Susquehanna Fundamental Investments LLC Has $4.29 Million Holdings in Five9, Inc. $FIVN

Susquehanna Fundamental Investments LLC increased its position in Five9, Inc. (NASDAQ:FIVN) by 10.2% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 201,081 shares of the software maker’s stock after buying an additional 18,566 shares during the period. Susquehanna Fundamental Investments LLC’s holdings in Five9 were worth $4,287,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of FIVN. Van Berkom & Associates Inc. raised its holdings in Five9 by 28.0% in the 4th quarter. Van Berkom & Associates Inc. now owns 3,596,380 shares of the software maker’s stock valued at $72,107,000 after acquiring an additional 787,626 shares in the last quarter. Vanguard Group Inc. lifted its position in Five9 by 8.2% in the fourth quarter. Vanguard Group Inc. now owns 10,037,395 shares of the software maker’s stock worth $201,250,000 after purchasing an additional 759,237 shares during the period. Anson Funds Management LP boosted its stake in Five9 by 35.6% during the first quarter. Anson Funds Management LP now owns 2,086,675 shares of the software maker’s stock worth $31,655,000 after buying an additional 547,304 shares in the last quarter. S Squared Technology LLC bought a new stake in Five9 in the 2nd quarter valued at $10,983,957. Finally, Deutsche Bank AG acquired a new position in shares of Five9 in the 2nd quarter valued at $10,432,000. Institutional investors and hedge funds own 96.64% of the company’s stock.

Insider Buying and Selling

In related news, EVP Panos Kozanian sold 5,869 shares of Five9 stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total value of $145,609.89. Following the completion of the transaction, the executive vice president directly owned 161,671 shares of the company’s stock, valued at $4,011,057.51. The trade was a 3.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Tiffany N. Meriweather sold 9,526 shares of the company’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total transaction of $236,340.06. Following the transaction, the insider owned 271,772 shares in the company, valued at approximately $6,742,663.32. This trade represents a 3.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 56,003 shares of company stock valued at $1,386,457. Insiders own 1.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on FIVN. Rosenblatt Securities lifted their target price on shares of Five9 from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Wells Fargo & Company raised their price target on shares of Five9 from $24.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Tuesday, August 25th. Royal Bank Of Canada upped their price objective on Five9 from $25.00 to $35.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Zacks Research downgraded Five9 from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 30th. Finally, DA Davidson upped their price target on Five9 from $22.00 to $28.00 and gave the company a “neutral” rating in a research report on Monday, August 10th. Ten equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $33.14.

Five9 Stock Performance

NASDAQ:FIVN opened at $34.56 on Tuesday. Five9, Inc. has a 1 year low of $13.29 and a 1 year high of $35.17. The firm has a 50 day moving average of $27.49 and a 200-day moving average of $21.63. The company has a current ratio of 4.15, a quick ratio of 4.15 and a debt-to-equity ratio of 0.94. The stock has a market capitalization of $2.65 billion, a P/E ratio of 50.09 and a beta of 1.42.

Five9 (NASDAQ:FIVN) last announced its earnings results on Thursday, August 6th. The software maker reported $0.70 EPS for the quarter, topping the consensus estimate of $0.68 by $0.02. Five9 had a return on equity of 12.92% and a net margin of 4.94%.The business had revenue of $312.44 million for the quarter, compared to the consensus estimate of $306.61 million. During the same period in the previous year, the business earned $0.76 EPS. Five9’s revenue was up 10.3% compared to the same quarter last year. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. As a group, sell-side analysts anticipate that Five9, Inc. will post 1.55 EPS for the current fiscal year.

Five9 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.