Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership256,748 shares
Latest Disclosed Value $ 3,894,867
Principal Financial Group Inc reports 4.61% increase in ownership of FIVN / Five9, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 256,748 shares of Five9, Inc. (MX:FIVN) valued at $3,894,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 245,429 shares of Five9, Inc.. This represents a change in shares of 4.61% 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)
2026-05-04 2026-03-31 13F FIVE9 COM 338307101 256,748 11,319 4.61 3,895 -20.85 0.0011
2026-02-02 2025-12-31 13F FIVE9 COM 338307101 245,429 79,947 48.31 4,921 22.88 0.0025
2025-11-04 2025-09-30 13F FIVE9 COM 338307101 165,482 165,482 4,005 0.0020
2025-04-28 2025-03-31 13F FIVE9 COM 338307101 0 -6,584 -100.00 0 -100.00
2025-01-31 2024-12-31 13F FIVE9 COM 338307101 6,584 6,584 268 0.0001
2024-12-19 2024-09-30 13F/A-1 FIVE9 COM 338307101 0 -6,381 -100.00 0 -100.00
2024-10-31 2024-09-30 13F FIVE9 COM 338307101 0 0
2024-07-29 2024-06-30 13F FIVE9 COM 338307101 6,381 -840 -11.63 281 -37.28 0.0002
2024-04-29 2024-03-31 13F FIVE9 COM 338307101 7,221 -343 -4.53 448 -24.71 0.0003
2024-02-07 2023-12-31 13F FIVE9 COM 338307101 7,564 -1,234 -14.03 595 5.31 0.0004
2023-11-02 2023-09-30 13F FIVE9 COM 338307101 8,798 304 3.58 566 -19.29 0.0004
2023-08-07 2023-06-30 13F FIVE9 COM 338307101 8,494 1,118 15.16 700 31.33 0.0005
2023-05-09 2023-03-31 13F FIVE9 COM 338307101 7,376 -1,445 -16.38 533 -10.87 0.0004
2023-02-09 2022-12-31 13F FIVE9 COM 338307101 8,821 860 10.80 599 0.17 0.0005
2022-11-09 2022-09-30 13F FIVE9 COM 338307101 7,961 -1,461 -15.51 597 -30.50 0.0005
2022-08-10 2022-06-30 13F FIVE9 COM 338307101 9,422 2,807 42.43 859 17.67 0.0006
2022-05-09 2022-03-31 13F FIVE9 COM 338307101 6,615 -645 -8.88 730 -26.78 0.0003
2022-02-09 2021-12-31 13F FIVE9 COM 338307101 7,260 366 5.31 997 -9.45 0.0006
2021-11-09 2021-09-30 13F FIVE9 COM 338307101 6,894 -55,163 -88.89 1,101 -90.33 0.0007
2021-08-10 2021-06-30 13F FIVE9 COM 338307101 62,057 2,249 3.76 11,381 21.73 0.0074
2021-05-10 2021-03-31 13F FIVE9 COM 338307101 59,808 52,258 692.16 9,349 609.87 0.0066
2021-02-23 2020-12-31 13F/A-1 FIVE9 COM 338307101 7,550 -239 -3.07 1,317 30.40 0.0010
2021-02-08 2020-12-31 13F FIVE9 COM 338307101 7,550 -239 1,317 518.1281
2020-11-06 2020-09-30 13F FIVE9 COM 338307101 7,789 -1,392 -15.16 1,010 -0.59 0.0008
2020-08-05 2020-06-30 13F FIVE9 COM 338307101 9,181 3,413 59.17 1,016 130.39 0.0009
2020-05-12 2020-03-31 13F FIVE9 COM 338307101 5,768 -199 -3.34 441 12.79 0.0005
2020-02-05 2019-12-31 13F FIVE9 COM 338307101 5,967 -52,435 -89.78 391 -87.54 0.0003
2019-11-13 2019-09-30 13F FIVE9 COM 338307101 58,402 5,294 9.97 3,139 15.23 0.0028
2019-08-12 2019-06-30 13F FIVE9 COM 338307101 53,108 43,993 482.64 2,724 465.15 0.0024
2019-05-10 2019-03-31 13F FIVE9 COM 338307101 9,115 79 0.87 482 22.03 0.0004
2019-02-14 2018-12-31 13F FIVE9 COM 338307101 9,036 -4,146 -31.45 395 -31.42 0.0004
2018-11-14 2018-09-30 13F FIVE9 COM 338307101 13,182 2,417 22.45 576 54.84 0.0005
2018-08-13 2018-06-30 13F FIVE9 COM 338307101 10,765 10,765 372 0.0003
2017-11-02 2017-09-30 13F FIVE9 COM 338307101 0 -10,162 -100.00 0 -100.00
2017-08-08 2017-06-30 13F FIVE9 COM 338307101 10,162 10,162 219 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.