Bank of Montreal
LPSN icon

Bank of Montreal’s LivePerson LPSN Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-667
Closed -$5.8K – 3735
2025
Q3 		$5.8K Hold
667
– – ﹤0.01% 3402
2025
Q2 		$10.1K Hold
667
– – ﹤0.01% 3366
2025
Q1 		$7.99K Hold
667
– – ﹤0.01% 3320
2024
Q4 		$15.2K Hold
667
– – ﹤0.01% 3287
2024
Q3 		$12.6K Hold
667
– – ﹤0.01% 3630
2024
Q2 		$6.08K Buy
+667
New +$6.41K ﹤0.01% 3701
2024
Q1 		– Sell
-2,587
Closed -$147K – 4140
2023
Q4 		$147K Buy
+2,587
New +$119K ﹤0.01% 3255
2023
Q2 		– Sell
-983
Closed -$185K – 4163
2023
Q1 		$185K Sell
983
-2,388
-71% -$383K ﹤0.01% 3052
2022
Q4 		$546K Sell
3,371
-8,063
-71% -$1.29M ﹤0.01% 2556
2022
Q3 		$1.67K Buy
11,434
+290
+3% +$55.6K ﹤0.01% 1924
2022
Q2 		$2.6K Sell
11,144
-2,274
-17% -$640K ﹤0.01% 1765
2022
Q1 		$5.22M Sell
13,418
-900
-6% -$364K ﹤0.01% 1463
2021
Q4 		$7.87M Buy
14,318
+116
+0.8% +$80.5K ﹤0.01% 1049
2021
Q3 		$12.5M Buy
14,202
+815
+6% +$769K 0.01% 1164
2021
Q2 		$13.1M Buy
13,387
+7,398
+124% +$6.23M 0.01% 1129
2021
Q1 		$5.1M Buy
5,989
+4,547
+315% +$4.21M ﹤0.01% 1336
2020
Q4 		$1.34M Buy
1,442
+731
+103% +$629K ﹤0.01% 2049
2020
Q3 		$593K Sell
711
-109
-13% -$81.8K ﹤0.01% 2255
2020
Q2 		$540K Buy
820
+397
+94% +$185K ﹤0.01% 2229
2020
Q1 		$132K Sell
423
-450
-52% -$218K ﹤0.01% 2490
2019
Q4 		$485K Buy
873
+99
+13% +$56.8K ﹤0.01% 2688
2019
Q3 		$415K Buy
774
+21
+3% +$11.2K ﹤0.01% 2511
2019
Q2 		$317K Buy
753
+338
+81% +$144K ﹤0.01% 2685
2019
Q1 		$180K Sell
415
-55
-12% -$20.6K ﹤0.01% 2768
2018
Q4 		$133K Buy
470
+28
+6% +$8.63K ﹤0.01% 2799
2018
Q3 		$172K Hold
442
– – ﹤0.01% 2832
2018
Q2 		$139K Buy
442
+27
+7% +$7.63K ﹤0.01% 2961
2018
Q1 		$101K Hold
415
– – ﹤0.01% 2962
2017
Q4 		$71K Sell
415
-20
-5% -$3.74K ﹤0.01% 3135
2017
Q3 		$89K Buy
435
+187
+75% +$35.9K ﹤0.01% 3029
2017
Q2 		$41K Hold
248
– – ﹤0.01% 3297
2017
Q1 		$26K Buy
248
+41
+20% +$4.38K ﹤0.01% 3286
2016
Q4 		$25K Hold
207
– – ﹤0.01% 3331
2016
Q3 		$26K Buy
207
+205
+10,250% +$23.4K ﹤0.01% 3258
2016
Q2 		$0 Buy
+2
New +$191 ﹤0.01% 4217
2016
Q1 		– Sell
-77
Closed -$8K – 4314
2015
Q4 		$8K Hold
77
– – ﹤0.01% 3665
2015
Q3 		$9K Hold
77
– – ﹤0.01% 3493
2015
Q2 		$11K Sell
77
-1,240
-94% -$180K ﹤0.01% 3459
2015
Q1 		$202K Sell
1,317
-129
-9% -$21.8K ﹤0.01% 2359
2014
Q4 		$306K Hold
1,446
– – ﹤0.01% 2289
2014
Q3 		$273K Sell
1,446
-96
-6% -$17K ﹤0.01% 2379
2014
Q2 		$234K Sell
1,542
-13,604
-90% -$2.03M ﹤0.01% 2449
2014
Q1 		$2.74M Sell
15,146
-10,012
-40% -$2M ﹤0.01% 1190
2013
Q4 		$5.59M Buy
25,158
+25,079
+31,746% +$4.16M 0.01% 806
2013
Q3 		$11K Hold
79
– – ﹤0.01% 3400
2013
Q2 		$11K Buy
+79
New +$12.8K ﹤0.01% 3262

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's LPSN Position: Q4 2025 in Review

Bank of Montreal sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 667 shares — an estimated $5.8K sold.

Bank of Montreal first reported a position in LPSN in Q2 2013 and held it in 46 quarters. The position peaked at $13.1M in Q2 2021. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Bank of Montreal reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 667 LivePerson shares in Q4 2025, an estimated $5.8K.
  • Bank of Montreal first reported a position in LivePerson in Q2 2013 and held it in 46 quarters.
  • Bank of Montreal's LivePerson position peaked at $13.1M in Q2 2021.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.