Welcome to our dedicated page for Five9 SEC filings (Ticker: FIVN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Five9, Inc. (FIVN) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Five9 is a Delaware corporation listed on Nasdaq that describes itself as the provider of the Five9 Intelligent CX Platform, a cloud-native, AI-driven contact center and customer experience platform. Its filings offer detailed information about financial performance, governance, executive appointments, and capital allocation decisions.
Investors can review current reports on Form 8-K that Five9 has filed in connection with material events. Recent 8-K filings have covered topics such as quarterly financial results, the authorization of a $150 million share repurchase program, the commencement of a $50 million accelerated share repurchase agreement, and governance changes including plans to declassify the board and remove a supermajority vote threshold, subject to stockholder approval. Other 8-Ks describe leadership transitions, including the appointment of a new Chief Executive Officer and Chief Financial Officer, and changes in board composition.
In addition to 8-Ks, users can access Five9’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain audited and interim financial statements, risk factor discussions, and management’s analysis of the business. These filings are particularly relevant for understanding how Five9 presents its Intelligent CX Platform, AI strategy, and contact center-as-a-service positioning within the data processing, hosting, and related services industry.
Stock Titan’s interface is designed to surface real-time updates from EDGAR and to pair them with AI-powered summaries that explain the key points of lengthy documents such as 10-Ks, 10-Qs, and 8-Ks. Users can also track insider and executive-related disclosures, compensation arrangements, and board changes that appear in Five9’s filings. This page helps investors and analysts quickly understand the implications of new filings while retaining access to the full original documents for deeper review.
Dignan Andy reported acquisition or exercise transactions in this Form 4 filing.
Five9, Inc. reported that its President, Andy Dignan, received a grant of 87,443 shares of common stock on February 24, 2026. The award carried a price of $0.00 per share, indicating it was an equity grant rather than an open-market purchase. Following this award, Dignan directly holds 295,256 shares of Five9 common stock.
Lee Bryan M reported acquisition or exercise transactions in this Form 4 filing.
Five9, Inc. reported that its Chief Financial Officer, Bryan M. Lee, received a grant of 115,424 shares of common stock as a stock award. The award was recorded at a price of $0.00 per share, indicating it was granted rather than purchased on the open market.
Following this award, Lee’s directly held common stock increased to 339,693 shares. This filing reflects an equity-based compensation grant to a senior executive, aligning a portion of his compensation with the company’s share performance.
Five9, Inc. Chief Revenue Officer Matthew E. Tuckness reported an acquisition of 118,922 shares of common stock on a grant or award basis at $0.00 per share. Following this award, his directly held common stock increased to 295,301 shares.
Mansharamani Leena reported acquisition or exercise transactions in this Form 4 filing.
Five9, Inc. reported that SVP and Chief Accounting Officer Leena Mansharamani received a grant of 23,609 shares of common stock as an award with a stated price of $0.00 per share. After this grant, she directly owns 62,180 shares of Five9 common stock.
Mathradas Amit reported acquisition or exercise transactions in this Form 4 filing.
Five9, Inc. reported that Chief Executive Officer Amit Mathradas received a grant of 716,743 shares of common stock on February 24, 2026. The award was recorded at a price of $0.00 per share, reflecting a stock-based grant rather than an open-market purchase, and brings his directly held common stock position to 716,743 shares following the transaction.
Five9, Inc. entered into an amendment to its existing cooperation letter agreement with Anson Funds Management LP, Anson Advisors Inc. and related parties. The amendment confirms that Five9 will nominate current director Sagar Gupta for election to the board at the 2026 annual stockholders’ meeting.
The amendment also extends Anson’s voting, standstill and related obligations. These commitments now continue until the earlier of 20 days before the deadline for director nominations and business proposals for Five9’s 2027 annual meeting, or 120 days before the first anniversary of the 2026 annual meeting.
Five9, Inc. reports continued expansion as a cloud- and AI-based contact center platform serving more than 3,000 customers worldwide. Revenue reached $1,149.1 million in 2025, up from $1,041.9 million and $910.5 million in 2024 and 2023, a 10% and 14% yearly increase.
The company turned profitable with 2025 net income of $39.4 million after losses of $12.8 million and $81.8 million in the prior two years. Total assets were $1,790.1 million as of December 31, 2025, compared with $2,051.2 million and $1,494.6 million in earlier years.
Five9 highlights its shift to an “AI-native” Intelligent CX Platform powered by its Genius AI suite, supporting omni-channel engagement and automation across voice and digital channels. It operates a SaaS model with recurring revenue and reports an Annual Dollar-Based Retention Rate of 105% as of December 31, 2025.
Management underscores key risks including macroeconomic pressures, intense competition, rapid AI-driven technology change, cybersecurity and telecommunications dependencies, complex global regulation, and the challenge of replacing traditional license revenue as AI handles more interactions.
Five9, Inc. reported record 2025 revenue of $1.15 billion, up 10% from 2024, as its cloud contact center and AI solutions continued to scale. GAAP results improved sharply, swinging from a $12.8 million loss in 2024 to $39.4 million net income in 2025, while GAAP operating cash flow rose to $226.2 million.
Profitability metrics strengthened, with 2025 adjusted gross margin at 62.8% and adjusted EBITDA of $269.7 million, or 23.5% of revenue. In Q4 2025, revenue grew 8% to $300.3 million and GAAP net income reached $19.7 million. The company highlighted strong enterprise AI momentum and record quarterly operating cash flow of $83.6 million.
For 2026, Five9 projects revenue between $1.247 billion and $1.261 billion. It expects GAAP diluted EPS of $0.86 to $0.95 and non-GAAP diluted EPS of $3.15 to $3.21. The board also set May 20, 2026 as the date of the virtual annual stockholders’ meeting, with a March 24, 2026 record date.
Pictet Asset Management reports a significant holding in Five9, Inc. common stock on behalf of its institutional clients. It manages 5,775,895 shares, representing 7.38% of Five9’s outstanding common stock, with sole voting power over 5,768,762 shares.
Pictet acquired these shares using client assets, at a total purchase cost of about USD 342'664'719, without financing or borrowing. The firm describes the investment as part of its strategy focused on long-term strategy clarity, governance quality, financial strength, valuation, and financially material sustainability factors.
Pictet is actively engaging with Five9’s board and management to promote practices aligned with these priorities but states it has no current plans to change control or acquire shares for that purpose, while reserving the right to adjust its intentions over time.
Pictet Asset Management filed an amended Schedule 13D reporting beneficial ownership of 5,775,895 shares of Five9, Inc. common stock, representing about 7.4% of the company. Pictet has sole voting power over 5,768,762 of these shares and acquired them for institutional clients at an approximate purchase cost of USD 342,664,719.
The firm describes itself as an investment adviser for discretionary institutional accounts and states it has no direct economic interest beyond fees. Pictet says it is actively engaging with Five9’s board and management on strategy, governance, financial strength and sustainability topics to support long-term shareholder value. It currently has no plans to seek control or propose control-changing actions, but reserves the right to change its intentions. Pictet reports only direct stock holdings, with no derivatives or special agreements affecting Five9 shares.