Fox Run Management L.L.C. Purchases 28,676 Shares of Five9, Inc. $FIVN

Fox Run Management L.L.C. grew its position in Five9, Inc. (NASDAQ:FIVN) by 103.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 56,469 shares of the software maker’s stock after buying an additional 28,676 shares during the period. Fox Run Management L.L.C.’s holdings in Five9 were worth $1,132,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Intrinsic Edge Capital Management LLC bought a new stake in shares of Five9 in the 3rd quarter worth approximately $5,451,000. Massachusetts Financial Services Co. MA lifted its position in shares of Five9 by 335.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 254,190 shares of the software maker’s stock worth $5,097,000 after acquiring an additional 195,876 shares during the period. Anson Funds Management LP lifted its position in shares of Five9 by 98.5% in the 3rd quarter. Anson Funds Management LP now owns 1,534,272 shares of the software maker’s stock worth $37,129,000 after acquiring an additional 761,486 shares during the period. Dana Investment Advisors Inc. lifted its position in shares of Five9 by 74.5% in the 4th quarter. Dana Investment Advisors Inc. now owns 222,515 shares of the software maker’s stock worth $4,461,000 after acquiring an additional 95,032 shares during the period. Finally, Artisan Partners Limited Partnership lifted its position in shares of Five9 by 14.3% in the 3rd quarter. Artisan Partners Limited Partnership now owns 1,104,582 shares of the software maker’s stock worth $26,731,000 after acquiring an additional 138,495 shares during the period. Institutional investors own 96.64% of the company’s stock.

Five9 News Summary

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Five9 was named to the 2026 Fortune Best Workplaces in the Bay Area, which supports its employer brand and could modestly help sentiment around the company. Fortune Media and Great Place To Work Name Five9 to 2026 Fortune Best Workplaces in the Bay Area™
• Neutral Sentiment: Five9’s recent earnings were solid, with revenue and EPS both beating estimates, and management raised guidance for FY2026 and Q2 2026. That provides a supportive fundamental backdrop, even as the stock has recently pulled back.
• Neutral Sentiment: Analyst sentiment remains mixed but constructive overall, with a “Moderate Buy” consensus and an average price target above the current trading range.
• Negative Sentiment: Multiple insiders, including President Andy Dignan, CFO Bryan M. Lee, CAO Leena Mansharamani, CRO Matthew E. Tuckness, EVP Panos Kozanian, and insider Tiffany N. Meriweather, sold shares in pre-arranged transactions. While the company says these sales were tied to tax withholding on equity vesting, the broad pattern can still weigh on investor sentiment. Bryan Lee Sells 1,511 Shares of Five9 (NASDAQ:FIVN) Stock
• Negative Sentiment: A market recap article also noted that Five9 shares are falling, reinforcing the idea that the stock is being hit by a combination of insider selling and cautious valuation concerns. Five9 and AppLovin shares are falling, what you need to know

Wall Street Analyst Weigh In

A number of analysts have commented on FIVN shares. Piper Sandler reiterated a “neutral” rating and issued a $24.00 price objective (up from $21.00) on shares of Five9 in a research report on Friday, May 1st. Needham & Company LLC restated a “buy” rating and set a $40.00 target price on shares of Five9 in a research report on Friday, May 1st. Mizuho cut their target price on Five9 from $35.00 to $28.00 and set an “outperform” rating for the company in a research report on Friday, February 20th. Canaccord Genuity Group cut their target price on Five9 from $40.00 to $33.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Finally, Barclays raised their target price on Five9 from $22.00 to $25.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Ten investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $25.93.

Five9 Price Performance

Five9 stock opened at $21.68 on Wednesday. The business has a 50 day simple moving average of $19.23 and a 200 day simple moving average of $18.68. 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 $30.38. The company has a market capitalization of $1.66 billion, a PE ratio of 32.85, a price-to-earnings-growth ratio of 1.02 and a beta of 1.45.

Five9 (NASDAQ:FIVN) last issued its quarterly earnings data on Thursday, April 30th. The software maker reported $0.76 earnings per share (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 firm had revenue of $305.32 million during the quarter, compared to the consensus estimate of $299.92 million. During the same quarter in the previous year, the company posted $0.62 EPS. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. Five9 has set its FY 2026 guidance at 3.220-3.300 EPS and its Q2 2026 guidance at 0.650-0.690 EPS. On average, sell-side analysts forecast that Five9, Inc. will post 1.39 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CRO Matthew E. Tuckness sold 8,645 shares of Five9 stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $24.81, for a total value of $214,482.45. Following the completion of the sale, the executive directly owned 281,492 shares of the company’s stock, valued at approximately $6,983,816.52. This trade represents a 2.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Leena Mansharamani sold 2,556 shares of Five9 stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total value of $63,414.36. Following the completion of the sale, the chief accounting officer directly owned 57,698 shares of the company’s stock, valued at $1,431,487.38. This trade represents a 4.24% 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. In the last three months, insiders sold 85,820 shares of company stock worth $2,014,057. 1.20% of the stock is currently owned by company insiders.

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.