Advisory Services Network’s LivePerson LPSN Stock Holding History

Advisory Services Network’s Portfolio LPSN Stock Details LPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,453	Closed	-$307K	–	1688
2024 Q4	$307K	Sell	13,453 -555	-4%	-$8.49K	0.01%	1290
2024 Q3	$122K	Hold	14,008	–	–	﹤0.01%	1451
2024 Q2	$122K	Sell	14,008 -228	-2%	-$2.19K	﹤0.01%	1451
2024 Q1	$213K	Sell	14,236 -133	-0.9%	-$4.58K	﹤0.01%	1309
2023 Q4	$817K	Buy	14,369 +363	+3%	+$16.7K	0.02%	714
2023 Q3	$817K	Buy	14,006 +8,803	+169%	+$580K	0.02%	710
2023 Q2	$353K	Buy	5,203 +2,241	+76%	+$145K	0.01%	1065
2023 Q1	$196K	Buy	2,962 +32	+1%	+$5.13K	0.01%	1307
2022 Q4	$446K	Sell	2,930 -29	-1%	-$4.64K	0.01%	907
2022 Q3	$418K	Buy	+2,959	New	+$567K	0.01%	889
2021 Q3	–	Sell	-7	Closed	-$6K	–	2457
2021 Q2	$6K	Buy	+7	New	+$5.9K	﹤0.01%	3008
2021 Q1	–	Sell	-40	Closed	-$37K	–	2261
2020 Q4	$37K	Sell	40 -3	-7%	-$2.58K	﹤0.01%	1836
2020 Q3	$34K	Buy	+43	New	+$32.3K	﹤0.01%	1780
2018 Q4	–	Sell	-321	Closed	-$125K	–	2613
2018 Q3	$125K	Buy	321 +28	+10%	+$10.3K	0.01%	895
2018 Q2	$108K	Buy	+293	New	+$82.8K	0.01%	916
2018 Q1	–	Sell	-209	Closed	-$36K	–	2662
2017 Q4	$36K	Buy	+209	New	+$39.1K	﹤0.01%	1414

Other funds holding LPSN

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisory Services Network's LPSN Position: Q1 2025 in Review

Advisory Services Network sold out of LivePerson (LPSN) in Q1 2025, closing a stake of 13,453 shares — an estimated $307K sold.

Advisory Services Network first reported a position in LPSN in Q4 2017 and held it in 16 quarters. The position peaked at $817K in Q3 2023. 70 funds tracked by Wall St. Rank hold LPSN as of Q1 2025.

Advisory Services Network reported no remaining LivePerson position as of Q1 2025 after selling out during the quarter.
Advisory Services Network sold 13,453 LivePerson shares in Q1 2025, an estimated $307K.
Advisory Services Network first reported a position in LivePerson in Q4 2017 and held it in 16 quarters.
Advisory Services Network's LivePerson position peaked at $817K in Q3 2023.
70 funds tracked by Wall St. Rank held LivePerson as of Q1 2025.

Based on Advisory Services Network's 13F filing for Q1 2025, filed 15 May 2025.