Five9, Inc.
US ˙ NasdaqGM ˙ US3383071012

SecurityFIVN / Five9, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership42,734 shares
Latest Disclosed Value $ 648,275
Franklin Resources Inc reports 24.10% decrease in ownership of FIVN / Five9, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 42,734 shares of Five9, Inc. (US:FIVN) valued at $648,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 56,303 shares of Five9, Inc.. This represents a change in shares of -24.10% during the quarter. The current value of the position is $1,023,479 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)
2026-05-13 2026-03-31 13F FIVE9 COM 338307101 42,734 -13,569 -24.10 648 -42.55 0.0000
2026-02-11 2025-12-31 13F FIVE9 COM 338307101 56,303 807 1.45 1,129 -16.01 0.0003
2025-11-13 2025-09-30 13F FIVE9 COM 338307101 55,496 7,199 14.91 1,343 5.09 0.0003
2025-08-12 2025-06-30 13F FIVE9 COM 338307101 48,297 -7,116 -12.84 1,279 -15.03 0.0003
2025-05-13 2025-03-31 13F FIVE9 COM 338307101 55,413 55,413 1,504 0.0004
2023-11-13 2023-09-30 13F FIVE9 COM 338307101 0 -5,417 -100.00 0 -100.00
2023-08-11 2023-06-30 13F FIVE9 COM 338307101 5,417 5,417 447 0.0002
2022-05-13 2022-03-31 13F FIVE9 COM 338307101 0 -289,212 -100.00 0 -100.00
2022-02-11 2021-12-31 13F FIVE9 COM 338307101 289,212 -287,272 -49.83 39,714 -56.87 0.0143
2021-11-12 2021-09-30 13F FIVE9 COM 338307101 576,484 137,589 31.35 92,088 14.41 0.0347
2021-08-13 2021-06-30 13F FIVE9 COM 338307101 438,895 334,124 318.91 80,488 391.38 0.0308
2021-05-13 2021-03-31 13F FIVE9 COM 338307101 104,771 102,361 4,247.34 16,380 3,809.31 0.0067
2021-02-10 2020-12-31 13F FIVE9 COM 338307101 2,410 354 17.22 419 56.93 0.0002
2020-11-12 2020-09-30 13F FIVE9 COM 338307101 2,056 2,056 267 0.0001
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.