Algert Global’s LivePerson LPSN Stock Holding History

Algert Global’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
2026 Q1	–	Sell	-20,095	Closed	-$78K	–	1264
2025 Q4	$78K	Buy	+20,095	New	+$112K	﹤0.01%	1101
2022 Q4	–	Sell	-1,316	Closed	-$186K	–	1212
2022 Q3	$186K	Sell	1,316 -1,096	-45%	-$210K	0.01%	1044
2022 Q2	$512K	Buy	+2,412	New	+$678K	0.04%	748
2021 Q4	–	Sell	-545	Closed	-$482K	–	1048
2021 Q3	$482K	Buy	+545	New	+$514K	0.06%	554
2021 Q2	–	Sell	-346	Closed	-$274K	–	485
2021 Q1	$274K	Sell	346 -1,872	-84%	-$1.73M	0.09%	321
2020 Q4	$2.07M	Sell	2,218 -1,402	-39%	-$1.21M	0.59%	34
2020 Q3	$2.82M	Sell	3,620 -1,240	-26%	-$931K	0.9%	11
2020 Q2	$3.02M	Buy	4,860 +770	+19%	+$359K	1.03%	5
2020 Q1	$1.4M	Buy	+4,090	New	+$1.98M	0.59%	32
2018 Q4	–	Sell	-701	Closed	-$273K	–	401
2018 Q3	$273K	Sell	701 -178	-20%	-$65.6K	0.06%	305
2018 Q2	$278K	Buy	879 +7	+0.8%	+$1.98K	0.06%	292
2018 Q1	$214K	Buy	+872	New	+$175K	0.04%	307

Other funds holding LPSN

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return

Geode Capital Management

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

Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 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

Fidelity Investments

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return