Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,054,769 shares
Latest Disclosed Value $ 15,998,364
Dimensional Fund Advisors Lp reports 18.63% increase in ownership of FIVN / Five9, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,054,769 shares of Five9, Inc. (MX:FIVN) valued at $15,998,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 889,146 shares of Five9, Inc.. This represents a change in shares of 18.63% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F FIVE9 COM 338307101 1,054,769 165,623 18.63 15,998 -10.26 0.0033
2026-02-12 2025-12-31 13F FIVE9 COM 338307101 889,146 -19,850 -2.18 17,827 -18.99 0.0037
2025-11-12 2025-09-30 13F FIVE9 COM 338307101 908,996 319,763 54.27 22,006 41.03 0.0047
2025-08-12 2025-06-30 13F FIVE9 COM 338307101 589,233 94,582 19.12 15,603 16.18 0.0036
2025-05-13 2025-03-31 13F FIVE9 COM 338307101 494,651 112,900 29.57 13,431 -13.43 0.0033
2025-02-13 2024-12-31 13F FIVE9 COM 338307101 381,751 -5,998 -1.55 15,515 39.26 0.0037
2024-11-07 2024-09-30 13F FIVE9 COM 338307101 387,749 24,191 6.65 11,140 -30.51 0.0027
2024-08-09 2024-06-30 13F FIVE9 COM 338307101 363,558 72,204 24.78 16,031 -11.41 0.0042
2024-05-10 2024-03-31 13F FIVE9 COM 338307101 291,354 243,585 509.92 18,096 381.51 0.0049
2024-02-07 2023-12-31 13F FIVE9 COM 338307101 47,769 5,226 12.28 3,759 37.40 0.0011
2023-11-09 2023-09-30 13F FIVE9 COM 338307101 42,543 27,433 181.56 2,736 119.68 0.0009
2023-08-09 2023-06-30 13F FIVE9 COM 338307101 15,110 5,284 53.78 1,246 75.35 0.0004
2023-05-12 2023-03-31 13F FIVE9 COM 338307101 9,826 -23,786 -70.77 710 35,400.00 0.0002
2023-02-09 2022-12-31 13F FIVE9 COM 338307101 33,612 -48,628 -59.13 2 -99.97 0.0007
2022-11-10 2022-09-30 13F FIVE9 COM 338307101 82,240 -27,418 -25.00 6,167 -38.30 0.0024
2022-08-12 2022-06-30 13F FIVE9 COM 338307101 109,658 14,433 15.16 9,995 -4.93 0.0036
2022-05-13 2022-03-31 13F FIVE9 COM 338307101 95,225 -4,921 -4.91 10,513 -23.56 0.0032
2022-02-09 2021-12-31 13F FIVE9 COM 338307101 100,146 4,054 4.22 13,754 -10.40 0.0042
2021-11-12 2021-09-30 13F FIVE9 COM 338307101 96,092 2,562 2.74 15,351 -10.52 0.0049
2021-08-12 2021-06-30 13F FIVE9 COM 338307101 93,530 19,771 26.80 17,155 48.95 0.0054
2021-05-14 2021-03-31 13F FIVE9 COM 338307101 73,759 5,587 8.20 11,517 -3.13 0.0038
2021-03-08 2020-12-31 13F/A-2 FIVE9 COM 338307101 68,172 7,323 12.03 11,889 50.68 0.0043
2021-02-11 2020-12-31 13F FIVE9 COM 338307101 68,172 7,323 11,889 4,293.6749
2020-11-12 2020-09-30 13F FIVE9 COM 338307101 60,849 -13,248 -17.88 7,890 -3.78 0.0033
2020-08-13 2020-06-30 13F FIVE9 COM 338307101 74,097 33,934 84.49 8,200 167.01 0.0036
2020-05-14 2020-03-31 13F FIVE9 COM 338307101 40,163 40,163 3,071 0.0016
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.