Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership9,007,743 shares
Ownership 12.05%
Vanguard Group Inc ownership in FIVN / Five9, Inc.

2024-11-12 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,007,743 shares of Five9, Inc. (MX:FIVN). This represents 12.05 percent ownership of the company. In their previous filing dated 2024-11-04 , Vanguard Group Inc had reported owning 9,007,743 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-11-12 2024-11-12 13G/A 9,007,743 9,007,743 0.00 12.05 0.00
2024-11-04 2024-11-04 13G/A 7,286,789 9,007,743 23.62 12.05 20.26
2024-02-13 2024-02-13 13G/A 7,236,249 7,286,789 0.70 10.02 0.00
2023-10-10 2023-10-10 13G/A 6,718,788 7,236,249 7.70 10.02 5.14
2023-02-09 2023-02-09 13G/A 6,255,231 6,718,788 7.41 9.53 3.70
2022-02-10 2022-02-10 13G/A 6,382,941 6,255,231 -2.00 9.19 -4.96
2021-02-10 2021-02-10 13G/A 6,961,596 6,382,941 -8.31 9.67 -15.10
2020-02-12 2020-02-12 13G/A 6,875,357 6,961,596 1.25 11.39 -2.57
2019-02-11 2019-02-11 13G/A 6,338,262 6,875,357 8.47 11.69 7.54
2018-10-10 2018-10-10 13G/A 4,097,629 6,338,262 54.68 10.87 47.69
2018-02-08 2018-02-08 13G 4,097,629 7.36

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F FIVE9 COM 338307101 10,037,395 759,237 8.18 201,250 -10.37 0.0029
2025-11-07 2025-09-30 13F FIVE9 COM 338307101 9,278,158 5,792 0.06 224,531 -8.55 0.0034
2025-08-11 2025-06-30 13F FIVE9 COM 338307101 9,272,366 734,081 8.60 245,532 5.92 0.0040
2025-05-09 2025-03-31 13F FIVE9 COM 338307101 8,538,285 -379,452 -4.26 231,814 -36.04 0.0042
2025-02-11 2024-12-31 13F FIVE9 COM 338307101 8,917,737 -90,006 -1.00 362,417 40.04 0.0063
2024-11-13 2024-09-30 13F FIVE9 COM 338307101 9,007,743 1,177,538 15.04 258,792 -25.06 0.0046
2024-08-13 2024-06-30 13F FIVE9 COM 338307101 7,830,205 392,630 5.28 345,312 -25.25 0.0066
2024-05-10 2024-03-31 13F FIVE9 COM 338307101 7,437,575 150,786 2.07 461,948 -19.44 0.0091
2024-03-11 2023-12-31 13F/A-1 FIVE9 COM 338307101 7,286,789 50,540 0.70 573,397 23.23 0.0125
2024-02-14 2023-12-31 13F FIVE9 COM 338307101 7,286,789 50,540 573,397 0.0109
2023-12-18 2023-09-30 13F/A-1 FIVE9 COM 338307101 7,236,249 227,183 3.24 465,291 -19.49 0.0114
2023-11-14 2023-09-30 13F FIVE9 COM 338307101 7,236,249 227,183 465,291 0.0021
2023-08-14 2023-06-30 13F FIVE9 COM 338307101 7,009,066 256,446 3.80 577,897 18.39 0.0137
2023-07-14 2023-03-31 13F/A-1 FIVE9 COM 338307101 6,752,620 33,832 0.50 488,147 7.06 0.0124
2023-05-15 2023-03-31 13F FIVE9 COM 338307101 6,752,620 33,832 488,147 0.0124
2023-02-10 2022-12-31 13F FIVE9 COM 338307101 6,718,788 167,591 2.56 455,937 -7.18 0.0124
2022-11-14 2022-09-30 13F FIVE9 COM 338307101 6,551,197 85,252 1.32 491,209 -16.65 0.0144
2022-08-12 2022-06-30 13F FIVE9 COM 338307101 6,465,945 221,479 3.55 589,307 -14.52 0.0166
2022-05-13 2022-03-31 13F FIVE9 COM 338307101 6,244,466 -10,765 -0.17 689,389 -19.74 0.0163
2022-02-14 2021-12-31 13F FIVE9 COM 338307101 6,255,231 54,978 0.89 858,968 -13.27 0.0195
2021-11-12 2021-09-30 13F FIVE9 COM 338307101 6,200,253 -186,853 -2.93 990,429 -15.44 0.0246
2021-08-13 2021-06-30 13F FIVE9 COM 338307101 6,387,106 -77,795 -1.20 1,171,331 15.90 0.0291
2021-05-14 2021-03-31 13F FIVE9 COM 338307101 6,464,901 81,960 1.28 1,010,658 -9.21 0.0273
2021-02-12 2020-12-31 13F FIVE9 COM 338307101 6,382,941 96,615 1.54 1,113,185 36.55 0.0323
2020-11-16 2020-09-30 13F FIVE9 COM 338307101 6,286,326 -209,206 -3.22 815,211 13.40 0.0270
2020-08-14 2020-06-30 13F FIVE9 COM 338307101 6,495,532 -176,257 -2.64 718,861 40.92 0.0255
2020-05-15 2020-03-31 13F FIVE9 COM 338307101 6,671,789 -289,807 -4.16 510,125 11.74 0.0217
2020-02-14 2019-12-31 13F FIVE9 COM 338307101 6,961,596 40,344 0.58 456,542 22.74 0.0156
2019-11-14 2019-09-30 13F FIVE9 COM 338307101 6,921,252 -12,809 -0.18 371,948 4.58 0.0138
2019-08-14 2019-06-30 13F FIVE9 COM 338307101 6,934,061 93,246 1.36 355,649 -1.59 0.0134
2019-05-15 2019-03-31 13F FIVE9 COM 338307101 6,840,815 -34,542 -0.50 361,400 20.23 0.0142
2019-02-14 2018-12-31 13F FIVE9 COM 338307101 6,875,357 537,095 8.47 300,591 8.55 0.0135
2018-12-13 2018-09-30 13F/A-2 FIVE9 COM 338307101 6,338,262 1,026,191 19.32 276,920 50.80 0.0108
2018-11-23 2018-09-30 13F/A-1 FIVE9 COM 338307101 6,338,262 0 276,920 0.0108
2018-11-14 2018-09-30 13F FIVE9 COM 338307101 6,338,262 1,026,191 276,920
2018-08-14 2018-06-30 13F FIVE9 COM 338307101 5,312,071 1,122,963 26.81 183,638 47.15 0.0077
2018-05-15 2018-03-31 13F FIVE9 COM 338307101 4,189,108 91,479 2.23 124,793 22.41 0.0055
2018-02-14 2017-12-31 13F FIVE9 COM 338307101 4,097,629 257,111 6.69 101,949 11.07 0.0045
2017-11-14 2017-09-30 13F FIVE9 COM 338307101 3,840,518 542,591 16.45 91,789 29.33 0.0043
2017-08-24 2017-06-30 13F/A-1 FIVE9 COM 338307101 3,297,927 670,939 25.54 70,972 64.14 0.0035
2017-08-11 2017-06-30 13F FIVE9 COM 338307101 3,297,927 670,939 70,972
2017-05-12 2017-03-31 13F FIVE9 COM 338307101 2,626,988 577,738 28.19 43,240 48.70 0.0022
2017-02-14 2016-12-31 13F FIVE9 COM 338307101 2,049,250 260,932 14.59 29,079 3.70 0.0016
2016-11-14 2016-09-30 13F FIVE9 COM 338307101 1,788,318 463,121 34.95 28,041 77.82 0.0016
2016-08-10 2016-06-30 13F FIVE9 COM 338307101 1,325,197 261,298 24.56 15,769 66.73 0.0010
2016-05-13 2016-03-31 13F FIVE9 COM 338307101 1,063,899 287,518 37.03 9,458 40.01 0.0006
2016-02-08 2015-12-31 13F FIVE9 COM 338307101 776,381 283,693 57.58 6,755 270.54 0.0005
2015-11-12 2015-09-30 13F/A-1 FIVE9 COM 338307101 492,688 95,043 23.90 1,823 -12.31 0.0001
2015-11-12 2015-09-30 13F/A-1 FIVE9 COM 338307101 492,688 95,043 1,823 0.0001
2015-11-12 2015-09-30 13F FIVE9 COM 338307101 4,794,500 143,800
2015-08-13 2015-06-30 13F FIVE9 COM 338307101 397,645 65,206 19.61 2,079 12.50 0.0001
2015-05-15 2015-03-31 13F/A-1 FIVE9 COM 338307101 332,439 72,428 27.86 1,848 58.63 0.0001
2015-05-14 2015-03-31 13F FIVE9 COM 338307101 332,439 1,848
2015-02-12 2014-12-31 13F FIVE9 COM 338307101 260,011 75,808 41.15 1,165 -3.24 0.0001
2014-11-12 2014-09-30 13F FIVE9 COM 338307101 184,203 62,617 51.50 1,204 37.60 0.0001
2014-08-11 2014-06-30 13F FIVE9 COM 338307101 121,586 121,586 875 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.