Five9, Inc. $FIVN Stake Lifted by Gagnon Securities LLC

Gagnon Securities LLC increased its stake in shares of Five9, Inc. (NASDAQ:FIVN) by 109.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 625,726 shares of the software maker’s stock after buying an additional 326,323 shares during the quarter. Five9 comprises approximately 2.6% of Gagnon Securities LLC’s holdings, making the stock its 16th largest position. Gagnon Securities LLC’s holdings in Five9 were worth $12,546,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Intrinsic Edge Capital Management LLC bought a new position in Five9 during the 3rd quarter worth $5,451,000. Massachusetts Financial Services Co. MA grew its stake in Five9 by 335.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 254,190 shares of the software maker’s stock worth $5,097,000 after buying an additional 195,876 shares during the last quarter. Dana Investment Advisors Inc. grew its stake in Five9 by 74.5% during the 4th quarter. Dana Investment Advisors Inc. now owns 222,515 shares of the software maker’s stock worth $4,461,000 after buying an additional 95,032 shares during the last quarter. Anson Funds Management LP grew its stake in shares of Five9 by 98.5% in the third quarter. Anson Funds Management LP now owns 1,534,272 shares of the software maker’s stock worth $37,129,000 after purchasing an additional 761,486 shares in the last quarter. Finally, Artisan Partners Limited Partnership grew its stake in shares of Five9 by 14.3% in the third quarter. Artisan Partners Limited Partnership now owns 1,104,582 shares of the software maker’s stock worth $26,731,000 after purchasing an additional 138,495 shares in the last quarter. 96.64% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Five9

In related news, President Andy Dignan sold 3,073 shares of Five9 stock in a transaction on Friday, June 5th. The stock was sold at an average price of $24.25, for a total transaction of $74,520.25. Following the completion of the sale, the president directly owned 275,687 shares of the company’s stock, valued at $6,685,409.75. The trade was a 1.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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, CRO Matthew E. Tuckness sold 8,645 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $24.81, for a total value of $214,482.45. Following the completion of the transaction, the executive directly owned 281,492 shares of the company’s stock, valued at approximately $6,983,816.52. The trade was a 2.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 85,820 shares of company stock valued at $2,014,057 over the last quarter. 1.20% of the stock is owned by corporate insiders.

Five9 Trading Up 1.9%

Shares of FIVN opened at $21.23 on Friday. The stock has a fifty day moving average price of $19.60 and a two-hundred day moving average price of $18.74. The company has a debt-to-equity ratio of 0.89, a quick ratio of 4.51 and a current ratio of 4.51. Five9, Inc. has a 52-week low of $13.29 and a 52-week high of $29.71. The company has a market cap of $1.63 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 0.92 and a beta of 1.45.

Five9 (NASDAQ:FIVN) last released its earnings results on Thursday, April 30th. The software maker reported $0.76 EPS for the quarter, beating the consensus estimate of $0.69 by $0.07. Five9 had a return on equity of 12.66% and a net margin of 4.87%.The company had revenue of $305.32 million during the quarter, compared to analysts’ expectations of $299.92 million. During the same period last year, the firm earned $0.62 EPS. The business’s revenue for the quarter was up 9.2% on a year-over-year basis. Five9 has set its FY 2026 guidance at 3.220-3.300 EPS and its Q2 2026 guidance at 0.650-0.690 EPS. Analysts predict that Five9, Inc. will post 1.39 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Piper Sandler reissued a “neutral” rating and issued a $24.00 price target (up from $21.00) on shares of Five9 in a research note on Friday, May 1st. Robert W. Baird decreased their price target on Five9 from $24.00 to $19.00 and set a “neutral” rating for the company in a research note on Monday, February 23rd. Barclays increased their price target on Five9 from $22.00 to $25.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Truist Financial decreased their price target on Five9 from $40.00 to $23.00 and set a “buy” rating for the company in a research note on Friday, February 20th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $40.00 price target on shares of Five9 in a research note on Friday, May 1st. Ten equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Five9 currently has a consensus rating of “Moderate Buy” and an average price target of $25.93.

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.