Five9, Inc.
FIVNFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Five9, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| KBC Group NV | 2026-03-31 | 2,261 | Not shown | SEC filing |
| Prospect Capital Advisors, LLC | 2026-03-31 | 89,340 | Not shown | SEC filing |
| P.A.W. CAPITAL CORP | 2026-03-31 | 250,000 | Not shown | SEC filing |
| Radcliffe Capital Management, L.P. | 2026-03-31 | 85,000 | Not shown | SEC filing |
| Swiss National Bank | 2026-03-31 | 139,200 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 508 | Not shown | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 1,728 | Not shown | SEC filing |
| FNY Investment Advisers, LLC | 2026-03-31 | 14,805 | Not shown | SEC filing |
| MML INVESTORS SERVICES, LLC | 2026-03-31 | 23,329 | Not shown | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 97,296 | Not shown | SEC filing |
| Amundi | 2026-03-31 | 32,324 | Not shown | SEC filing |
| RICHARDSON FINANCIAL SERVICES INC. | 2026-03-31 | 2,163 | Not shown | SEC filing |
| Pinnacle Wealth Planning Services, Inc. | 2026-03-31 | 17 | Not shown | SEC filing |
| BROWN, LISLE/CUMMINGS, INC. | 2026-03-31 | 64 | Not shown | SEC filing |
| Rachor Investment Advisory Services, LLC | 2026-03-31 | 142 | Not shown | SEC filing |
| Clearstead Advisors, LLC | 2026-03-31 | 25 | Not shown | SEC filing |
| Invesco Ltd. | 2026-03-31 | 203,850 | Not shown | SEC filing |
| LOOMIS SAYLES & CO L P | 2026-03-31 | 37,195 | Not shown | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 10,899 | Not shown | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 22,358 | Not shown | SEC filing |
- Each value is checked against Five9, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-05 | Lee Bryan M · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,511 | 24.25 | SEC filing |
| 2026-06-05 | Dignan Andy · President | Common Stock | S — Open market or private sale | −3,073 | 24.25 | SEC filing |
| 2026-06-04 | Tuckness Matthew E. · Chief Revenue Officer | Common Stock | S — Open market or private sale | −8,645 | 24.81 | SEC filing |
| 2026-06-04 | Dignan Andy · President | Common Stock | S — Open market or private sale | −2,400 | 24.15 | SEC filing |
| 2026-06-04 | Dignan Andy · President | Common Stock | S — Open market or private sale | −2,700 | 25.07 | SEC filing |
| 2026-06-04 | Kozanian Panos · EVP, Product Engineering | Common Stock | S — Open market or private sale | −5,869 | 24.81 | SEC filing |
| 2026-06-04 | Lee Bryan M · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,406 | 25.69 | SEC filing |
| 2026-06-04 | Lee Bryan M · Chief Financial Officer | Common Stock | S — Open market or private sale | −4,794 | 24.16 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-20 | Burdiek Michael J · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-05-20 | Barsamian Sue · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-05-20 | Iskow Julie · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-05-20 | Gupta Sagar · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-05-20 | Walker Maria C · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-05-20 | MARINER JONATHAN D · Director | Common Stock | A — Grant, award, or other acquisition | +8,972 | SEC filing |
| 2026-02-26 | Burkland Michael · Director | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −54,375 | SEC filing |
| 2026-02-26 | Burkland Michael · Director | Common Stock | M — Exercise or conversion of derivative security | +54,375 | SEC filing |
Showing 8 of 25 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-03-24 | Burkland Daniel P. · Pres. & Chief Revenue Officer | Common Stock | W — Acquisition or disposition by will or laws of descent | +389 | SEC filing |
| 2023-03-24 | Burkland Michael · Chief Executive Officer | Common Stock | W — Acquisition or disposition by will or laws of descent | +389 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.