Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Ameriprise Financial, Inc. and its subsidiary Columbia Management Investment Advisers, LLC report beneficial ownership of Five9, Inc. common stock on a Schedule 13G. Ameriprise reports beneficial ownership of 4,140,003 shares, representing 5.4% of Five9’s common stock, with 3,891,802 shares subject to shared voting power and all 4,140,003 shares subject to shared dispositive power. Columbia Management Investment Advisers separately reports beneficial ownership of 4,035,672 shares, representing 5.3% of the class, with 3,821,602 shares subject to shared voting power and all 4,035,672 subject to shared dispositive power. Ameriprise, as parent of Columbia Management Investment Advisers, states it may be deemed to beneficially own the shares reported by its subsidiary, and both entities disclaim beneficial ownership of the shares reported.
Key Figures
Ameriprise beneficial ownership:4,140,003 sharesAmeriprise percent of class:5.4 %Ameriprise shared voting power:3,891,802 shares+5 more
8 metrics
Ameriprise beneficial ownership4,140,003 sharesFive9 common stock beneficially owned, representing 5.4% of class
Ameriprise percent of class5.4 %Percentage of Five9 common stock class reported by Ameriprise
Ameriprise shared voting power3,891,802 sharesShares of Five9 with shared voting power for Ameriprise
Ameriprise shared dispositive power4,140,003 sharesShares of Five9 with shared dispositive power for Ameriprise
Columbia beneficial ownership4,035,672 sharesFive9 common stock beneficially owned, representing 5.3% of class
Columbia percent of class5.3 %Percentage of Five9 common stock class reported by Columbia
Columbia shared voting power3,821,602 sharesShares of Five9 with shared voting power for Columbia
Columbia shared dispositive power4,035,672 sharesShares of Five9 with shared dispositive power for Columbia
"Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule."
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.
beneficially ownfinancial
"AFI, as the parent company of CMIA, may be deemed to beneficially own the shares reported herein"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared voting powerfinancial
"6 | Shared Voting Power 3,891,802.00 7 | Sole Dispositive Power 0.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 4,140,003.00 9 4,140,003.00"
parent holding companyfinancial
"If a parent holding company has filed this schedule, pursuant to (ii)(G), so indicate"
disclaims beneficial ownershipfinancial
"Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake in Five9 (FIVN) does Ameriprise Financial report on this Schedule 13G?
Ameriprise Financial reports beneficial ownership of 4,140,003 Five9 common shares, representing 5.4% of the outstanding class. These shares are reported with shared voting and dispositive power and include shares also reported by its subsidiary.
How many Five9 (FIVN) shares does Columbia Management Investment Advisers, LLC report?
Columbia Management Investment Advisers reports beneficial ownership of 4,035,672 Five9 common shares, equal to 5.3% of the class. Of these, 3,821,602 shares are subject to shared voting power, and all 4,035,672 are subject to shared dispositive power.
What voting power over Five9 (FIVN) shares does Ameriprise Financial disclose?
Ameriprise Financial discloses 3,891,802 Five9 shares with shared voting power and zero shares with sole voting power. All 4,140,003 shares it reports are subject to shared dispositive power, with no sole dispositive power reported.
Do Ameriprise Financial and Columbia Management Investment Advisers claim full beneficial ownership of Five9 (FIVN) shares?
No. Each of Ameriprise Financial and Columbia Management Investment Advisers disclaims beneficial ownership of any shares reported on this Schedule, even though they may be deemed to beneficially own them under SEC rules due to their organizational relationships.
Why is Ameriprise Financial reporting Five9 (FIVN) ownership as a parent holding company?
Ameriprise Financial reports as a parent company of Columbia Management Investment Advisers. It states that, as parent, it may be deemed to beneficially own the Five9 shares reported by its subsidiary and references an exhibit identifying the relevant subsidiary.
What percentage of Five9 (FIVN) does Columbia Management Investment Advisers report compared with Ameriprise?
Columbia Management Investment Advisers reports 5.3% beneficial ownership of Five9, or 4,035,672 shares. Ameriprise Financial reports a slightly higher 5.4%, or 4,140,003 shares, because its figure includes shares reported by its subsidiary.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Five9, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
338307101
(CUSIP Number)
06/30/2026
(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
Ameriprise Financial, Inc.
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
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
3,891,802.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,140,003.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,140,003.00
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)
5.4 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
338307101
1
Names of Reporting Persons
Columbia Management Investment Advisers, LLC
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
MINNESOTA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
3,821,602.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,035,672.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,035,672.00
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)
5.3 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Five9, Inc.
(b)
Address of issuer's principal executive offices:
3001 Bishop Drive, Suite 350, San Ramon, CA 94583
Item 2.
(a)
Name of person filing:
(a) Ameriprise Financial, Inc. ("AFI")
(b) Columbia Management Investment Advisers, LLC ("CMIA")
(b)
Address or principal business office or, if none, residence:
(a) 145 Ameriprise Financial Center, Minneapolis, MN 55474
(b) 290 Congress Street, Boston, MA 02210
(c)
Citizenship:
(a) Delaware
(b) Minnesota
(d)
Title of class of securities:
Common Stock
(e)
CUSIP Number(s):
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:
Incorporated by reference to Items (5)-(9) and (11) of the cover page pertaining to each reporting person.
AFI, as the parent company of CMIA, may be deemed to beneficially own the shares reported herein by CMIA. Accordingly, the shares reported herein by AFI include those shares separately reported herein by CMIA.
Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule.
(b)
Percent of class:
The information required by Item 4(b) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
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.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
AFI: See Exhibit I
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.
Ameriprise Financial, Inc.
Signature:
/s/ Michael G. Clarke
Name/Title:
Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:
08/14/2026
Columbia Management Investment Advisers, LLC
Signature:
/s/ Michael G. Clarke
Name/Title:
Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:
08/14/2026
Comments accompanying signature:
Contact Information
Charles Chiesa
VP Fund Treasurer Global Operations and Investor Services
Telephone: 617-385-9593
Exhibit Information
Exhibit Index
Exhibit I Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company.
Exhibit II Joint Filing Agreement
