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Funds Holding Five9 Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Five9 Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of FIVN →Funds holding
65
as of 2026-07-31
Reported value
$151.1M
summed across funds
Fund families
34
named trusts
Largest conviction
1.24%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Polen 5Perspectives Small Growth FundFundVantage Trust28.1K sh$771.9K | 1.24% |
| Invenomic FundNORTHERN LIGHTS FUND TRUST II156.3K sh$4.3M | 0.50% |
| First Trust Small Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund33K sh$907.7K | 0.47% |
| First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund163.7K sh$4.5M | 0.33% |
| Eventide Small Cap ETFStrategy Shares4.1K sh$112.3K | 0.31% |
| Column Small Cap Select FundTrust for Professional Managers124.3K sh$4.3M | 0.22% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust292.9K sh$8.1M | 0.22% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust27.9K sh$767.5K | 0.18% |
| SMALL-CAP VALUE PROFUNDProFunds501 sh$13.8K | 0.17% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust1.1K sh$31.1K | 0.17% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust576 sh$15.8K | 0.15% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust108.2K sh$3M | 0.12% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust98.6K sh$2.7M | 0.10% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.7K sh$157K | 0.09% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC638.3K sh$17.6M | 0.09% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND647.4K sh$17.8M | 0.08% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust12K sh$329.8K | 0.08% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust19.5K sh$535.7K | 0.08% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust229.2K sh$6.3M | 0.08% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds101.7K sh$2.8M | 0.07% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST186.2K sh$5.1M | 0.07% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust837.1K sh$23M | 0.07% |
| Global X Russell 2000 ETFGLOBAL X FUNDS36.6K sh$1M | 0.07% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST8.7K sh$238.1K | 0.07% |
| iShares Morningstar Small-Cap Value ETFiShares Trust15.8K sh$435.9K | 0.06% |
| SMALL-CAP GROWTH PROFUNDProFunds179 sh$4.9K | 0.06% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC143.2K sh$3.9M | 0.05% |
| ULTRA SMALL CAP PROFUNDProFunds986 sh$27.1K | 0.05% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust199K sh$5.5M | 0.04% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC245.1K sh$6.7M | 0.03% |
| iShares Morningstar Small-Cap ETFiShares Trust3.3K sh$90.2K | 0.03% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST222.1K sh$6.1M | 0.03% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust28.3K sh$779K | 0.03% |
| Victory Extended Market Index FundVictory Portfolios III8.5K sh$233.6K | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds13.4K sh$369.5K | 0.03% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO19.5K sh$536.3K | 0.03% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust121.8K sh$3.3M | 0.02% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.2K sh$198.5K | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust17.5K sh$482.5K | 0.02% |
| SMALL-CAP PROFUNDProFunds65 sh$1.8K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST863 sh$23.7K | 0.02% |
| Dimensional US Vector Equity ETFDimensional ETF Trust4.1K sh$111.7K | 0.02% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC116.7K sh$3.2M | 0.02% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.2K sh$116.1K | 0.02% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust21.9K sh$601.4K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC24.6K sh$677.5K | 0.01% |
| SmallCap Value Fund IIPrincipal Funds, Inc5.1K sh$139K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust158.4K sh$4.4M | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust10.3K sh$283.8K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust6.2K sh$169.4K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC63.6K sh$1.8M | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust19.3K sh$531.2K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust30.8K sh$848.1K | 0.00% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.3K sh$91.4K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III411 sh$11.3K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST49.2K sh$1.4M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust41.5K sh$1.1M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds4.9K sh$135.8K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds58.2K sh$1.6M | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust72 sh$2K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS56.1K sh$1.5M | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust3.7K sh$100.8K | 0.00% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-27K sh-$742.8K | -0.00% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-719 sh-$19.8K | -0.01% |
| Morningstar Alternatives FundMorningstar Funds Trust-2.8K sh-$76.5K | -0.03% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on FIVN
Company overviewEverything on FIVN in one place, with the price.SEC filingsWhat FIVN's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat FIVN's own officers and directors buy and sell.Planned salesSales FIVN insiders have filed notice of.Who owns itEvery manager reporting a position in FIVN.