Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionHsbc Holdings Plc
Latest Disclosed Ownership48,701 shares
Latest Disclosed Value $ 736,950
Hsbc Holdings Plc reports 8.88% decrease in ownership of FIVN / Five9, Inc.

On April 30, 2026 - Hsbc Holdings Plc filed a 13F-HR form disclosing ownership of 48,701 shares of Five9, Inc. (MX:FIVN) valued at $736,950 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 20, 2026 disclosing 53,447 shares of Five9, Inc.. This represents a change in shares of -8.88% 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)
2026-04-30 2026-03-31 13F FIVE9 COM 338307101 48,701 -4,746 -8.88 737 -30.63 0.0001
2026-03-20 2025-12-31 13F/A-1 FIVE9 COM 338307101 53,447 -16,916 -24.04 1,062 -37.73 0.0001
2026-03-06 2025-12-31 13F FIVE9 COM 338307101 53,447 -16,916 -24.04 1,062 -37.73 0.0006
2025-11-13 2025-09-30 13F FIVE9 COM 338307101 70,363 -28,266 -28.66 1,704 -35.23 0.0009
2025-08-13 2025-06-30 13F FIVE9 COM 338307101 98,629 1,024 1.05 2,632 -0.68 0.0016
2025-05-14 2025-03-31 13F FIVE9 COM 338307101 97,605 30,242 44.89 2,650 -4.06 0.0016
2025-02-14 2024-12-31 13F FIVE9 COM 338307101 67,363 -38,977 -36.65 2,762 -10.04 0.0016
2024-11-14 2024-09-30 13F FIVE9 COM 338307101 106,340 -3,467 -3.16 3,070 -36.13 0.0018
2024-08-12 2024-06-30 13F FIVE9 COM 338307101 109,807 81,626 289.65 4,806 174.57 0.0029
2024-05-15 2024-03-31 13F FIVE9 COM 338307101 28,181 16,151 134.26 1,750 84.21 0.0012
2024-02-12 2023-12-31 13F FIVE9 COM 338307101 12,030 -25,762 -68.17 951 -61.27 0.0008
2023-11-13 2023-09-30 13F FIVE9 COM 338307101 37,792 -101,089 -72.79 2,454 -78.75 0.0026
2023-08-11 2023-06-30 13F FIVE9 COM 338307101 138,881 95,548 220.50 11,546 266.86 0.0118
2023-05-15 2023-03-31 13F FIVE9 COM 338307101 43,333 -331,321 -88.43 3,148 -87.55 0.0038
2023-02-14 2022-12-31 13F FIVE9 COM 338307101 374,654 364,615 3,631.99 25,282 3,235.36 0.0291
2022-11-14 2022-09-30 13F FIVE9 COM 338307101 10,039 10,039 758 0.0012
2022-08-11 2022-06-30 13F FIVE9 COM 338307101 0 -12,269 -100.00 0 -100.00
2022-05-16 2022-03-31 13F FIVE9 COM 338307101 12,269 5,208 73.76 1,336 37.73 0.0016
2022-02-11 2021-12-31 13F FIVE9 COM 338307101 7,061 -5,058 -41.74 970 -50.26 0.0009
2021-11-12 2021-09-30 13F FIVE9 COM 338307101 12,119 4,245 53.91 1,950 34.76 0.0020
2021-08-13 2021-06-30 13F FIVE9 COM 338307101 7,874 7,874 1,447 0.0015
2021-05-14 2021-03-31 13F FIVE9 COM 338307101 0 -10,393 -100.00 0 -100.00
2021-02-25 2020-12-31 13F/A-1 FIVE9 COM 338307101 10,393 -2,437 -18.99 1,794 7.17 0.0024
2021-02-12 2020-12-31 13F FIVE9 COM 338307101 10,393 -2,437 1,794 425.9615
2020-11-12 2020-09-30 13F FIVE9 COM 338307101 12,830 4,516 54.32 1,674 81.96 0.0027
2020-08-14 2020-06-30 13F FIVE9 COM 338307101 8,314 4,989 150.05 920 255.21 0.0017
2020-05-15 2020-03-31 13F FIVE9 COM 338307101 3,325 -9,550 -74.17 259 -69.35 0.0006
2020-02-14 2019-12-31 13F FIVE9 COM 338307101 12,875 6,051 88.67 845 130.87 0.0015
2019-11-14 2019-09-30 13F FIVE9 COM 338307101 6,824 6,824 -47.00 366 -56.69 0.0007
2019-05-15 2019-03-31 13F FIVE9 COM 338307101 0 -68,829 -100.00 0 -100.00
2019-02-13 2018-12-31 13F FIVE9 COM 338307101 68,829 692 1.02 3,009 1.07 0.0056
2018-11-13 2018-09-30 13F FIVE9 COM 338307101 68,137 68,137 2,977 0.0048
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.