Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIVE9 INC (FIVN)

303 + Investors. Track Smart Money conviction in FIVN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — FIVN

Based on 272 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FIVN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
272 funds currently hold this stock — 82% of the 3.0-year high of 333 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold FIVN compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

164 buying171 selling
Last quarter: 171 funds reduced or exited vs 164 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 48 → 50 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 21% new
161 out of 272 hedge funds have held FIVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -20%

Value
-19%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~53 new funds/quarter

75 → 55 → 48 → 50 → 53 new funds/Q
New funds entering each quarter: 55 → 48 → 50 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 7% 1-2yr ■ 24% new
Of 303 current holders: 209 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
37 of 272 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FIVN

How many hedge funds hold FIVN — quarterly history vs. share price
Quarterly hedge fund ownership of FIVN vs. share price

Market Analysis: FIVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIVN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FIVN
2026 Q1 Stats Unlock in 10 days 303 + Investors

Track Smart Money conviction in FIVN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 303 322 -5.9%
13F Shares 89M 91M -1.68%
Total Value $1.80B $2.23B -19.61%
New Positions 57 51 +6
Increased Positions 146 148 -2
Closed Positions 79 44 +35
Reduced Positions 127 133 -6
Total Calls 17 19 -10.53%
Total Puts 14 12 16.67%
PUT/CALL Ratio 0.82 0.63 Neutral

Statistics: FIVN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

303 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FIVN. Verified SEC 13F-HR filings.

Top 25 institutional holders of FIVN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P.A.W. CAPITAL CORP 10.32% 250,000 $3.8M
2 Gagnon Advisors, LLC 3.75% 336,277 $5.1M
3 GAGNON SECURITIES LLC 2.18% 622,064 $9.4M
4 Van Berkom & Associates Inc. 1.67% 3,333,136 $51K
5 Villanova Investment Management Co LLC 1.42% 91,065 $1.4M
6 Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.58% 74,000 $1.1M
7 Aurora Investment Counsel 0.57% 67,625 $1.0M
8 Finivi Inc. 0.15% 18,107 $275K
9 STONERIDGE INVESTMENT PARTNERS LLC 0.14% 12,517 —
10 Mirador Capital Partners LP 0.13% 60,302 $915K
11 GSA CAPITAL PARTNERS LLP 0.10% 106,284 $2K
12 FNY Investment Advisers, LLC 0.10% 14,805 —
13 Bayforest Capital Ltd 0.08% 4,967 $75K
14 OP Asset Management Ltd 0.05% 267,361 $4.7M
15 Cardinal Point Capital Management ULC 0.04% 45,990 $698K
16 CenterBook Partners LP 0.03% 31,429 $477K
17 RICHARDSON FINANCIAL SERVICES INC. 0.02% 2,163 $33K
18 Assenagon Asset Management S.A. 0.02% 703,899 $10.7M
19 Leonteq Securities AG 0.01% 21,925 $333K
20 Pictet Asset Management Holding SA 0.01% 609,303 $9.2M
21 Versant Capital Management, Inc 0.01% 4,928 $75K
22 UBS Group AG 0.01% 2,843,720 $43.1M
23 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% 6,719,982 $101.9M
24 Y-Intercept (Hong Kong) Ltd 0.00% 14,574 $221K
25 Covestor Ltd 0.00% 370 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIVE9 INC (FIVN)

What does the Smart Money Trend signal show for FIVN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FIVN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FIVN?

More sellers than buyers — 49% buying: Last quarter: 171 funds reduced or exited vs 164 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FIVN holders?

Strong quality — 33% AUM from major funds: 37 of 272 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FIVN?

59% of holders stayed for 2+ years: 161 out of 272 hedge funds have held FIVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.