Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership2,159,000 shares
Latest Disclosed Value $ 32,751,293
Ameriprise Financial Inc reports 24.42% increase in ownership of FIVN / Five9, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 2,159,000 shares of Five9, Inc. (MX:FIVN) valued at $32,751,293 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,735,229 shares of Five9, Inc.. This represents a change in shares of 24.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIVE9 COM 338307101 2,159,000 423,771 24.42 32,751 -5.86 0.0014
2026-02-17 2025-12-31 13F FIVE9 COM 338307101 1,735,229 219,416 14.48 34,791 -5.16 0.0079
2025-11-14 2025-09-30 13F FIVE9 COM 338307101 1,515,813 35,946 2.43 36,683 -6.39 0.0084
2025-08-14 2025-06-30 13F FIVE9 COM 338307101 1,479,867 -1,269,638 -46.18 39,187 -47.51 0.0097
2025-05-14 2025-03-31 13F FIVE9 COM 338307101 2,749,505 353,939 14.77 74,649 -23.32 0.0202
2025-02-14 2024-12-31 13F FIVE9 COM 338307101 2,395,566 1,867,137 353.34 97,356 541.25 0.0250
2024-11-14 2024-09-30 13F FIVE9 COM 338307101 528,429 -1,109,506 -67.74 15,182 -78.98 0.0039
2024-08-14 2024-06-30 13F FIVE9 COM 338307101 1,637,935 329,964 25.23 72,233 -11.09 0.0195
2024-05-15 2024-03-31 13F FIVE9 COM 338307101 1,307,971 547,609 72.02 81,238 35.78 0.0224
2024-02-14 2023-12-31 13F FIVE9 COM 338307101 760,362 646,480 567.68 59,833 717.15 0.0179
2023-11-14 2023-09-30 13F FIVE9 COM 338307101 113,882 2,186 1.96 7,323 -20.49 0.0024
2023-08-14 2023-06-30 13F FIVE9 COM 338307101 111,696 -821,097 -88.03 9,209 -86.34 0.0029
2023-05-22 2023-03-31 13F/A-1 FIVE9 COM 338307101 932,793 -641,106 -40.73 67,432 -36.86 0.0221
2023-05-15 2023-03-31 13F FIVE BELOW COM 338307101 932,793 -641,106 67,432 0.0041
2023-02-14 2022-12-31 13F FIVE9 COM 338307101 1,573,899 366,145 30.32 106,804 17.94 0.0366
2022-11-14 2022-09-30 13F FIVE9 COM 338307101 1,207,754 83,158 7.39 90,558 -11.65 0.0335
2022-08-15 2022-06-30 13F FIVE9 COM 338307101 1,124,596 -16,582 -1.45 102,496 -18.64 0.0357
2022-05-16 2022-03-31 13F FIVE9 COM 338307101 1,141,178 23,501 2.10 125,986 -17.91 0.0372
2022-02-14 2021-12-31 13F FIVE9 COM 338307101 1,117,677 905,373 426.45 153,480 352.50 0.0424
2021-11-15 2021-09-30 13F FIVE9 COM 338307101 212,304 -87,200 -29.11 33,918 -38.25 0.0108
2021-08-16 2021-06-30 13F FIVE9 COM 338307101 299,504 132,205 79.02 54,925 108.48 0.0170
2021-05-17 2021-03-31 13F FIVE9 COM 338307101 167,299 -77,605 -31.69 26,345 -38.31 0.0088
2021-02-12 2020-12-31 13F FIVE9 COM 338307101 244,904 7,080 2.98 42,708 38.47 0.0151
2020-11-16 2020-09-30 13F FIVE9 COM 338307101 237,824 17,894 8.14 30,843 26.73 0.0125
2020-08-14 2020-06-30 13F FIVE9 COM 338307101 219,930 -368,392 -62.62 24,337 -45.90 0.0104
2020-05-15 2020-03-31 13F FIVE9 COM 338307101 588,322 446,463 314.72 44,982 383.52 0.0236
2020-02-14 2019-12-31 13F FIVE9 COM 338307101 141,859 3,524 2.55 9,303 25.16 0.0039
2019-11-14 2019-09-30 13F FIVE9 COM 338307101 138,335 -259,887 -65.26 7,433 -63.60 0.0033
2019-08-14 2019-06-30 13F FIVE9 COM 338307101 398,222 162,300 68.79 20,423 63.84 0.0091
2019-05-15 2019-03-31 13F FIVE9 COM 338307101 235,922 -93,750 -28.44 12,465 -13.52 0.0057
2019-02-14 2018-12-31 13F FIVE9 COM 338307101 329,672 -2,533 -0.76 14,413 -0.70 0.0072
2018-11-14 2018-09-30 13F FIVE9 COM 338307101 332,205 24,575 7.99 14,514 36.47 0.0051
2018-08-14 2018-06-30 13F FIVE9 COM 338307101 307,630 -38,902 -11.23 10,635 3.02 0.0047
2018-05-14 2018-03-31 13F FIVE9 COM 338307101 346,532 34,257 10.97 10,323 32.87 0.0047
2018-02-12 2017-12-31 13F FIVE9 COM 338307101 312,275 -116,114 -27.10 7,769 -24.12 0.0035
2017-11-07 2017-09-30 13F FIVE9 COM 338307101 428,389 104,714 32.35 10,238 46.97 0.0049
2017-08-10 2017-06-30 13F FIVE9 COM 338307101 323,675 -113,221 -25.91 6,966 -3.14 0.0035
2017-05-05 2017-03-31 13F FIVE9 COM 338307101 436,896 119,150 37.50 7,192 59.50 0.0037
2017-02-03 2016-12-31 13F FIVE9 COM 338307101 317,746 213,684 205.34 4,509 176.46 0.0025
2016-11-08 2016-09-30 13F FIVE9 COM 338307101 104,062 -55,081 -34.61 1,631 -13.89 0.0009
2016-08-08 2016-06-30 13F FIVE9 COM 338307101 159,143 -11,644 -6.82 1,894 24.69 0.0011
2016-05-12 2016-03-31 13F FIVE9 COM 338307101 170,787 -95,923 -35.97 1,519 -34.53 0.0009
2016-02-11 2015-12-31 13F FIVE9 COM 338307101 266,710 9,460 3.68 2,320 143.70 0.0014
2015-11-12 2015-09-30 13F FIVE9 COM 338307101 257,250 24,880 10.71 952 -21.65 0.0006
2015-08-13 2015-06-30 13F FIVE9 COM 338307101 232,370 -47,200 -16.88 1,215 -21.81 0.0007
2015-05-14 2015-03-31 13F FIVE9 COM 338307101 279,570 246,570 747.18 1,554 950.00 0.0009
2015-02-13 2014-12-31 13F FIVE9 COM 338307101 33,000 -4,000 -10.81 148 -38.84 0.0001
2014-11-14 2014-09-30 13F FIVE9 COM 338307101 37,000 -12,000 -24.49 242 -31.44 0.0001
2014-08-13 2014-06-30 13F FIVE9 COM 338307101 49,000 49,000 353 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.