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
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,795306.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15,581236.4K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 14,873255.8K $0.04 %0.02 %as of Apr 30, 2026 ↗
Invesco AI and Next Gen Software ETF Invesco Exchange-Traded Fund Trust 14,807254.7K $0.03 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 14,531220.4K $0.09 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,106214K $0.04 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 12,222210.2K $0.05 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,600202.3K $0.02 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 11,579199.2K $0.02 %0.02 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,500174.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,912165.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 10,551160.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 10,447158.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 10,210178.1K $0.09 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,683146.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 9,611167.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 9,548164.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 9,547144.8K $0.32 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,463143.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,410142.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,908153.2K $0.11 %0.01 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 8,602148K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,561129.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,509146.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
ProShares Big Data Refiners ETF ProShares Trust 8,457147.5K $2.68 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,381144.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 8,091141.1K $0.09 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 8,091122.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,624131.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,547114.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,532114.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 7,141124.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,625115.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,38696.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,33996.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,088104.7K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,943103.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,90489.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 5,84388.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,79499.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,41682.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,24279.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 5,20178.9K $0.33 %0.01 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,13589.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,11589.2K $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,95875.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,93584.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 4,92684.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,79783.7K $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,78083.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 4,671674.9K SEK0.26 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,22272.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,53853.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,36358.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,35758.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,32357.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,02452K $0.02 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,95244.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 2,93750.5K $0.20 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,79448.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,51738.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,50037.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 2,22133.7K $0.27 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,11036.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,10031.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,02930.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,00634.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,88428.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,82627.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,82231.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,80027.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,73026.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,67328.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,53326.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS 1,46325.5K $0.09 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,37820.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 1,36323.4K $0.74 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,23418.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,13917.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 95716.5K $0.11 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 88415.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 84814.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 79412K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 77311.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 75911.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 74911.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 70710.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Nasdaq Cloud Computing ProShares Trust 5589.7K $0.70 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4506.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 4327.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4046.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3905.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3765.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3214.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2624K $0.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 2193.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1983K $0.03 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1782.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1432.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 1221.9K $0.06 %0.00 %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