Cetera Investment Advisers
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Cetera Investment Advisers’s LivePerson LPSN Stock Holding History

Cetera Investment Advisers’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
-2,204
Closed -$19.3K – 4802
2025
Q3 		$19.3K Buy
2,204
+1,071
+95% +$15.1K ﹤0.01% 4495
2025
Q2 		$17.2K Hold
1,133
– – ﹤0.01% 4031
2025
Q1 		$13.6K Buy
+1,133
New +$20.1K ﹤0.01% 3932

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 $699M AUM 72.42% 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 $100B AUM 35.1% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $8.4B AUM 63.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers's LPSN Position: Q4 2025 in Review

Cetera Investment Advisers sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 2,204 shares — an estimated $19.3K sold.

Cetera Investment Advisers first reported a position in LPSN in Q1 2025 and held it in 3 quarters. The position peaked at $19.3K in Q3 2025. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Cetera Investment Advisers reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,204 LivePerson shares in Q4 2025, an estimated $19.3K.
  • Cetera Investment Advisers first reported a position in LivePerson in Q1 2025 and held it in 3 quarters.
  • Cetera Investment Advisers's LivePerson position peaked at $19.3K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.