Filing Research | FIVN - Five9 Inc Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	HERALD INVESTMENT MANAGEMENT Ltd	Shares	354.5KSH	$7.6M
2	Assenagon Asset Management S.A.	Shares	88.0KSH	$1.9M
3	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	74.0KSH	$1.6M
4	Mirador Capital Partners LP	Shares	60.2KSH	$1.3M
5	Cardinal Point Capital Management ULC	Shares	48.6KSH	$1.0M
6	Y-Intercept (Hong Kong) Ltd	Shares	36.4KSH	$777.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.1KSH	$713.0K
8	Police & Firemen's Retirement System of New Jersey	Shares	22.0KSH	$469.7K
9	Merit Financial Group, LLC	Shares	12.3KSH	$261.6K
10	Tactive Advisors, LLC	Shares	10.9KSH	$231.6K
11	LANARK FINANCIAL, INC.	Shares	7.5KSH	$160.0K
12	Mirae Asset Global Investments Co., Ltd.	Shares	5.0KSH	$106.0K
13	Farther Finance Advisors, LLC	Shares	3.5KSH	$75.0K
14	Versant Capital Management, Inc	Shares	2.3KSH	$50.0K
15	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$43.3K
16	GAMMA Investing LLC	Shares	1.0KSH	$22.1K
17	IFP Advisors, Inc	Shares	869SH	$18.5K
18	LRI Investments, LLC	Shares	529SH	$11.3K
19	JNBA Financial Advisors	Shares	400SH	$8.5K
20	True Wealth Design, LLC	Shares	391SH	$8.3K
21	SJS Investment Consulting Inc.	Shares	288SH	$6.1K
22	SBI Securities Co., Ltd.	Shares	153SH	$3.3K
23	SIGNATUREFD, LLC	Shares	138SH	$2.9K
24	Marquette Asset Management, LLC	Shares	136SH	$2.9K
25	Ritter Daniher Financial Advisory LLC / DE	Shares	120SH	$2.6K
26	Abound Wealth Management	Shares	113SH	$2.4K
27	MassMutual Private Wealth & Trust, FSB	Shares	99SH	$2.1K
28	Main Street Group, LTD	Shares	97SH	$2.1K
29	Physician Wealth Advisors, Inc.	Shares	57SH	$1.2K
30	Fortitude Family Office, LLC	Shares	34SH	$725
31	Blue Trust, Inc.	Shares	25SH	$533
32	Owl Creek Wealth Partners LLC	Shares	15SH	$320
33	FNY Investment Advisers, LLC	Shares	8.0KSH	$170
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	7.2KSH	$153
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5SH	$116
36	CoreCap Advisors, LLC	Shares	5SH	$107
37	Activest Wealth Management	Shares	4SH	$85
38	State of Alaska, Department of Revenue	Shares	3.6KSH	$75
39	Capital Advisors, Ltd. LLC	Shares	23SH	$0
40	FNY Investment Advisers, LLC	CALL	10SH	$0

Manager changes2026-06-30 vs 2026-03-31

46 / 46 loaded

#		Instrument
1	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-7.5K	+$2.1M	$7.6M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+21.9K	+$555.9K	$777.0K
3	Generali Investments Towarzystwo Funduszy Inwestycyjnych unchanged	Shares	0	+$455.1K	$1.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.6K	+$436.0K	$713.0K
5	Mirador Capital Partners LP trimmed	Shares	-58	+$369.6K	$1.3M
6	Cardinal Point Capital Management ULC added	Shares	+2.6K	+$338.3K	$1.0M
7	Merit Financial Group, LLC new	Shares	+12.3K	+$261.6K	$261.6K
8	Tactive Advisors, LLC new	Shares	+10.9K	+$231.6K	$231.6K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$163.7K	$469.7K
10	LANARK FINANCIAL, INC. new	Shares	+7.5K	+$160.0K	$160.0K
11	Farther Finance Advisors, LLC added	Shares	+1.7K	+$46.9K	$75.0K
12	EverSource Wealth Advisors, LLC added	Shares	+303	+$17.1K	$43.3K
13	LRI Investments, LLC new	Shares	+529	+$11.3K	$11.3K
14	IFP Advisors, Inc added	Shares	+316	+$10.1K	$18.5K
15	SJS Investment Consulting Inc. added	Shares	+201	+$4.8K	$6.1K
16	True Wealth Design, LLC added	Shares	+113	+$4.1K	$8.3K
17	Marquette Asset Management, LLC new	Shares	+136	+$2.9K	$2.9K
18	JNBA Financial Advisors unchanged	Shares	0	+$2.5K	$8.5K
19	GAMMA Investing LLC trimmed	Shares	-319	+$1.5K	$22.1K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+32	+$1.1K	$2.1K
21	SBI Securities Co., Ltd. trimmed	Shares	-8	+$820	$3.3K
22	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$738	$2.6K
23	Abound Wealth Management unchanged	Shares	0	+$695	$2.4K
24	Physician Wealth Advisors, Inc. added	Shares	+18	+$624	$1.2K
25	Main Street Group, LTD unchanged	Shares	0	+$597	$2.1K
26	Fortitude Family Office, LLC unchanged	Shares	0	+$209	$725
27	Blue Trust, Inc. unchanged	Shares	0	+$154	$533
28	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$92	$320
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$44	$153
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$41	$116
31	State of Alaska, Department of Revenue unchanged	Shares	0	+$22	$75
32	CoreCap Advisors, LLC trimmed	Shares	-1	+$16	$107
33	FNY Investment Advisers, LLC unchanged	CALL	0	$0	$0
34	Capital Advisors, Ltd. LLC trimmed	Shares	-21	-$1	$0
35	FNY Investment Advisers, LLC trimmed	Shares	-6.8K	-$54	$170
36	Handelsbanken Fonder AB exited	Shares	-18.8K	-$285	$0
37	Activest Wealth Management trimmed	Shares	-73	-$1.1K	$85
38	Rachor Investment Advisory Services, LLC exited	Shares	-142	-$2.2K	$0
39	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.3K	-$3.7K	$106.0K
40	SIGNATUREFD, LLC trimmed	Shares	-622	-$8.6K	$2.9K
41	Financial Management Professionals, Inc. exited	Shares	-1.3K	-$19.6K	$0
42	Versant Capital Management, Inc trimmed	Shares	-2.6K	-$24.7K	$50.0K
43	Sequoia Financial Advisors, LLC exited	Shares	-10.5K	-$159.2K	$0
44	Finivi Inc. exited	Shares	-18.1K	-$274.7K	$0
45	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-20.2K	-$306.1K	$0
46	Assenagon Asset Management S.A. trimmed	Shares	-615.9K	-$8.8M	$1.9M