Five9, Inc.
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership553 shares
Latest Disclosed Value $ 8,389
IFP Advisors, Inc reports 13.59% decrease in ownership of FIVN / Five9, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 553 shares of Five9, Inc. (MX:FIVN) valued at $8,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 640 shares of Five9, Inc.. This represents a change in shares of -13.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F FIVE9 cs 338307101 553 -87 -13.59 8 -33.33 0.0002
2026-02-06 2025-12-31 13F FIVE9 cs 338307101 640 591 1,206.12 13 1,100.00 0.0003
2026-02-06 2025-09-30 13F/A-1 FIVE9 cs 338307101 49 49 1 -96.30 0.0000
2025-12-02 2025-09-30 13F FIVE9 cs 338307101 43 43 1 0.0000
2025-07-24 2025-06-30 13F FIVE9 cs 338307101 0 0 27 2,600.00 0.0008
2025-02-04 2024-12-31 13F FIVE9 cs 338307101 0 0 2 0.0001
2024-07-30 2024-06-30 13F FIVE9 cs 338307101 0 -100 -100.00 0 -100.00
2024-07-30 2024-03-31 13F FIVE9 cs 338307101 100 0 0.00 6 -14.29 0.0003
2024-01-09 2023-12-31 13F FIVE9 cs 338307101 100 0 0.00 8 16.67 0.0004
2023-10-12 2023-09-30 13F FIVE9 cs 338307101 100 0 0.00 6 -25.00 0.0003
2023-08-14 2023-06-30 13F/A-1 FIVE9 cs 338307101 100 75 300.00 8 0.0003
2023-08-04 2023-06-30 13F FIVE9 cs 338307101 100 75 4 0.0002
2023-04-18 2023-03-31 13F FIVE9 cs 338307101 25 -37 -59.68 1 0.0000
2023-02-07 2022-12-31 13F FIVE9 cs 338307101 62 -72 -53.73 0 -100.00 0.0002
2022-11-08 2022-09-30 13F FIVE9 cs 338307101 134 4 3.08 14 7.69 0.0004
2022-09-06 2022-06-30 13F/A-1 FIVE9 cs 338307101 130 0 0.00 13 0.00 0.0004
2022-09-06 2022-03-31 13F/A-1 FIVE9 cs 338307101 130 121 1,344.44 13 1,200.00 0.0004
2022-08-08 2022-03-31 13F FIVE9 INC COM Stock 338307101 19 10 2 0.0000
2022-01-12 2021-12-31 13F FIVE9 INC COM Stock 338307101 9 9 1 0.0000
2021-10-06 2021-09-30 13F FIVE9 INC COM Stock 338307101 0 -1 -100.00 0 0.0000
2021-07-13 2021-06-30 13F FIVE9 INC COM Stock 338307101 1 1 0 0.0000
2021-04-30 2021-03-31 13F FIVE9 INC COM Stock 338307101 0 0 0 0.0000
2021-01-25 2020-12-31 13F FIVE9 INC COM Stock 338307101 0 -41 -100.00 0 -100.00
2020-10-29 2020-09-30 13F FIVE9 INC COM Stock 338307101 41 -7 -14.58 5 -16.67 0.0003
2020-08-05 2020-06-30 13F FIVE9 INC COM Stock 338307101 48 -6 -11.11 6 50.00 0.0005
2020-05-12 2020-03-31 13F FIVE9 INC COM Stock 338307101 54 6 12.50 4 33.33 0.0004
2020-01-17 2019-12-31 13F FIVE9 INC COM Stock 338307101 48 -3 -5.88 3 0.00 0.0002
2019-11-07 2019-09-30 13F FIVE9 INC COM Stock 338307101 51 51 6.25 3 0.00 0.0002
2019-05-15 2019-03-31 13F FIVE9 INC COM Stock 338307101 0 -116 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 FIVE9 INC COM Stock 338307101 116 0 0.00 5 0.00 0.0003
2019-01-23 2018-12-31 13F FIVE9 INC COM Stock 338307101 116 0 5 0.0003
2019-06-03 2018-09-30 13F/A-9 FIVE9 INC COM Stock 338307101 116 -50 -30.12 5 -16.67 0.0002
2018-10-25 2018-09-30 13F FIVE9 INC COM Stock 338307101 116 -50 5 0.0002
2019-06-03 2018-06-30 13F/A-8 FIVE9 INC COM Stock 338307101 166 166 43.10 6 20.00 0.0003
2018-08-07 2018-06-30 13F FIVE9 INC COM Stock 338307101 166 166 6
2019-06-03 2016-12-31 13F/A-3 FIVE9 INC COM Stock 338307101 0 -34,892 -100.00 0 -100.00
2016-11-04 2016-09-30 13F FIVE9 INC COM Stock 338307101 34,892 34,892 547 0.0284
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.