Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
SEC ownership of Five9, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001288847.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
20 May 2026
- Symbol
- FIVN on Nasdaq
- Ownership evidence mix
- 13D/G, 13F, and 3/4/5
- Largest current holder
- VANGUARD PORTFOLIO MANAGEMENT LLC
- Latest large-stake holder
- VANGUARD PORTFOLIO MANAGEMENT LLC
- Latest evidence date
- 20 May 2026
- CIK
- 0001288847
- Location
- San Ramon, CA
Ownership snapshot
2 signals
Issuer identity
2 identity fields
Ownership snapshot
Top shareholders of Five9, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD PORTFOLIO MANAGE...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
20 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 9%
13D/G row: VANGUARD PORTFOLIO MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD PORTFOLIO MANAGEMENT LLC leads the comparable SEC ownership view at 9%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
VANGUARD PORTFOLIO MANAGEMENT LLC
9%
Voss Capital, LP
8%
BlackRock, Inc.
7.8%
VANGUARD CAPITAL MANAGEMENT LLC
5.1%
Alyeska Investment Group, L.P.
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
9%
|
$104,278,990
6,874,027 shares
|
$0 | 31 Mar 2026 |
| Voss Capital, LP |
13D/G
13F
Company
|
8%
|
$118,461,964
6,287,790 shares
|
+$34,330,060 | 31 Dec 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7.8%
|
$157,701,626
5,955,432 shares
|
+$47,798,663 | 30 Jun 2025 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.1%
|
$59,403,793
3,915,873 shares
|
$0 | 31 Mar 2026 |
| Alyeska Investment Group, L.P. |
13D/G
|
4.2%
|
$79,967,385
3,183,415 shares
|
$0 | 31 Dec 2024 |
| PICTET ASSET MANAGEMENT SA |
13D/G
|
3.8%
|
$52,618,429
2,872,185 shares
|
$0 | 26 Feb 2026 |
| FMR LLC |
13D/G
13F
Company
|
0.9%
|
$13,876,132
692,076 shares
|
-$65,147,322 | 31 Dec 2025 |
| Amit Mathradas |
3/4/5
Chief Executive Officer
|
0.94%
|
$13,130,731
716,743 shares
|
— | 24 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$5,206,299.
Buys
$26,074
Insiders: 2
Sells
$5,232,372
Insiders: 7
Net
-$5,206,299
Shares: -232,195
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,106
Shares: 233,301
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 73,615 | $0 | $1,408,388 | -$1,408,388 |
| 3-6 | 0 | 65,339 | $0 | $1,330,200 | -$1,330,200 |
| 6-9 | 106 | 53,738 | $1,924 | $1,380,637 | -$1,378,713 |
| 9-12 | 1,000 | 40,609 | $24,150 | $1,113,148 | -$1,088,998 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 26 reporting-owner rows connected to Five9, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
26
Largest current holder
David G. Dewalt
Net 12M change
-$5,206,298
Latest report
20 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| David G. Dewalt | Director | $16,243,178 | Mixed | 16 May 2023 | ||
| Amit Mathradas | Chief Executive Officer | $13,130,731 | Mixed | 24 Feb 2026 | ||
| Rowan M. Trollope | Chief Executive Officer, Director | $12,799,005 | Mixed | 06 Sep 2022 | ||
| Five9, Inc. | President | $7,048,952 | Mixed | 24 Mar 2025 | ||
| Barry Zwarenstein | Chief Financial Officer | $6,016,258 | Mixed | 04 Mar 2025 | ||
| Tiffany N. Meriweather | Chief Admin. & Legal Officer | $5,901,632 | -$1,075,407 | -15% | Filing P/S | 13 May 2026 |
| Bryan M. Lee | Chief Financial Officer | $5,879,229 | -$574,340 | -8.9% | Filing P/S | 04 Mar 2026 |
| Michael Burkland | Director | $5,721,108 | -$1,337,055 | -19% | Mixed | 26 Feb 2026 |
| Matthew E. Tuckness | Chief Revenue Officer | $5,184,748 | -$251,174 | -4.6% | Filing P/S | 04 Mar 2026 |
| Andy Dignan | President | $5,142,376 | -$754,340 | -13% | Filing P/S | 04 Mar 2026 |
| Daniel P. Burkland | Pres. & Chief Revenue Officer | $5,096,679 | Mixed | 04 Sep 2024 | ||
| Panos Kozanian | EVP, Product Engineering | $3,012,369 | -$986,865 | -25% | Filing P/S | 04 Mar 2026 |
| Scott Welch | EVP, Telco Services & GM EMEA | $2,799,819 | Mixed | 06 Jun 2022 | ||
| Jack L. Acosta | Director | $2,267,052 | Mixed | 14 May 2024 | ||
| Robert Zollars | Director | $1,963,253 | Mixed | 21 May 2025 | ||
| Kimberly Alexy | Director | $1,383,727 | Mixed | 02 Feb 2023 | ||
| Leena Mansharamani | SVP, Chief Accounting Officer | $1,076,738 | -$253,191 | -19% | Filing P/S | 04 Mar 2026 |
| David S. Welsh | Director | $748,450 | Mixed | 21 May 2025 | ||
| Michael J. Burdiek | Director | $619,421 | +$24,150 | +4.1% | Median | 20 May 2026 |
| Ana G. Pinczuk | Director | $445,604 | Mixed | 18 May 2022 |
Recent insider transactions for Five9, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Sagar Gupta | FIVN | Common Stock | Award | 78.9% | 8,972 | 20,349 | 20 May 2026 | Direct | ||
| Maria C. Walker | FIVN | Common Stock | Award | 78.4% | 8,972 | 20,411 | 20 May 2026 | Direct | ||
| Jonathan D. Mariner | FIVN | Common Stock | Award | 49.4% | 8,972 | 27,147 | 20 May 2026 | Direct | ||
| Julie Iskow | FIVN | Common Stock | Award | 52.3% | 8,972 | 26,117 | 20 May 2026 | Direct | ||
| Michael J. Burdiek | FIVN | Common Stock | Award | 28.2% | 8,972 | 40,832 | 20 May 2026 | Direct | ||
| Sue Barsamian | FIVN | Common Stock | Award | 45% | 8,972 | 28,907 | 20 May 2026 | Direct | ||
| Tiffany N. Meriweather | FIVN | Common Stock | Sale | -7.05% | $447,294 | $20.98 | -21,320 | 281,298 | 14 May 2026 | Direct |
| Tiffany N. Meriweather | FIVN | Common Stock | Sale | -2.73% | $180,306 | $21.22 | -8,497 | 302,618 | 13 May 2026 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -1.16% | $60,372 | $17.92 | -3,369 | 286,963 | 05 Mar 2026 | Direct |
| Bryan M. Lee | FIVN | Common Stock | Sale | -0.53% | $31,468 | $17.92 | -1,756 | 328,082 | 05 Mar 2026 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -1.67% | $87,106 | $17.69 | -4,924 | 290,332 | 04 Mar 2026 | Direct |
| Panos Kozanian | FIVN | Common Stock | Sale | -6.09% | $194,527 | $17.91 | -10,862 | 167,540 | 04 Mar 2026 | Direct |
| Leena Mansharamani | FIVN | Common Stock | Sale | -3.1% | $34,418 | $17.87 | -1,926 | 60,254 | 04 Mar 2026 | Direct |
| Matthew E. Tuckness | FIVN | Common Stock | Sale | -1.75% | $92,281 | $17.87 | -5,164 | 290,137 | 04 Mar 2026 | Direct |
| Tiffany N. Meriweather | FIVN | Common Stock | Sale | -1.87% | $106,184 | $17.87 | -5,942 | 311,115 | 04 Mar 2026 | Direct |
| Bryan M. Lee | FIVN | Common Stock | Sale | -2.9% | $174,434 | $17.70 | -9,855 | 329,838 | 04 Mar 2026 | Direct |
| Michael Burkland | FIVN | Common Stock | Options Exercise | 15.6% | 54,375 | 403,945 | 26 Feb 2026 | Direct | ||
| Michael Burkland | FIVN | Employee Stock Option (right to buy) | Options Exercise | -100% | -54,375 | 0 | 26 Feb 2026 | Direct | ||
| Tiffany N. Meriweather | FIVN | Common Stock | Award | 49.5% | 104,931 | 317,057 | 24 Feb 2026 | Direct | ||
| Panos Kozanian | FIVN | Common Stock | Award | 88.9% | 83,945 | 178,402 | 24 Feb 2026 | Direct | ||
| Andy Dignan | FIVN | Common Stock | Award | 42.1% | 87,443 | 295,256 | 24 Feb 2026 | Direct | ||
| Bryan M. Lee | FIVN | Common Stock | Award | 51.5% | 115,424 | 339,693 | 24 Feb 2026 | Direct | ||
| Matthew E. Tuckness | FIVN | Common Stock | Award | 67.4% | 118,922 | 295,301 | 24 Feb 2026 | Direct | ||
| Leena Mansharamani | FIVN | Common Stock | Award | 61.2% | 23,609 | 62,180 | 24 Feb 2026 | Direct | ||
| Amit Mathradas | FIVN | Common Stock | Award | 716,743 | 716,743 | 24 Feb 2026 | Direct | |||
| Andy Dignan | FIVN | Common Stock | Sale | -0.34% | $14,371 | $20.53 | -700 | 207,813 | 05 Dec 2025 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -3.48% | $152,332 | $20.28 | -7,512 | 208,513 | 04 Dec 2025 | Direct |
| Panos Kozanian | FIVN | Common Stock | Sale | -10.3% | $221,742 | $20.42 | -10,858 | 94,457 | 04 Dec 2025 | Direct |
| Leena Mansharamani | FIVN | Common Stock | Sale | -7.11% | $60,234 | $20.41 | -2,951 | 38,571 | 04 Dec 2025 | Direct |
| Matthew E. Tuckness | FIVN | Common Stock | Sale | -2.89% | $106,939 | $20.35 | -5,255 | 176,379 | 04 Dec 2025 | Direct |
| Tiffany N. Meriweather | FIVN | Common Stock | Sale | -3.13% | $139,438 | $20.35 | -6,852 | 212,126 | 04 Dec 2025 | Direct |
| Bryan M. Lee | FIVN | Common Stock | Sale | -5.57% | $269,007 | $20.35 | -13,219 | 224,269 | 04 Dec 2025 | Direct |
| Michael Burkland | FIVN | Common Stock | Sale | -4.89% | $366,137 | $20.35 | -17,992 | 349,570 | 04 Dec 2025 | Direct |
| Sudhakar Ramakrishna | FIVN | Common Stock | Purchase | 0.5% | $1,924 | $18.15 | 106 | 21,336 | 19 Nov 2025 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -0.32% | $17,045 | $24.35 | -700 | 216,025 | 03 Nov 2025 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -0.32% | $16,782 | $23.97 | -700 | 216,725 | 01 Oct 2025 | Direct |
| Sudhakar Ramakrishna | FIVN | Common Stock | Award | 21,230 | 21,230 | 26 Sep 2025 | Direct | |||
| Andy Dignan | FIVN | Common Stock | Sale | -0.32% | $18,536 | $26.48 | -700 | 217,425 | 05 Sep 2025 | Direct |
| Panos Kozanian | FIVN | Common Stock | Sale | -9.35% | $280,918 | $25.87 | -10,860 | 105,315 | 04 Sep 2025 | Direct |
| Matthew E. Tuckness | FIVN | Common Stock | Sale | -1.1% | $51,954 | $25.72 | -2,020 | 181,634 | 04 Sep 2025 | Direct |
| Andy Dignan | FIVN | Common Stock | Sale | -3.37% | $193,979 | $25.48 | -7,614 | 218,125 | 04 Sep 2025 | Direct |
| Bryan M. Lee | FIVN | Common Stock | Sale | -0.79% | $48,585 | $25.72 | -1,889 | 237,488 | 04 Sep 2025 | Direct |
| Leena Mansharamani | FIVN | Common Stock | Sale | -6.67% | $76,762 | $25.85 | -2,969 | 41,522 | 04 Sep 2025 | Direct |
| Michael Burkland | FIVN | Common Stock | Sale | -4.77% | $473,891 | $25.72 | -18,425 | 367,562 | 04 Sep 2025 | Direct |
| Tiffany N. Meriweather | FIVN | Common Stock | Sale | -3.47% | $202,185 | $25.72 | -7,861 | 218,978 | 04 Sep 2025 | Direct |
| Bryan M. Lee | FIVN | Common Stock | Award | 89.3% | 112,909 | 239,377 | 14 Aug 2025 | Direct | ||
| Panos Kozanian | FIVN | Common Stock | Sale | -5.72% | $181,761 | $25.81 | -7,043 | 116,175 | 13 Aug 2025 | Direct |
| Michael J. Burdiek | FIVN | Common Stock | Purchase | 3.24% | $24,150 | $24.15 | 1,000 | 31,860 | 12 Aug 2025 | Direct |
| Tiffany N. Meriweather | FIVN | Common Stock | Award | 40.3% | 65,176 | 226,839 | 11 Aug 2025 | Direct | ||
| Matthew E. Tuckness | FIVN | Common Stock | Award | 155.4% | 111,731 | 183,654 | 11 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.