“Five9 Stock Down 60% This Past Year, but One Investor Just Lifted Stake With $3.5 Million Buy”
February 19, 2026
“…According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Gagnon Advisors increased its holdings in Five9 by 168,891 shares during the fourth quarter. The estimated value of this purchase, based on the period’s average share price, is $3.58 million. At the end of the quarter, the position’s valuation rose by $2.69 million, reflecting both the additional shares and changes in market price…
This move shows Gagnon leaning into a software name that is quietly stabilizing even while sentiment remains deeply negative. Five9 reported record third quarter revenue of $285.8 million, up 8% year over year, as adjusted EBITDA reached $71.7 million, translating to a 25.1% margin, which was a meaningful step up from 20% last year. Operating cash flow came in at $59 million for the quarter, up from $41.1 million one year earlier…”
https://finance.yahoo.com/news/five9-stock-down-60-past-181002577.html