Quantinno Capital Management LP Increases Stock Position in Five9, Inc. $FIVN

Quantinno Capital Management LP increased its holdings in Five9, Inc. (NASDAQ:FIVN) by 743.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 116,426 shares of the software maker’s stock after buying an additional 102,626 shares during the period. Quantinno Capital Management LP owned 0.15% of Five9 worth $1,766,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of FIVN. California State Teachers Retirement System raised its holdings in Five9 by 0.8% during the 2nd quarter. California State Teachers Retirement System now owns 69,189 shares of the software maker’s stock valued at $1,832,000 after acquiring an additional 549 shares during the period. Citizens Financial Group Inc. RI grew its position in shares of Five9 by 7.3% in the fourth quarter. Citizens Financial Group Inc. RI now owns 11,358 shares of the software maker’s stock valued at $228,000 after purchasing an additional 776 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Five9 by 1.5% during the 4th quarter. Franklin Resources Inc. now owns 56,303 shares of the software maker’s stock valued at $1,129,000 after purchasing an additional 807 shares during the period. Quarry LP bought a new stake in shares of Five9 during the 3rd quarter valued at $33,000. Finally, Advisory Services Network LLC purchased a new stake in Five9 during the 3rd quarter worth about $38,000. 96.64% of the stock is currently owned by hedge funds and other institutional investors.

Five9 News Roundup

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Five9 reached a new one-year high after receiving an analyst upgrade, signaling improving sentiment toward the cloud contact-center software provider. Five9 Hits New 1-Year High After Analyst Upgrade
• Positive Sentiment: Evercore ISI initiated or reiterated a Buy rating on Five9, adding to the bullish analyst coverage around the stock. Evercore ISI Buy Rating
• Positive Sentiment: Rosenblatt Securities reaffirmed its Buy rating, indicating continued confidence in Five9’s growth outlook. Rosenblatt Reaffirms Buy Rating
• Neutral Sentiment: Reported short interest was listed at zero shares, producing a zero-day short-interest ratio. Because the data appears anomalous, it provides little useful insight into current short-selling pressure.
• Neutral Sentiment: Articles highlighting Five9 as a momentum stock reinforce its recent strength, but momentum-focused commentary does not materially change the company’s fundamentals. Momentum Stock Article
• Negative Sentiment: DA Davidson raised its price target from $22 to $28 but kept a Neutral rating; the new target remains below the recent share price, signaling limited upside under its valuation framework. DA Davidson Raises Five9 Price Target
• Negative Sentiment: Robert W. Baird lifted its target from $22 to $30 while retaining a Neutral rating, also implying downside from the stock’s recent level. Baird Raises Five9 Price Target
• Negative Sentiment: Other reports raised Five9’s price targets to $30 and $32, but these increases largely reflect the stock’s recent rally rather than clear additional upside. Five9 Price Target Raised to $32 Five9 Price Target Raised to $30

Wall Street Analysts Forecast Growth

Several research analysts have commented on FIVN shares. Jefferies Financial Group restated a “hold” rating on shares of Five9 in a research note on Friday, May 1st. Royal Bank Of Canada upped their price target on Five9 from $25.00 to $35.00 and gave the company an “outperform” rating in a research report on Friday. Robert W. Baird increased their price target on shares of Five9 from $22.00 to $30.00 and gave the stock a “neutral” rating in a report on Monday. Truist Financial raised their price objective on shares of Five9 from $23.00 to $35.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, Wall Street Zen cut shares of Five9 from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Ten equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $31.50.

Five9 Price Performance

FIVN stock opened at $32.63 on Wednesday. The company has a debt-to-equity ratio of 0.89, a current ratio of 4.51 and a quick ratio of 4.51. Five9, Inc. has a one year low of $13.29 and a one year high of $34.58. The stock has a market cap of $2.50 billion, a PE ratio of 47.29 and a beta of 1.42. The firm has a 50 day simple moving average of $24.26 and a two-hundred day simple moving average of $20.13.

Five9 (NASDAQ:FIVN) last posted its quarterly earnings data on Thursday, August 6th. The software maker reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.02. Five9 had a net margin of 4.94% and a return on equity of 12.87%. The firm had revenue of $312.44 million for the quarter, compared to analysts’ expectations of $306.61 million. During the same quarter last year, the company posted $0.76 EPS. The business’s quarterly revenue was up 10.3% on a year-over-year basis. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. On average, analysts predict that Five9, Inc. will post 1.39 EPS for the current fiscal year.

Insider Activity at Five9

In related news, CFO Bryan M. Lee sold 16,620 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total transaction of $412,342.20. Following the transaction, the chief financial officer owned 311,462 shares of the company’s stock, valued at approximately $7,727,372.22. This trade represents a 5.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Andy Dignan sold 8,203 shares of the firm’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $24.76, for a total value of $203,106.28. Following the transaction, the president directly owned 278,760 shares in the company, valued at $6,902,097.60. This trade represents a 2.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 77,323 shares of company stock worth $1,833,751 in the last quarter. 1.20% of the stock is owned by company insiders.

Five9 Company Profile

Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.