of May 31, 2026
PACE Alternative Strategies Investments1131.6K $as of Jul 31, 2026
1290 VT Convertible Securities Portfolio1110.7K $as of Jun 30, 2026
Eaton Vance Income Opportunities ETF1102.3K $as of Jun 30, 2026
JNL Multi-Manager Alternative Fund197K $as of Jun 30, 2026
Fidelity Strategic Dividend and Income Fund173.6K $as of May 31, 2026
Lazard Enhanced Opportunities Portfolio145.4K $as of Jun 30, 2026
Franklin Alternative Strategies Fund130.3K $as of May 29, 2026
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Titelia. "Fund shareholders of Five9 Inc". https://titelia.com/en/stocks/five9-inc-US3383071012