Dodds Wealth’s LivePerson LPSN Stock Holding History

Dodds Wealth’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	-4,493	Closed	-$39.3K	–	58
2025 Q3	$39.3K	Hold	4,493	–	–	0.01%	60
2025 Q2	$68.1K	Hold	4,493	–	–	0.02%	56
2025 Q1	$53.9K	Hold	4,493	–	–	0.02%	59
2024 Q4	$96.4K	Buy	+4,493	New	+$68.7K	0.03%	60

Other funds holding LPSN

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

SAM

Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dodds Wealth's LPSN Position: Q4 2025 in Review

Dodds Wealth sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 4,493 shares — an estimated $39.3K sold.

Dodds Wealth first reported a position in LPSN in Q4 2024 and held it in 4 quarters. The position peaked at $96.4K in Q4 2024. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

Dodds Wealth reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
Dodds Wealth sold 4,493 LivePerson shares in Q4 2025, an estimated $39.3K.
Dodds Wealth first reported a position in LivePerson in Q4 2024 and held it in 4 quarters.
Dodds Wealth's LivePerson position peaked at $96.4K in Q4 2024.
41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Dodds Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.