AAS
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Avantax Advisory Services’s LivePerson LPSN Stock Holding History

Avantax Advisory Services’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
Q2 		$30.3K Hold
2,000
– – ﹤0.01% 2333
2025
Q1 		$24K Buy
2,000
+733
+58% +$13K ﹤0.01% 2213
2024
Q4 		$28.9K Buy
1,267
+600
+90% +$9.17K ﹤0.01% 2167
2024
Q3 		$12.8K Buy
+667
New +$11.3K ﹤0.01% 2112

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's LPSN Position: Q2 2025 in Review

Avantax Advisory Services held its LivePerson (LPSN) position steady in Q2 2025 at 2,000 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Avantax Advisory Services first reported a position in LPSN in Q3 2024 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold LPSN as of Q2 2025.

  • Avantax Advisory Services held 2,000 shares of LivePerson worth $30.3K as of Q2 2025.
  • Avantax Advisory Services left its LivePerson share count unchanged in Q2 2025.
  • LivePerson made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2333 holding.
  • Avantax Advisory Services first reported a position in LivePerson in Q3 2024 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held LivePerson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.