Circumference Group LLC Has $1.20 Million Holdings in Five9, Inc. $FIVN

Circumference Group LLC cut its holdings in Five9, Inc. (NASDAQ:FIVN) by 39.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,000 shares of the software maker’s stock after selling 39,500 shares during the quarter. Five9 makes up 1.3% of Circumference Group LLC’s holdings, making the stock its 20th biggest holding. Circumference Group LLC’s holdings in Five9 were worth $1,203,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of FIVN. Quarry LP acquired a new stake in Five9 in the third quarter valued at about $33,000. Rothschild Investment LLC boosted its stake in Five9 by 3,572.0% in the fourth quarter. Rothschild Investment LLC now owns 1,836 shares of the software maker’s stock valued at $37,000 after buying an additional 1,786 shares in the last quarter. Advisory Services Network LLC acquired a new stake in shares of Five9 during the third quarter valued at about $38,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Five9 by 2,327.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,622 shares of the software maker’s stock valued at $53,000 after purchasing an additional 2,514 shares in the last quarter. Finally, Neo Ivy Capital Management acquired a new stake in shares of Five9 during the third quarter valued at about $66,000. 96.64% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Five9

In other news, EVP Panos Kozanian sold 5,869 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total transaction of $145,609.89. Following the completion of the transaction, the executive vice president directly owned 161,671 shares in the company, valued at $4,011,057.51. This trade represents a 3.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Tiffany N. Meriweather sold 21,320 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $20.98, for a total value of $447,293.60. Following the transaction, the insider owned 281,298 shares of the company’s stock, valued at $5,901,632.04. This trade represents a 7.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 85,820 shares of company stock valued at $2,014,057 over the last ninety days. Insiders own 1.20% of the company’s stock.

Five9 Price Performance

Shares of FIVN opened at $19.36 on Thursday. Five9, Inc. has a 1 year low of $13.29 and a 1 year high of $29.71. The company has a debt-to-equity ratio of 0.89, a current ratio of 4.51 and a quick ratio of 4.51. The company has a market capitalization of $1.48 billion, a price-to-earnings ratio of 29.33, a price-to-earnings-growth ratio of 0.91 and a beta of 1.45. The business has a 50-day moving average of $19.91 and a 200-day moving average of $18.75.

Five9 (NASDAQ:FIVN) last issued its quarterly earnings data on Thursday, April 30th. The software maker reported $0.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.07. Five9 had a return on equity of 12.66% and a net margin of 4.87%.The company had revenue of $305.32 million during the quarter, compared to the consensus estimate of $299.92 million. During the same period last year, the company earned $0.62 earnings per share. The firm’s revenue was up 9.2% compared to the same quarter last year. Five9 has set its FY 2026 guidance at 3.220-3.300 EPS and its Q2 2026 guidance at 0.650-0.690 EPS. As a group, equities research analysts anticipate that Five9, Inc. will post 1.39 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on FIVN. Robert W. Baird cut their price target on Five9 from $24.00 to $19.00 and set a “neutral” rating on the stock in a research note on Monday, February 23rd. Barclays lifted their price target on Five9 from $22.00 to $25.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Mizuho cut their price target on Five9 from $35.00 to $28.00 and set an “outperform” rating on the stock in a research note on Friday, February 20th. Royal Bank Of Canada cut their price target on Five9 from $35.00 to $25.00 and set an “outperform” rating on the stock in a research note on Friday, February 20th. Finally, Rosenblatt Securities lifted their price target on Five9 from $26.00 to $29.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Ten equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $25.93.

About Five9

Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.