STOCK TITAN

Five9 SEC Filings

FIVN NASDAQ

Five9, Inc. filings document the public-company disclosures of a Delaware software issuer whose common stock trades on Nasdaq under FIVN. Its 8-K reports cover quarterly operating results, financial-condition exhibits, share repurchase authorizations, accelerated share repurchase agreements and other material corporate events.

Five9’s proxy and governance filings address board elections, executive compensation, stockholder meeting matters and cooperation agreements with stockholder parties. Executive-transition filings and related employment arrangements record changes in senior leadership and board service, while capital-action disclosures describe the company’s common-stock repurchase activity within its broader capital structure.

Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
12.46%
Tags
annual report
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
12.46%
Tags
current report
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
-
Rhea-AI Summary

Five9, Inc. received an updated ownership report from Voss Capital and related funds. As of the close of business on December 31, 2025, Voss Capital and its managed accounts, together with affiliated funds and managing member Travis W. Cocke, may be deemed to beneficially own approximately 8.0% of Five9’s common stock.

The filing is based on 78,216,052 shares outstanding as of October 31, 2025, as disclosed in Five9’s Form 10-Q. The reporting persons certify that the securities were not acquired and are not held for the purpose of changing or influencing control of Five9, other than activities solely in connection with a nomination under Rule 240.14a-11.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
-
Rhea-AI Summary

Five9, Inc. filed an initial ownership report for its Chief Executive Officer, Amit Mathradas. The Form 3 states that, as of the reported event date, he beneficially owns no Five9 securities. This is a routine disclosure of insider ownership required under U.S. securities laws.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

FMR LLC and Abigail P. Johnson report beneficial ownership of 692,076.41 shares of Five9 Inc. common stock, representing 0.9% of the class as of the December 31, 2025 event date.

FMR LLC has sole voting power over 675,800.33 shares and sole dispositive power over 692,076.41 shares. Abigail P. Johnson reports sole dispositive power over the same 692,076.41 shares with no voting power. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Five9. One or more other persons may receive dividends or sale proceeds from these shares, but no such person holds more than five percent of the outstanding common stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership

FAQ

How many Five9 (FIVN) SEC filings are available on StockTitan?

StockTitan tracks 85 SEC filings for Five9 (FIVN), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Five9 (FIVN)?

The most recent SEC filing for Five9 (FIVN) was filed on February 26, 2026.