FIVN at a glance
Five9, Inc. (FIVN, SEC CIK 1288847) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Five9, Inc. (FIVN) reported revenue of $1.1 billion (up 10.3% from FY2024) and net income of $39.4 million. Diluted EPS was $0.45.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Five9, Inc. (FIVN) shares worth $749.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Dignan Andy on September 17, 2026 of 6,986 shares at $35.00 per share.
- In the last 90 days, FIVN insiders reported 0 open-market purchases ($0) and 18 open-market sales ($2.8M) on Form 4, a net sale of $2.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +10.3% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$2.8M
- 13F holders
- 30 funds
- $749.5M · −2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: AI-native Intelligent Customer Experience (CX) platform for enterprise contact centers with integrated AI-powered applications
- New emphasis on Generative AI in Five9 Genius AI suite, including agentic AI Agents, AI Summaries, and AI Insights capabilities
- Strategic shift to end-to-end AI-powered CX platform driving seamless collaboration between human and AI agents, creating a data flywheel advantage
- Revenue $1,149.1M in 2025, a 10% increase YoY; net income turned positive at $39.4M vs a loss of $(12.8)M in prior year
- Annual Dollar-Based Retention Rate 105% as of 2025, signifying strong customer loyalty and recurring revenue stability
Risk Factors
- FedRAMP authorization required for U.S. government sales, ongoing costly process with uncertain outcome and no guaranteed revenue increase
- International operations expansion exposes to macroeconomic risks including currency fluctuations and global conflicts impacting revenue growth
- Reliance on third-party telecom providers risks service disruptions causing customer loss or claims for credits and damages
- AI transition risk: decreasing license revenues may not be offset by AI solution sales, impacting revenue amid evolving competitive AI technologies
- Convertible senior notes repayment risk if insufficient cash flow, with accumulated deficit of $378.2 million as of Dec 31, 2025
Management Discussion & Analysis
- Revenue not explicitly stated, no YoY dollar figures disclosed in provided text
- Net income $39.4M; operating adjustments $317.3M; cash from operations $226.2M vs $143.2M YoY
- Capital allocation: $150M authorized share repurchase program, $50M repurchased via ASR in 2025; $39.1M capitalized software costs; $25M capex; $(434.4)M paid to retire 2025 notes
- Management outlook: expects operating cash flow to increase if financial results improve; ongoing securities litigation risk with uncertain outcome
AI summary of the FIVN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $312.4M, up 10% YoY from $283.3M, driven by larger customers and sales activity
- Gross margin 53% vs 55% YoY; operating margin 0% vs (1)% YoY
- Net income $3.4M vs $1.2M YoY; adjusted EBITDA $70.1M vs $68.0M
- Cash and equivalents $187.3M, marketable investments $466.8M, working capital $722.1M
- Headwinds from tariffs, global conflicts, inflation, high interest rates, currency fluctuations, and consumer-spending uncertainty
Risk Factors
- No material changes to risks disclosed in the December 31, 2025 Form 10-K
- Regulatory and compliance risk carried forward through continued reliance on existing 10-K disclosures
- Operational and competitive risks unchanged from the 10-K, with no newly identified near-term performance threat
- Financial risk carried forward through existing 10-K disclosures, with no new liquidity, debt, currency, or concentration risk identified
AI summary of the FIVN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results announced August 6, 2026
- Full financial results furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $312.4M, up 10% YoY; subscription revenue growth 14%, supporting continued demand momentum
- GAAP net income $3.4M versus $1.2M; adjusted EBITDA $70.1M, but margin declined to 22.4% from 24.0%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Panos Kozanian transitioning from Executive Vice President of Product Engineering effective June 29, 2026
- Continued service expected through at least September 4, 2026, reporting to a new Chief Technology Officer
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Stockholders approved charter amendments on May 20, 2026, removing classified Board structure
- Declassified Board means directors become more frequently accountable through annual elections
AI summaries of FIVN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FIVN
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- Alerts as it files. A push when FIVN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FIVN, by share count.
- Ask anything. An AI agent that reads every FIVN filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Dignan Andy | Sell | Sep 17, 2026 | 6,986 | $35.00 |
| Mansharamani Leena | G | Sep 15, 2026 | 630 | - |
| Dignan Andy | Sell | Sep 8, 2026 | 2,746 | $31.57 |
| Mansharamani Leena | Sell | Sep 8, 2026 | 1,253 | $31.53 |
| Lee Bryan M | Sell | Sep 8, 2026 | 1,310 | $32.60 |
| Meriweather Tiffany N. | Sell | Sep 8, 2026 | 5,114 | $31.55 |
| Mansharamani Leena | Sell | Sep 4, 2026 | 2,505 | $33.32 |
| Mansharamani Leena | Sell | Sep 4, 2026 | 201 | $33.71 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.0B | $1.1B |
| Gross Profit | - | $564.4M | $632.9M |
| Operating Income | - | -$51.3M | $28.9M |
| Net Income | - | -$12.8M | $39.4M |
| Gross Margin | - | 54.2% | 55.1% |
| Op. Margin | - | -4.9% | 2.5% |
| Net Margin | - | -1.2% | 3.4% |
| Balance Sheet | |||
| Total Assets | $1.5B | $2.1B | $1.8B |
| Equity | $538.1M | $622.2M | $785.8M |
| ROE | - | -2.1% | 5.0% |
| Per Share | |||
| EPS | - | $-0.17 | $0.45 |
| Cash Flow | |||
| Operating CF | - | $143.2M | $226.2M |
| CapEx | - | $42.4M | $25.0M |
Source: XBRL data in Five9, Inc. (FIVN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FIVN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $749.5M |
| Q1 2026 | 32 | $473.7M |
| Q4 2025 | 28 | $617.3M |
| Q3 2025 | 29 | $761.2M |
| Q2 2025 | 26 | $880.9M |
| Q1 2025 | 23 | $683.8M |
| Q4 2024 | 18 | $1.03B |
| Q3 2024 | 15 | $147.8M |
- Ameriprise Financial+1.98M (+92%)
- Dimensional Fund Advisors+1.17M (+111%)
- Vanguard Portfolio Management LLC+363.6K (+5%)
- AQR Capital Management+279.9K (+30%)
- Principal Financial Group+260.6K (+101%)
- JPMorgan Chase & Co−372.9K (-45%)
- Millennium Management−239.6K (-48%)
- Two Sigma Investments−149.0K (-25%)
- Goldman Sachs Group−121.8K (-11%)
- Citadel Advisors LLC−100.2K (-16%)
- Marex Group plc−19.4K
- Mangrove Partners−11.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 201 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FIVN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - |
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FIVN SEC filings: frequently asked questions
Are FIVN insiders buying or selling?
In the last 90 days, Five9, Inc. (FIVN) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $2.8 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FIVN stock?
As of June 30, 2026, the largest Five9, Inc. (FIVN) holders among the 13F filers tracked by SignalX were Vanguard Portfolio Management LLC ($151.0 million), BlackRock ($150.8 million), Ameriprise Financial ($88.3 million), Vanguard Capital Management LLC ($70.6 million), Dimensional Fund Advisors ($47.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FIVN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Five9, Inc. (FIVN) reported revenue of $1.1 billion (up 10.3% from FY2024) and net income of $39.4 million. Diluted EPS was $0.45. The figures come from the XBRL data in the 10-K.
What are the main risks in FIVN's latest 10-K?
In the 10-K filed February 20, 2026, Five9, Inc. (FIVN) flagged: FedRAMP authorization required for U.S. government sales, ongoing costly process with uncertain outcome and no guaranteed revenue increase. International operations expansion exposes to macroeconomic risks including currency fluctuations and global conflicts impacting revenue growth. (AI summary of the Risk Factors section.)
What did FIVN report in its latest 8-K?
Five9, Inc. (FIVN) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended June 30, 2026 results announced August 6, 2026.
What are the latest FIVN SEC filings?
Five9, Inc. (FIVN) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 21, 2026.
What is FIVN's SEC CIK number?
Five9, Inc. (FIVN)'s SEC Central Index Key (CIK) is 1288847. EDGAR lists every FIVN filing under that number.
Ask anything about FIVN
The research agent reads FIVN's filings, financials, insider trades and 13F holders, then answers with sources.