Five9 Ownership

FIVN Stock  USD 28.83  0.47  1.66%   
The majority of Five9 Inc outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Five9 Inc to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Five9. Please pay attention to any change in the institutional holdings of Five9 Inc as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2012-09-30
Previous Quarter
88.6 M
Current Value
89.3 M
Avarage Shares Outstanding
57.7 M
Quarterly Volatility
16.7 M
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Five9 in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Five9, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Five9 Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

Five9 Stock Ownership Analysis

About 99.0% of the company shares are owned by institutional investors. The book value of Five9 was currently reported as 8.71. The company has Price/Earnings To Growth (PEG) ratio of 0.73. Five9 Inc recorded a loss per share of 0.06. The entity had not issued any dividends in recent years. Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. Five9, Inc. was incorporated in 2001 and is headquartered in San Ramon, California. Five9 operates under SoftwareInfrastructure classification in the United States and is traded on NASDAQ Exchange. It employs 2138 people. To learn more about Five9 Inc call Michael MBA at 925 201 2000 or check out https://www.five9.com.

Five9 Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Five9 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Five9 Inc backward and forwards among themselves. Five9's institutional investor refers to the entity that pools money to purchase Five9's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
First Trust Advisors L.p.2025-03-31
1.6 M
Fuller & Thaler Asset Management Inc2025-03-31
1.6 M
Ubs Group Ag2025-03-31
1.5 M
Geode Capital Management, Llc2025-03-31
1.4 M
State Street Corp2025-03-31
1.4 M
Morgan Stanley - Brokerage Accounts2025-03-31
1.1 M
Voss Capital Llc2025-03-31
M
Artisan Partners Limited Partnership2025-03-31
M
Sylebra Capital Llc2025-03-31
905.2 K
Vanguard Group Inc2025-03-31
8.5 M
Fmr Inc2025-03-31
5.9 M
Note, although Five9's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Five9 Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Five9 insiders, such as employees or executives, is commonly permitted as long as it does not rely on Five9's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Five9 insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Five9 Outstanding Bonds

Five9 issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Five9 Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Five9 bonds can be classified according to their maturity, which is the date when Five9 Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Five9 Corporate Filings

17th of July 2025
Other Reports
ViewVerify
F4
3rd of July 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
21st of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
28th of April 2025
Other Reports
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Pair Trading with Five9

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Five9 position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Five9 will appreciate offsetting losses from the drop in the long position's value.

Moving together with Five9 Stock

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Moving against Five9 Stock

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The ability to find closely correlated positions to Five9 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Five9 when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Five9 - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Five9 Inc to buy it.
The correlation of Five9 is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Five9 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Five9 Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Five9 can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Five9 Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Five9's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Five9 Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Five9 Inc Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Five9 Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Five9. If investors know Five9 will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Five9 listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.79)
Earnings Share
(0.06)
Revenue Per Share
14.306
Quarterly Revenue Growth
0.132
Return On Assets
(0)
The market value of Five9 Inc is measured differently than its book value, which is the value of Five9 that is recorded on the company's balance sheet. Investors also form their own opinion of Five9's value that differs from its market value or its book value, called intrinsic value, which is Five9's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Five9's market value can be influenced by many factors that don't directly affect Five9's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Five9's value and its price as these two are different measures arrived at by different means. Investors typically determine if Five9 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Five9's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.