SCHEDULE: FMR LLC Discloses 0.9% Stake in Five9 Inc.
Beneficial Ownership Report (Amendment)
FMR LLC and Abigail P. Johnson report a 0.9% beneficial ownership stake in Five9 Inc. as of December 31, 2025, through an amended Schedule 13G filing.
Summary
- FMR LLC and Abigail P. Johnson have filed an Amendment No. 7 to Schedule 13G, reporting beneficial ownership of common stock in FIVE9 INC.
- As of December 31, 2025, FMR LLC and Abigail P. Johnson beneficially own an aggregate of 692,076.41 shares of FIVE9 INC common stock.
- This aggregate amount represents 0.9% of the class of securities outstanding.
- FMR LLC, classified as a parent holding company, holds sole voting power over 675,800.33 shares and sole dispositive power over 692,076.41 shares.
- Abigail P. Johnson, classified as an individual, holds sole dispositive power over 692,076.41 shares, with no sole or shared voting power reported directly.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of beneficial ownership by a large institutional investor and does not contain information that would inherently be positive or negative for the issuer.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
StockSavvy.ai notes that FMR LLC, the parent company of Fidelity Investments, is a prominent institutional asset manager. Its routine disclosure of beneficial ownership in publicly traded companies like Five9 Inc. is a standard transparency measure in the financial markets, indicating a passive investment rather than an activist stance given the small percentage.
Comparison to Industry Standards
- A 0.9% beneficial ownership stake is a relatively minor passive investment for a large institutional asset manager such as FMR LLC, which typically holds diversified portfolios across numerous companies.
- This level of ownership does not suggest an activist position or significant influence over Five9 Inc.'s corporate strategy, aligning with typical passive investment strategies of large mutual fund complexes.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Internal Governance Disclosure (FMR LLC) | The filing details the internal governance of FMR LLC, noting that Abigail P. Johnson is a Director, Chairman, and CEO, and that the Johnson family, through Series B voting common shares and a shareholders' voting agreement, may be deemed a controlling group with respect to FMR LLC under the Investment Company Act of 1940. This pertains to the reporting entity, FMR LLC, not the issuer, FIVE9 INC. | NA | Provides transparency into the control structure of the reporting entity, FMR LLC, which is standard for such filings. |
Stakeholder Impact
- Shareholders of Five9 Inc. gain transparency regarding the beneficial ownership stake held by FMR LLC and Abigail P. Johnson, confirming a significant institutional presence in the company's stock.
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC and its direct and indirect subsidiaries. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number: -23-000003) was incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (accession number: -23-000038) was incorporated by reference. |
| 2025-12-31 | Date of event which requires filing of this statement (as-of date for beneficial ownership). |
| 2026-02-04 | Date of signing for the Schedule 13G Amendment No. 7. |
Recommendation
holdThis Schedule 13G filing is a routine disclosure of beneficial ownership by a large institutional investor. It reports a 0.9% stake, which is not a material change or a significant enough position to warrant a strong buy or sell recommendation based solely on this information. The filing does not provide insights into the company's financial performance, strategic direction, or any other factors that would typically drive an investment decision. Therefore, a 'hold' recommendation is appropriate as it maintains the current position without new information to suggest a change.
Keywords
FIVE9 INC, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Fidelity
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