Which funds own FIVN
Five9 Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $74m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 3 managers opened or added against 0 cutting.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $74m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 0
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Oaktree Capital Management LP Activist · $7.2bn book | $47m | 0.7% | 53,306,000 | +$29m+31,563,000 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $24m | 0.1% | 27,000,000 | +$2.6m+2,500,000 | Added |
| Polen Capital Management LLC Long-only · $11.6bn book | $2.5m | 0.0% | 117,256 | opened117,256 | New |
Ownership through time
At least 1 of the 95 managers whose filings are on file listed FIVN in Q2 2026, against 1 in Q4 2014.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2014: 1
- Q1 2015: 1
- Q2 2015: 1
- Q4 2015: 1
- Q1 2016: 1
- Q2 2016: 2
- Q3 2016: 3
- Q4 2016: 2
- Q1 2017: 1
- Q2 2017: 4
- Q3 2017: 2
- Q4 2017: 2
- Q1 2018: 7
- Q2 2018: 5
- Q3 2018: 9
- Q4 2018: 5
- Q1 2019: 8
- Q2 2019: 3
- Q3 2019: 4
- Q4 2019: 5
- Q1 2020: 10
- Q2 2020: 17
- Q3 2020: 14
- Q4 2020: 13
- Q1 2021: 12
- Q2 2021: 12
- Q3 2021: 21
- Q4 2021: 11
- Q1 2022: 7
- Q2 2022: 11
- Q3 2022: 8
- Q4 2022: 8
- Q1 2023: 12
- Q2 2023: 11
- Q3 2023: 12
- Q4 2023: 10
- Q1 2024: 10
- Q2 2024: 8
- Q3 2024: 6
- Q4 2024: 6
- Q1 2025: 2
- Q2 2025: 1
- Q3 2025: 4
- Q4 2025: 4
- Q2 2026: 1
- Q4 2014: $1.3m
- Q1 2015: $3.3m
- Q2 2015: $3.1m
- Q4 2015: $241k
- Q1 2016: $349k
- Q2 2016: $1.3m
- Q3 2016: $11m
- Q4 2016: $16m
- Q1 2017: $1.1m
- Q2 2017: $69m
- Q3 2017: $57m
- Q4 2017: $61m
- Q1 2018: $107m
- Q2 2018: $122m
- Q3 2018: $172m
- Q4 2018: $118m
- Q1 2019: $316m
- Q2 2019: $223m
- Q3 2019: $224m
- Q4 2019: $331m
- Q1 2020: $677m
- Q2 2020: $1.9bn
- Q3 2020: $2.3bn
- Q4 2020: $3.0bn
- Q1 2021: $2.6bn
- Q2 2021: $3.0bn
- Q3 2021: $1.8bn
- Q4 2021: $1.7bn
- Q1 2022: $1.1bn
- Q2 2022: $917m
- Q3 2022: $768m
- Q4 2022: $475m
- Q1 2023: $611m
- Q2 2023: $1.3bn
- Q3 2023: $738m
- Q4 2023: $721m
- Q1 2024: $971m
- Q2 2024: $790m
- Q3 2024: $114m
- Q4 2024: $82m
- Q1 2025: $39m
- Q2 2025: $26m
- Q3 2025: $43m
- Q4 2025: $34m
- Q2 2026: $2.5m
Started in Q2 2026
Added to it
No manager on file added.
Cut it
No manager on file cut it.
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Polen Capital Management LLC | Q2 2026 | $2.5m | $2.5m | |
| T. Rowe Price Associates Inc | Q1 2020 | $1.8bn | last listed Q3 2022 | |
| Whale Rock Capital Management LLC | Q2 2017 | $559m | last listed Q3 2022 | |
| Fidelity (FMR LLC) | Q2 2023 | $481m | last listed Q2 2024 | |
| Wellington Management Group LLP | Q1 2019 | $422m | last listed Q4 2023 | |
| Invesco Ltd | Q2 2020 | $302m | last listed Q2 2021 | |
| Viking Global Investors LP | Q2 2023 | $231m | last listed Q2 2024 | |
| AllianceBernstein LP | Q1 2019 | $206m | last listed Q2 2024 | |
| Citadel Advisors LLC | Q3 2021 | $190m | last listed Q2 2023 | |
| Holocene Advisors LP | Q2 2020 | $167m | last listed Q4 2025 | |
| Point72 Asset Management LP | Q1 2020 | $127m | last listed Q4 2024 |
What FIVN is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around FIVN →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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