Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,403,371 shares
Latest Disclosed Value $ 21,289,138
First Trust Advisors Lp reports 10.75% decrease in ownership of FIVN / Five9, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,403,371 shares of Five9, Inc. (MX:FIVN) valued at $21,289,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,572,466 shares of Five9, Inc.. This represents a change in shares of -10.75% 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)
2026-05-13 2026-03-31 13F FIVE9 COM 338307101 1,403,371 -169,095 -10.75 21,289 -32.47 0.0152
2026-02-13 2025-12-31 13F FIVE9 COM 338307101 1,572,466 357,321 29.41 31,528 7.21 0.0229
2025-11-12 2025-09-30 13F FIVE9 COM 338307101 1,215,145 -389,198 -24.26 29,407 -30.78 0.0219
2025-08-13 2025-06-30 13F FIVE9 COM 338307101 1,604,343 -26,112 -1.60 42,483 -4.03 0.0342
2025-05-14 2025-03-31 13F FIVE9 COM 338307101 1,630,455 62,201 3.97 44,267 -30.54 0.0392
2025-02-13 2024-12-31 13F FIVE9 COM 338307101 1,568,254 -63,320 -3.88 63,734 35.96 0.0562
2024-11-13 2024-09-30 13F FIVE9 COM 338307101 1,631,574 282,860 20.97 46,875 -21.19 0.0447
2024-08-13 2024-06-30 13F FIVE9 COM 338307101 1,348,714 192,636 16.66 59,478 -17.17 0.0606
2024-05-13 2024-03-31 13F FIVE9 COM 338307101 1,156,078 1,156,078 71,804 0.0729
2024-02-13 2023-12-31 13F FIVE9 COM 338307101 0 -83,565 -100.00 0 -100.00
2023-11-13 2023-09-30 13F FIVE9 COM 338307101 83,565 80,712 2,829.02 5,373 2,186.38 0.0064
2023-08-14 2023-06-30 13F FIVE9 COM 338307101 2,853 2,853 235 0.0003
2023-02-09 2022-12-31 13F FIVE9 COM 338307101 0 -41,731 -100.00 0 -100.00
2022-11-14 2022-09-30 13F FIVE9 COM 338307101 41,731 41,731 3,129 0.0041
2022-02-08 2021-12-31 13F FIVE9 COM 338307101 0 -158,048 -100.00 0 -100.00
2021-11-15 2021-09-30 13F FIVE9 COM 338307101 158,048 -619,038 -79.66 25,247 -82.28 0.0272
2021-10-12 2021-06-30 13F/A-1 FIVE9 COM 338307101 777,086 -108,802 -12.28 142,488 2.89 0.1542
2021-08-16 2021-06-30 13F FIVE9 COM 338307101 777,905 -107,983 142,660 0.1472
2021-05-14 2021-03-31 13F FIVE9 COM 338307101 885,888 -150,897 -14.55 138,491 -23.41 0.1677
2021-02-02 2020-12-31 13F FIVE9 COM 338307101 1,036,785 -171,757 -14.21 180,815 15.37 0.2396
2020-11-05 2020-09-30 13F FIVE9 COM 338307101 1,208,542 302,664 33.41 156,724 56.33 0.2510
2020-07-22 2020-06-30 13F FIVE9 COM 338307101 905,878 52,653 6.17 100,254 53.67 0.1738
2020-05-06 2020-03-31 13F FIVE9 COM 338307101 853,225 53,528 6.69 65,238 24.40 0.1478
2020-02-03 2019-12-31 13F FIVE9 COM 338307101 799,697 486,340 155.20 52,444 211.43 0.0896
2019-11-04 2019-09-30 13F FIVE9 COM 338307101 313,357 -125,341 -28.57 16,840 -25.16 0.0317
2019-07-30 2019-06-30 13F FIVE9 COM 338307101 438,698 356,792 435.61 22,501 420.01 0.0424
2019-06-19 2019-03-31 13F/A-1 FIVE9 COM 338307101 81,906 -6,465 -7.32 4,327 11.98 0.0086
2019-05-09 2019-03-31 13F FIVE9 COM 338307101 81,906 -6,465 4,327
2019-02-07 2018-12-31 13F FIVE9 COM 338307101 88,371 -38,505 -30.35 3,864 -30.29 0.0092
2018-10-25 2018-09-30 13F FIVE9 COM 338307101 126,876 22,436 21.48 5,543 53.55 0.0103
2018-08-02 2018-06-30 13F FIVE9 COM 338307101 104,440 25,497 32.30 3,610 53.49 0.0075
2018-04-23 2018-03-31 13F FIVE9 COM 338307101 78,943 -16,776 -17.53 2,352 -1.22 0.0054
2018-02-08 2017-12-31 13F FIVE9 COM 338307101 95,719 -17,195 -15.23 2,381 -11.78 0.0057
2017-10-24 2017-09-30 13F FIVE9 COM 338307101 112,914 873 0.78 2,699 11.95 0.0069
2017-08-02 2017-06-30 13F FIVE9 COM 338307101 112,041 112,041 2,411 0.0064
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.