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FIVN Five9 Inc.

Information Technology, filed as FIVE9 INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.0%
  • $2.5M
  • 1 new

In 2026 Q2 Polen Capital Management opened a position in Five9.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management New 0.02%

Who owns FIVN

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.02% New 0.02% 117,256 $2.5M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FIVN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FIVN insider trades
  • None no insider bought on the open market
  • $628K sold by 1 insider outside a trading plan
  • $1.9M sold by 5 insiders under 10b5-1 plans
  1. Andy Dignan President
    Planned sale
    $245K 6,986 shares at $35.00 2.9% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  2. Bryan M Lee CFO
    Planned sale
    $43K 1,310 shares at $32.60 0.5% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  3. Andy Dignan President
    Planned sale
    $87K 2,746 shares at $31.57 1.1% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  4. Tiffany N. Meriweather Chief Admin. & Legal Officer
    Planned sale
    $161K 5,114 shares at $31.55 2% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  5. Leena Mansharamani SVP, Chief Accounting Officer
    Planned sale
    $130K 3,911 shares at $33.36 6.9% of stake
    Traded Sep 3–8 Filed Sep 8
    ↗
  6. Andy Dignan President
    Planned sale
    $622K 17,767 shares at $35.03 6.4% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  7. Bryan M Lee CFO
    Planned sale
    $37K 1,511 shares at $24.25 0.5% of stake
    Traded Jun 5 Filed Jun 8
    ↗
  8. Andy Dignan President
    Planned sale
    $75K 3,073 shares at $24.25 1.1% of stake
    Traded Jun 5 Filed Jun 8
    ↗
  9. Tiffany N. Meriweather Chief Admin. & Legal Officer
    Sale
    $628K 29,817 shares at $21.05 9.6% of stake
    Traded May 13–14 Filed May 15
    ↗
  10. Bryan M Lee CFO
    Planned sale
    $31K 1,756 shares at $17.92 0.5% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  11. Andy Dignan President
    Planned sale
    $60K 3,369 shares at $17.92 1.2% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  12. Panos Kozanian EVP, Product Engineering
    Planned sale
    $126K 7,002 shares at $17.98 4% of stake
    Traded Mar 4 Filed Mar 6
    ↗
  13. Andy Dignan President
    Planned sale
    $98K 4,836 shares at $20.26 2.3% of stake
    Traded Dec 4–5 Filed Dec 5, 2025
    ↗
  14. Panos Kozanian EVP, Product Engineering
    Planned sale
    $109K 5,317 shares at $20.57 5.3% of stake
    Traded Dec 4, 2025 Filed Dec 5, 2025
    ↗
  15. Leena Mansharamani SVP, Chief Accounting Officer
    Planned sale
    $24K 1,147 shares at $20.58 2.9% of stake
    Traded Dec 4, 2025 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 sales to cover taxes, 15 stock grants, 1 gift, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.03 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $0.91B $1.04B $1.15B
Gross profit $477.8M $564.4M $632.85M
Gross margin * 52.5% 54.2% 55.1%
Net income -$81.76M -$12.8M $39.42M
Net margin * -9.0% -1.2% 3.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.924B $1.25B $0.96B
Total non-current assets * $570.51M $802.65M $830.35M
Total assets $1.49B $2.05B $1.79B
Total current liabilities $167.22M $641.69M $213.01M
Total non-current liabilities * $789.27M $787.33M $791.24M
Total equity $538.08M $622.19M $785.82M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $128.84M $143.17M $226.21M
Cash from investing -$259.56M -$266.55M $122.3M
Cash from financing $94.58M $342.72M -$478.57M
Net change in cash -$36.14M $219.34M -$130.05M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.