Five9, Inc. (FIVN)
San Ramon, CA, US
Five9, Inc. is a global provider of cloud-based contact center software, operating both within the United States and abroad. The company's core offering is a virtual contact center cloud platform, which integrates a comprehensive set of applications designed to facilitate a wide array of contact center operations, spanning customer service, sales initiatives, and marketing efforts. This advanced solution empowers clients to seamlessly handle customer engagements across numerous communication channels, including voice calls, video interactions, live chat, email, website interfaces, social media platforms, click-to-call functions, callback services, and mobile applications, as well as through programmable interfaces (APIs). Furthermore, the platform incorporates sophisticated natural language processing and automatic speech recognition capabilities. Five9 caters to a diverse clientele across various sectors, such as banking and financial institutions, business process outsourcing firms, consumer-oriented businesses, healthcare providers, technology companies, and educational organizations. Established in 2001, Five9, Inc. maintains its primary corporate offices in San Ramon, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.24% | -6.98% | +53.78% | +26.31% | -0.29% | +4.39% | -25.38% | -59.36% | -87.08% | +126.52% | +173.95% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 12 | 0 |
| Hold | 7 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
25.00
-2.9%
|
| Last Year | 7 |
28.57
+10.9%
|
| All Time | 36 |
88.42
+243.3%
|
-
Revenue growth Software - Application: +13.0%+10.3% Q1'26: +9.2% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+370.6% ★ Q1'26: +2,000.0% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%-1.0% Q1'26: +19.2% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+5.1% Q1'26: +7.8% (vs Q1'25)
-
ROIC Software - Application: +7.5%+5.5% Q1'26: +9.4% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+16.8% Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×5.17× Q1'26: 4.27× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 16 Rev. Ana. 13 EPS Ana. |
Dec 2027 16 Rev. Ana. 13 EPS Ana. |
Dec 2028 7 Rev. Ana. 1 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 6 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
128.87M
est: 126.02M (+2.3%)
|
162.09M
est: 160.09M (+1.2%)
|
200.23M
est: 197.11M (+1.6%)
|
257.66M
est: 251.93M (+2.3%)
|
328.01M
est: 322.48M (+1.7%)
|
434.91M
est: 422.28M (+3.0%)
|
609.59M
est: 601.36M (+1.4%)
|
778.85M
est: 775.19M (+0.5%)
|
910.49M
est: 968.26M (-6.0%)
|
1.04B
est: 1.03B (+1.1%)
|
1.15B
est: 1.15B (+0.2%)
|
1.26B
1.25B – 1.28B
+9.9% YoY
|
1.39B
1.38B – 1.41B
+10.3% YoY
|
1.52B
1.52B – 1.52B
+9.2% YoY
|
1.65B
1.63B – 1.67B
+8.4% YoY
|
1.78B
1.77B – 1.80B
+8.1% YoY
|
| EBITDA |
-13.66M
est: -18.30M (+25.4%)
|
822.0K
est: 4.37M (-81.2%)
|
3.08M
est: 20.41M (-84.9%)
|
20.60M
est: 18.19M (+13.2%)
|
28.46M
est: 21.35M (+33.3%)
|
14.54M
est: 11.56M (+25.8%)
|
-8.82M
est: -8.31M (-6.1%)
|
-38.10M
est: -20.00M (-90.5%)
|
-23.26M
est: 301.52M (-107.7%)
|
54.96M
est: 321.09M (-82.9%)
|
163.89M
est: 357.16M (-54.1%)
|
392.67M
389.68M – 397.81M
+9.9% YoY
|
432.94M
429.82M – 439.16M
+10.3% YoY
|
472.78M
472.12M – 473.45M
+9.2% YoY
|
512.51M
508.60M – 519.22M
+8.4% YoY
|
553.96M
549.74M – 561.21M
+8.1% YoY
|
| EBIT |
-21.05M
est: -28.71M (+26.7%)
|
-7.57M
est: -6.73M (-12.4%)
|
-5.23M
est: 4.48M (-216.8%)
|
7.01M
est: 6.32M (+10.9%)
|
9.35M
est: 2.48M (+277.3%)
|
-16.24M
est: -8.68M (-86.9%)
|
-56.25M
est: -52.53M (-7.1%)
|
-82.77M
est: -61.94M (-33.6%)
|
-71.78M
est: 210.55M (-134.1%)
|
2.06M
est: 224.22M (-99.1%)
|
59.02M
est: 249.41M (-76.3%)
|
274.20M
272.11M – 277.79M
+9.9% YoY
|
302.32M
300.14M – 306.67M
+10.3% YoY
|
330.14M
329.68M – 330.61M
+9.2% YoY
|
357.88M
355.16M – 362.57M
+8.4% YoY
|
386.83M
383.88M – 391.89M
+8.1% YoY
|
| Net Income |
-25.84M
est: -35.17M (+26.5%)
|
-11.86M
est: -13.35M (+11.2%)
|
-8.97M
est: -1.64M (-447.0%)
|
-221.0K
est: -128.9K (-71.5%)
|
-4.55M
est: -3.37M (-35.1%)
|
-42.13M
est: -26.50M (-59.0%)
|
-53.00M
est: -50.83M (-4.3%)
|
-94.65M
est: -58.90M (-60.7%)
|
-81.76M
est: -62.81M (-30.2%)
|
-12.80M
est: 207.06M (-106.2%)
|
39.42M
est: 256.55M (-84.6%)
|
283.12M
279.64M – 286.59M
+10.4% YoY
|
342.90M
312.36M – 373.44M
+21.1% YoY
|
374.43M
369.40M – 379.45M
+9.2% YoY
|
268.94M
266.28M – 273.52M
-28.2% YoY
|
275.91M
273.17M – 280.60M
+2.6% YoY
|
| SGA |
67.86M
est: 93.58M (-27.5%)
|
77.82M
est: 110.95M (-29.9%)
|
95.72M
est: 170.76M (-43.9%)
|
112.45M
est: 95.63M (+17.6%)
|
145.04M
est: 108.55M (+33.6%)
|
198.18M
est: 126.93M (+56.1%)
|
287.85M
est: 268.12M (+7.4%)
|
357.13M
est: 257.98M (+38.4%)
|
419.79M
est: 425.31M (-1.3%)
|
431.60M
est: 452.91M (-4.7%)
|
448.39M
est: 503.79M (-11.0%)
|
553.88M
549.65M – 561.13M
+9.9% YoY
|
610.67M
606.28M – 619.46M
+10.3% YoY
|
666.88M
665.95M – 667.81M
+9.2% YoY
|
722.91M
717.40M – 732.38M
+8.4% YoY
|
781.38M
775.42M – 791.60M
+8.1% YoY
|
| EPS |
-0.52
est: -0.38 (-37.9%)
|
-0.23
est: -0.09 (-153.4%)
|
-0.16
est: 0.08 (-302.3%)
|
0.00
est: 0.51 (-100.8%)
|
-0.08
est: 0.78 (-109.7%)
|
-0.66
est: 0.88 (-175.0%)
|
-0.79
est: 1.10 (-171.9%)
|
-1.35
est: 1.37 (-198.7%)
|
-1.13
est: -0.72 (-57.1%)
|
-0.17
est: 2.37 (-107.2%)
|
0.51
est: 2.94 (-82.7%)
|
3.25
3.21 – 3.29
+10.5% YoY
|
3.78
3.59 – 4.29
+16.2% YoY
|
4.29
4.24 – 4.36
+13.4% YoY
|
3.09
3.06 – 3.14
-27.9% YoY
|
3.17
3.14 – 3.22
+2.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Rosenblatt | Buy | Buy | Maintain |
| 2026-05-01 | Needham | Buy | Buy | Maintain |
| 2026-04-21 | Barclays | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 6.26M | 9.19% | — | 40.0K | 6.15M | 100.3K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 2 | Alyeska Fund GP, LLC | 4.40M | 5.90% | — | 4.40M | — | — | OO | Delaware | 2024-11-14 | ↗ |
| 3 | Alyeska Investment Group, L.P. | 4.40M | 5.90% | — | 4.40M | — | — | IA | Delaware | 2024-11-14 | ↗ |
| 4 | Anand Parekh | 4.40M | 5.90% | — | 4.40M | — | — | IN | United States of America | 2024-11-14 | ↗ |
| 5 | Abigail P. Johnson | 4.15M | 8.49% | — | — | 4.15M | — | IN | United States of America | 2015-02-13 | ↗ |
| 6 | (1) BlackRock, Inc. | 3.93M | 5.80% | 3.72M | — | 3.93M | — | HC | Delaware | 2022-02-03 | ↗ |
| 7 | Wellington Group Holdings LLP | 3.69M | 5.23% | — | 3.12M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 8 | Wellington Investment Advisors Holdings LLP | 3.69M | 5.23% | — | 3.12M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 9 | Wellington Management Group LLP | 3.69M | 5.23% | — | 3.12M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 10 | David C. Ott | 3.65M | 5.10% | — | 3.65M | — | 3.65M | IN | Delaware | 2023-10-06 | ↗ |
| 11 | O. Andreas Halvorsen | 3.65M | 5.10% | — | 3.65M | — | 3.65M | IN | Delaware | 2023-10-06 | ↗ |
| 12 | Rose S. Shabet | 3.65M | 5.10% | — | 3.65M | — | 3.65M | IN | Delaware | 2023-10-06 | ↗ |
| 13 | Viking Global Investors LP | 3.65M | 5.10% | — | 3.65M | — | 3.65M | PN | Delaware | 2023-10-06 | ↗ |
| 14 | Wasatch Advisors LP 87-0319391 | 3.56M | 5.00% | 3.56M | — | 3.56M | — | IA | — | 2023-02-08 | ↗ |
| 15 | 52-0556948 | 3.51M | 5.10% | 1.46M | — | 3.51M | — | IA | Maryland | 2022-02-14 | ↗ |
| 16 | Wasatch Advisors, Inc. 87-0319391 | 2.78M | 4.20% | 2.78M | — | 2.78M | — | IA | — | 2021-02-11 | ↗ |
| 17 | Viking Global Performance LLC | 2.37M | 3.30% | — | 2.37M | — | 2.37M | OO | Delaware | 2023-10-06 | ↗ |
| 18 | Viking Global Equities Master Ltd. | 2.32M | 3.20% | — | 2.32M | — | 2.32M | CO | Delaware | 2023-10-06 | ↗ |
| 19 | Adams Street Partners, LLC | 1.77M | 3.00% | 1.77M | — | 1.77M | — | IA | Delaware | 2017-02-13 | ↗ |
| 20 | Viking Long Fund GP LLC | 817.2K | 1.10% | — | 817.2K | — | 817.2K | OO | Delaware | 2023-10-06 | ↗ |
| 21 | Viking Long Fund Master Ltd. | 817.2K | 1.10% | — | 817.2K | — | 817.2K | CO | Delaware | 2023-10-06 | ↗ |
| 22 | Adams Street 2008 Direct Fund, L.P. | 636.4K | 1.00% | 636.4K | — | 636.4K | — | PN | Delaware | 2017-02-13 | ↗ |
| 23 | Adams Street 2009 Direct Fund, L.P. | 550.4K | 1.00% | 550.4K | — | 550.4K | — | PN | Delaware | 2017-02-13 | ↗ |
| 24 | Viking Global Opportunities GP LLC | 461.9K | 0.60% | — | 461.9K | — | 461.9K | OO | Delaware | 2023-10-06 | ↗ |
| 25 | Viking Global Opportunities Parent GP LLC | 461.9K | 0.60% | — | 461.9K | — | 461.9K | OO | Delaware | 2023-10-06 | ↗ |
| 26 | Viking Global Opportunities Portfolio GP LLC | 461.9K | 0.60% | — | 461.9K | — | 461.9K | OO | Delaware | 2023-10-06 | ↗ |
| 27 | Viking Global Opportunities Liquid Portfolio Sub-Master LP | 461.9K | 0.60% | — | 461.9K | — | 461.9K | PN | Delaware | 2023-10-06 | ↗ |
| 28 | Adams Street 2010 Direct Fund, L.P. | 312.7K | 1.00% | 312.7K | — | 312.7K | — | PN | Delaware | 2017-02-13 | ↗ |
| 29 | Adams Street 2011 Direct Fund LP | 266.9K | 1.00% | 266.9K | — | 266.9K | — | PN | Delaware | 2017-02-13 | ↗ |
| 30 | Viking Global Equities II LP | 47.4K | 0.10% | — | 47.4K | — | 47.4K | PN | Delaware | 2023-10-06 | ↗ |
| 31 | 2 | — | 0.00% | — | — | — | — | IN | United States | 2017-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10.04M +759.2K (+8.2%) | 201.25M -23.3M (-10.4%) | 12.95% +0.731 pp | 0.00% 0.000 pp | USD34.79 -42.4% | 47 qtrs — |
| 2 | BLACKROCK, INC. | 7.37M +320.9K (+4.6%) | 147.70M -22.8M (-13.4%) | 9.50% +0.225 pp | 0.00% -0.001 pp | USD28.13 -28.7% | 6 qtrs — |
| 3 | PICTET ASSET MANAGEMENT HOLDING SA | 6.01M -276.0 (0.0%) | 120.40M -25.0M (-17.2%) | 7.75% -0.161 pp | 0.12% -0.023 pp | USD55.59 -63.9% | 10 qtrs — |
| 4 | VOSS CAPITAL, LLC | 5.90M +1.3M (+29.6%) | 118.19M +8.1M (+7.3%) | 7.60% +1.613 pp | 5.67% +0.343 pp | USD24.63 -18.6% | 4 qtrs — |
| 5 | VAN BERKOM & ASSOCIATES INC. | 3.60M +787.6K (+28.0%) | 72.11M +4.1M (+6.1%) | 4.64% +0.941 pp | 2.08% +0.113 pp | USD35.39 -43.3% | 8 qtrs — |
| 6 | UBS GROUP AG | 2.85M +22.4K (+0.8%) | 57.06M -11.3M (-16.5%) | 3.67% -0.047 pp | 0.01% -0.002 pp | USD60.93 -67.1% | 8 qtrs — |
| 7 | FIL LTD | 2.62M -4.7K (-0.2%) | 52.45M -11.0M (-17.3%) | 3.37% -0.076 pp | 0.04% -0.011 pp | USD26.44 -24.2% | 3 qtrs — |
| 8 | STATE STREET CORP | 2.00M +35.0K (+1.8%) | 40.10M -7.5M (-15.7%) | 2.58% -0.008 pp | 0.00% 0.000 pp | USD51.66 -61.2% | 47 qtrs — |
| 9 | ARMISTICE CAPITAL, LLC | 2.00M +— (+0.0%) | 40.10M -8.3M (-17.1%) | 2.58% -0.054 pp | 0.48% -0.241 pp | USD37.64 -46.7% | 12 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.00M +37.3K (+1.9%) | 40.03M -7.4M (-15.6%) | 2.58% -0.005 pp | 0.00% -0.001 pp | USD46.39 -56.8% | 47 qtrs — |
| 11 | AMERIPRISE FINANCIAL INC | 1.74M +219.4K (+14.5%) | 34.79M -1.9M (-5.2%) | 2.24% +0.242 pp | 0.01% -0.001 pp | USD40.75 -50.8% | 47 qtrs — |
| 12 | FIRST TRUST ADVISORS LP | 1.57M +357.3K (+29.4%) | 31.53M +2.1M (+7.2%) | 2.03% +0.428 pp | 0.02% +0.001 pp | USD45.19 -55.6% | 11 qtrs — |
| 13 | ANSON FUNDS MANAGEMENT LP | 1.54M +5.1K (+0.3%) | 30.86M -6.3M (-16.9%) | 1.99% -0.035 pp | 2.91% -0.456 pp | USD26.46 -24.2% | 6 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 1.23M +374.4K (+43.9%) | 24.59M +4.0M (+19.3%) | 1.58% +0.460 pp | 0.00% +0.001 pp | USD27.31 -26.6% | 40 qtrs — |
| 15 | FEDERATED HERMES, INC. | 954.7K +110.9K (+13.1%) | 19.14M -1.3M (-6.3%) | 1.23% +0.121 pp | 0.03% -0.004 pp | USD25.70 -22.0% | 4 qtrs — |
| 16 | LOOMIS SAYLES & CO L P | 914.9K +17.5K (+1.9%) | 18.34M -3.4M (-15.5%) | 1.18% -0.002 pp | 0.02% -0.004 pp | USD28.53 -29.7% | 6 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 906.2K -142.5K (-13.6%) | 18.17M -7.2M (-28.4%) | 1.17% -0.212 pp | 0.00% 0.000 pp | USD44.02 -54.5% | 47 qtrs — |
| 18 | MORGAN STANLEY | 900.3K -118.1K (-11.6%) | 18.05M -6.6M (-26.8%) | 1.16% -0.180 pp | 0.00% 0.000 pp | USD50.84 -60.6% | 47 qtrs — |
| 19 | DIMENSIONAL FUND ADVISORS LP | 889.1K -19.9K (-2.2%) | 17.83M -4.2M (-19.0%) | 1.15% -0.050 pp | 0.00% -0.001 pp | USD39.08 -48.7% | 24 qtrs — |
| 20 | CITADEL ADVISORS LLC | 796.4K +403.6K (+102.7%) | 15.97M +6.5M (+68.0%) | 1.03% +0.510 pp | 0.00% +0.001 pp | USD25.44 -21.2% | 32 qtrs — |
| 21 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 786.0K -318.6K (-28.8%) | 15.76M -11.0M (-41.0%) | 1.01% -0.441 pp | 0.02% -0.014 pp | USD34.49 -41.9% | 7 qtrs — |
| 22 | NORTHERN TRUST CORP | 712.6K -26.6K (-3.6%) | 14.29M -3.6M (-20.1%) | 0.92% -0.054 pp | 0.00% -0.001 pp | USD37.14 -46.0% | 47 qtrs — |
| 23 | ASSENAGON ASSET MANAGEMENT S.A. | 712.0K -12.7K (-1.7%) | 14.27M -3.3M (-18.6%) | 0.92% -0.036 pp | 0.02% -0.004 pp | USD25.07 -20.0% | 4 qtrs — |
| 24 | COOPER CREEK PARTNERS MANAGEMENT LLC | 709.3K +— (+0.0%) | 14.22M -2.9M (-17.2%) | 0.91% -0.019 pp | 0.64% +0.116 pp | USD34.07 -41.2% | 5 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 702.4K +99.3K (+16.5%) | 14.08M -512.5K (-3.5%) | 0.91% +0.112 pp | 0.02% -0.009 pp | USD43.38 -53.8% | 24 qtrs — |
| 26 | FMR LLC | 680.9K -3.2M (-82.6%) | 13.65M -81.2M (-85.6%) | 0.88% -4.281 pp | 0.00% -0.004 pp | USD64.11 -68.7% | 37 qtrs — |
| 27 | BARCLAYS PLC | 666.9K +424.7K (+175.4%) | 13.37M +6.4M (+92.2%) | 0.86% +0.541 pp | 0.00% +0.001 pp | USD25.46 -21.2% | 47 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 658.2K +235.4K (+55.7%) | 13.20M +3.0M (+29.0%) | 0.85% +0.292 pp | 0.01% +0.003 pp | USD23.24 -13.7% | 14 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 650.9K -56.9K (-8.0%) | 13.05M -4.1M (-23.8%) | 0.84% -0.092 pp | 0.00% -0.001 pp | USD43.32 -53.7% | 47 qtrs — |
| 30 | GAGNON SECURITIES LLC | 625.7K +326.3K (+109.0%) | 12.55M +5.3M (+73.2%) | 0.81% +0.413 pp | 2.55% +1.101 pp | USD29.03 -30.9% | 40 qtrs — |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 615.6K +199.4K (+47.9%) | 12.34M +2.3M (+22.6%) | 0.79% +0.246 pp | 0.00% +0.000 pp | USD24.80 -19.2% | 27 qtrs — |
| 32 | LEGION PARTNERS ASSET MANAGEMENT, LLC | 591.7K +— (+0.0%) | 11.86M -2.5M (-17.1%) | 0.76% -0.016 pp | 6.91% -0.842 pp | USD29.57 -32.2% | 6 qtrs — |
| 33 | TWO SIGMA INVESTMENTS, LP | 538.9K +272.0K (+101.9%) | 10.81M +4.3M (+67.3%) | 0.70% +0.344 pp | 0.02% +0.006 pp | USD22.74 -11.8% | 11 qtrs — |
| 34 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 512.7K +48.2K (+10.4%) | 10.28M -961.5K (-8.6%) | 0.66% +0.050 pp | 0.06% -0.007 pp | USD25.24 -20.6% | 4 qtrs — |
| 35 | TUDOR INVESTMENT CORP ET AL | 492.2K +492.2K (+100.0%) | 9.87M +9.9M (+100.0%) | 0.63% +0.635 pp | 0.02% +0.018 pp | USD20.05 +0.0% | 9 qtrs — |
| 36 | JANE STREET GROUP, LLC | 477.1K +288.1K (+152.4%) | 9.57M +5.0M (+109.1%) | 0.62% +0.367 pp | 0.00% +0.001 pp | USD22.56 -11.1% | 6 qtrs — |
| 37 | BANK OF NEW YORK MELLON CORP | 463.8K +48.7K (+11.7%) | 9.30M -746.6K (-7.4%) | 0.60% +0.052 pp | 0.00% 0.000 pp | USD63.77 -68.6% | 47 qtrs — |
| 38 | BRIDGEWATER ASSOCIATES, LP | 457.8K +176.6K (+62.8%) | 9.18M +2.4M (+34.9%) | 0.59% +0.220 pp | 0.03% +0.007 pp | USD22.60 -11.3% | 2 qtrs — |
| 39 | DEUTSCHE BANK AG\ | 450.9K -227.0K (-33.5%) | 9.04M -7.4M (-44.9%) | 0.58% -0.311 pp | 0.00% -0.003 pp | USD53.95 -62.8% | 47 qtrs — |
| 40 | NUVEEN, LLC | 443.7K -366.6K (-45.2%) | 8.90M -10.7M (-54.6%) | 0.57% -0.495 pp | 0.00% -0.003 pp | USD25.70 -22.0% | 4 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 433.7K +322.1K (+288.7%) | 8.68M +6.0M (+221.5%) | 0.56% +0.413 pp | 0.00% +0.003 pp | USD21.55 -7.0% | 3 qtrs — |
| 42 | S SQUARED TECHNOLOGY, LLC | 430.2K +80.2K (+22.9%) | 8.63M +155.4K (+1.8%) | 0.55% +0.094 pp | 3.34% +0.120 pp | USD24.41 -17.9% | 3 qtrs — |
| 43 | GLENMEDE TRUST CO NA | 425.7K +425.7K (+100.0%) | 8.54M +8.5M (+100.0%) | 0.55% +0.549 pp | 0.04% +0.041 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 44 | ROYAL BANK OF CANADA | 400.6K -196.7K (-32.9%) | 8.03M -6.4M (-44.4%) | 0.52% -0.270 pp | 0.00% -0.001 pp | USD38.20 -47.5% | 45 qtrs — |
| 45 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 363.0K +67.5K (+22.8%) | 7.28M +127.1K (+1.8%) | 0.47% +0.079 pp | 0.01% 0.000 pp | USD23.43 -14.4% | 2 qtrs — |
| 46 | HERALD INVESTMENT MANAGEMENT LTD | 362.0K +80.0K (+28.4%) | 7.25M +427.3K (+6.3%) | 0.47% +0.096 pp | 0.95% +0.038 pp | USD23.28 -13.9% | 2 qtrs — |
| 47 | GAGNON ADVISORS, LLC | 336.3K +168.9K (+100.9%) | 6.74M +2.7M (+66.4%) | 0.43% +0.213 pp | 4.28% +1.779 pp | USD31.49 -36.3% | 40 qtrs — |
| 48 | BALYASNY ASSET MANAGEMENT L.P. | 298.5K -354.3K (-54.3%) | 5.99M -9.8M (-62.1%) | 0.39% -0.475 pp | 0.01% -0.012 pp | USD24.20 -17.1% | 13 qtrs — |
| 49 | ALGERT GLOBAL LLC | 278.7K +278.7K (+100.0%) | 5.59M +5.6M (+100.0%) | 0.36% +0.360 pp | 0.09% +0.087 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 50 | MILLENNIUM MANAGEMENT LLC | 268.3K +147.7K (+122.5%) | 5.38M +2.5M (+84.3%) | 0.35% +0.187 pp | 0.00% +0.001 pp | USD23.36 -14.2% | 44 qtrs — |
| 51 | INVENOMIC CAPITAL MANAGEMENT LP | 266.3K +266.3K (+100.0%) | 5.34M +5.3M (+100.0%) | 0.34% +0.343 pp | 0.25% +0.249 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 52 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 254.2K +195.9K (+335.9%) | 5.10M +3.7M (+261.1%) | 0.33% +0.251 pp | 0.00% +0.001 pp | USD30.47 -34.2% | 35 qtrs — |
| 53 | TWO SIGMA ADVISERS, LP | 248.1K +180.3K (+265.9%) | 4.97M +3.3M (+203.2%) | 0.32% +0.231 pp | 0.01% +0.006 pp | USD21.18 -5.3% | 6 qtrs — |
| 54 | PRINCIPAL FINANCIAL GROUP INC | 245.4K +79.9K (+48.3%) | 4.92M +916.2K (+22.9%) | 0.32% +0.099 pp | 0.00% +0.001 pp | USD22.85 -12.3% | 2 qtrs — |
| 55 | PACER ADVISORS, INC. | 236.1K +236.1K (+100.0%) | 4.73M +4.7M (+100.0%) | 0.30% +0.305 pp | 0.01% +0.012 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 223.2K -17.8K (-7.4%) | 4.48M -1.4M (-23.3%) | 0.29% -0.029 pp | 0.01% -0.003 pp | USD39.75 -49.6% | 7 qtrs — |
| 57 | DANA INVESTMENT ADVISORS, INC. | 222.5K +95.0K (+74.5%) | 4.46M +1.4M (+44.6%) | 0.29% +0.119 pp | 0.13% +0.039 pp | USD28.71 -30.2% | 5 qtrs — |
| 58 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 200.9K +200.9K (+100.0%) | 4.03M +4.0M (+100.0%) | 0.26% +0.259 pp | 0.14% +0.137 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 59 | UBS ASSET MANAGEMENT AMERICAS INC | 181.0K -2.1M (-92.2%) | 3.63M -52.5M (-93.5%) | 0.23% -2.822 pp | 0.00% -0.011 pp | USD31.35 -36.0% | 44 qtrs — |
| 60 | P.A.W. CAPITAL CORP | 180.0K +20.0K (+12.5%) | 3.61M -263.0K (-6.8%) | 0.23% +0.022 pp | 7.84% +1.160 pp | USD25.01 -19.8% | 3 qtrs — |
| 61 | PARALLAX VOLATILITY ADVISERS, L.P. | 180.0K +180.0K (+100.0%) | 3.61M +3.6M (+100.0%) | 0.23% +0.232 pp | 0.01% +0.007 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 62 | ALLIANCEBERNSTEIN L.P. | 179.9K -1.7K (-0.9%) | 3.61M -786.9K (-17.9%) | 0.23% -0.007 pp | 0.00% 0.000 pp | USD42.03 -52.3% | 39 qtrs — |
| 63 | VERITION FUND MANAGEMENT LLC | 179.7K +78.3K (+77.2%) | 3.60M +1.1M (+46.8%) | 0.23% +0.098 pp | 0.01% +0.004 pp | USD26.99 -25.7% | 19 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 178.9K -92.7K (-34.1%) | 3.59M -3.0M (-45.4%) | 0.23% -0.127 pp | 0.00% -0.002 pp | USD27.69 -27.6% | 46 qtrs — |
| 65 | SUMMIT CREEK ADVISORS LLC | 176.5K -16.2K (-8.4%) | 3.54M -1.1M (-24.1%) | 0.23% -0.026 pp | 0.56% -0.123 pp | USD65.36 -69.3% | 13 qtrs — |
| 66 | INVESCO LTD. | 167.9K +52.7K (+45.7%) | 3.37M +577.7K (+20.7%) | 0.22% +0.065 pp | 0.00% +0.000 pp | USD52.02 -61.5% | 40 qtrs — |
| 67 | NORDEA INVESTMENT MANAGEMENT AB | 168.2K -21.2K (-11.2%) | 3.34M -1.3M (-28.3%) | 0.22% -0.033 pp | 0.00% -0.001 pp | USD41.95 -52.2% | 8 qtrs — |
| 68 | ACADIAN ASSET MANAGEMENT LLC | 164.1K +147.1K (+863.7%) | 3.29M +2.9M (+699.3%) | 0.21% +0.189 pp | 0.01% +0.005 pp | USD20.75 -3.4% | 4 qtrs — |
| 69 | PICTON MAHONEY ASSET MANAGEMENT | 162.8K +142.2K (+690.5%) | 3.26M +2.8M (+554.0%) | 0.21% +0.183 pp | 0.03% +0.021 pp | USD20.57 -2.5% | 2 qtrs — |
| 70 | ODDO BHF ASSET MANAGEMENT SAS | 160.0K +— (+0.0%) | 3.21M -664.0K (-17.1%) | 0.21% -0.004 pp | 0.12% -0.027 pp | USD28.73 -30.2% | 6 qtrs — |
| 71 | OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 154.5K +— (+0.0%) | 3.10M -641.2K (-17.1%) | 0.20% -0.004 pp | 0.25% -0.082 pp | USD39.93 -49.8% | 7 qtrs — |
| 72 | SG AMERICAS SECURITIES, LLC | 152.4K +87.4K (+134.5%) | 3.06M +1.5M (+94.3%) | 0.20% +0.111 pp | 0.00% -0.001 pp | USD22.47 -10.8% | 6 qtrs — |
| 73 | ABS DIRECT EQUITY FUND LLC | 150.0K +— (+0.0%) | 3.01M -622.5K (-17.1%) | 0.19% -0.004 pp | 3.58% -1.613 pp | USD25.72 -22.0% | 3 qtrs — |
| 74 | CAPITAL FUND MANAGEMENT S.A. | 147.2K -88.4K (-37.5%) | 2.95M -2.7M (-48.2%) | 0.19% -0.120 pp | 0.01% -0.007 pp | USD29.86 -32.9% | 17 qtrs — |
| 75 | ENGINEERS GATE MANAGER LP | 139.8K +57.6K (+70.2%) | 2.80M +814.7K (+41.0%) | 0.18% +0.072 pp | 0.03% +0.011 pp | USD24.51 -18.2% | 15 qtrs — |
| 76 | QUINN OPPORTUNITY PARTNERS LLC | 139.7K +93.7K (+203.7%) | 2.80M +1.7M (+151.6%) | 0.18% +0.120 pp | 0.12% +0.039 pp | USD25.11 -20.2% | 7 qtrs — |
| 77 | SWISS NATIONAL BANK | 137.2K -3.3K (-2.3%) | 2.75M -649.2K (-19.1%) | 0.18% -0.008 pp | 0.00% 0.000 pp | USD55.39 -63.8% | 39 qtrs — |
| 78 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 136.1K -27.4K (-16.8%) | 2.73M -1.4M (-34.5%) | 0.18% -0.040 pp | 0.00% -0.001 pp | USD48.63 -58.8% | 39 qtrs — |
| 79 | ATOM INVESTORS LP | 134.7K -15.9K (-10.6%) | 2.70M -943.6K (-25.9%) | 0.17% -0.025 pp | 0.21% -0.062 pp | USD24.20 -17.1% | 2 qtrs — |
| 80 | D. E. SHAW & CO., INC. | 128.8K +24.0K (+22.9%) | 2.58M +46.3K (+1.8%) | 0.17% +0.028 pp | 0.00% +0.000 pp | USD25.40 -21.1% | 8 qtrs — |
| 81 | CAMPBELL & CO INVESTMENT ADVISER LLC | 128.0K +5.4K (+4.4%) | 2.57M -401.8K (-13.5%) | 0.17% +0.004 pp | 0.12% -0.101 pp | USD25.34 -20.9% | 12 qtrs — |
| 82 | WELLS FARGO & COMPANY/MN | 127.0K +7.5K (+6.3%) | 2.55M -345.4K (-11.9%) | 0.16% +0.007 pp | 0.00% 0.000 pp | USD42.52 -52.8% | 47 qtrs — |
| 83 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 125.3K +47.8K (+61.6%) | 2.51M +636.0K (+33.9%) | 0.16% +0.060 pp | 1.77% +0.471 pp | USD22.62 -11.4% | 2 qtrs — |
| 84 | VICTORY CAPITAL MANAGEMENT INC | 123.8K +115.2K (+1,330.5%) | 2.48M +2.3M (+1,085.2%) | 0.16% +0.148 pp | 0.00% +0.001 pp | USD23.96 -16.3% | 26 qtrs — |
| 85 | CAPTION MANAGEMENT, LLC | 120.8K +120.8K (+100.0%) | 2.42M +2.4M (+100.0%) | 0.16% +0.156 pp | 0.02% +0.017 pp | USD20.05 +0.0% | 1 qtrs NEW |
| 86 | HOLOCENE ADVISORS, LP | 112.1K +23.4K (+26.4%) | 2.25M +101.9K (+4.7%) | 0.14% +0.028 pp | 0.00% 0.000 pp | USD24.32 -17.6% | 3 qtrs — |
| 87 | GROUP ONE TRADING, L.P. | 110.5K +63.8K (+136.8%) | 2.22M +1.1M (+96.2%) | 0.14% +0.081 pp | 0.00% +0.002 pp | USD23.64 -15.2% | 11 qtrs — |
| 88 | SQUAREPOINT OPS LLC | 110.4K -375.4K (-77.3%) | 2.21M -9.5M (-81.2%) | 0.14% -0.497 pp | 0.00% -0.010 pp | USD25.67 -21.9% | 11 qtrs — |
| 89 | LPL FINANCIAL LLC | 108.5K +25.8K (+31.2%) | 2.18M +174.3K (+8.7%) | 0.14% +0.031 pp | 0.00% +0.000 pp | USD24.77 -19.1% | 23 qtrs — |
| 90 | WALLEYE CAPITAL LLC | 104.6K +104.6K (+100.0%) | 2.10M +2.1M (+100.0%) | 0.13% +0.135 pp | 0.01% +0.006 pp | USD20.05 +0.0% | 14 qtrs — |
| 91 | Y-INTERCEPT (HONG KONG) LTD | 103.5K +17.5K (+20.4%) | 2.07M -5.4K (-0.3%) | 0.13% +0.020 pp | 0.05% -0.004 pp | USD23.50 -14.7% | 10 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Towle Value ETF TCV | 2.75% | 4.99M | 0.85% |
| 2 | WisdomTree Cloud Computing Fund WCLD | 1.63% | 4.10M | 0.45% |
| 3 | WisdomTree Cloud Computing UCITS ETF WCLD.L | 1.54% | 4.22M | 0.40% |
| 4 | Global X - Cloud Computing ETF CLOU | 1.42% | 3.27M | 0.68% |
| 5 | First Trust Cloud Computing ETF SKYY | 1.26% | 36.55M | 0.60% |
| 6 | State Street SPDR FactSet Innovative Technology ETF XITK | 1.17% | 851.6K | 0.45% |
| 7 | First Trust Cloud Computing UCITS ETF SKYU.L | 0.96% | 3.96M | 0.60% |
| 8 | Fidelity Cloud Computing ETF FCLD | 0.90% | 992.0K | 0.39% |
| 9 | State Street SPDR S&P Software & Services ETF XSW | 0.82% | 3.56M | 0.35% |
| 10 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.53% | 3.35M | 0.56% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | Lee Bryan M | Officer | S-Sale | D | Common Stock | 1,756 | 17.92 | 31.5K | 328,082 | D | ↗ |
| 2026-03-05 | Dignan Andy | Officer | S-Sale | D | Common Stock | 3,369 | 17.92 | 60.4K | 286,963 | D | ↗ |
| 2026-03-04 | Tuckness Matthew E. | Officer | S-Sale | D | Common Stock | 5,164 | 17.87 | 92.3K | 290,137 | D | ↗ |
| 2026-03-04 | Meriweather Tiffany N. | Officer | S-Sale | D | Common Stock | 5,942 | 17.87 | 106.2K | 311,115 | D | ↗ |
| 2026-03-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,926 | 17.87 | 34.4K | 60,254 | D | ↗ |
| 2026-03-04 | Lee Bryan M | Officer | S-Sale | D | Common Stock | 9,855 | 17.70 | 174.4K | 329,838 | D | ↗ |
| 2026-03-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 3,860 | 17.78 | 68.6K | 174,542 | D | ↗ |
| 2026-03-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,924 | 17.69 | 87.1K | 290,332 | D | ↗ |
| 2026-02-26 | Burkland Michael | Director | M-Exempt | A | Common Stock | 54,375 | 8.13 | 442.1K | 403,945 | D | ↗ |
| 2026-02-24 | Meriweather Tiffany N. | Officer | A-Award | A | Common Stock | 104,931 | 0.00 | — | 317,057 | D | ↗ |
| 2026-02-24 | Mathradas Amit | Officer | A-Award | A | Common Stock | 716,743 | 0.00 | — | 716,743 | D | ↗ |
| 2026-02-24 | Mansharamani Leena | Officer | A-Award | A | Common Stock | 23,609 | 0.00 | — | 62,180 | D | ↗ |
| 2026-02-02 | Mathradas Amit | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Ramakrishna Sudhakar | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-05 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 20.53 | 14.4K | 207,813 | D | ↗ |
| 2025-12-04 | Tuckness Matthew E. | Officer | S-Sale | D | Common Stock | 5,255 | 20.35 | 106.9K | 176,379 | D | ↗ |
| 2025-12-04 | Meriweather Tiffany N. | Officer | S-Sale | D | Common Stock | 6,852 | 20.35 | 139.4K | 212,126 | D | ↗ |
| 2025-12-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,187 | 20.28 | 24.1K | 39,718 | D | ↗ |
| 2025-12-04 | Lee Bryan M | Officer | S-Sale | D | Common Stock | 13,219 | 20.35 | 269.0K | 224,269 | D | ↗ |
| 2025-12-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 5,541 | 20.28 | 112.4K | 99,774 | D | ↗ |
| 2025-12-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,136 | 20.22 | 83.6K | 208,513 | D | ↗ |
| 2025-12-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 17,992 | 20.35 | 366.1K | 349,570 | D | ↗ |
| 2025-11-03 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 24.35 | 17.0K | 216,025 | D | ↗ |
| 2025-10-01 | Dignan Andy | Officer | S-Sale | D | Common Stock | 665 | 23.94 | 15.9K | 216,760 | D | ↗ |
| 2025-09-26 | Ramakrishna Sudhakar | Director | A-Award | A | Common Stock | 15,923 | 0.00 | — | 15,923 | D | ↗ |
| 2025-09-05 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 26.48 | 18.5K | 217,425 | D | ↗ |
| 2025-09-04 | Tuckness Matthew E. | Officer | S-Sale | D | Common Stock | 2,020 | 25.72 | 52.0K | 181,634 | D | ↗ |
| 2025-09-04 | Meriweather Tiffany N. | Officer | S-Sale | D | Common Stock | 7,861 | 25.72 | 202.2K | 218,978 | D | ↗ |
| 2025-09-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,123 | 26.14 | 29.4K | 41,522 | D | ↗ |
| 2025-09-04 | Lee Bryan M | Officer | S-Sale | D | Common Stock | 1,889 | 25.72 | 48.6K | 237,488 | D | ↗ |
| 2025-09-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 4,427 | 25.50 | 112.9K | 111,748 | D | ↗ |
| 2025-09-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,212 | 25.28 | 106.5K | 218,125 | D | ↗ |
| 2025-09-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 18,425 | 25.72 | 473.9K | 367,562 | D | ↗ |
| 2025-08-14 | Lee Bryan M | Officer | A-Award | A | Common Stock | 112,909 | 0.00 | — | 239,377 | D | ↗ |
| 2025-08-13 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,900 | 25.34 | 48.1K | 121,318 | D | ↗ |
| 2025-08-12 | Burdiek Michael J | Director | P-Purchase | A | Common Stock | 1,000 | 24.15 | 24.2K | 31,860 | D | ↗ |
| 2025-08-11 | Tuckness Matthew E. | Officer | A-Award | A | Common Stock | 111,731 | 0.00 | — | 183,654 | D | ↗ |
| 2025-08-11 | Meriweather Tiffany N. | Officer | A-Award | A | Common Stock | 65,176 | 0.00 | — | 226,839 | D | ↗ |
| 2025-08-01 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 26.16 | 18.3K | 225,739 | D | ↗ |
| 2025-07-28 | Tuckness Matthew E. | Officer | — | — | Common Stock | 0 | 0.00 | — | 71,923 | D | ↗ |
| 2025-07-28 | Meriweather Tiffany N. | Officer | — | — | Common Stock | 0 | 0.00 | — | 161,663 | D | ↗ |
| 2025-07-01 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 26.44 | 18.5K | 226,439 | D | ↗ |
| 2025-06-06 | Mansharamani Leena | Officer | G-Gift | D | Common Stock | 410 | 0.00 | — | 44,491 | D | ↗ |
| 2025-06-05 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 29.23 | 20.5K | 227,139 | D | ↗ |
| 2025-06-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 602 | 28.28 | 17.0K | 47,237 | D | ↗ |
| 2025-06-04 | Lee Bryan M | Officer | S-Sale | D | Common Stock | 1,798 | 28.28 | 50.8K | 126,468 | D | ↗ |
| 2025-06-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 3,816 | 28.28 | 107.9K | 123,218 | D | ↗ |
| 2025-06-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 2,178 | 28.28 | 61.6K | 230,506 | D | ↗ |
| 2025-06-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 5,475 | 28.28 | 154.8K | 385,987 | D | ↗ |
| 2025-06-03 | Burkland Michael | Officer | S-Sale | D | Common Stock | 7,388 | 27.01 | 199.5K | 396,668 | D | ↗ |
| 2025-05-21 | ZOLLARS ROBERT | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 76,371 | D | ↗ |
| 2025-05-21 | Welsh David S. | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 29,795 | D | ↗ |
| 2025-05-21 | MARINER JONATHAN D | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 18,175 | D | ↗ |
| 2025-05-21 | Iskow Julie | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 17,145 | D | ↗ |
| 2025-05-21 | Burdiek Michael J | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 30,860 | D | ↗ |
| 2025-05-21 | Barsamian Sue | Director | A-Award | A | Common Stock | 7,840 | 0.00 | — | 19,935 | D | ↗ |
| 2025-05-01 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 25.52 | 17.9K | 232,009 | D | ↗ |
| 2025-04-15 | Lee Bryan M | Officer | A-Award | A | Common Stock | 73,529 | 0.00 | — | 128,190 | D | ↗ |
| 2025-04-01 | Lee Bryan M | Officer | — | — | Employee Stock Option (right to buy) | 10,565 | 161.43 | 1.71M | 0 | D | ↗ |
| 2025-04-01 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 27.00 | 18.9K | 232,709 | D | ↗ |
| 2025-03-24 | Five9, Inc. | Officer | A-Award | A | Common Stock | 39,908 | 0.00 | — | 233,409 | D | ↗ |
| 2025-03-24 | Dignan Andy | Officer | A-Award | A | Common Stock | 39,908 | 0.00 | — | 233,409 | D | ↗ |
| 2025-03-11 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,135 | 30.20 | 34.3K | 47,165 | D | ↗ |
| 2025-03-11 | Dignan Andy | Officer | S-Sale | D | Common Stock | 700 | 30.20 | 21.1K | 193,501 | D | ↗ |
| 2025-03-04 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,468 | 33.23 | 82.0K | 92,583 | D | ↗ |
| 2025-03-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,517 | 33.23 | 50.4K | 48,300 | D | ↗ |
| 2025-03-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 4,765 | 33.67 | 160.4K | 126,359 | D | ↗ |
| 2025-03-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 2,840 | 33.23 | 94.4K | 194,201 | D | ↗ |
| 2025-03-03 | Burkland Michael | Officer | S-Sale | D | Common Stock | 7,904 | 35.35 | 279.4K | 408,747 | D | ↗ |
| 2025-02-25 | Mansharamani Leena | Officer | A-Award | A | Common Stock | 14,545 | 0.00 | — | 50,071 | D | ↗ |
| 2025-02-25 | Kozanian Panos | Officer | A-Award | A | Common Stock | 64,969 | 0.00 | — | 133,978 | D | ↗ |
| 2025-02-25 | Dignan Andy | Officer | A-Award | A | Common Stock | 81,212 | 0.00 | — | 197,041 | D | ↗ |
| 2025-02-25 | Burkland Michael | Officer | A-Award | A | Common Stock | 175,757 | 0.00 | — | 416,651 | D | ↗ |
| 2024-12-08 | Gupta Sagar | Director | A-Award | A | Common Stock | 1,961 | 0.00 | — | 11,377 | D | ↗ |
| 2024-12-04 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 3,336 | 41.85 | 139.6K | 98,396 | D | ↗ |
| 2024-12-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,074 | 41.20 | 44.2K | 35,526 | D | ↗ |
| 2024-12-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 3,000 | 41.53 | 124.6K | 73,628 | D | ↗ |
| 2024-12-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,109 | 41.85 | 172.0K | 115,818 | D | ↗ |
| 2024-12-03 | Burkland Michael | Officer | S-Sale | D | Common Stock | 12,594 | 41.40 | 521.4K | 240,894 | D | ↗ |
| 2024-09-10 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 3,882 | 26.91 | 104.5K | 102,258 | — | ↗ |
| 2024-09-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 282 | 30.26 | 8.5K | 36,872 | — | ↗ |
| 2024-09-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 3,630 | 30.15 | 109.4K | 76,628 | — | ↗ |
| 2024-09-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,245 | 30.26 | 128.5K | 119,927 | — | ↗ |
| 2024-09-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 12,595 | 30.27 | 381.3K | 253,488 | — | ↗ |
| 2024-09-04 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 3,628 | 30.57 | 110.9K | 128,926 | — | ↗ |
| 2024-08-26 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 2,605 | 33.41 | 87.0K | 132,554 | — | ↗ |
| 2024-08-23 | Burkland Daniel P. | Officer | A-Award | A | Common Stock | 5,080 | 0.00 | — | 135,159 | — | ↗ |
| 2024-08-01 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 2,637 | 43.55 | 114.8K | 130,079 | — | ↗ |
| 2024-07-31 | Burkland Daniel P. | Officer | A-Award | A | Common Stock | 5,081 | 0.00 | — | 132,716 | — | ↗ |
| 2024-07-16 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 6,207 | 45.01 | 279.4K | 85,121 | — | ↗ |
| 2024-06-12 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 1,115 | 45.04 | 50.2K | 106,140 | — | ↗ |
| 2024-06-12 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 6,192 | 45.04 | 278.9K | 84,245 | — | ↗ |
| 2024-06-10 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 6,973 | 42.48 | 296.2K | 110,573 | — | ↗ |
| 2024-06-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,265 | 46.26 | 58.5K | 38,544 | — | ↗ |
| 2024-06-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 6,893 | 46.30 | 319.1K | 94,477 | — | ↗ |
| 2024-06-04 | Dignan Andy | Officer | S-Sale | D | Common Stock | 5,731 | 46.30 | 265.3K | 124,172 | — | ↗ |
| 2024-06-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 12,386 | 46.30 | 573.5K | 266,083 | — | ↗ |
| 2024-06-04 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 7,698 | 46.30 | 356.4K | 127,635 | — | ↗ |
| 2024-05-21 | Walker Maria C | Director | A-Award | A | Common Stock | 3,813 | 0.00 | — | 11,439 | — | ↗ |
| 2024-05-14 | ZOLLARS ROBERT | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 68,531 | — | ↗ |
| 2024-05-14 | Welsh David S. | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 21,955 | — | ↗ |
| 2024-05-14 | Iskow Julie | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 9,305 | — | ↗ |
| 2024-05-14 | Burdiek Michael J | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 23,020 | — | ↗ |
| 2024-05-14 | Barsamian Sue | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 12,095 | — | ↗ |
| 2024-05-14 | ACOSTA JACK L | Director | A-Award | A | Common Stock | 3,755 | 0.00 | — | 9,556 | — | ↗ |
| 2024-03-06 | Dignan Andy | Officer | S-Sale | D | Common Stock | 5,139 | 57.01 | 293.0K | 131,760 | — | ↗ |
| 2024-03-05 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 4,720 | 58.78 | 277.4K | 117,202 | — | ↗ |
| 2024-03-05 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,427 | 59.22 | 84.5K | 101,897 | — | ↗ |
| 2024-03-05 | Dignan Andy | Officer | S-Sale | D | Common Stock | 3,670 | 59.06 | 216.8K | 136,899 | — | ↗ |
| 2024-03-05 | Burkland Michael | Officer | S-Sale | D | Common Stock | 5,602 | 58.44 | 327.4K | 278,469 | — | ↗ |
| 2024-03-05 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 6,409 | 58.34 | 373.9K | 134,989 | — | ↗ |
| 2024-03-04 | ZWARENSTEIN BARRY | Officer | A-Award | A | Common Stock | 5,821 | 0.00 | — | 124,247 | — | ↗ |
| 2024-03-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 5 | 60.54 | 302.70 | 39,465 | — | ↗ |
| 2024-03-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 2,014 | 60.36 | 121.6K | 105,305 | — | ↗ |
| 2024-03-04 | Burkland Michael | Officer | A-Award | A | Common Stock | 69,343 | 0.00 | — | 315,171 | — | ↗ |
| 2024-03-04 | Burkland Daniel P. | Officer | A-Award | A | Common Stock | 11,565 | 0.00 | — | 146,565 | — | ↗ |
| 2024-02-26 | ZWARENSTEIN BARRY | Officer | A-Award | A | Common Stock | 35,684 | 0.00 | — | 118,426 | — | ↗ |
| 2024-02-26 | Mansharamani Leena | Officer | A-Award | A | Common Stock | 8,697 | 0.00 | — | 40,940 | — | ↗ |
| 2024-02-26 | Kozanian Panos | Officer | A-Award | A | Common Stock | 35,684 | 0.00 | — | 108,619 | — | ↗ |
| 2024-02-26 | Dignan Andy | Officer | A-Award | A | Common Stock | 35,684 | 0.00 | — | 140,569 | — | ↗ |
| 2024-02-26 | Burkland Michael | Officer | A-Award | A | Common Stock | 87,648 | 0.00 | — | 255,573 | — | ↗ |
| 2024-02-26 | Burkland Daniel P. | Officer | A-Award | A | Common Stock | 35,684 | 0.00 | — | 135,000 | — | ↗ |
| 2023-12-07 | Dignan Andy | Officer | S-Sale | D | Common Stock | 4,815 | 79.12 | 381.0K | 104,777 | — | ↗ |
| 2023-12-06 | ZWARENSTEIN BARRY | Officer | F-InKind | D | Common Stock | 5,859 | 81.59 | 478.0K | 82,742 | — | ↗ |
| 2023-12-06 | Kozanian Panos | Officer | F-InKind | D | Common Stock | 1,116 | 81.59 | 91.1K | 72,935 | — | ↗ |
| 2023-12-06 | Dignan Andy | Officer | F-InKind | D | Common Stock | 4,869 | 81.59 | 397.3K | 109,592 | — | ↗ |
| 2023-12-06 | Burkland Daniel P. | Officer | F-InKind | D | Common Stock | 7,114 | 81.59 | 580.4K | 98,807 | — | ↗ |
| 2023-12-04 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 1,590 | 78.36 | 124.6K | 32,243 | — | ↗ |
| 2023-12-04 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 600 | 88.73 | 53.2K | 74,314 | — | ↗ |
| 2023-12-04 | Burkland Michael | Officer | S-Sale | D | Common Stock | 529 | 86.96 | 46.0K | 168,674 | — | ↗ |
| 2023-11-24 | Dignan Andy | Officer | A-Award | A | Common Stock | 27,468 | 0.00 | — | 114,461 | — | ↗ |
| 2023-11-20 | Burkland Daniel P. | Officer | M-Exempt | A | Common Stock | 16,000 | 14.39 | 230.2K | 119,360 | — | ↗ |
| 2023-11-09 | Dignan Andy | Officer | — | D | Common Stock | 0 | 0.00 | — | 86,993 | — | ↗ |
| 2023-09-06 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 332 | 71.56 | 23.8K | 33,833 | — | ↗ |
| 2023-09-05 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 6,007 | 70.96 | 426.3K | 88,601 | — | ↗ |
| 2023-09-05 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 908 | 71.20 | 64.6K | 34,165 | — | ↗ |
| 2023-09-05 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,144 | 70.91 | 81.1K | 88,757 | — | ↗ |
| 2023-09-05 | Burkland Michael | Officer | S-Sale | D | Common Stock | 9,745 | 70.87 | 690.6K | 177,671 | — | ↗ |
| 2023-09-05 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 3,202 | 71.19 | 228.0K | 103,360 | — | ↗ |
| 2023-08-15 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 3,345 | 69.16 | 231.3K | 101,263 | — | ↗ |
| 2023-08-01 | Burkland Daniel P. | Officer | M-Exempt | A | Common Stock | 8,000 | 14.39 | 115.1K | 117,875 | — | ↗ |
| 2023-07-13 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 6,800 | 88.06 | 598.8K | 95,008 | — | ↗ |
| 2023-07-03 | Burkland Daniel P. | Officer | M-Exempt | A | Common Stock | 8,000 | 14.39 | 115.1K | 117,875 | — | ↗ |
| 2023-06-29 | Burkland Michael | Officer | M-Exempt | A | Common Stock | 53,671 | 9.48 | 508.8K | 241,087 | — | ↗ |
| 2023-06-14 | Burkland Michael | Officer | S-Sale | D | Common Stock | 16,397 | 75.71 | 1.24M | 235,284 | — | ↗ |
| 2023-06-09 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 10,000 | 75.04 | 750.4K | 77,303 | — | ↗ |
| 2023-06-09 | Burkland Daniel P. | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 16,010 | 14.39 | 230.4K | 43,459 | — | ↗ |
| 2023-06-06 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 337 | 69.87 | 23.5K | 35,765 | — | ↗ |
| 2023-06-05 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 7,934 | 69.51 | 551.5K | 112,874 | — | ↗ |
| 2023-06-05 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 583 | 69.46 | 40.5K | 36,102 | — | ↗ |
| 2023-06-05 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 952 | 68.96 | 65.6K | 94,913 | — | ↗ |
| 2023-06-05 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 6,369 | 69.08 | 440.0K | 125,865 | — | ↗ |
| 2023-06-02 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 70.05 | 175.1K | 87,303 | — | ↗ |
| 2023-05-24 | MARINER JONATHAN D | Director | A-Award | A | Common Stock | 6,890 | 0.00 | — | 6,890 | — | ↗ |
| 2023-05-22 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 65.09 | 162.7K | 89,803 | — | ↗ |
| 2023-05-18 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 60.02 | 150.1K | 92,303 | — | ↗ |
| 2023-05-17 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 55.02 | 137.6K | 94,803 | — | ↗ |
| 2023-05-16 | ZOLLARS ROBERT | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 64,776 | — | ↗ |
| 2023-05-16 | Welsh David S. | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 18,200 | — | ↗ |
| 2023-05-16 | DEWALT DAVID G | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 193,201 | — | ↗ |
| 2023-05-16 | Burdiek Michael J | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 19,265 | — | ↗ |
| 2023-05-16 | Barsamian Sue | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 8,340 | — | ↗ |
| 2023-05-16 | ACOSTA JACK L | Director | A-Award | A | Common Stock | 3,669 | 0.00 | — | 5,801 | — | ↗ |
| 2023-05-08 | Mansharamani Leena | Officer | A-Award | A | Common Stock | 15,076 | 0.00 | — | 36,953 | — | ↗ |
| 2023-04-17 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 9,249 | 71.20 | 658.5K | 98,054 | — | ↗ |
| 2023-03-31 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 70.08 | 175.2K | 107,303 | — | ↗ |
| 2023-03-29 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 2,500 | 65.06 | 162.7K | 109,803 | — | ↗ |
| 2023-03-24 | Burkland Michael | Officer | W-Will | A | Common Stock | 389 | 0.00 | — | 133,026 | — | ↗ |
| 2023-03-24 | Burkland Daniel P. | Officer | W-Will | A | Common Stock | 389 | 0.00 | — | 99,316 | — | ↗ |
| 2023-03-16 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,511 | 62.44 | 94.3K | 111,163 | — | ↗ |
| 2023-03-15 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 1,448 | 61.07 | 88.4K | 115,855 | — | ↗ |
| 2023-03-14 | Mansharamani Leena | Officer | G-Gift | D | Common Stock | 585 | 0.00 | — | 21,877 | — | ↗ |
| 2023-03-07 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 383 | 68.13 | 26.1K | 22,462 | — | ↗ |
| 2023-03-07 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,115 | 68.13 | 76.0K | 112,674 | — | ↗ |
| 2023-03-06 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 1,992 | 68.70 | 136.9K | 130,391 | — | ↗ |
| 2023-03-06 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 867 | 67.43 | 58.5K | 22,850 | — | ↗ |
| 2023-03-06 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 1,378 | 69.00 | 95.1K | 113,789 | — | ↗ |
| 2023-03-06 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 1,400 | 67.17 | 94.0K | 145,757 | — | ↗ |
| 2023-02-28 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 497 | 68.05 | 33.8K | 132,383 | — | ↗ |
| 2023-02-28 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 547 | 68.02 | 37.2K | 147,157 | — | ↗ |
| 2023-02-27 | ZWARENSTEIN BARRY | Officer | A-Award | A | Common Stock | 34,259 | 0.00 | — | 131,502 | — | ↗ |
| 2023-02-27 | Mansharamani Leena | Officer | A-Award | A | Common Stock | 8,765 | 0.00 | — | 23,717 | — | ↗ |
| 2023-02-27 | Kozanian Panos | Officer | A-Award | A | Common Stock | 35,994 | 0.00 | — | 115,167 | — | ↗ |
| 2023-02-27 | Burkland Daniel P. | Officer | A-Award | A | Common Stock | 37,513 | 0.00 | — | 146,129 | — | ↗ |
| 2023-02-06 | Iskow Julie | Director | A-Award | A | Common Stock | 616 | 0.00 | — | 5,550 | — | ↗ |
| 2023-02-02 | Alexy Kimberly | Director | S-Sale | D | Common Stock | 1,400 | 85.25 | 119.4K | 11,917 | — | ↗ |
| 2023-02-01 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 7,700 | 79.27 | 610.4K | 108,916 | — | ↗ |
| 2023-01-24 | Burkland Daniel P. | Officer | M-Exempt | A | Common Stock | 13,123 | 9.48 | 124.4K | 145,239 | — | ↗ |
| 2023-01-23 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 14,600 | 75.00 | 1.10M | 132,116 | — | ↗ |
| 2023-01-23 | Alexy Kimberly | Director | M-Exempt | A | Common Stock | 7,500 | 8.48 | 63.6K | 18,617 | — | ↗ |
| 2023-01-11 | ACOSTA JACK L | Director | S-Sale | D | Common Stock | 4,375 | 70.64 | 309.1K | 29,222 | — | ↗ |
| 2023-01-03 | Burkland Daniel P. | Officer | M-Exempt | A | Common Stock | 6,408 | 9.48 | 60.7K | 183,752 | — | ↗ |
| 2022-12-12 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 400 | 69.38 | 27.8K | 79,173 | — | ↗ |
| 2022-12-12 | Burkland Michael | Officer | A-Award | A | Common Stock | 224,899 | 0.00 | — | 235,284 | — | ↗ |
| 2022-12-12 | ACOSTA JACK L | Director | S-Sale | D | Common Stock | 400 | 66.56 | 26.6K | 38,197 | — | ↗ |
| 2022-12-06 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 395 | 65.53 | 25.9K | 14,952 | — | ↗ |
| 2022-12-05 | ZWARENSTEIN BARRY | Officer | S-Sale | D | Common Stock | 300 | 67.83 | 20.3K | 100,666 | — | ↗ |
| 2022-12-05 | Mansharamani Leena | Officer | S-Sale | D | Common Stock | 848 | 65.47 | 55.5K | 13,496 | — | ↗ |
| 2022-12-05 | Kozanian Panos | Officer | S-Sale | D | Common Stock | 819 | 65.53 | 53.7K | 80,768 | — | ↗ |
| 2022-12-05 | Burkland Daniel P. | Officer | S-Sale | D | Common Stock | 300 | 68.31 | 20.5K | 140,616 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Michael Burkland Chief Executive Officer | 585.0K | — | 16.19M | — | 621.3K | 10.8K | 17.40M | 93.01% | ↗ |
| 2 | 2025 | Andy Dignan President and former Chief Operating Officer | 461.4K | — | 7.21M | — | 407.8K | 2.0K | 8.08M | 89.22% | ↗ |
| 3 | 2025 | Bryan Lee Chief Financial Officer and Treasurer | 452.7K | — | 6.46M | — | 305.0K | 2.0K | 7.22M | 89.47% | ↗ |
| 4 | 2025 | Tiffany Meriweather Chief Administrative and Legal Officer and Corporate Secretary | 478.3K | — | 5.39M | — | 224.5K | 1.5K | 6.10M | 88.45% | ↗ |
| 5 | 2025 | Panos Kozanian Executive Vice President, Product Engineering | 450.0K | — | 4.22M | — | 247.7K | 2.0K | 4.92M | 85.79% | ↗ |
| 6 | 2025 | Barry Zwarenstein Former Chief Financial Officer | 152.5K | — | — | — | 86.6K | 24.7K | 263.8K | 0.00% | ↗ |
| 7 | 2024 | Michael Burkland Chief Executive Officer | 585.0K | — | 10.84M | — | 572.7K | 10.4K | 12.00M | 90.27% | ↗ |
| 8 | 2024 | Daniel Burkland Former President and Chief Revenue Officer | 420.6K | — | 3.34M | — | 395.2K | 5.3K | 4.16M | 80.25% | ↗ |
| 9 | 2024 | Panos Kozanian Executive Vice President, Product Engineering | 450.0K | — | 3.34M | — | 350.2K | 1.5K | 4.14M | 80.63% | ↗ |
| 10 | 2024 | Andy Dignan President and former Chief Operating Officer | 446.0K | — | 3.34M | — | 327.5K | 2.0K | 4.11M | 81.14% | ↗ |
| 11 | 2024 | Barry Zwarenstein Former Chief Financial Officer | 440.0K | — | 3.34M | — | 323.1K | 1.0K | 4.10M | 81.37% | ↗ |
| 12 | 2023 | Andy Dignan President and former Chief Operating Officer | 415.2K | — | 4.58M | — | 308.1K | 2.0K | 5.31M | 86.34% | ↗ |
| 13 | 2023 | Andy Dignan Chief Operating Officer | 415.2K | — | 4.58M | — | 308.1K | 1.9K | 5.31M | 86.34% | ↗ |
| 14 | 2023 | Daniel Burkland President and Chief Revenue Officer | 425.0K | — | 3.41M | — | 414.2K | 4.4K | 4.25M | 80.16% | ↗ |
| 15 | 2023 | Daniel Burkland Former President and Chief Revenue Officer | 425.0K | — | 3.41M | — | 414.2K | 4.4K | 4.25M | 80.16% | ↗ |
| 16 | 2023 | Panos Kozanian Executive Vice President, Product Engineering | 450.0K | — | 3.48M | — | 288.4K | 2.0K | 4.22M | 82.45% | ↗ |
| 17 | 2023 | Barry Zwarenstein Former Chief Financial Officer | 430.0K | — | 3.31M | — | 332.3K | 1.0K | 4.07M | 81.26% | ↗ |
| 18 | 2023 | Barry Zwarenstein Chief Financial Officer | 430.0K | — | 3.11M | — | 332.3K | 519.00 | 3.88M | 80.32% | ↗ |
| 19 | 2023 | Michael Burkland Chief Executive Officer | 585.0K | — | — | — | 610.2K | 9.5K | 1.20M | 0.00% | ↗ |
| 20 | 2022 | Michael Burkland Chief Executive Officer | 55.4K | — | 38.03M | — | 13.7K | 130.8K | 38.23M | 99.48% | ↗ |
| 21 | 2022 | Daniel Burkland Former President and Chief Revenue Officer | 410.0K | — | 14.19M | — | 476.8K | 4.3K | 15.08M | 94.09% | ↗ |
| 22 | 2022 | Daniel Burkland President and Chief Revenue Officer | 410.0K | — | 14.19M | — | 476.8K | 4.3K | 15.08M | 94.09% | ↗ |
| 23 | 2022 | Panos Kozanian Executive Vice President, Product Engineering | 379.0K | — | 6.36M | 514.0K | 224.0K | 2.3K | 7.48M | 91.91% | ↗ |
| 24 | 2022 | Barry Zwarenstein Former Chief Financial Officer | 423.0K | — | 5.44M | — | 279.9K | 530.00 | 6.15M | 88.56% | ↗ |
| 25 | 2022 | Barry Zwarenstein Chief Financial Officer | 423.0K | — | 5.44M | — | 279.9K | 530.00 | 6.15M | 88.56% | ↗ |
| 26 | 2022 | Scott Welch Executive Vice President, Telco Services & EMEA Operations | 361.0K | — | 1.89M | — | 234.2K | 235.2K | 2.72M | 69.46% | ↗ |
| 27 | 2021 | Rowan Trollope Former Chief Executive Officer | 585.0K | — | 7.04M | 2.42M | 780.8K | 530.00 | 10.83M | 87.38% | ↗ |
| 28 | 2021 | Daniel Burkland President | 410.0K | — | 3.48M | 939.5K | 608.3K | 320.00 | 5.44M | 81.27% | ↗ |
| 29 | 2021 | Daniel Burkland President and Chief Revenue Officer | 410.0K | — | 3.48M | 939.5K | 608.3K | 320.00 | 5.44M | 81.27% | ↗ |
| 30 | 2021 | Barry Zwarenstein Chief Financial Officer | 400.0K | — | 3.44M | 939.5K | 340.4K | 530.00 | 5.12M | 85.53% | ↗ |
| 31 | 2021 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 400.0K | — | 3.44M | 939.5K | 340.4K | 530.00 | 5.12M | 85.53% | ↗ |
| 32 | 2021 | Scott Welch Executive Vice President, Telco Services & EMEA Operations | 361.0K | — | 2.14M | 536.9K | 236.4K | 19.0K | 3.30M | 81.29% | ↗ |
| 33 | 2020 | Rowan Trollope Former Chief Executive Officer | 585.0K | — | 3.81M | 1.25M | 768.4K | 1.5K | 6.42M | 78.89% | ↗ |
| 34 | 2020 | Rowan Trollope Chief Executive Officer | 585.0K | — | 3.81M | 1.25M | 768.4K | 1.5K | 6.42M | 78.89% | ↗ |
| 35 | 2020 | Daniel Burkland President and Chief Revenue Officer | 410.0K | — | 1.76M | 577.9K | 639.0K | 1.4K | 3.39M | 68.99% | ↗ |
| 36 | 2020 | Daniel Burkland President | 410.0K | — | 1.76M | 577.9K | 639.0K | 1.4K | 3.39M | 68.99% | ↗ |
| 37 | 2020 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 400.0K | — | 1.76M | 577.9K | 338.0K | 2.5K | 3.08M | 75.94% | ↗ |
| 38 | 2020 | Barry Zwarenstein Chief Financial Officer | 400.0K | — | 1.76M | 577.9K | 338.0K | 2.5K | 3.08M | 75.94% | ↗ |
| 39 | 2020 | Scott Welch Executive Vice President, Telco Services & EMEA Operations | 361.0K | — | 1.47M | 481.6K | 235.8K | 2.5K | 2.55M | 76.47% | ↗ |
| 40 | 2020 | Scott Welch Executive Vice President, Cloud Operations | 361.0K | — | 1.47M | 481.6K | 235.8K | 2.5K | 2.55M | 76.47% | ↗ |
| 41 | 2019 | Rowan Trollope Chief Executive Officer | 575.0K | — | 3.50M | 1.19M | 751.9K | 8.5K | 6.03M | 77.84% | ↗ |
| 42 | 2019 | Daniel Burkland President | 400.0K | — | 1.87M | 635.9K | 426.9K | 320.00 | 3.33M | 75.15% | ↗ |
| 43 | 2019 | Jonathan Rosenberg Chief Technology Officer | 348.7K | — | 1.33M | 1.38M | 228.4K | — | 3.28M | 82.41% | ↗ |
| 44 | 2019 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 383.0K | — | 1.87M | 635.9K | 317.5K | 1.0K | 3.20M | 78.10% | ↗ |
| 45 | 2019 | Scott Welch Executive Vice President, Cloud Operations | 331.0K | — | 1.24M | 423.9K | 205.1K | 1.0K | 2.20M | 75.64% | ↗ |
| 46 | 2019 | Scott Welch Executive Vice President, Telco Services & EMEA Operations | 331.0K | — | 1.24M | 423.9K | 205.1K | 1.0K | 2.20M | 75.64% | ↗ |
| 47 | 2018 | Rowan Trollope Chief Executive Officer | 379.0K | — | 14.59M | — | 536.6K | 21.3K | 15.52M | 93.96% | ↗ |
| 48 | 2018 | James Doran Executive Vice President of Strategy and Operations | 39.4K | — | 1.38M | 1.42M | 28.8K | 44.00 | 2.86M | 97.62% | ↗ |
| 49 | 2018 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 367.2K | — | 1.01M | 1.11M | 319.0K | 530.00 | 2.81M | 75.52% | ↗ |
| 50 | 2018 | Ryan Kam Chief Marketing Officer | 58.8K | 150.0K | 1.24M | 1.26M | 42.2K | 110.00 | 2.75M | 90.86% | ↗ |
| 51 | 2018 | Scott Welch Executive Vice President, Cloud Operations | 327.8K | — | 750.1K | 824.0K | 185.5K | 530.00 | 2.09M | 75.39% | ↗ |
| 52 | 2018 | Daniel Burkland President | 400.0K | — | — | — | 350.8K | 320.00 | 751.1K | 0.00% | ↗ |
| 53 | 2017 | Michael Burkland Executive Chairman, Former Chief Executive Officer and President | 504.6K | — | 1.43M | 1.43M | 369.3K | 3.2K | 3.73M | 76.48% | ↗ |
| 54 | 2017 | Daniel Burkland President | 331.0K | — | 1.36M | 1.37M | 335.1K | 320.00 | 3.40M | 80.39% | ↗ |
| 55 | 2017 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 367.2K | — | 689.6K | 694.1K | 194.2K | 530.00 | 1.95M | 71.12% | ↗ |
| 56 | 2017 | Gaurav Passi Executive Vice President, Products | 327.8K | — | 540.0K | 539.9K | 182.6K | — | 1.59M | 67.91% | ↗ |
| 57 | 2017 | Scott Welch Executive Vice President, Cloud Operations | 327.8K | — | 390.0K | 389.9K | 183.1K | 530.00 | 1.29M | 60.40% | ↗ |
| 58 | 2017 | Scott Welch Executive Vice President, Cloud Operations and Platform Engineering | 327.8K | — | 390.0K | 389.9K | 183.1K | 530.00 | 1.29M | 60.40% | ↗ |
| 59 | 2016 | Michael Burkland Executive Chairman, Former Chief Executive Officer and President | 530.4K | — | 1.02M | 995.2K | 385.5K | 530.00 | 2.93M | 68.70% | ↗ |
| 60 | 2016 | Daniel Burkland Executive Vice President of Global Sales and Services | 318.9K | — | 905.4K | 926.1K | 281.4K | 320.00 | 2.43M | 75.31% | ↗ |
| 61 | 2016 | Daniel Burkland President | 318.9K | — | 905.4K | 926.1K | 281.4K | 320.00 | 2.43M | 75.31% | ↗ |
| 62 | 2016 | Barry Zwarenstein Interim Chief Executive Officer and Chief Financial Officer | 367.2K | — | 381.3K | 372.7K | 169.0K | 530.00 | 1.29M | 58.42% | ↗ |
| 63 | 2016 | Barry Zwarenstein Chief Financial Officer | 367.2K | — | 381.3K | 372.7K | 169.0K | 530.00 | 1.29M | 58.42% | ↗ |
| 64 | 2016 | Barry Zwarenstein Former Interim Chief Executive Officer, Chief Financial Officer | 367.2K | — | 381.3K | 372.7K | 169.0K | 530.00 | 1.29M | 58.42% | ↗ |
| 65 | 2016 | Scott Welch Executive Vice President, Cloud Operations and Platform Engineering | 327.8K | — | 264.2K | 258.3K | 188.5K | 530.00 | 1.04M | 50.28% | ↗ |
| 66 | 2016 | Scott Welch Executive Vice President, Cloud Operations | 327.8K | — | 264.2K | 258.3K | 188.5K | 530.00 | 1.04M | 50.28% | ↗ |
| 67 | 2015 | Michael Crane Executive Vice President of Services | 203.7K | — | 414.4K | 396.9K | 123.9K | 200.00 | 1.14M | 71.22% | ↗ |
| 68 | 2015 | Scott Welch Executive Vice President, Cloud Operations and Platform Engineering | 327.8K | — | 552.0K | — | 105.7K | 309.00 | 985.8K | 56.00% | ↗ |
| 69 | 2015 | Scott Welch Executive Vice President of Cloud Operations and Platform Engineering | 327.8K | — | 552.0K | — | 105.7K | 309.00 | 985.8K | 56.00% | ↗ |
| 70 | 2015 | Michael Burkland Executive Chairman, Former Chief Executive Officer and President | 530.4K | — | — | — | 391.5K | 309.00 | 922.2K | 0.00% | ↗ |
| 71 | 2015 | Michael Burkland Chairman, Chief Executive Officer and President | 530.4K | — | — | — | 391.5K | 309.00 | 922.2K | 0.00% | ↗ |
| 72 | 2015 | Daniel Burkland President | 317.7K | — | — | — | 247.4K | 187.00 | 565.3K | 0.00% | ↗ |
| 73 | 2015 | Daniel Burkland Executive Vice President of Global Sales and Services | 317.7K | — | — | — | 247.4K | 187.00 | 565.3K | 0.00% | ↗ |
| 74 | 2014 | Scott Welch Executive Vice President of Cloud Operations and Platform Engineering | 255.3K | 9.0K | 678.3K | 1.42M | 63.4K | 25.0K | 2.45M | 85.62% | ↗ |
| 75 | 2014 | Scott Welch Executive Vice President of Cloud Operations | 255.3K | 9.0K | 678.3K | — | 63.4K | 25.0K | 2.45M | 27.66% | ↗ |
| 76 | 2014 | Michael Burkland Chief Executive Officer and President | 508.2K | — | 722.5K | — | 264.0K | — | 2.21M | 32.68% | ↗ |
| 77 | 2014 | Michael Burkland Chief Executive Officer and President | 508.2K | — | 722.5K | 716.1K | 264.0K | — | 2.21M | 65.07% | ↗ |
| 78 | 2014 | Daniel Burkland Executive Vice President of Sales and Business Development | 307.9K | — | 297.5K | — | 186.7K | — | 1.09M | 27.39% | ↗ |
| 79 | 2013 | Michael Burkland Chief Executive Officer and President | 366.2K | — | — | — | 139.1K | — | 2.35M | 0.00% | ↗ |
| 80 | 2013 | Daniel Burkland Executive Vice President of Sales and Business Development | 225.1K | — | — | — | 111.4K | — | 890.0K | 0.00% | ↗ |
| 81 | 2013 | Scott Welch Executive Vice President of Cloud Operations | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amit Mathradas | Chief Executive Officer & Director | 1M | male |
| Michael Burkland | Executive Chairman | 1M | male |
| Andy Dignan | President | 871.2K | male |
| Bryan Lee | Chief Financial Officer & Treasurer | 759.6K | male |
| Tiffany N. Meriweather | Chief Administrative and Legal Officer & Secretary | 704.3K | female |
| Panos Kozanian | Executive Vice President of Product Engineering | 699.7K | male |
| Jonathan D. Rosenberg | Chief Technology Officer & Head of AI | 577.1K | — |
| Matt Tuckness | Chief Revenue Officer | — | male |
| Leena Mansharamani | Chief Accounting Officer & Corporate Controller | — | female |
| Ajay Awatramani | Chief Product Officer | — | male |
| Jay H. Lee | Chief Marketing & Growth Officer | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-05 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-02-26 | 2021-03-06 | Tom Malinowski | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-01-27 | 2021-08-26 | Tom Malinowski | NJ07 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for FIVN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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