Stammdaten
Five9, Inc. bietet zusammen mit seinen Tochtergesellschaften Cloud-Software für Callcenter in den USA und international. Das Unternehmen bietet eine Virtual-Contact-Center-Cloud-Plattform, die eine Reihe von Anwendungen bereitstellt, welche die Gesamtheit der Contact-Center-bezogenen Funktionen im Kundenservice, Vertrieb und Marketing ermöglichen. Die Lösung ermöglicht es seinen Kunden, diese Kundeninteraktionen über verschiedene Kanäle zu verwalten, einschließlich Sprache, Video, Chat, E-Mail, Website, soziale Medien, Click-to-Call, Rückruf und mobile Kanäle sowie über APIs; und bietet Lösungen für natürliche Sprachverarbeitung und automatische Spracherkennung. Das Unternehmen bedient Kunden in verschiedenen Branchen, darunter Banken- und Finanzdienstleistungen, Business-Process-Outsourcer, Consumer, Gesundheitswesen, Technologie und Bildung. Five9, Inc. wurde 2001 gegründet und hat seinen Sitz in San Ramon, Kalifornien. KI
Unternehmen & Branche
| Name | Five9, Inc. |
|---|---|
| Ticker | FIVN |
| CIK | 0001288847 |
| Börse | Nasdaq |
| Sektor | Technologie |
| Industrie | Software |
| SIC | 7374 · Services-Computer Processing & Data Preparation |
Wertpapier & Kennzahlen
| CUSIP | 338307101 |
|---|---|
| ISIN | US3383071012 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,78 Mrd. USD |
| KGV (P/E) | 51,38 |
| Beta | 1,40 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 3001 BISHOP DRIVE SUITE 350, 94583 SAN RAMON, CA |
| Telefon | 9252012000 |
| EIN (IRS) | 94-3394123 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | Five 9 Inc (bis 2008) |
Bewertung
| KBV (P/B) | 2,27 vs. 44,54 (2021) ▼ |
|---|---|
| KUV (P/S) | 1,55 vs. 15,43 (2021) ▼ |
| EV/EBITDA | 17,9 |
| FCF-Rendite | 11,3 % vs. -0,1 % (2021) ▲ |
| Buyback-Rendite | 2,8 % |
Qualität & Bilanz
| Bruttomarge | 55,1 % vs. 55,5 % (2021) ≈ |
|---|---|
| Operative Marge | 2,5 % vs. -9,2 % (2021) ▲ |
| Nettomarge | 3,4 % vs. -8,7 % (2021) ▲ |
| ROIC | 4,6 % vs. -19,8 % (2021) ▲ |
| Nettoverschuldung/EBITDA | -1,8 |
| Zinsdeckungsgrad | 2,0 vs. -7,0 (2021) ▲ |
| Forderungslaufzeit (DSO) | 42 T vs. 50 T (2021) ▼ |
| Verbindlichkeitslaufzeit (DPO) | 21 T vs. 28 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 44,54 | 15,55 | 10,72 | 4,95 | 1,97 | 2,15 | |
| KUV (P/S) | 15,43 | 6,19 | 6,34 | 2,96 | 1,35 | 1,52 | |
| EV/EBITDA | – | – | – | 1.739,1 | 15,3 | 13,4 | |
| FCF-Rendite | -0,1 % | 0,8 % | 1,7 % | 3,3 % | 13,0 % | 12,1 % | |
| Buyback-Rendite | – | – | 0,0 % | 0,0 % | 3,2 % | 3,4 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 55,5 % | 52,8 % | 52,5 % | 54,2 % | 55,1 % | 55,3 % | |
| Operative Marge | -9,2 % | -11,2 % | -10,8 % | -4,9 % | 2,5 % | 4,5 % | |
| Nettomarge | -8,7 % | -12,2 % | -9,0 % | -1,2 % | 3,4 % | 4,9 % | |
| ROIC | -19,8 % | -26,1 % | -13,9 % | -1,9 % | 4,6 % | 6,4 % | |
| Nettoverschuldung/EBITDA | – | – | – | -184,0 | -1,8 | -1,8 | |
| Zinsdeckungsgrad | -7,0 | -11,7 | -12,9 | -3,5 | 2,0 | 4,0 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
FIVN
Five9, Inc.
Effektiv
Neutral
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
49,8
55 neu, 119 erhöht, -700715K $ netto
Aktivist
36,9
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 22.79 | +12.1 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 19.85 | +28.7 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 25 Tagen @ 19.40 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 23.87 | EMA50: 22.56 | |
| MACD-Histogramm | Bärisch | 10 % | -0.189 | Bearisch | |
| RSI(14) | Neutral | 10 % | 58.8 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 82.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 22.2 | +DI: 27.5 / −DI: 23.4 | |
| Z-Score(60) | Neutral | 5 % | 1.43 | In Range | |
| 52W-Position | Neutral | 5 % | 76.8 % | Hoch 29.15 / Tief 13.61 | |
| Bollinger(20,2σ) | Neutral | 5 % | 72.8 % | Upper 27.14 / Mid 24.22 / Lower 21.29 | |
| LinReg-Slope(60) | Neutral | 10 % | +0.0448 | R²=0.14 / annualisiert +50.0 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | Dignan Andy | Officer, President | Open Market Sale | -3.073 | 24,25 | -74.520,25 | -72,8% | |
| 2026-06-05 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -1.511 | 24,25 | -36.641,75 | -35,8% | |
| 2026-06-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -5.869 | 24,81 | -145.609,89 | -142,3% | |
| 2026-06-04 | Tuckness Matthew E. | Officer, Chief Revenue Officer | Open Market Sale | -8.645 | 24,81 | -214.482,45 | -209,6% | |
| 2026-06-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -2.556 | 24,81 | -63.414,36 | -62,0% | |
| 2026-06-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -6.107 | 25,13 | -153.468,91 | -150,0% | |
| 2026-06-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -4.794 | 24,16 | -115.823,04 | -113,2% | |
| 2026-06-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -4.313 | 24,81 | -107.005,53 | -104,6% | |
| 2026-06-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -1.406 | 25,69 | -36.120,14 | -35,3% | |
| 2026-06-04 | Dignan Andy | Officer, President | Open Market Sale | -2.700 | 25,07 | -67.689,00 | -66,2% | |
| 2026-06-04 | Dignan Andy | Officer, President | Open Market Sale | -2.558 | 24,81 | -63.463,98 | -62,0% | |
| 2026-06-04 | Dignan Andy | Officer, President | Open Market Sale | -545 | 25,68 | -13.995,60 | -13,7% | |
| 2026-06-04 | Dignan Andy | Officer, President | Open Market Sale | -2.400 | 24,15 | -57.960,00 | -56,6% | |
| 2026-06-04 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -9.526 | 24,81 | -236.340,06 | -231,0% | |
| 2026-05-14 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -21.320 | 20,98 | -447.293,60 | -437,1% | |
| 2026-05-13 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -8.497 | 21,22 | -180.306,34 | -176,2% | |
| 2026-03-05 | Dignan Andy | Officer, President | Open Market Sale | -3.369 | 17,92 | -60.372,48 | -59,0% | |
| 2026-03-05 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -1.756 | 17,92 | -31.467,52 | -30,8% | |
| 2026-03-04 | Dignan Andy | Officer, President | Open Market Sale | -4.924 | 17,69 | -87.105,56 | -85,1% | |
| 2026-03-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -9.855 | 17,70 | -174.433,50 | -170,5% | |
| 2026-03-04 | Tuckness Matthew E. | Officer, Chief Revenue Officer | Open Market Sale | -5.164 | 17,87 | -92.280,68 | -90,2% | |
| 2026-03-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.926 | 17,87 | -34.417,62 | -33,6% | |
| 2026-03-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -7.002 | 17,98 | -125.895,96 | -123,0% | |
| 2026-03-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -3.860 | 17,78 | -68.630,80 | -67,1% | |
| 2026-03-04 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -5.942 | 17,87 | -106.183,54 | -103,8% | |
| 2025-12-05 | Dignan Andy | Officer, President | Open Market Sale | -700 | 20,53 | -14.371,00 | -14,0% | |
| 2025-12-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.187 | 20,28 | -24.072,36 | -23,5% | |
| 2025-12-04 | Tuckness Matthew E. | Officer, Chief Revenue Officer | Open Market Sale | -5.255 | 20,35 | -106.939,25 | -104,5% | |
| 2025-12-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -13.219 | 20,35 | -269.006,65 | -262,9% | |
| 2025-12-04 | Burkland Michael | Officer, Chief Executive Officer | Open Market Sale | -17.992 | 20,35 | -366.137,20 | -357,8% | |
| 2025-12-04 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -6.852 | 20,35 | -139.438,20 | -136,3% | |
| 2025-12-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.147 | 20,58 | -23.605,26 | -23,1% | |
| 2025-12-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -617 | 20,35 | -12.555,95 | -12,3% | |
| 2025-12-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -5.541 | 20,28 | -112.371,48 | -109,8% | |
| 2025-12-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -5.317 | 20,57 | -109.370,69 | -106,9% | |
| 2025-12-04 | Dignan Andy | Officer, President | Open Market Sale | -4.136 | 20,22 | -83.629,92 | -81,7% | |
| 2025-12-04 | Dignan Andy | Officer, President | Open Market Sale | -3.376 | 20,35 | -68.701,60 | -67,1% | |
| 2025-11-03 | Dignan Andy | Officer, President | Open Market Sale | -700 | 24,35 | -17.045,00 | -16,7% | |
| 2025-10-01 | Dignan Andy | Officer, President | Open Market Sale | -35 | 24,62 | -861,70 | -0,8% | |
| 2025-10-01 | Dignan Andy | Officer, President | Open Market Sale | -665 | 23,94 | -15.920,10 | -15,6% | |
| 2025-09-05 | Dignan Andy | Officer, President | Open Market Sale | -700 | 26,48 | -18.536,00 | -18,1% | |
| 2025-09-04 | Burkland Michael | Officer, Chief Executive Officer | Open Market Sale | -18.425 | 25,72 | -473.891,00 | -463,1% | |
| 2025-09-04 | Meriweather Tiffany N. | Officer, Chief Admin. & Legal Officer | Open Market Sale | -7.861 | 25,72 | -202.184,92 | -197,6% | |
| 2025-09-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.214 | 25,66 | -31.151,24 | -30,4% | |
| 2025-09-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.123 | 26,14 | -29.355,22 | -28,7% | |
| 2025-09-04 | Mansharamani Leena | Officer, SVP, Chief Accounting Officer | Open Market Sale | -632 | 25,72 | -16.255,04 | -15,9% | |
| 2025-09-04 | Lee Bryan M | Officer, Chief Financial Officer | Open Market Sale | -1.889 | 25,72 | -48.585,08 | -47,5% | |
| 2025-09-04 | Dignan Andy | Officer, President | Open Market Sale | -3.402 | 25,72 | -87.499,44 | -85,5% | |
| 2025-09-04 | Tuckness Matthew E. | Officer, Chief Revenue Officer | Open Market Sale | -2.020 | 25,72 | -51.954,40 | -50,8% | |
| 2025-09-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -6.433 | 26,12 | -168.029,96 | -164,2% | |
| 2025-09-04 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -4.427 | 25,50 | -112.888,50 | -110,3% | |
| 2025-09-04 | Dignan Andy | Officer, President | Open Market Sale | -4.212 | 25,28 | -106.479,36 | -104,1% | |
| 2025-08-13 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -1.900 | 25,34 | -48.146,00 | -47,1% | |
| 2025-08-13 | Kozanian Panos | Officer, EVP, Product Engineering | Open Market Sale | -5.143 | 25,98 | -133.615,14 | -130,6% | |
| 2025-08-12 | Burdiek Michael J | Director | Open Market Purchase | 1.000 | 24,15 | 24.150,00 | +23,6% | |
| 2025-08-01 | Dignan Andy | Officer, President | Open Market Sale | -700 | 26,16 | -18.312,00 | -17,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Lynrock Lake LP | 186.219.000 | 0 | 186.219.000 | 162.476.078 | Neu | +100,0% | |
| BlackRock, Inc. | 19.219.642 | 0 | 19.219.642 | 117.471.942 | Neu | +100,0% | |
| Voss Capital, LP | 5.875.000 | 0 | 5.875.000 | 89.123.750 | Neu | +100,0% | |
| LINDEN ADVISORS LP | 101.989.000 | 0 | 101.989.000 | 88.842.960 | Neu | +100,0% | |
| Opti Capital Management, LP | 91.441.000 | 0 | 91.441.000 | 79.901.146 | Neu | +100,0% | |
| UBS Group AG | 3.728.614 | 0 | 3.728.614 | 56.563.074 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.329.054 | 0 | 3.329.054 | 50.501.749 | Neu | +100,0% | |
| STATE STREET CORP | 17.723.238 | 0 | 17.723.238 | 44.686.933 | Neu | +100,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 36.337.594 | 0 | 36.337.594 | 43.616.861 | Neu | +100,0% | |
| ARMISTICE CAPITAL, LLC | 2.842.000 | 0 | 2.842.000 | 43.113.140 | Neu | +100,0% | |
| Radcliffe Capital Management, L.P. | 43.591.000 | 0 | 43.591.000 | 39.030.905 | Neu | +100,0% | |
| FIL Ltd | 2.561.141 | 0 | 2.561.141 | 38.852.509 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 2.363.334 | 0 | 2.363.334 | 35.851.777 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 2.159.000 | 0 | 2.159.000 | 32.751.293 | Neu | +100,0% | |
| Anson Funds Management LP | 2.086.675 | 0 | 2.086.675 | 31.654.860 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.062.852 | 0 | 2.062.852 | 31.299.541 | Neu | +100,0% | |
| Verition Fund Management LLC | 24.529.643 | 0 | 24.529.643 | 21.825.934 | Neu | +100,0% | |
| Walleye Capital LLC | 22.512.262 | 0 | 22.512.262 | 21.604.453 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 1.403.371 | 0 | 1.403.371 | 21.289.138 | Neu | +100,0% | |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 23.000.000 | 0 | 23.000.000 | 19.991.473 | Neu | +100,0% | |
| Calamos Advisors LLC | 22.235.000 | 0 | 22.235.000 | 19.320.881 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.265.743 | 0 | 1.265.743 | 19.201.321 | Neu | +100,0% | |
| OAKTREE CAPITAL MANAGEMENT LP | 21.743.000 | 0 | 21.743.000 | 18.970.767 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 1.188.202 | 0 | 1.188.202 | 18.025.024 | Neu | +100,0% | |
| MORGAN STANLEY | 5.753.182 | 0 | 5.753.182 | 18.023.070 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 1.170.477 | 0 | 1.170.477 | 17.756.136 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1.326.531 | 0 | 1.326.531 | 17.549.025 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.054.769 | 0 | 1.054.769 | 15.998.364 | Neu | +100,0% | |
| GROUP ONE TRADING LLC | 977.014 | 0 | 977.014 | 14.821.302 | Neu | +100,0% | |
| Invenomic Capital Management LP | 936.788 | 0 | 936.788 | 14.211.074 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 947.171 | 0 | 947.171 | 14.169.673 | Neu | +100,0% | |
| Clark Capital Management Group, Inc. | 904.826 | 0 | 904.826 | 13.726.210 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 845.744 | 0 | 845.744 | 12.829.936 | Neu | +100,0% | |
| FEDERATED HERMES, INC. | 843.302 | 0 | 843.302 | 12.792.891 | Neu | +100,0% | |
| Context Capital Management, LLC | 14.250.000 | 12.000.000 | 2.250.000 | 12.677.513 | Aufgestockt | +18,8% | |
| ADVENT CAPITAL MANAGEMENT /DE/ | 14.439.000 | 0 | 14.439.000 | 12.604.492 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 719.738 | 0 | 719.738 | 10.918.425 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 714.481 | 0 | 714.481 | 10.838.677 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 671.359 | 0 | 671.359 | 10.184.516 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 4.559.083 | 0 | 4.559.083 | 9.634.000 | Neu | +100,0% | |
| GAGNON SECURITIES LLC | 622.064 | 0 | 622.064 | 9.436.711 | Neu | +100,0% | |
| Pictet Asset Management Holding SA | 609.303 | 0 | 609.303 | 9.240.785 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 594.442 | 0 | 594.442 | 9.017.685 | Neu | +100,0% | |
| Legion Partners Asset Management, LLC | 591.685 | 0 | 591.685 | 8.975.861 | Neu | +100,0% | |
| GLENMEDE TRUST CO NA | 577.672 | 0 | 577.672 | 8.763.283 | Neu | +100,0% | |
| S SQUARED TECHNOLOGY, LLC | 535.195 | 0 | 535.195 | 8.118.908 | Neu | +100,0% | |
| STEELHEAD PARTNERS LLC | 9.000.000 | 0 | 9.000.000 | 7.820.442 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 499.687 | 0 | 499.687 | 7.580.252 | Neu | +100,0% | |
| HERALD INVESTMENT MANAGEMENT Ltd | 354.500 | 362.000 | -7.500 | 7.554.395 | Reduziert | -2,1% | |
| IMC-Chicago, LLC | 473.600 | 0 | 473.600 | 7.184.512 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Context Capital Management, LLC | 14.250.000 | 12.000.000 | +18,8% | 12.677.513 | 24,49 | 100 % | 8 Q |
| HERALD INVESTMENT MANAGEMENT Ltd | 354.500 | 362.000 | -2,1% | 7.554.395 | 14,59 | 100 % | 17 Q |
| MACKAY SHIELDS LLC | 6.155.000 | 6.265.000 | -1,8% | 5.475.796 | 10,58 | 5 % | 10 Q |
| OP Asset Management Ltd | 234.083 | 0 | +100,0% | 4.990.649 | 9,64 | 100 % | 2 Q |
| P.A.W. CAPITAL CORP | 230.600 | 250.500 | -7,9% | 4.916.392 | 9,50 | 100 % | 5 Q |
| Chicago Capital Management, LLC | 5.000 | 0 | +100,0% | 4.477.222 | 8,65 | 100 % | 1 Q |
| Assenagon Asset Management S.A. | 88.044 | 703.899 | -87,5% | 1.877.098 | 3,63 | 100 % | 13 Q |
| Villanova Investment Management Co LLC | 81.125 | 91.065 | -10,9% | 1.729.585 | 3,34 | 100 % | 4 Q |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 74.000 | 74.000 | 0,0% | 1.577.680 | 3,05 | 100 % | 8 Q |
| Mirador Capital Partners LP | 60.244 | 60.302 | -0,1% | 1.284.402 | 2,48 | 100 % | 17 Q |
| Cardinal Point Capital Management ULC | 48.590 | 45.990 | +5,7% | 1.035.939 | 2,00 | 0 % | 6 Q |
| Y-Intercept (Hong Kong) Ltd | 36.443 | 14.574 | +150,1% | 776.965 | 1,50 | 100 % | 12 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.050 | 18.458 | +52,0% | 713.031 | 1,38 | 7 % | 5 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 29.000 | 24.300 | +19,3% | 618.280 | 1,19 | 100 % | 17 Q |
| Police & Firemen's Retirement System of New Jersey | 22.031 | 20.173 | +9,2% | 469.701 | 0,91 | 100 % | 7 Q |
| Sterling Capital Management LLC | 16.793 | 508 | +3205,7% | 358.027 | 0,69 | 91 % | 8 Q |
| Leonteq Securities AG | 13.420 | 21.925 | -38,8% | 286.114 | 0,55 | 100 % | 17 Q |
| Merit Financial Group, LLC | 12.270 | 0 | +100,0% | 261.597 | 0,51 | 0 % | 1 Q |
| LANARK FINANCIAL, INC. | 7.503 | 0 | +100,0% | 159.963 | 0,31 | 100 % | 1 Q |
| Mirae Asset Global Investments Co., Ltd. | 4.971 | 7.230 | -31,2% | 105.982 | 0,20 | 100 % | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 56 | 22,3 | 57 |
| 31.03.2026 | ✓ | 311 | 932,4 | 1.913 |
| 31.12.2025 | ✓ | 310 | 849,5 | 2.448 |
| 30.09.2025 | ✓ | 334 | 892,0 | 2.794 |
| 30.06.2025 | ✓ | 316 | 875,2 | 2.835 |
| 31.03.2025 | ✓ | 338 | 1.252,9 | 3.141 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Lynrock Lake LP | 186.219.000 | 162.476.078 |
| Context Capital Management, LLC | 12.000.000 | 10.470.000 |
| MARSHALL WACE, LLP | 407.483 | 6.181.518 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 317.303 | 4.813.487 |
| Worth Venture Partners, LLC | 5.000.000 | 4.361.167 |
| JUPITER ASSET MANAGEMENT LTD | 258.150 | 3.916.136 |
| Trexquant Investment LP | 209.889 | 3.184.016 |
| CSS LLC/IL | 2.500.000 | 2.169.995 |
| Militia Capital Management LLC | 139.929 | 2.122.723 |
| Nierenberg Investment Management Company, LLC | 135.810 | 2.060.238 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Opti Capital Management, LP | 91.441.000 | 61.441.000 | +204.8 % | 79.901.146 |
| Radcliffe Capital Management, L.P. | 43.591.000 | 22.006.000 | +102.0 % | 39.030.905 |
| BALYASNY ASSET MANAGEMENT L.P. | 36.237.594 | 14.139.057 | +64.0 % | 42.099.861 |
| Walleye Capital LLC | 22.426.462 | 11.347.852 | +102.4 % | 20.302.867 |
| BlackRock, Inc. | 19.219.642 | 2.205.973 | +13.0 % | 117.471.942 |
| Ares Systematic Credit Ltd | 2.331.262 | 2.200.000 | +1676.0 % | 2.466.190 |
| ROYAL BANK OF CANADA | 4.559.083 | 1.658.518 | +57.2 % | 9.634.000 |
| Point72 Asset Management, L.P. | 2.316.334 | 1.613.926 | +229.8 % | 35.138.787 |
| WELLS FARGO & COMPANY/MN | 997.317 | 846.354 | +560.6 % | 1.331.169 |
| ALGERT GLOBAL LLC | 1.029.386 | 750.686 | +269.4 % | 15.616 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 49.096.000 | -24.206.000 | -33.0 % | 428.363 |
| Calamos Advisors LLC | 22.235.000 | -19.909.000 | -47.2 % | 19.320.881 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 23.000.000 | -17.000.000 | -42.5 % | 19.991.473 |
| STEELHEAD PARTNERS LLC | 9.000.000 | -16.000.000 | -64.0 % | 7.820.442 |
| LINDEN ADVISORS LP | 101.989.000 | -13.450.000 | -11.7 % | 88.842.960 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 14.439.000 | -13.302.000 | -48.0 % | 12.604.492 |
| OAKTREE CAPITAL MANAGEMENT LP | 21.743.000 | -8.610.000 | -28.4 % | 18.970.767 |
| MACKAY SHIELDS LLC | 6.265.000 | -6.540.000 | -51.1 % | 5.466.213 |
| BANK OF AMERICA CORP /DE/ | 1.170.477 | -6.048.748 | -83.8 % | 17.756.136 |
| Pictet Asset Management Holding SA | 609.303 | -5.395.881 | -89.9 % | 9.240.785 |
Zusätzlich aktuell von 114 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 15.07.2026 | Voss Capital, LP (+1) | Passiv (13G/A) | 6,40 % | 4.885.826 | -1,60 pp | – | |
| 15.07.2026 | Voss Value Master Fund, LP | Passiv (13G/A) | 0,90 % | 700.000 | -0,40 pp | – | |
| 15.07.2026 | Voss Advisors GP, LLC | Passiv (13G/A) | 1,10 % | 810.826 | -0,50 pp | – | |
| 15.07.2026 | Voss Value-Oriented Special Situations Fund, LP | Passiv (13G/A) | 0,10 % | 110.826 | -0,10 pp | – | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,11 % | 3.915.873 | Neu | – | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 8,97 % | 6.874.027 | Neu | – | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -12,05 pp | – | |
| 27.02.2026 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | 3,80 % | 2.872.185 | -3,60 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 17.02.2026 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | 7,40 % | 0 | 0,00 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 17.02.2026 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | 7,40 % | 5.775.895 | -1,10 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, w… | |
| 13.02.2026 | Voss Capital, LP (+1) | Passiv (13G/A) | 8,00 % | 6.287.790 | +2,20 pp | – | |
| 13.02.2026 | Voss Value-Oriented Special Situations Fund, LP | Passiv (13G/A) | 0,20 % | 175.000 | 0,00 pp | – | |
| 13.02.2026 | Voss Advisors GP, LLC | Passiv (13G/A) | 1,60 % | 1.225.000 | +0,10 pp | – | |
| 13.02.2026 | Voss Value Master Fund, LP | Passiv (13G/A) | 1,30 % | 1.050.000 | 0,00 pp | – | |
| 05.02.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 0,90 % | 692.076 | -4,20 pp | – | |
| 05.11.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 5,10 % | 3.941.320 | -2,80 pp | – | |
| 13.08.2025 | Voss Advisors GP, LLC | Passiv (13G) | 1,50 % | 1.175.600 | Neu | – | |
| 13.08.2025 | Voss Capital, LP (+1) | Passiv (13G) | 5,80 % | 4.465.600 | Neu | – | |
| 13.08.2025 | Voss Value Master Fund, LP | Passiv (13G) | 1,30 % | 1.025.600 | Neu | – | |
| 13.08.2025 | Voss Value-Oriented Special Situations Fund, LP | Passiv (13G) | 0,20 % | 150.000 | Neu | – | |
| 11.08.2025 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | 8,50 % | 6.576.147 | +8,50 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 07.08.2025 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | Ausstieg | 0 | -7,30 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 17.07.2025 | BlackRock, Inc. | Passiv (13G/A) | 7,80 % | 5.955.432 | +2,30 pp | – | |
| 12.05.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 7,90 % | 6.031.877 | -4,20 pp | – | |
| 17.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 5,50 % | 4.150.367 | -1,00 pp | – | |
| 15.04.2025 | PICTET ASSET MANAGEMENT SA | Aktivist (13D/A) | 7,30 % | 5.547.863 | 0,00 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 15.04.2025 | PICTET ASSET MANAGEMENT SA | Aktivist (13D) | 7,30 % | 5.547.863 | -1,50 pp | The Reporting Person acquired shares of Five9 Inc. as part of its investment strategy, c… | |
| 14.02.2025 | Alyeska Investment Group, L.P. (+2) | Passiv (13G/A) | 4,23 % | 3.183.415 | -1,67 pp | – | |
| 12.02.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 12,10 % | 9.102.832 | Neu | – | |
| 11.02.2025 | PICTET ASSET MANAGEMENT SA | Passiv (13G) | 8,80 % | 6.583.265 | Neu | – | |
| 05.02.2025 | BlackRock, Inc. | Passiv (13G/A) | 6,50 % | 4.920.301 | Neu | – | |
| 21.11.2024 | Pictet Asset Management SA | Passiv (13G) | 9,10 % | 6.781.391 | Neu | – | |
| 14.11.2024 | Alyeska Investment Group, L.P. (+2) | Passiv (13G) | 5,90 % | 4.400.256 | Neu | – | |
| 12.11.2024 | The Vanguard Group | Passiv (13G/A) | 12,05 % | 9.007.743 | 0,00 pp | – | |
| 04.11.2024 | The Vanguard Group | Passiv (13G/A) | 12,05 % | 9.007.743 | +2,03 pp | – | |
| 14.02.2024 | Viking Global Performance LLC | Passiv (13G/A) | 2,50 % | 1.797.428 | -0,80 pp | – | |
| 14.02.2024 | Viking Global Opportunities Liquid Portfolio Sub-Master LP (+3) | Passiv (13G/A) | 0,40 % | 318.145 | -0,20 pp | – | |
| 14.02.2024 | Viking Global Equities II LP | Passiv (13G/A) | 0,05 % | 35.951 | -0,05 pp | – | |
| 14.02.2024 | Viking Long Fund Master Ltd. (+1) | Passiv (13G/A) | 0,80 % | 598.544 | -0,30 pp | – | |
| 14.02.2024 | Viking Global Investors LP (+3) | Passiv (13G/A) | 3,70 % | 2.714.117 | -1,40 pp | – |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 305.319.000 $ | 18.412.000 $ | 0,21 $ | 1.865.310.000 $ | 829.631.000 $ |
| 2025-12-31 | 10-K | 1.149.088.000 $ | 39.416.000 $ | 0,45 $ | 1.790.070.000 $ | 785.817.000 $ |
| 2025-09-30 | 10-Q | 285.832.000 $ | 17.973.000 $ | 0,21 $ | 1.768.405.000 $ | 775.286.000 $ |
| 2025-06-30 | 10-Q | 283.269.000 $ | 1.154.000 $ | 0,01 $ | 1.704.860.000 $ | 717.377.000 $ |
| 2025-03-31 | 10-Q | 279.705.000 $ | 576.000 $ | 0,01 $ | 2.089.924.000 $ | 664.286.000 $ |
| 2024-12-31 | 10-K | 1.041.938.000 $ | -12.795.000 $ | -0,17 $ | 2.051.214.000 $ | 622.192.000 $ |
| 2024-09-30 | 10-Q | 264.182.000 $ | -4.479.000 $ | -0,06 $ | 2.007.892.000 $ | 565.586.000 $ |
| 2024-06-30 | 10-Q | 252.086.000 $ | -12.816.000 $ | -0,17 $ | 1.910.380.000 $ | 525.878.000 $ |
| 2024-03-31 | 10-Q | 247.010.000 $ | -7.077.000 $ | -0,10 $ | 1.871.338.000 $ | 483.598.000 $ |
| 2023-12-31 | 10-K | 910.488.000 $ | -81.764.000 $ | -1,13 $ | 1.494.568.000 $ | 538.085.000 $ |
| 2023-09-30 | 10-Q | 230.105.000 $ | -20.419.000 $ | -0,28 $ | 1.456.444.000 $ | 493.870.000 $ |
| 2023-06-30 | 10-Q | 222.882.000 $ | -21.739.000 $ | -0,30 $ | 1.402.944.000 $ | 458.799.000 $ |
| 2023-03-31 | 10-Q | 218.439.000 $ | -27.248.000 $ | -0,38 $ | 1.286.108.000 $ | 339.086.000 $ |
| 2022-12-31 | 10-K | 778.846.000 $ | -94.650.000 $ | -1,35 $ | 1.244.485.000 $ | 309.965.000 $ |
| 2022-09-30 | 10-Q | 198.342.000 $ | -23.207.000 $ | -0,33 $ | 1.206.812.000 $ | 269.445.000 $ |
| 2022-06-30 | 10-Q | 189.382.000 $ | -23.670.000 $ | -0,34 $ | 1.177.223.000 $ | 244.902.000 $ |
| 2022-03-31 | 10-Q | 182.777.000 $ | -34.120.000 $ | -0,49 $ | 1.188.395.000 $ | 214.359.000 $ |
| 2021-12-31 | 10-K | 609.591.000 $ | -53.000.000 $ | -0,79 $ | 1.192.942.000 $ | 211.132.000 $ |
| 2021-09-30 | 10-Q | 154.328.000 $ | -20.537.000 $ | -0,30 $ | 1.150.906.000 $ | 171.070.000 $ |
| 2021-06-30 | 10-Q | 143.782.000 $ | -16.530.000 $ | -0,25 $ | 1.135.716.000 $ | 162.706.000 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Reportable Segment | 1,1 Mrd. | 1,0 Mrd. | 910,5 Mio. | 778,8 Mio. | 100,0 % | +10,3% |
Quartalsverlauf
| Segment | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|
| Reportable Segment | 285,8 Mio. | 283,3 Mio. | 279,7 Mio. | 100,0 % | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 1,0 Mrd. | 927,8 Mio. | 812,7 Mio. | 702,2 Mio. | 556,4 Mio. | 88,5 % | +9,7% | |
| Non Us | 131,7 Mio. | 114,2 Mio. | 97,8 Mio. | 76,6 Mio. | 53,2 Mio. | 11,5 % | +15,4% |
Quartalsverlauf
| Region | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Q1 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| US | 253,8 Mio. | 251,4 Mio. | 247,1 Mio. | 235,3 Mio. | 224,5 Mio. | 219,3 Mio. | 88,8 % | +7,9% | |
| Non Us | 32,0 Mio. | 31,9 Mio. | 32,6 Mio. | 28,9 Mio. | 27,6 Mio. | 27,8 Mio. | 11,2 % | +10,8% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 30.04.2026 | 305,3 Mio. USD | 0,21 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 285,8 Mio. USD | 0,21 |
| Q2 2025 | 30.06.2025 | 31.07.2025 | 283,3 Mio. USD | 0,01 |
| Q1 2025 | 31.03.2025 | 01.05.2025 | 279,7 Mio. USD | 0,01 |
| Q3 2024 | 30.09.2024 | 07.11.2024 | 264,2 Mio. USD | -0,06 |
| Q2 2024 | 30.06.2024 | 08.08.2024 | 252,1 Mio. USD | -0,17 |
| Q1 2024 | 31.03.2024 | 02.05.2024 | 247,0 Mio. USD | -0,10 |
| Q3 2023 | 30.09.2023 | 02.11.2023 | 230,1 Mio. USD | -0,28 |
| Q2 2023 | 30.06.2023 | 07.08.2023 | 222,9 Mio. USD | -0,30 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 30.04.2026 | 10-Q | 31.03.2026 | 30 Tage | SEC » |
| 20.02.2026 | 10-K | 31.12.2025 | 51 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 31.07.2025 | 10-Q | 30.06.2025 | 31 Tage | SEC » |
| 01.05.2025 | 10-Q | 31.03.2025 | 31 Tage | SEC » |
| 21.02.2025 | 10-K | 31.12.2024 | 52 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 08.08.2024 | 10-Q | 30.06.2024 | 39 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 07.08.2023 | 10-Q | 30.06.2023 | 38 Tage | SEC » |
| 04.05.2023 | 10-Q | 31.03.2023 | 34 Tage | SEC » |
| 24.02.2023 | 10-K | 31.12.2022 | 55 Tage | SEC » |
| 07.11.2022 | 10-Q | 30.09.2022 | 38 Tage | SEC » |
| 28.07.2022 | 10-Q | 30.06.2022 | 28 Tage | SEC » |
| 28.04.2022 | 10-Q | 31.03.2022 | 28 Tage | SEC » |
| 28.02.2022 | 10-K | 31.12.2021 | 59 Tage | SEC » |
| 08.11.2021 | 10-Q | 30.09.2021 | 39 Tage | SEC » |
| 27.07.2021 | 10-Q | 30.06.2021 | 27 Tage | SEC » |
| 29.04.2021 | 10-Q | 31.03.2021 | 29 Tage | SEC » |
| 01.03.2021 | 10-K | 31.12.2020 | 60 Tage | SEC » |
| 29.10.2020 | 10-Q | 30.09.2020 | 29 Tage | SEC » |
| 03.08.2020 | 10-Q | 30.06.2020 | 34 Tage | SEC » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 07.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.04.2026 | HV-Einladung | 20.05.2026 Jahres-HV | 24.03.2026 | DEF 14A | SEC » |
| 27.03.2026 | Vorläufig | — | — | PRE 14A | SEC » |
| 07.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.04.2025 | HV-Einladung | 21.05.2025 Jahres-HV | 25.03.2025 | DEF 14A | SEC » |
| 01.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.04.2024 | HV-Einladung | 14.05.2024 Jahres-HV | 18.03.2024 | DEF 14A | SEC » |
| 10.05.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2023 | HV-Einladung | 16.05.2023 Jahres-HV | 20.03.2023 | DEF 14A | SEC » |
| 03.05.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2022 | HV-Einladung | 18.05.2022 Jahres-HV | 21.03.2022 | DEF 14A | SEC » |
| 26.08.2021 | M&A-Abstimmung | 30.09.2021 a.o. HV | 25.08.2021 | DEFM14A | SEC » |
| 28.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.03.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.03.2021 | HV-Einladung | 12.05.2021 Jahres-HV | 15.03.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Übernahmen & Fusionen (M&A)
M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.
| Datum (US) | Kategorie | Form | Deal-Konditionen | SEC |
|---|---|---|---|---|
| 15.09.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
| 14.09.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
| 14.09.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie · Prämie 13,0 % | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. | SEC » |
| 19.07.2021 | Fusion | 425 | Ziel: Five9, Inc. · Aktientausch · Umtausch 0,5533 Akt./Ziel-Aktie | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (22.06.2026)
HOCH Abgang Schlüsselpersonen (22.06.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 22.06.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | n 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 31.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 11.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | n 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 20.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | n 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 07.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | n 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 22.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 01.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 09.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 03.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.02.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.01.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 22.06.2026 | Personalwechsel | -0,25 | 60 | Panos Kozanian, Leiter Produktentwicklung (EVP), startet am 29. Juni 2026 eine Übergabe seiner Aufgaben im gegenseitigen Einvernehmen. Er bl… 🔒 | SEC |
| 30.04.2026 | Quartalszahlen | 0,00 | 15 | Quartalsbericht hinterlegt (Item 2.02). Meldung wird nicht als 'filed' gemäß Section 18 des Exchange Act behandelt. | SEC |
| 20.02.2026 | Wesentliche Vereinbarung | 0,00 | 60 | Five9 unterzeichnete eine Kooperationsvereinbarung mit Anson Funds Management LP. Am 17. Februar 2026 erfolgte eine Aktualisierung dieser Ve… 🔒 | SEC |
| 19.02.2026 | Sonstiges | 0,00 | 5 | Five9 kündigt an, dass die Jahreshauptversammlung 2026 am 20. Mai 2026 virtuell stattfindet. Stimmberechtigte sind eingetragene Aktionäre vo… 🔒 | SEC |
| 21.01.2026 | Personalwechsel | 0,15 | 65 | Five9 ernennt Amit Mathradas zum neuen Chief Executive Officer, effektiv ab 2. Februar 2026. Der Verwaltungsrat genehmigte eine Übergangsver… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-12 | 4 | 20,83 | 83 |
| 2026-06-09 | 4.534 | 23,15 | 104.962 |
| 2026-06-08 | 528 | 23,52 | 12.419 |
| 2026-06-03 | 2.589 | 25,03 | 64.803 |
| 2026-06-02 | 6.591 | 26,26 | 173.080 |
| 2026-05-01 | 15 | 17,20 | 258 |
| 2026-03-26 | 3.643 | 14,61 | 53.224 |
| 2026-03-19 | 30 | 15,64 | 469 |
| 2026-03-10 | 369 | 18,04 | 6.657 |
| 2026-03-04 | 699 | 17,66 | 12.344 |
| 2026-02-24 | 1.879 | 17,74 | 33.333 |
| 2026-02-20 | 16.262 | 17,18 | 279.381 |