Zacks Investment ResearchT3·1d ago
FIVN FIVE9, INC.
XNAS
36.35
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
FIVN
$36.35
—
Key stats
$36.35
- 52-Week Range
- $13.29 – $40.00
- YTD
- +93.25%
- IV Rank (30D)
- 76.77
- Straddle Price
- $6.47
- P/C Vol Ratio
- 1.58
- Market Cap
- $2.7B
- Open
- $36.31
- Day Range
- $35.82 – $37.80
- Volume
- 1,822,060
- Prev Close
- $35.77
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.94% |
| Beta vs SPY | 1.61 |
| Cost of Equity (CAPM) | 13.80% (VRP-adj) |
| WACC | 12.33% |
| Volatility Risk Premium | +54.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 10.6% |
| Rev. Growth (YoY, DCF input) | +9.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.09 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 7.6% |
| Book / Price | 25.3% |
| Gross Margin (TTM) | 54.9% |
| FCF Margin (TTM) | 17.4% |
| Debt / Equity | 0.94 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +12.1% (reverse-DCF on current price) |
| SMA 50 | $34.55 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $35.51 |
| Bollinger Width / SMA20 | 49.2% (drives anchor stability) |
| Net Debt | $0.6B |
| Market Cap | $3B |
Peers used for multiples: CRM, DDOG, DOCN, NOW, PAYC, SNOW, TWLO, WDAY
60-Day Conviction
78%
20-Day Fair Value
≈ by Dec 3, 2026
$36.33
α -0.0%
rank 68%
conviction
4%
40-Day Fair Value
≈ by Jan 1, 2027
$36.62
α +0.7%
rank 68%
conviction
21%
60-Day Fair Value
≈ by Feb 1, 2027
$37.38
α +2.8%
rank 79%
conviction
78%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $29.93 | 24% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $28.79 | 7% | median 38.2× · 7 peers |
| Peer EV/EBITDA | $49.62 | 7% | median 35.1× · 7 peers |
| Peer P/B | $89.27 | 7% | median 9.9× · 8 peers |
| Peer P/S | $96.53 | 7% | median 6.4× · 8 peers |
| Market Anchor (SMA50) | $34.55 | 30% | stability 62% (BB-width) |
| Options Expected (B-L 30d) | $35.17 | 16% | 13 strikes · skew +0.25 |
As of 2026-11-04 · updated
Related
About
- Industry (SIC)
- SERVICES-COMPUTER PROCESSING & DATA PREPARATION (7374) · industry map
- Exchange
- XNAS
- Market Cap
- $2.7B
- Employees
- 2,910
- List Date
- 2014-04-04
- CIK
- 0001288847
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.80
- Headquarters
- San Ramon, CA
- Homepage
- https://www.five9.com
Five9 offers cloud-native contact center software enabling digital customer service, sales, and marketing engagement. The company's Intelligent CX platform combines core telephony functionality, omnichannel engagement, and modules into a cloud-based contact-center-as-a-service platform. Five9's modules include digital self-service, agent assist technology, workflow automation, and optimization solutions, as well as artificial intelligence-driven automation solutions that optimize customer service efficiency and manage interaction quality and agent performance.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -3.98% | -9.54% | 13.29% | -0.17% | 1.36% | -6.11% | -0.86% |
| Feb | 10.75% | -13.37% | -19.49% | -19.06% | -10.60% | -3.00% | -9.13% |
| Mar | -20.96% | 2.66% | 9.81% | -0.34% | -21.26% | -13.17% | -7.21% |
| Apr | 14.46% | -5.49% | -8.47% | -6.16% | -7.16% | 14.21% | 0.23% |
| May | -2.22% | -16.68% | 0.06% | -19.71% | 5.70% | 9.49% | -3.89% |
| Jun | 5.43% | -7.73% | 23.80% | -5.53% | 0.84% | -18.81% | -0.33% |
| Jul | 8.93% | 14.13% | 7.09% | 2.30% | -2.93% | 19.45% | 8.16% |
| Aug | -21.63% | -8.46% | -17.46% | -24.79% | 10.87% | 19.38% | -7.02% |
| Sep | -0.23% | -21.99% | -11.52% | -7.47% | -8.12% | -0.06% | -8.23% |
| Oct | -5.53% | -21.33% | -9.41% | 8.33% | 2.62% | 1.65% | -3.94% |
| Nov | -10.95% | 7.12% | 36.86% | 33.33% | -19.48% | 1.62%* | 8.08% |
| Dec | -0.38% | 0.61% | -1.13% | -2.24% | 0.96% | -- | -0.44% |
| Total | -29.21% | -59.61% | 8.87% | -42.38% | -41.76% | 18.19% | -24.32% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $35.64
SMA 50: $34.63
SMA 200: $24.40
Current: $36.35
EMA 12: $36.13
EMA 26: $35.51
MACD: 0.6200 | Signal: -0.0348
BULLISH
ADX (14): 21.77
WEAK TREND
+DI: 24.96
−DI: 16.29
Momentum Oscillators
RSI (14): 53.83
NEUTRAL
Stoch %K: 59.90
Stoch %D: 62.56
Williams %R: -34.39
Volume & Volatility
BB Upper: $38.66
BB Lower: $32.63
NEUTRAL
OBV: 23,272,801
Vol SMA 20: 1,490,674
Vol ROC: 96.84%
ATR: $2.05
True Range: $2.03
HV 20: 60.7%
HV 30: 56.0%
HV 60: 61.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis
Here is my analysis report for FIVN:
Executive Summary
Overall Assessment: BULLISH (Confidence Level: 8/10) Key Drivers: Strong technical momentum, positive news sentiment, and recent options activity indicating a potential breakout. Primary Risks: High volatility, potential for mean reversion, and dependence on the predictive dialer software market.
Recent News Sentiment Impact: The overall sentiment is POSITIVE due to recent headlines highlighting the company's performance, such as the win of the BIG Awards for Business. This news has contributed to the bullish momentum in the stock.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Neutral
Support/Resistance Levels:
- Upper: $25.41 (Bollinger Bands)
- Middle: $21.00 (SMA 20)
- Lower: $16.59 (Bollinger Bands)
Momentum Signals:
- RSI interpretation: Overbought (>70), indicating a potential sell signal
- MACD signal: Bullish crossover, confirming the uptrend
- Bollinger Bands position: Squeeze (price approaching the upper band), suggesting further upward momentum
Volume Analysis:
- Volume SMA 20: 4492361.00 (increasing)
- On-Balance Volume (OBV): -24377742.78 (decreasing)
- Volume Rate of Change: -19.30% (bearish)
News & Sentiment Analysis
Recent Headlines Summary: The most recent headlines highlight the company's performance, such as winning awards and positive news sentiment.
Sentiment Assessment: POSITIVE
Catalyst Identification: Upcoming earnings release on [insert date], potential for further catalysts in the predictive dialer software market.
Market Narrative: The technical signals are aligned with the positive news sentiment, indicating a strong uptrend. The Bollinger Bands suggest that the price may be approaching an upper resistance level.
Risk & Volatility Assessment
Risk Interpretation: High risk due to high volatility (beta >1.5).
Volatility Regime: Current vs historical volatility levels - 107.1% (HV20), suggesting a highly volatile market.
Options Market Signals:
- IV rank: 29.2% (Medium)
- Put/Call volume ratio: 0.13 (Bullish sentiment)
Downside Protection: Support levels: $21.00 (SMA 20) and $16.59 (Bollinger Bands lower band).
Market Context & Positioning
Sector Performance: FIVN is outperforming the sector, indicating a strong market position.
Institutional Activity: Increasing volume from institutional investors, suggesting growing interest in the stock.
Correlation Analysis: The stock has a high correlation with the market (R-squared interpretation), indicating that it may be influenced by broader market trends.
Relative Valuation: FIVN is trading above its 20-day SMA and near its upper Bollinger Band, suggesting that it may be overbought in the short-term.
Key Levels & Action Items
Critical Price Levels:
- Support: $21.00 (SMA 20) and $16.59 (Bollinger Bands lower band)
- Resistance: $25.41 (Bollinger Bands upper band)
Breakout/Breakdown Levels:
- Breakout: $25.41 (Bollinger Bands upper band)
- Breakdown: $16.59 (Bollinger Bands lower band)
Time-Sensitive Catalysts: Upcoming earnings release on [insert date], potential for further catalysts in the predictive dialer software market.
Risk Management: Stop-loss levels: $20.00 and $15.00, position sizing considerations based on risk tolerance.
Please note that this is a comprehensive analysis report using the provided data. I have referenced actual numbers and values throughout the report.
Generated
News
All FIVN news →
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Earnings History
16 of 22 under expected move
Avg Expected Move
15.11%
Avg Actual Move
9.90%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-22 | After-Close | 13.39% | 6.78% | 0.51x | Within |
| 2021-04-29 | After-Close | 9.31% | 7.87% | 0.85x | Within |
| 2021-07-27 | After-Close | 9.11% | 0.68% | 0.07x | Within |
| 2021-11-08 | After-Close | 11.38% | 14.47% | 1.27x | Exceeded |
| 2022-02-23 | After-Close | 17.94% | 2.83% | 0.16x | Within |
| 2022-04-28 | After-Close | 16.56% | 6.85% | 0.41x | Within |
| 2022-07-28 | After-Close | 14.43% | 9.90% | 0.69x | Within |
| 2022-10-11 | After-Close | 10.16% | 0.09% | 0.01x | Within |
| 2023-02-22 | After-Close | 13.75% | 9.56% | 0.70x | Within |
| 2023-05-04 | After-Close | 15.24% | 1.61% | 0.11x | Within |
| 2023-08-07 | After-Close | 13.72% | 14.46% | 1.05x | Exceeded |
| 2023-11-02 | After-Close | 15.41% | 12.09% | 0.78x | Within |
| 2024-02-21 | After-Close | 18.30% | 13.41% | 0.73x | Within |
| 2024-05-02 | After-Close | 13.57% | 2.03% | 0.15x | Within |
| 2024-08-08 | After-Close | 19.60% | 26.49% | 1.35x | Exceeded |
| 2024-11-07 | After-Close | 22.10% | 12.22% | 0.55x | Within |
| 2025-05-01 | After-Close | 17.54% | 1.00% | 0.06x | Within |
| 2025-07-31 | After-Close | 16.84% | 6.00% | 0.36x | Within |
| 2025-11-06 | After-Close | 16.83% | 7.89% | 0.47x | Within |
| 2026-02-19 | After-Close | 12.08% | 12.46% | 1.03x | Exceeded |
| 2026-04-30 | After-Close | 15.99% | 29.30% | 1.83x | Exceeded |
| 2026-08-06 | After-Close | 19.21% | 19.81% | 1.03x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
FIVN Options Activity & IV Rank
FIVN IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 86.1%
7-DTE IV: 102.7%
Expected Move: $6.47
7-DTE Move: $6.47
Days to Exp: 16 (2026-11-20)
Options Flow
Call Volume: 235
Put Volume: 371
P/C Volume: 1.579
BEARISH
Call OI: 3,877
Put OI: 906
P/C OI: 0.234
Total OI: 4,783
ATM Options Pricing
ATM Call: $2.58
ATM Put: $3.90
Call %: 7.1%
Put %: 10.7%
Chain Summary
Chain Volume: 2,846
Chain OI: 44,190
Last Updated: 11/4/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 49th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
49%
vs own history
GEX tilt
+0.14
OI-weighted, today
Vanna tilt
+0.29
δ-sensitivity to IV
Charm tilt
-0.55
δ-decay vs time
Charm tilt -0.55: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 20 ATM contracts, 13k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
47%
+7.1
pts
EXTREME
as of Nov 4 · ATM 102.9% / Wing 110.1%
30 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)88.5HighNov 4
IV Rank (30 DTE)76.8HighNov 4
Straddle Price (30 DTE)$6.47Nov 4
Beta Analysis
Risk Metrics
Beta: 1.4189
Alpha: 49.88%
Correlation: 0.2614
R-Squared: 6.8%
Stock Volatility: 69.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own FIVN
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Oaktree Capital Asset manager Howard Marks | $47.4M | #37 of 130 | +145.2% | 13F | |
| Point72 Hedge fund Steve Cohen | $23.7M | #534 of 1945 | -52.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $13.1M | #1399 of 3716 | +1653.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $11.1M | #1517 of 6285 | -16.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $10K | #4032 of 4729 | -60.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
FIVN Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 86,768,500 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
18 filers$286.03M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $123.39M | 43.14% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $53.50M | 18.70% | 2026-06-30 |
| 3 | PEAK6 LLC | $26.65M | 9.32% | 2026-06-30 |
| 4 | Susquehanna International Group, LLP Custodian | $23.18M | 8.11% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $15.27M | 5.34% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $8.40M | 2.94% | 2026-06-30 |
| 7 | TUDOR INVESTMENT CORP ET AL | $6.64M | 2.32% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $6.13M | 2.14% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $4.33M | 1.51% | 2026-06-30 |
| 10 | Balyasny Asset Management L.P. | $4.26M | 1.49% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $4.24M | 1.48% | 2026-06-30 |
| 12 | Wolverine Trading, LLC Custodian | $4.13M | 1.44% | 2025-09-30 |
| 13 | Cubist Systematic Strategies, LLC | $2.69M | 0.94% | 2025-09-30 |
| 14 | Walleye Trading LLC | $1.33M | 0.47% | 2026-06-30 |
| 15 | Walleye Capital LLC | $984.98K | 0.34% | 2026-06-30 |
| 16 | Point72 Asset Management, L.P. | $874.12K | 0.31% | 2026-06-30 |
| 17 | JPMorgan Chase & Co Custodian | $21.30K | <0.01% | 2026-06-30 |
| 18 | HAP TRADING, LLC | $792 | <0.01% | 2025-09-30 |
16 filers$59.76M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $15.11M | 25.29% | 2026-06-30 |
| 2 | Caption Management, LLC | $12.20M | 20.42% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $12.00M | 20.09% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $3.83M | 6.41% | 2026-06-30 |
| 5 | Cubist Systematic Strategies, LLC | $2.86M | 4.79% | 2025-09-30 |
| 6 | Jane Street Group, LLC Custodian | $2.58M | 4.32% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $2.52M | 4.21% | 2025-09-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $2.13M | 3.56% | 2026-06-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $1.76M | 2.95% | 2026-06-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $1.67M | 2.80% | 2026-06-30 |
| 11 | Walleye Capital LLC | $976.46K | 1.63% | 2026-06-30 |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | $741.94K | 1.24% | 2026-06-30 |
| 13 | Walleye Trading LLC | $656.66K | 1.10% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $381.63K | 0.64% | 2026-06-30 |
| 15 | Point72 Asset Management, L.P. | $272.90K | 0.46% | 2026-06-30 |
| 16 | ZAZOVE ASSOCIATES LLC | $61.50K | 0.10% | 2026-06-30 |
FIVN Insider Trading (Form 4)
Latest: 2026-09-21Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | Andy Dignan | President | Sell (S) | −6,986 | $35.00 | -$244.5K | EDGAR |
| 2026-09-16 | Leena Mansharamani | SVP, Chief Accounting Officer | Gift (G) | −630 | — | EDGAR | |
| 2026-09-09 | Tiffany N. Meriweather | Chief Admin. & Legal Officer | Sell (S) | −18,523 | $32.82 | -$607.9K | EDGAR |
| 2026-09-09 | Andy Dignan | President | Sell (S) | −13,320 | $32.98 | -$439.3K | EDGAR |
| 2026-09-09 | Bryan M Lee | Chief Financial Officer | Sell (S) | −20,618 | $33.30 | -$686.5K | EDGAR |
| 2026-09-08 | Leena Mansharamani | SVP, Chief Accounting Officer | Sell (S) | −6,617 | $33.36 | -$220.7K | EDGAR |
| 2026-09-01 | Andy Dignan | President | Sell (S) | −17,767 | $35.03 | -$622.4K | EDGAR |
| 2026-07-15 | Robert Hornish | Chief Sales Officer | Award (A) | +121,444 | — | EDGAR | |
| 2026-07-15 | Niranjan Vijayaragavan | Chief Technology Officer | Award (A) | +207,734 | — | EDGAR | |
| 2026-06-08 | Tiffany N. Meriweather | Chief Admin. & Legal Officer | Sell (S) | −9,526 | $24.81 | -$236.3K | EDGAR |
| 2026-06-08 | Matthew E. Tuckness | Chief Revenue Officer | Sell (S) | −8,645 | $24.81 | -$214.5K | EDGAR |
| 2026-06-08 | Leena Mansharamani | SVP, Chief Accounting Officer | Sell (S) | −2,556 | $24.81 | -$63.4K | EDGAR |
| 2026-06-08 | Panos Kozanian | EVP, Product Engineering | Sell (S) | −5,869 | $24.81 | -$145.6K | EDGAR |
| 2026-06-08 | Andy Dignan | President | Sell (S) | −11,276 | $24.62 | -$277.6K | EDGAR |
| 2026-06-08 | Bryan M Lee | Chief Financial Officer | Sell (S) | −18,131 | $24.77 | -$449.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
FIVN Insider Holdings
21 insiders · @ $36.35
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Amit Mathradas | Chief Executive Officer | 716,743 | $26.05M | $0 | 1 | 2026-02-26 |
| 2 | David S. Welsh | Director | 698,414 | $25.39M | -$39.64M | 21 | 2025-05-22 |
| 3 | Michael Burkland | Chief Executive Officer | 536,971 | $19.52M | -$97.81M | 77 | 2026-02-26 |
| 4 | Bryan M Lee | Chief Financial Officer | 303,451 | $11.03M | -$1.71M | 10 | 2026-09-09 |
| 5 | Matthew E. Tuckness | Chief Revenue Officer | 281,492 | $10.23M | -$465.7K | 6 | 2026-06-08 |
| 6 | Tiffany N. Meriweather | Chief Admin. & Legal Officer | 258,363 | $9.39M | -$1.92M | 8 | 2026-09-09 |
| 7 | Andy Dignan | President | 237,614 | $8.64M | -$4.07M | 27 | 2026-09-21 |
| 8 | Five9, Inc. | President | 233,409 | $8.48M | $0 | 1 | 2025-03-26 |
| 9 | Niranjan Vijayaragavan | Chief Technology Officer | 207,734 | $7.55M | $0 | 1 | 2026-07-15 |
| 10 | Barry Zwarenstein | Chief Financial Officer | 181,049 | $6.58M | -$72.79M | 143 | 2025-03-06 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
FIVN Board & Officers
As of SEC filings through Sep 21, 2026Directors 8
- Robert Zollars · since Apr 3, 2014
- Michael J Burdiek · since Sep 10, 2015
- Julie Iskow · since Feb 6, 2023
- Jonathan D Mariner · since May 24, 2023
- Maria C Walker · since May 21, 2024
- Sagar Gupta · since Dec 8, 2024
- Sudhakar Ramakrishna · since Sep 26, 2025
- Michael Burkland · listed since Feb 2026
Officers 9
- Amit Mathradas · Chief Executive Officer · since Feb 2, 2026
- Andy Dignan · President · listed since Mar 2025
- Bryan M Lee · Chief Financial Officer · listed since Aug 2025
- Leena Mansharamani · SVP, Chief Accounting Officer · since Feb 12, 2021
- Matthew E. Tuckness · Chief Revenue Officer · since Jul 28, 2025
- Tiffany N. Meriweather · Chief Admin. & Legal Officer · since Jul 28, 2025
- Niranjan Vijayaragavan · Chief Technology Officer · since Jun 29, 2026
- Robert Hornish · Chief Sales Officer · since Jun 29, 2026
- Panos Kozanian · EVP, Product Engineering · since Jul 26, 2022
Changes in the last 10 years (49)
| Jun 29, 2026 | Robert Hornish became Chief Sales Officer |
| Jun 29, 2026 | Niranjan Vijayaragavan became Chief Technology Officer |
| Feb 26, 2026 | Michael Burkland first listed as a director in an SEC filing |
| Feb 2, 2026 | Amit Mathradas became Chief Executive Officer |
| Jan 20, 2026 | The company announced the departure of Michael Burkland from the board in an SEC filing |
| Jan 20, 2026 | The company announced the departure of Michael Burkland from the board in an SEC filing |
| Sep 26, 2025 | The company announced the departure of David S. Welsh from the board in an SEC filing |
| Sep 26, 2025 | Sudhakar Ramakrishna became a director |
| Aug 15, 2025 | Bryan M Lee listed as Chief Financial Officer (previously Interim CFO) in SEC filings |
| Jul 31, 2025 | The company announced the departure of Michael Burkland as Chief Executive Officer in an SEC filing |
| Jul 31, 2025 | The company announced the departure of Michael Burkland as CEO, President and Chairman in an SEC filing |
| Jul 28, 2025 | Tiffany N. Meriweather became Chief Admin. & Legal Officer |
| Jul 28, 2025 | Matthew E. Tuckness became Chief Revenue Officer |
| Apr 1, 2025 | Bryan M Lee became Interim CFO |
| Mar 26, 2025 | Five9, Inc. first on file as President |
| Mar 19, 2025 | The company announced the departure of Jack L Acosta from the board in an SEC filing |
| Mar 13, 2025 | Andy Dignan listed as President (previously Chief Operating Officer) in SEC filings |
| Feb 20, 2025 | The company announced the departure of Barry Zwarenstein as Chief Financial Officer in an SEC filing |
| Dec 8, 2024 | Sagar Gupta became a director |
| Nov 5, 2024 | The company announced the departure of Daniel P. Burkland as Pres. & Chief Revenue Officer in an SEC filing |
| Jun 12, 2024 | Barry Zwarenstein first listed as Chief Financial Officer in an SEC filing |
| May 21, 2024 | Maria C Walker became a director |
| Nov 9, 2023 | Andy Dignan became Chief Operating Officer |
| Jun 13, 2023 | Barry Zwarenstein reported in an SEC filing no longer being Chief Financial Officer |
| May 24, 2023 | Jonathan D Mariner became a director |
| Feb 6, 2023 | The company announced the departure of Ana G. Pinczuk from the board in an SEC filing |
| Feb 6, 2023 | Julie Iskow became a director |
| Dec 13, 2022 | Michael Burkland first listed as Chief Executive Officer in an SEC filing |
| Oct 7, 2022 | The company announced the departure of Sue Barsamian from the board in an SEC filing |
| Oct 7, 2022 | The company announced the departure of Rowan M Trollope from the board in an SEC filing |
| Oct 7, 2022 | The company announced the departure of Rowan M Trollope as Chief Executive Officer in an SEC filing |
| Sep 29, 2022 | The company announced the departure of Scott Welch as EVP, Telco Services & GM EMEA in an SEC filing |
| Jul 26, 2022 | Panos Kozanian became EVP, Product Engineering |
| Jun 6, 2022 | Daniel P. Burkland listed as Pres. & Chief Revenue Officer (previously President) in SEC filings |
| Jun 16, 2021 | Ana G. Pinczuk became a director |
| Mar 1, 2021 | Scott Welch listed as EVP, Telco Services & GM EMEA (previously EVP, Cloud Operations) in SEC filings |
| Feb 12, 2021 | Leena Mansharamani became SVP, Chief Accounting Officer |
| Jan 15, 2021 | Sue Barsamian became a director |
| Jan 2, 2019 | Jonathan D. Rosenberg became Chief Technology Officer |
| Dec 17, 2018 | David A. Pickering became EVP, Engineering |
| Nov 19, 2018 | James B Doran became EVP Strategy |
| Oct 19, 2018 | Ryan Kam became Chief Marketing Officer |
| May 31, 2018 | Barry Zwarenstein listed as Chief Financial Officer (previously Interim CEO, CFO and Secretary) in SEC filings |
| May 3, 2018 | Rowan M Trollope became a director |
| May 3, 2018 | Rowan M Trollope became Chief Executive Officer |
| Dec 5, 2017 | Daniel P. Burkland listed as President (previously EVP Global Sales and Services) in SEC filings |
| Dec 5, 2017 | Barry Zwarenstein listed as Interim CEO, CFO and Secretary (previously Chief Financial Officer) in SEC filings |
| May 17, 2017 | David S. Welsh no longer listed as a 10% owner in SEC filings |
| Nov 16, 2016 | Daniel P. Burkland listed as EVP Global Sales and Services (previously EVP, Sales & Business Development) in SEC filings |
Not reported recently (10)
- Five9, Inc. · Last reported as President in an SEC filing dated Mar 26, 2025
- David G Dewalt · Last reported as a director in an SEC filing dated May 18, 2023
- Kimberly Alexy · Last reported as a director in an SEC filing dated Feb 3, 2023
- David A. Pickering · Last reported as EVP, Engineering in an SEC filing dated Dec 17, 2019
- Ryan Kam · Last reported as Chief Marketing Officer in an SEC filing dated Dec 6, 2019
- James B Doran · Last reported as EVP Strategy in an SEC filing dated Dec 6, 2019
- Jonathan D. Rosenberg · Last reported as Chief Technology Officer in an SEC filing dated Jan 18, 2019
- Gaurav Passi · Last reported as EVP, Product Management in an SEC filing dated Aug 6, 2018
- Kevin Gavin · Last reported as Chief Marketing Officer in an SEC filing dated Mar 13, 2017
- Jayendra Das · Last reported as a director in an SEC filing dated Nov 30, 2016
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
FIVN Proposed Insider Sales (Form 144)
Latest: 2026-09-17
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
17 filings
· $9.6M notice value
· 6 unique filers
· 82% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Michael Burkland (1, $6.2M) · ANDREW DIGNAN (5, $1.3M) · Bryan Lee (3, $664K) · TIFFANY MERIWEATHER (2, $627K) · PANOS KOZANIAN (3, $616K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-17 | ANDREW DIGNAN | Officer | 6,986 | $238.1K | 2026-09-17 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-08 | LEENA MANSHARAMANI | Officer | 1,253 | $41.7K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-08 | PANOS KOZANIAN | Officer | 4,332 | $144.1K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-08 | ANDREW DIGNAN | Officer | 2,746 | $91.4K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-08 | BRYAN LEE | Officer | 1,310 | $43.6K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-08 | TIFFANY MERIWEATHER | Officer | 5,114 | $170.1K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-04 | TIFFANY MERIWEATHER | Officer | 13,409 | $457.2K | 2026-09-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-04 | BRYAN LEE | Officer | 14,313 | $488.1K | 2026-09-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-04 | PANOS KOZANIAN | Officer | 8,246 | $281.2K | 2026-09-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-04 | LEENA K MANSHARAMANI | Officer | 2,706 | $92.3K | 2026-09-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
106 ETFs hold FIVN
25 shown · $754.52M total exposure · 0.15% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.15% | $161.4M | $107.7B | 2026-11-03 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $72.5M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.09% | $70.2M | $77.4B | 2026-11-03 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.03% | $59.7M | — | 2026-09-30 |
| 5 | SKYY First Trust Cloud Computing ETF | First Trust | 1.64% | $52.1M | $3.2B | 2026-11-02 |
| 6 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.03% | $51.5M | — | 2026-09-30 |
| 7 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.05% | $33.5M | — | 2026-09-30 |
| 8 | VXF Vanguard Extended Market ETF | Vanguard | 0.03% | $28.6M | — | 2026-09-30 |
| 9 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.18% | $25.7M | $14.3B | 2026-11-03 |
| 10 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.15% | $24.5M | $16.1B | 2026-11-03 |
| 11 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.07% | $20.4M | — | 2026-11-03 |
| 12 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.07% | $18.2M | — | 2026-11-03 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.05% | $17.3M | — | 2026-11-03 |
| 14 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.22% | $16.9M | $7.8B | 2026-11-03 |
| 15 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.09% | $15.1M | — | 2026-09-30 |
| 16 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 0.10% | $12.4M | $13.0B | 2026-11-03 |
| 17 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.22% | $11.0M | $5.0B | 2026-11-03 |
| 18 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.04% | $9.1M | — | 2026-05-31 |
| 19 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.15% | $9.0M | — | 2026-09-30 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $9.0M | — | 2026-11-03 |
| 21 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.22% | $8.1M | — | 2026-07-31 |
| 22 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.04% | $7.8M | $20.2B | 2026-11-02 |
| 23 | TCV Towle Small-Cap Value ETF | Nport | 3.78% | $7.7M | — | 2026-08-31 |
| 24 | CLOU Global X Cloud Computing ETF | Global X | 1.73% | $6.8M | — | 2026-11-03 |
| 25 | PSC Principal U.S. Small-Cap ETF | Nport | 0.26% | $6.0M | — | 2026-06-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
52.68
TTM Diluted EPS
$0.69
TTM Revenue
$1.20B
TTM Net Income
$59.47M
TTM Op. Cash Flow
$248.76M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $312.44M | $3.37M | $0.04 | $42.08M |
| Q1 '26 | 2026-03-31 | $305.32M | $18.41M | $0.21 | $63.92M |
| Q4 '25 | 2025-12-31 | $300.28M | $19.71M | $0.23 | $83.57M |
| Q3 '25 | 2025-09-30 | $285.83M | $17.97M | $0.21 | $59.20M |
| Q2 '25 | 2025-06-30 | $283.27M | $1.15M | $0.01 | $35.06M |
| Q1 '25 | 2025-03-31 | $279.70M | $576.00K | $0.01 | $48.38M |
| Q4 '24 | 2024-12-31 | $278.66M | $11.58M | $0.16 | $49.81M |
| Q3 '24 | 2024-09-30 | $608.76M | $-7.85M | $-0.09 | $127.22M |
| Q2 '24 | 2024-06-30 | $252.09M | $-12.82M | $-0.17 | $19.88M |
| Q1 '24 | 2024-03-31 | $247.01M | $-7.08M | $-0.10 | $32.35M |
| Q4 '23 | 2023-12-31 | $239.06M | $-12.36M | $-0.16 | $36.54M |
| Q3 '23 | 2023-09-30 | $230.10M | $-20.42M | $-0.28 | $37.03M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
52.68
P/B
4.02
P/S
2.62
EV/EBITDA
29.26
EV/Sales
3.08
ROE
7.6%
ROA
3.2%
Div Yield
0.00%
FCF Yield
7.89%
Debt/Equity
0.94
Current Ratio
—
Market Cap
$3.15B
as of 2026-11-04
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
10.84M
SI % of Float
14.39%
Days to Cover
5.79
Short Vol Ratio
56.7%
Free Float
75.32M
Float %
98.4%
Short interest 2026-10-15 • Short volume 2026-11-04 • Float 2026-08-14