Five9, Inc.
US ˙ NasdaqGM ˙ US3383071012

SecurityFIVN / Five9, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Amalgamated Bank closes position in FIVN / Five9, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 0 shares of Five9, Inc. (US:FIVN) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,434 shares of Five9, Inc.. The current value of the position is $0 USD.

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)
2026-05-08 2026-03-31 13F FIVE9 COM 338307101 0 -100.00 0
2026-02-05 2025-12-31 13F FIVE9 COM 338307101 2,434 -134 -5.22 0 0.0004
2025-10-29 2025-09-30 13F FIVE9 COM 338307101 2,568 0 0.00 0 0.0004
2025-08-04 2025-06-30 13F FIVE9 COM 338307101 2,568 -2,504 -49.37 0 0.0005
2025-04-25 2025-03-31 13F FIVE9 COM 338307101 5,072 116 2.34 0 0.0012
2025-02-04 2024-12-31 13F FIVE9 COM 338307101 4,956 0 0.00 0 0.0016
2024-10-30 2024-09-30 13F FIVE9 COM 338307101 4,956 0 0.00 0 0.0012
2024-08-12 2024-06-30 13F FIVE9 COM 338307101 4,956 184 3.86 0 0.0019
2024-04-23 2024-03-31 13F FIVE9 COM 338307101 4,772 -11,610 -70.87 0 -100.00 0.0025
2024-02-06 2023-12-31 13F FIVE9 COM 338307101 16,382 988 6.42 1 0.0103
2023-11-08 2023-09-30 13F FIVE9 COM 338307101 15,394 -221 -1.42 1 -100.00 0.0084
2023-08-11 2023-06-30 13F FIVE9 COM 338307101 15,615 841 5.69 1 0.00 0.0104
2023-05-02 2023-03-31 13F FIVE9 COM 338307101 14,774 -1,419 -8.76 1 0.00 0.0091
2023-02-10 2022-12-31 13F FIVE9 COM 338307101 16,193 362 2.29 1 -99.92 0.0098
2022-11-09 2022-09-30 13F FIVE9 COM 338307101 15,831 275 1.77 1,187 -16.29 0.0115
2022-08-15 2022-06-30 13F FIVE9 COM 338307101 15,556 -55 -0.35 1,418 -17.70 0.0132
2022-08-25 2022-03-31 13F/A-1 FIVE9 COM 338307101 15,611 1,380 9.70 1,723 -11.82 0.0134
2022-06-30 2022-03-31 13F FIVE9 COM 338307101 15,611 1,380 1,723 0.0137
2022-02-15 2021-12-31 13F/A-1 FIVE9 COM 338307101 14,231 555 4.06 1,954 -10.57 0.0144
2022-02-15 2021-12-31 13F FIVE9 COM 338307101 14,231 555 1,954 0.0144
2021-10-29 2021-09-30 13F FIVE9 COM 338307101 13,676 -736 -5.11 2,185 -17.33 0.0184
2021-08-16 2021-06-30 13F FIVE9 COM 338307101 14,412 2,988 26.16 2,643 47.98 0.0212
2021-05-13 2021-03-31 13F FIVE9 COM 338307101 11,424 -1,060 -8.49 1,786 -17.96 0.0670
2021-02-12 2020-12-31 13F FIVE9 COM 338307101 12,484 -7 -0.06 2,177 34.38 0.0825
2020-10-30 2020-09-30 13F FIVE9 COM 338307101 12,491 -306 -2.39 1,620 14.41 0.0704
2020-08-10 2020-06-30 13F FIVE9 COM 338307101 12,797 2,192 20.67 1,416 74.60 0.0655
2020-05-13 2020-03-31 13F FIVE9 COM 338307101 10,605 -244 -2.25 811 14.06 0.0198
2020-02-13 2019-12-31 13F FIVE9 COM 338307101 10,849 434 4.17 711 26.96 0.0131
2019-11-13 2019-09-30 13F FIVE9 COM 338307101 10,415 -127 -1.20 560 3.51 0.0118
2019-08-14 2019-06-30 13F FIVE9 COM 338307101 10,542 1,838 21.12 541 17.61 0.0126
2019-05-15 2019-03-31 13F FIVE9 COM 338307101 8,704 269 3.19 460 24.66 0.0111
2019-02-15 2018-12-31 13F FIVE9 COM 338307101 8,435 8,435 369 0.0105
2018-11-14 2018-09-30 13F FIVE9 COM 338307101 0 -8,678 -100.00 0 -100.00
2018-07-18 2018-06-30 13F FIVE9 COM 338307101 8,678 1,543 21.63 300 40.85 0.0073
2018-05-22 2018-03-31 13F FIVE9 COM 338307101 7,135 7,135 213 0.0057
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.