As of the latest SEC filings, Five9, Inc. (FIVN) is held by 212 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $35,265,016.35 in market value, representing a significant portion of its portfolio.
Funds holding Five9, Inc. (FIVN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FIVN
- CIK:
- 0001288847
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $35,265,016.35 | 2,324,655 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.02% | $30,437,770.40 | 1,745,285 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $29,261,822.59 | 1,928,927 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $25,452,681.10 | 1,677,830 | Mar 31, 2026 | May 28, 2026 |
|
SKYY
First Trust Cloud Computing ETF
|
ETF | First Trust | 0.80% | $18,727,425.68 | 1,234,504 | Mar 31, 2026 | May 21, 2026 |
|
SLMCX
Columbia Seligman Technology and Information Fund
|
MF | Columbia Threadneedle | 0.09% | $17,874,256.00 | 1,024,900 | Feb 28, 2026 | Apr 27, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $13,342,470.00 | 775,725 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $13,241,134.50 | 872,850 | Mar 31, 2026 | May 28, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 1.36% | $13,153,562.40 | 764,742 | Apr 30, 2026 | Jun 26, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.05% | $11,135,847.60 | 647,433 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.10% | $10,189,446.28 | 671,684 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.08% | $9,694,297.48 | 639,044 | Mar 31, 2026 | May 28, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 0.91% | $8,942,314.40 | 519,902 | Apr 30, 2026 | Jun 4, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $8,627,279.20 | 501,586 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $8,095,804.24 | 533,672 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $7,273,072.96 | 417,034 | Feb 28, 2026 | Apr 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $7,211,211.20 | 475,360 | Mar 31, 2026 | May 28, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.20% | $6,875,734.40 | 399,752 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $6,692,669.76 | 383,754 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $6,625,176.96 | 379,884 | Feb 28, 2026 | Apr 24, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.05% | $5,310,349.52 | 350,056 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,302,253.20 | 250,131 | Apr 30, 2026 | Jun 29, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.17% | $4,213,846.75 | 277,775 | Mar 31, 2026 | May 28, 2026 |
|
PSC
Principal U.S. Small-Cap ETF
|
ETF | Independent / Boutique | 0.22% | $3,803,998.86 | 250,758 | Mar 31, 2026 | May 13, 2026 |
|
FTEC
Fidelity MSCI Information Technology Index ETF
|
ETF | Fidelity | 0.02% | $3,727,429.20 | 216,711 | Apr 30, 2026 | Jun 23, 2026 |
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