EverSource Wealth Advisors’s LivePerson LPSN Stock Holding History

EverSource Wealth Advisors’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	-8	Closed	-$74	–	4362
2025 Q3	$74	Hold	8	–	–	﹤0.01%	4226
2025 Q2	$128	Buy	+8	New	+$95	﹤0.01%	4099
2023 Q1	–	Sell	-30	Closed	-$4.57K	–	2466
2022 Q4	$4.57K	Buy	+30	New	+$4.8K	﹤0.01%	1647
2022 Q3	–	Sell	-7	Closed	-$1K	–	2061
2022 Q2	$1K	Sell	7 -4	-36%	-$1.13K	﹤0.01%	1646
2022 Q1	$4K	Sell	11 -13	-54%	-$5.25K	﹤0.01%	1346
2021 Q4	$13K	Buy	+24	New	+$16.6K	﹤0.01%	850

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EverSource Wealth Advisors's LPSN Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 8 shares — an estimated $74 sold.

EverSource Wealth Advisors first reported a position in LPSN in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

EverSource Wealth Advisors reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 8 LivePerson shares in Q4 2025, an estimated $74.
EverSource Wealth Advisors first reported a position in LivePerson in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's LivePerson position peaked at $13K in Q4 2021.
41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.