What smart money is saying about Five9
2 funds in our archive have pitched Five9, most recently Voss Capital in September 2025.
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enables its clients to manage these customer interactions across various channels, including voice, video, chat, email, website, social media, click-to-call, callback, and mobile channels, as well as through APIs; and provides natural language processing and automatic speech recognition solutions. The company serves customers in various industries comprising banking and financial services, business process outsourcers, consumer, healthcare, technology, and education. Five9, Inc. was incorporated in 2001 and is headquartered in San Ramon, California.
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Position history
Between Q2 2025 and Q3 2026, 3 fund letters reported a position in Five9, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“During the third quarter of 2026, the Polen 5Perspectives Small Growth Composite Portfolio (the “Portfolio”) returned -14.1% net of fees, compared to the -9.4% return of the Russell 2000 Growth Index. • The top contributors to relative performance in the period were Twist Bioscience, RingCentral, and Five9.”
Five9 - September 2026
“The top contributors to relative performance in the period were Twist Bioscience, RingCentral, and Five9.”
Five9 - HoldsTowle Small-Cap Value StrategySeptember 2026
“Quarterly Portfolio Review On a sector basis, Information Technology (IT) and Energy were our leaders. IT drove much of the quarter’s outperformance in two ways: our IT holdings rose while the benchmark’s IT stocks fell, and we held nearly three times the benchmark’s IT weight throughout the quarter. Healthcare and Consumer Discretionary were our largest detractors. Below are the largest contributors and detractors to quarterly performance at the security level (as measured by contribution to return): Company Contribution % Company Contribution % 1. Five9 (FIVN) 1.26% 1. Methode Electronics (MEI) -1.10% 2. PBF Energy (PBF) 1.17% 2. Compass (COMP) -0.90%”
Five9
Fund coverage · 2 theses
- Voss CapitalSeptember 2025
Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers, trading at a significant discount compared to peers, with underlying demand remaining robust.
Read the full thesis - Voss CapitalJune 2025
Five9 is a promising cloud-based contact center software provider poised for growth as it navigates market narratives and leverages AI-driven automation, presenting a compelling investment opportunity.
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