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Compiled from SEC Form N-PX filings and FIVE9 INC.’s Form 8-K, filed 2025-05-21 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore FIVE9 INC. in the interactive database Compare manager voting policies
These tallies are FIVE9 INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-21 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Susan Barsamian | 56,418,253 | -- | -- | 2,561,446 | 8,358,444 | Majority: yes |
| Elect Director: Jonathan Mariner | 39,916,836 | -- | -- | 19,062,863 | 8,358,444 | Majority: yes |
| Elect Director: David Welsh | 43,222,240 | -- | -- | 15,757,459 | 8,358,444 | Majority: yes |
| Proposal 2: approved, on an advisory basis, the compensation of the Company's named executive officers, and (3) ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. A | 48,954,527 | 9,973,348 | 51,824 | -- | 8,358,444 | Majority: yes |
| Proposal 3: Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. | 67,017,181 | 272,710 | 48,252 | -- | -- | Majority: yes |
Source: FIVE9 INC., Form 8-K, filed with the SEC on 2025-05-21 — read the filing on EDGAR.
Each item below shows how the 333 asset managers that disclosed a FIVE9 INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of FIVE9 INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2025-05-21.
Combines 14 wordings of this item as funds reported it.
83% Majority: yes · of votes cast
FIVE9 INC.’s own tally for this item (“Proposal 2: approved, on an advisory basis, the compensation of the Company's named executive officers, and (3) ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the ”): 48,954,527 for, 9,973,348 against, per its Form 8-K filed 2025-05-21 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 76,243,231 outstanding shares: 64% for, 13% against (77% of the company cast a for/against vote).
The 327 asset managers below cast 85% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 12,460,911 | 0 | 0 | 0 | For |
| Vanguard | 10,441,761 | 615 | 0 | 0 | For |
| PICTET ASSET MANAGEMENT SA | 5,691,115 | 0 | 0 | 0 | For |
| BlackRock | 3,134,842 | 739 | 0 | 0 | For |
| Wellington | 1,783,870 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 1,749,256 | 0 | 0 | Against |
| Artisan | 1,708,747 | 0 | 0 | 0 | For |
| First Trust | 1,629,182 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,493,108 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,354,049 | 0 | 0 | 0 | For |
| State Street | 1,298,622 | 168 | 0 | 0 | For |
| ARMISTICE CAPITAL, LLC | 1,075,987 | 0 | 0 | 0 | For |
| Prudential/PGIM | 0 | 1,067,239 | 0 | 0 | Against |
| Capitol Series Trust | 1,046,166 | 0 | 0 | 0 | For |
| Alyeska Investment Group, L.P. | 1,024,005 | 0 | 0 | 0 | For |
| Charles Schwab | 901,739 | 0 | 0 | 0 | For |
| Van Berkom & Associates Inc. | 839,616 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 0 | 648,592 | 0 | 0 | Against |
| Fisher Asset Management, LLC | 645,339 | 0 | 0 | 0 | For |
| Capital Group | 38 | 628,011 | 0 | 0 | Against |
| Legion Partners Asset Management, LLC | 0 | 591,685 | 0 | 0 | Against |
| SYLEBRA CAPITAL LLC | 481,687 | 0 | 0 | 0 | For |
| Dimensional | 0 | 463,280 | 0 | 0 | Against |
| Northern Trust | 421,250 | 0 | 0 | 0 | For |
| SEGALL BRYANT & HAMILL, LLC | 404,346 | 0 | 0 | 0 | For |
Showing the 25 largest of 327 asset managers. See all 327 in the interactive database.
Meeting held 2025-05-21.
Combines 8 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
FIVE9 INC.’s own tally for this item (“Elect Director: Susan Barsamian”): 56,418,253 for, 2,561,446 withheld, per its Form 8-K filed 2025-05-21 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 76,243,231 outstanding shares: 74% for, 3% withheld (77% of the company cast a for/withheld vote).
The 79 asset managers below cast 100% of the shares they voted on this item FOR (28,007,898 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,258,524 | 0 | 0 | 0 | For |
| Fidelity | 6,904,496 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,749,256 | 0 | 0 | 0 | For |
| First Trust | 1,476,374 | 0 | 0 | 0 | For |
| Capitol Series Trust | 1,046,166 | 0 | 0 | 0 | For |
| BlackRock | 993,188 | 0 | 0 | 0 | For |
| Artisan | 737,503 | 0 | 0 | 0 | For |
| Prudential/PGIM | 471,200 | 0 | 6,339 | 0 | For |
| Charles Schwab | 450,197 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 396,483 | 0 | Abstain |
| OBERWEIS FUNDS | 366,600 | 0 | 0 | 0 | For |
| MFS | 327,315 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 301,895 | 0 | 0 | 0 | For |
| TIAA | 282,369 | 0 | 0 | 0 | For |
| Jackson National | 254,831 | 0 | 6,267 | 0 | For |
| Waddell & Reed | 252,271 | 0 | 0 | 0 | For |
| Calamos | 208,773 | 0 | 0 | 0 | For |
| Global X | 204,674 | 0 | 0 | 0 | For |
| WisdomTree | 193,100 | 0 | 0 | 0 | For |
| Royce | 190,338 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 151,160 | 0 | 0 | 0 | For |
| State Street | 131,273 | 0 | 0 | 0 | For |
| Aberdeen | 109,521 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 105,221 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,022 | 0 | 0 | 0 | For |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
Meeting held 2025-05-21.
Combines 8 wordings of this item as funds reported it.
68% Majority: yes · of votes cast
FIVE9 INC.’s own tally for this item (“Elect Director: Jonathan Mariner”): 39,916,836 for, 19,062,863 withheld, per its Form 8-K filed 2025-05-21 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 76,243,231 outstanding shares: 52.4% for, 25% withheld (77% of the company cast a for/withheld vote).
The 79 asset managers below cast 100% of the shares they voted on this item FOR (23,203,812 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,257,921 | 0 | 603 | 0 | For |
| Fidelity | 6,822,047 | 0 | 82,449 | 0 | For |
| Columbia Threadneedle | 1,749,256 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 1,476,374 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 1,046,166 | 0 | Abstain |
| BlackRock | 993,188 | 0 | 0 | 0 | For |
| Artisan | 737,503 | 0 | 0 | 0 | For |
| Prudential/PGIM | 471,200 | 0 | 6,339 | 0 | For |
| Charles Schwab | 450,197 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 396,483 | 0 | Abstain |
| OBERWEIS FUNDS | 0 | 0 | 366,600 | 0 | Abstain |
| MFS | 0 | 0 | 327,315 | 0 | Abstain |
| GLENMEDE FUND INC | 0 | 0 | 301,895 | 0 | Abstain |
| TIAA | 282,369 | 0 | 0 | 0 | For |
| Jackson National | 254,831 | 0 | 6,267 | 0 | For |
| Waddell & Reed | 0 | 0 | 252,271 | 0 | Abstain |
| Calamos | 208,773 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 204,674 | 0 | Abstain |
| WisdomTree | 0 | 0 | 193,100 | 0 | Abstain |
| Royce | 190,338 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 0 | 0 | 151,160 | 0 | Abstain |
| State Street | 131,164 | 0 | 109 | 0 | For |
| Aberdeen | 0 | 0 | 109,521 | 0 | Abstain |
| CARILLON SERIES TRUST | 0 | 0 | 105,221 | 0 | Abstain |
| Segall Bryant & Hamill Trust | 0 | 0 | 104,022 | 0 | Abstain |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
Meeting held 2025-05-21.
Combines 8 wordings of this item as funds reported it.
73% Majority: yes · of votes cast
FIVE9 INC.’s own tally for this item (“Elect Director: David Welsh”): 43,222,240 for, 15,757,459 withheld, per its Form 8-K filed 2025-05-21 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 76,243,231 outstanding shares: 57% for, 21% withheld (77% of the company cast a for/withheld vote).
The 79 asset managers below cast 100% of the shares they voted on this item FOR (22,982,920 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,257,921 | 0 | 603 | 0 | For |
| Fidelity | 6,822,047 | 0 | 82,449 | 0 | For |
| Columbia Threadneedle | 1,749,256 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 1,476,374 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 1,046,166 | 0 | Abstain |
| BlackRock | 993,188 | 0 | 0 | 0 | For |
| Artisan | 737,503 | 0 | 0 | 0 | For |
| Prudential/PGIM | 471,200 | 0 | 6,339 | 0 | For |
| Charles Schwab | 450,197 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 396,483 | 0 | Abstain |
| OBERWEIS FUNDS | 0 | 0 | 366,600 | 0 | Abstain |
| MFS | 0 | 0 | 327,315 | 0 | Abstain |
| GLENMEDE FUND INC | 0 | 0 | 301,895 | 0 | Abstain |
| TIAA | 282,369 | 0 | 0 | 0 | For |
| Jackson National | 254,831 | 0 | 6,267 | 0 | For |
| Waddell & Reed | 0 | 0 | 252,271 | 0 | Abstain |
| Calamos | 208,773 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 204,674 | 0 | Abstain |
| WisdomTree | 0 | 0 | 193,100 | 0 | Abstain |
| Royce | 190,338 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 0 | 0 | 151,160 | 0 | Abstain |
| State Street | 169 | 0 | 131,104 | 0 | Abstain |
| Aberdeen | 0 | 0 | 109,521 | 0 | Abstain |
| CARILLON SERIES TRUST | 0 | 0 | 105,221 | 0 | Abstain |
| Segall Bryant & Hamill Trust | 0 | 0 | 104,022 | 0 | Abstain |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
Meeting held 2025-05-21.
Combines 2 wordings of this item as funds reported it.
99.9% fund support · no official result
The 76 asset managers below cast 99.9% of the shares they voted on this item FOR (28,640,265 for, 14,644 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,258,524 | 0 | 0 | 0 | For |
| Fidelity | 6,904,496 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 1,749,256 | 0 | 0 | 0 | For |
| First Trust | 1,476,374 | 0 | 0 | 0 | For |
| Capitol Series Trust | 1,046,166 | 0 | 0 | 0 | For |
| BlackRock | 993,188 | 0 | 0 | 0 | For |
| Artisan | 737,503 | 0 | 0 | 0 | For |
| Prudential/PGIM | 477,539 | 0 | 0 | 0 | For |
| Charles Schwab | 450,197 | 0 | 0 | 0 | For |
| Dimensional | 396,483 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 366,600 | 0 | 0 | 0 | For |
| MFS | 327,315 | 0 | 0 | 0 | For |
| GLENMEDE FUND INC | 301,895 | 0 | 0 | 0 | For |
| TIAA | 282,369 | 0 | 0 | 0 | For |
| Jackson National | 261,098 | 0 | 0 | 0 | For |
| Waddell & Reed | 252,271 | 0 | 0 | 0 | For |
| Calamos | 208,773 | 0 | 0 | 0 | For |
| Global X | 204,674 | 0 | 0 | 0 | For |
| WisdomTree | 193,100 | 0 | 0 | 0 | For |
| Royce | 190,338 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 151,160 | 0 | 0 | 0 | For |
| State Street | 131,272 | 1 | 0 | 0 | For |
| Aberdeen | 109,521 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 105,221 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,022 | 0 | 0 | 0 | For |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2024-05-14 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
15% fund support · no official result
The 3 asset managers below cast 15% of the shares they voted on this item FOR (55 for, 320 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 320 | 0 | 0 | Against |
| Ipswich Investment Management Co., Inc. | 55 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-05-21.
99.5% Majority: yes · of votes cast
FIVE9 INC.’s own tally for this item (“Proposal 3: Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025.”): 67,017,181 for, 272,710 against, per its Form 8-K filed 2025-05-21 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 76,243,231 outstanding shares: 88% for, 0.4% against (88% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (22,740 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| RBB FUND, INC. | 13,020 | 0 | 0 | 0 | For |
| Dunham Funds | 9,720 | 0 | 0 | 0 | For |
Meeting held 2025-05-21.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (522 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GuideStone | 486 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 36 | 0 | 0 | 0 | For |
Ranked by the number of FIVE9 INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 76,243,231 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 16.34% |
| 2 | Vanguard | 13.70% |
| 3 | PICTET ASSET MANAGEMENT SA | 7.46% |
| 4 | BlackRock | 4.11% |
| 5 | Wellington | 2.34% |
| 6 | Columbia Threadneedle | 2.29% |
| 7 | Artisan | 2.24% |
| 8 | First Trust | 2.14% |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.96% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.78% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| FMR LLC | 11.94% | DEF14A |
| Vanguard Group | 11.20% | 13F |
| Vanguard Portfolio Management | 9.02% | 13G |
| Pictet Asset Management S.A. | 8.63% | DEF14A |
| Voss Capital, LP | 8.25% | 13G |
| FMR (Fidelity) | 7.71% | 13F |
| BlackRock | 6.91% | 13F |
| Alyeska Investment Group, L.P. | 4.18% | 13G |
| State Street | 1.79% | 13F |
| Morgan Stanley | 1.38% | 13F |
Percentages above are of 76,243,231 shares outstanding, as reported by FIVE9 INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FIVE9 INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At FIVE9 INC.'s shareholder meeting held 2025-05-21, in the 2024-2025 proxy season, 333 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,653 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on a non-binding advisory basis, the compensation of the named executive officers… — FOR was 83% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: FIVE9 INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-21.
FIVE9 INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.