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. This table lists the 212 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

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 ↗

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

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 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 2 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
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 the fund files. It is not a share of the debt, because 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
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Titelia. "Fund shareholders of Five9 Inc". https://titelia.com/en/stocks/five9-inc-US3383071012