FG
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Formula Growth’s LivePerson LPSN Stock Holding History

Formula Growth’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
2022
Q1 		– Sell
-4,305
Closed -$2.31M – 144
2021
Q4 		$2.31M Sell
4,305
-6,653
-61% -$4.62M 0.41% 77
2021
Q3 		$9.69M Hold
10,958
– – 1.39% 18
2021
Q2 		$10.4M Buy
10,958
+967
+10% +$815K 1.43% 17
2021
Q1 		$7.9M Buy
+9,991
New +$9.25M 1.14% 25

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Formula Growth's LPSN Position: Q1 2022 in Review

Formula Growth sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 4,305 shares — an estimated $2.31M sold.

Formula Growth first reported a position in LPSN in Q1 2021 and held it in 4 quarters. The position peaked at $10.4M in Q2 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

  • Formula Growth reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
  • Formula Growth sold 4,305 LivePerson shares in Q1 2022, an estimated $2.31M.
  • Formula Growth first reported a position in LivePerson in Q1 2021 and held it in 4 quarters.
  • Formula Growth's LivePerson position peaked at $10.4M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Formula Growth's 13F filing for Q1 2022, filed 13 May 2022.