Vanguard Portfolio Management (FIVN) discloses 7.9M-share, 10.31% holding in Five9

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC filed an amended beneficial ownership report on the common stock of Five9 Inc. Vanguard reports beneficial ownership of 7,900,169 shares of Five9 common stock, representing 10.31% of the class.

Vanguard has sole voting power over 147,646 shares and sole dispositive power over 7,900,169 shares, with no shared voting or dispositive power. The position aggregates securities deemed beneficially owned by Vanguard Portfolio Management LLC and certain affiliates and business divisions, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, primarily for Vanguard funds and managed client accounts.

Key Figures

Beneficial ownership: 7,900,169 shares Percent of class: 10.31% Sole voting power: 147,646 shares +3 more

6 metrics

Beneficial ownership 7,900,169 shares Amount of Five9 Inc common stock beneficially owned by Vanguard Portfolio Management

Percent of class 10.31% Percentage of Five9 Inc common stock class represented by Vanguard’s holdings

Sole voting power 147,646 shares Shares of Five9 Inc over which Vanguard has sole power to vote

Shared voting power 0 Shares of Five9 Inc over which Vanguard has shared voting power

Sole dispositive power 7,900,169 shares Shares of Five9 Inc over which Vanguard has sole power to dispose

Shared dispositive power 0 Shares of Five9 Inc over which Vanguard has shared dispositive power

Key Terms

beneficially owned, dispositive power, sole voting power, percent of class, +1 more

5 terms

beneficially owned financial

"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

dispositive power financial

"includes securities held by Vanguard funds ... over which Vanguard Portfolio Management LLC exercises dispositive power"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

sole voting power financial

"Number of shares as to which the person has | (i) Sole power to vote or to direct the vote"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

percent of class financial

"Ownership (a) Amount beneficially owned: 7900169 (b) Percent of class: 10.31 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Schedule 13G regulatory

"In accordance with SEC Release No. 34-39538 ... this reflects the securities ... reported herein"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

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Available on EDGAR 08/06/2026 - 12:21 PM Accepted by SEC EDGAR 08/06/2026 - 12:20 PM Learn about SEC filing dates

FAQ

What percentage of Five9 Inc (FIVN) does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 10.31% of Five9 Inc’s common stock. This percentage is based on 7,900,169 shares deemed beneficially owned across Vanguard funds and certain managed accounts.

How many Five9 Inc (FIVN) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management reports beneficial ownership of 7,900,169 shares of Five9 Inc common stock. These holdings aggregate positions for Vanguard funds and other client accounts over which Vanguard and certain affiliates have dispositive power.

What voting power does Vanguard Portfolio Management have over its Five9 Inc (FIVN) shares?

Vanguard Portfolio Management has sole voting power over 147,646 Five9 shares and no shared voting power. It reports no shared dispositive power, and sole dispositive power over 7,900,169 shares of common stock.

Which Vanguard entities are included in the Five9 Inc (FIVN) beneficial ownership report?

The report covers securities beneficially owned by Vanguard Portfolio Management LLC and affiliates or divisions including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, mainly for Vanguard funds and managed client accounts.

Does any single other person hold more than 5% interest in the Five9 Inc (FIVN) shares managed by Vanguard?

No. The filing states that while Vanguard and related accounts may receive dividends or sale proceeds, no one other person's interest in the reported Five9 securities is more than 5% of the class.

What type of security in Five9 Inc (FIVN) is reported by Vanguard Portfolio Management?

Vanguard Portfolio Management reports holdings in Five9 Inc’s Common Stock, identified by CUSIP 338307101. The filing details beneficial ownership and associated voting and dispositive powers over these common shares.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Five9 Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

338307101

(CUSIP Number)

07/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 338307101

1

Names of Reporting Persons

Vanguard Portfolio Management

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

PENNSYLVANIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 147,646.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 7,900,169.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,900,169.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.31 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Five9 Inc
(b)	Address of issuer's principal executive offices: 3001 Bishop Dr, Ste 350, San Ramon, CA, 94583
Item 2.
(a)	Name of person filing: Vanguard Portfolio Management
(b)	Address or principal business office or, if none, residence: 100 Vanguard Blvd,, Malvern, PA, 19355
(c)	Citizenship: PA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 338307101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 7900169
(b)	Percent of class: 10.31 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 147646
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 7900169
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Vanguard Portfolio Management, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.No one other person's interest in the securities reported herein is more than 5%.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Vanguard Portfolio Management

Signature:	My Trieu-Gatt
Name/Title:	Authorized Signatory, Head of Global Fund Administration
Date:	08/06/2026