Five9 公司
MX ˙ BMV ˙ US3383071012
SecurityMX:FIVN / Five9, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership911,182 shares
Latest Disclosed Value $ 13,822,635
Morgan Stanley reports 1.21% increase in ownership of FIVN / Five9, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 911,182 shares of Five9, Inc. (MX:FIVN) valued at $13,822,635 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 900,301 shares of Five9, Inc.. This represents a change in shares of 1.21% 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)
2026-05-15 2026-03-31 13F FIVE9 COM 338307101 911,182 10,881 1.21 13,823 -23.43 0.0008
2026-05-27 2025-12-31 13F/A-1 FIVE9 COM 338307101 900,301 -118,066 -11.59 18,051 -26.75 0.0011
2026-02-13 2025-12-31 13F FIVE9 COM 338307101 900,301 -118,066 18,051 0.0011
2026-05-27 2025-09-30 13F/A-1 FIVE9 COM 338307101 1,018,367 126,419 14.17 24,644 4.34 0.0015
2025-11-14 2025-09-30 13F FIVE9 COM 338307101 1,018,367 126,419 24,644 0.0015
2025-08-15 2025-06-30 13F FIVE9 COM 338307101 891,948 -160,992 -15.29 23,619 -17.38 0.0015
2025-05-15 2025-03-31 13F FIVE9 COM 338307101 1,052,940 72,944 7.44 28,587 -28.22 0.0020
2025-05-15 2024-12-31 13F/A-1 FIVE9 COM 338307101 979,996 -171,766 -14.91 39,827 20.36 0.0028
2025-02-14 2024-12-31 13F FIVE9 COM 338307101 979,996 -171,766 39,827 0.0028
2025-05-14 2024-09-30 13F/A-2 FIVE9 COM 338307101 1,151,762 375,394 48.35 33,090 -3.35 0.0024
2025-02-14 2024-09-30 13F/A-1 FIVE9 COM 338307101 1,151,762 375,394 33,090 0.0024
2024-11-14 2024-09-30 13F FIVE9 COM 338307101 1,151,762 375,394 33,090 0.0003
2025-05-14 2024-06-30 13F/A-2 FIVE9 COM 338307101 776,368 158,040 25.56 34,238 -10.85 0.0026
2024-10-17 2024-06-30 13F/A-1 FIVE9 COM 338307101 776,368 158,040 34,238 0.0026
2024-08-14 2024-06-30 13F FIVE9 COM 338307101 776,368 158,040 34,238 0.0026
2024-10-17 2024-03-31 13F/A-2 FIVE9 COM 338307101 618,328 -573,831 -48.13 38,404 -59.06 0.0031
2024-08-16 2024-03-31 13F/A-1 FIVE9 COM 338307101 618,328 -573,831 38,404 0.0004
2024-05-15 2024-03-31 13F FIVE9 COM 338307101 618,328 -573,831 38,404 0.0031
2024-08-16 2023-12-31 13F/A-1 FIVE9 COM 338307101 1,192,159 790,866 197.08 93,811 263.57 0.0083
2024-02-13 2023-12-31 13F FIVE9 COM 338307101 1,192,159 790,866 93,811 0.0083
2023-11-15 2023-09-30 13F FIVE9 COM 338307101 401,293 96,038 31.46 25,803 2.52 0.0026
2023-08-14 2023-06-30 13F FIVE9 COM 338307101 305,255 -543,369 -64.03 25,168 -58.97 0.0025
2023-05-15 2023-03-31 13F FIVE9 COM 338307101 848,624 -1,259,353 -59.74 61,347 -57.11 0.0066
2023-02-14 2022-12-31 13F FIVE9 COM 338307101 2,107,977 1,658,103 368.57 143,047 324.08 0.0162
2022-11-14 2022-09-30 13F FIVE9 COM 338307101 449,874 -351,959 -43.89 33,731 -53.84 0.0046
2022-10-27 2022-06-30 13F/A-1 FIVE9 COM 338307101 801,833 219,697 37.74 73,078 13.71 0.0095
2022-08-15 2022-06-30 13F FIVE9 COM 338307101 801,833 219,697 73,078 0.0095
2022-10-27 2022-03-31 13F/A-1 FIVE9 COM 338307101 582,136 -83,588 -12.56 64,268 -29.70 0.0087
2022-05-13 2022-03-31 13F FIVE9 COM 338307101 582,136 -83,588 64,268 0.0087
2022-02-14 2021-12-31 13F FIVE9 COM 338307101 665,724 378,484 131.77 91,417 99.23 0.0113
2021-11-15 2021-09-30 13F FIVE9 COM 338307101 287,240 -37,575 -11.57 45,885 -22.97 0.0062
2021-08-23 2021-06-30 13F/A-1 FIVE9 COM 338307101 324,815 35,382 12.22 59,568 31.65 0.0079
2021-08-16 2021-06-30 13F FIVE9 COM 338307101 324,815 35,382 59,568 0.0016
2021-05-17 2021-03-31 13F FIVE9 COM 338307101 289,433 -73,801 -20.32 45,247 -28.57 0.0066
2021-02-16 2020-12-31 13F FIVE9 COM 338307101 363,234 -181,077 -33.27 63,348 -10.25 0.0098
2020-11-13 2020-09-30 13F FIVE9 COM 338307101 544,311 -57,362 -9.53 70,586 6.01 0.0137
2020-08-14 2020-06-30 13F FIVE9 COM 338307101 601,673 289,910 92.99 66,587 179.32 0.0147
2020-05-26 2020-03-31 13F/A-1 FIVE9 COM 338307101 311,763 -172,460 -35.62 23,839 -24.93 0.0065
2020-05-15 2020-03-31 13F FIVE9 COM 338307101 311,763 -172,460 23,839 1,831.3322
2020-02-14 2019-12-31 13F FIVE9 COM 338307101 484,223 -101,253 -17.29 31,755 0.93 0.0074
2019-11-14 2019-09-30 13F FIVE9 COM 338307101 585,476 -81,936 -12.28 31,462 -8.09 0.0083
2019-08-14 2019-06-30 13F FIVE9 COM 338307101 667,412 224,195 50.58 34,231 46.19 0.0091
2019-05-15 2019-03-31 13F FIVE9 COM 338307101 443,217 -22,733 -4.88 23,415 14.94 0.0066
2019-02-14 2018-12-31 13F FIVE9 COM 338307101 465,950 -73,337 -13.60 20,371 -13.54 0.0061
2019-04-23 2018-09-30 13F/A-2 FIVE9 COM 338307101 539,287 -72,873 -11.90 23,562 11.34 0.0059
2018-11-20 2018-09-30 13F/A-1 FIVE9 COM 338307101 539,287 0 23,562 0.0059
2018-11-14 2018-09-30 13F FIVE9 COM 338307101 539,287 -72,873 23,562
2019-04-23 2018-06-30 13F/A-1 FIVE9 COM 338307101 612,160 490,147 401.72 21,162 482.17 0.0057
2018-08-14 2018-06-30 13F FIVE9 COM 338307101 612,160 490,147 21,162
2019-04-23 2018-03-31 13F/A-1 FIVE9 COM 338307101 122,013 4,854 4.14 3,635 24.70 0.0010
2018-05-14 2018-03-31 13F FIVE9 COM 338307101 122,013 4,854 3,635
2019-04-23 2017-12-31 13F/A-1 FIVE9 COM 338307101 117,159 44,417 61.06 2,915 67.63 0.0008
2018-02-14 2017-12-31 13F FIVE9 COM 338307101 117,159 44,417 2,915
2017-11-14 2017-09-30 13F FIVE9 COM 338307101 72,742 -28,007 -27.80 1,739 -19.82 0.0005
2017-08-11 2017-06-30 13F FIVE9 COM 338307101 100,749 -216,681 -68.26 2,169 -58.50 0.0007
2017-05-22 2017-03-31 13F/A-1 FIVE9 COM 338307101 317,430 208,236 190.70 5,226 237.16 0.0016
2017-05-12 2017-03-31 13F FIVE9 COM 338307101 317,430 5,226
2017-02-22 2016-12-31 13F/A-1 FIVE9 COM 338307101 109,194 -9,738 -8.19 1,550 -16.89 0.0005
2017-02-13 2016-12-31 13F FIVE9 COM 338307101 109,194 1,550
2016-11-10 2016-09-30 13F FIVE9 COM 338307101 118,932 93,830 373.79 1,865 523.75 0.0006
2016-08-12 2016-06-30 13F FIVE9 COM 338307101 25,102 4,156 19.84 299 60.75 0.0001
2016-05-12 2016-03-31 13F FIVE9 COM 338307101 20,946 -52,952 -71.66 186 -71.07 0.0001
2016-02-09 2015-12-31 13F FIVE9 COM 338307101 73,898 52,127 239.43 643 693.83 0.0002
2016-02-08 2015-09-30 13F/A-1 FIVE9 COM 338307101 21,771 -8,490 -28.06 81 -48.73 0.0000
2015-11-09 2015-09-30 13F FIVE9 COM 338307101 21,771 81
2015-08-12 2015-06-30 13F FIVE9 COM 338307101 30,261 15,995 112.12 158 97.50 0.0001
2015-05-14 2015-03-31 13F FIVE9 COM 338307101 14,266 -12,136 -45.97 80 -32.20 0.0000
2015-02-13 2014-12-31 13F FIVE9 COM 338307101 26,402 24,873 1,626.75 118 1,080.00 0.0000
2014-12-16 2014-09-30 13F/A-1 FIVE9 COM 338307101 1,529 1,529 10 0.0000
2014-11-14 2014-09-30 13F FIVE9 COM 338307101 1,529 10 0.0000
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.