![Sagar Gupta](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sagar Gupta
Director/Board Member at
FIVE9, INC.
Net worth: 495 498 $ as of 2026-05-30
Profile
Mr. Sagar Gupta is a Portfolio Manager at Anson Funds Management LP.
Mr. Gupta has been with Anson since 2023 and leads the activism strategy.
Prior to joining Anson, He previously worked as Senior Analyst at Legion Partners, a prominent small/mid-cap activist investment firm based in Los Angeles.
In addition, Mr. Gupta served on the board of Momentive Global, the maker of SurveyMonkey, through the sale of the company to private equity.
He was also a founding member of Finchwood Capital, a TMT long/short equities investment firm, where he served as a Senior Analyst.
Mr. Gupta began his career as an investment banker specializing in the technology sector at UBS and Blackstone.
He earned a B.S.
in Business Administration from the Haas School of Business at the University of California, Berkeley.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
FIVE9, INC. 0.03% | 2026-05-19 | 20,349 ( 0.03% ) | 495 498 $ | 2026-05-30 |
Sagar Gupta active positions
| Companies | Position | Start |
|---|---|---|
| FIVE9, INC. | Director/Board Member | 2024-12-07 |
Anson Funds Management LP
 Anson Funds Management LP Investment ManagersFinance Anson Funds seeks to achieve capital appreciation, primarily through investments in securities of publicly traded companies, generally through short positions, long positions and structured financing transactions. They prioritize net of fees performance with low volatility of returns, and low correlations to broad market indexes. The firm generates investment ideas for their funds through bottom-up screening. | Portfolio Manager-Equities | 2023-09-30 |
Former positions of Sagar Gupta
| Companies | Position | End |
|---|---|---|
Legion Partners Asset Management LLC
 Legion Partners Asset Management LLC Investment ManagersFinance Legion Partners focuses on the North American small-cap market and seeks to generate attractive long-term returns. Their strategy utilizes deep fundamental research, concentrated positions, and professional long-term oriented active management to achieve superior risk-adjusted returns. Legion Partners is an activist firm and is included in SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Analyst-Equity | 2023-09-29 |
| MOMENTIVE GLOBAL INC. | Director/Board Member | 2023-05-31 |
KKR Group Co., Inc.
 KKR Group Co., Inc. Investment ManagersFinance Provides private equity, infrastructure and real estate investment & provides asset management services | Analyst-Equity | 2014-02-28 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2012-05-31 |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Analyst-Equity | - |
Training of Sagar Gupta
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Finance |
Legion Partners Asset Management LLC
Legion Partners Asset Management LLC Investment ManagersFinance Legion Partners focuses on the North American small-cap market and seeks to generate attractive long-term returns. Their strategy utilizes deep fundamental research, concentrated positions, and professional long-term oriented active management to achieve superior risk-adjusted returns. Legion Partners is an activist firm and is included in SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
Five9, Inc.
 Five9, Inc. Packaged SoftwareTechnology Services Provides cloud contact center software solutions | Technology Services |
KKR Group Co., Inc.
KKR Group Co., Inc. Investment ManagersFinance Provides private equity, infrastructure and real estate investment & provides asset management services | Finance |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anson Funds Management LP
Anson Funds Management LP Investment ManagersFinance Anson Funds seeks to achieve capital appreciation, primarily through investments in securities of publicly traded companies, generally through short positions, long positions and structured financing transactions. They prioritize net of fees performance with low volatility of returns, and low correlations to broad market indexes. The firm generates investment ideas for their funds through bottom-up screening. | Finance |
Finchwood Capital LP
 Finchwood Capital LP Investment ManagersFinance Provides investment advice | Finance |
Momentive Global, Inc.
 Momentive Global, Inc. Advertising/Marketing ServicesCommercial Services Provides branding services | Commercial Services |
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