Jefferies Group's FIVN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 40,408 shares of Five9, Inc. (FIVN) worth $861,499, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in FIVN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 57,605 shares. Largest reduction occurred in Q4 2023, reducing 103,187 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Five9 (FIVN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Five9 (FIVN) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +40,408 | New Buy | 40,408 | $21.32 |
| Q2 2025 | -41,099 | Sold Out | 0 | $0.00 |
| Q1 2025 | +15,300 | Add 59.30% | 41,099 | $27.15 |
| Q4 2024 | +25,799 | New Buy | 25,799 | $40.64 |
| Q1 2024 | -9,636 | Sold Out | 0 | $0.00 |
| Q4 2023 | -103,187 | Reduce 91.46% | 9,636 | $78.69 |
| Q3 2023 | -29,120 | Reduce 20.52% | 112,823 | $64.30 |
| Q2 2023 | +57,605 | Add 68.30% | 141,943 | $82.45 |
| Q1 2023 | +37,648 | Add 80.63% | 84,338 | $72.29 |
| Q4 2022 | +46,690 | New Buy | 46,690 | $67.86 |
Jefferies Group's Five9 Investment FAQs
Jefferies Group first purchased Five9, Inc. (FIVN) in Q4 2022, acquiring 46,690 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Five9, Inc. (FIVN) for 10 quarters since Q4 2022.
Jefferies Group's largest addition to Five9, Inc. (FIVN) was in Q2 2023, adding 141,943 shares worth $11.7 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 40,408 shares of Five9, Inc. (FIVN), valued at approximately $861,499.
As of the Q2 2026 filing, Five9, Inc. (FIVN) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Five9, Inc. (FIVN) was 141,943 shares, as reported at the end of Q2 2023.