13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FIVN 1 03/15/29

FIVE9 INC

47 institutions still hold FIVE9 INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 338307AF8·47 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.9%
vs prior quarter
13F value held
$616M
67.0% inst. owned
of float
Holders
47
-95 QoQ
filers reporting
Activity
+29 / −50
+919 added · −785 reduced
this quarter
Concentration
26.36%
Lynrock Lake LP #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported FIVN 1 03/15/29 in Q1 2026. Lynrock Lake LP leads at 26.4% of the visible book. -95 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lynrock Lake LP
CIK 0001734341
$162M186.2M11.11%Q1 202602
LINDEN ADVISORS LP
CIK 0001279396
$89M102.0M0.50%Q1 202603
Opti Capital Management, LP
CIK 0001738654
$80M91.4M5.76%Q1 202604
Radcliffe Capital Management, L.P.
CIK 0001218275
$38M43.5M2.83%Q1 202605
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$31M35.5M0.04%Q1 202606
Lodbrok Capital LLP
CIK 0001778719
$26M29.7M34.12%Q3 202507
Verition Fund Management LLC
CIK 0001454027
$21M24.5M0.14%Q1 202608
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$20M23.0M0.31%Q1 202609
Walleye Capital LLC
CIK 0001758720
$20M22.4M0.08%Q1 202610
Calamos Advisors LLC
CIK 0001316507
$19M22.2M0.07%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$19M21.8M0.00%Q1 202612
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$19M21.7M0.29%Q1 202613
STATE STREET CORP
CIK 0000093751
$14M15.7M0.00%Q1 202614
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$13M14.4M0.35%Q1 202615
BlackRock, Inc.
CIK 0002012383
$11M12.2M0.00%Q1 202616
Context Capital Management, LLC
CIK 0001301396
$10M12.0M0.24%Q1 202617
STEELHEAD PARTNERS LLC
CIK 0001133521
$8M9.0M0.56%Q1 202618
Ewing Morris & Co. Investment Partners Ltd.
CIK 0001846838
$6M7.0M2.74%Q1 202619
MACKAY SHIELDS LLC
CIK 0000061227
$5M6.3M0.20%Q1 202620
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$5M6.3M0.00%Q1 2026
Page 1 of 3
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