Allworth Financial’s LivePerson LPSN Stock Holding History

Allworth Financial’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	$6	Hold	2	–	–	﹤0.01%	5166
2025 Q4	$8	Buy	+2	New	+$11	﹤0.01%	4967
2025 Q3	–	Sell	-3	Closed	-$41	–	4986
2025 Q2	$41	Hold	3	–	–	﹤0.01%	4465
2025 Q1	$34	Hold	3	–	–	﹤0.01%	3992
2024 Q4	$58	Hold	3	–	–	﹤0.01%	3868
2024 Q3	$52	Hold	3	–	–	﹤0.01%	3686
2024 Q2	$40	Hold	3	–	–	﹤0.01%	3632
2024 Q1	$40	Buy	+3	New	+$103	﹤0.01%	3541
2022 Q4	–	Sell	-86	Closed	-$12K	–	3119
2022 Q3	$12K	Buy	+86	New	+$16.5K	﹤0.01%	1560
2022 Q2	–	Sell	-68	Closed	-$25K	–	2623
2022 Q1	$25K	Buy	+68	New	+$27.5K	﹤0.01%	1162

Other funds holding LPSN

DKCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SAM

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

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

AAI

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

GCP

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

Allworth Financial's LPSN Position: Q1 2026 in Review

Allworth Financial held its LivePerson (LPSN) position steady in Q1 2026 at 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #5166.

Allworth Financial first reported a position in LPSN in Q1 2022 and has held it in 10 quarters since. The position peaked at $25K in Q1 2022. 41 funds tracked by Wall St. Rank hold LPSN as of Q1 2026.

Allworth Financial held 2 shares of LivePerson worth $6 as of Q1 2026.
Allworth Financial left its LivePerson share count unchanged in Q1 2026.
LivePerson made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5166 holding.
Allworth Financial first reported a position in LivePerson in Q1 2022 and has held it in 10 quarters since.
Allworth Financial's LivePerson position peaked at $25K in Q1 2022.
41 funds tracked by Wall St. Rank held LivePerson as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.