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IFP Advisors’s LivePerson LPSN Stock Holding History

IFP 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
2026
Q1 		– Sell
-5,333
Closed -$33.1K – 5097
2025
Q4 		$33.1K Buy
5,333
+5,000
+1,502% +$27.8K ﹤0.01% 2432
2025
Q3 		$2.92K Hold
333
– – ﹤0.01% 3533
2025
Q2 		$5.05K Hold
333
– – ﹤0.01% 3379
2025
Q1 		$4K Buy
+333
New +$5.92K ﹤0.01% 2917
2023
Q1 		– Sell
-3
Closed -$7K – 3995
2022
Q4 		$7K Buy
3
+1
+50% +$160 ﹤0.01% 3610
2022
Q3 		$1K Hold
2
– – ﹤0.01% 4601
2022
Q2 		$1K Hold
2
– – ﹤0.01% 4377
2022
Q1 		$1K Buy
+2
New +$808 ﹤0.01% 4376
2021
Q4 		– Sell
-14
Closed -$12K – 3434
2021
Q3 		$12K Hold
14
– – ﹤0.01% 2199
2021
Q2 		$13K Buy
+14
New +$11.8K ﹤0.01% 2117
2019
Q4 		– Sell
-14
Closed -$8.04K – 3004
2019
Q3 		$7K Buy
+14
New +$7.43K ﹤0.01% 2224
2019
Q1 		– Sell
-30
Closed -$8K – 2956
2018
Q4 		$8K Sell
30
-21
-41% -$6.47K ﹤0.01% 2622
2018
Q3 		$20K Hold
51
– – ﹤0.01% 2453
2018
Q2 		$16K Sell
51
-237
-82% -$67K ﹤0.01% 2605
2018
Q1 		$50K Hold
288
– – ﹤0.01% 1807
2017
Q4 		$50K Buy
288
+237
+465% +$44.4K ﹤0.01% 1824
2017
Q3 		$10K Hold
51
– – ﹤0.01% 3020
2017
Q2 		$8K Hold
51
– – ﹤0.01% 3164
2017
Q1 		$5K Buy
51
+21
+70% +$2.24K ﹤0.01% 3301
2016
Q4 		$3K Buy
+30
New +$3.71K ﹤0.01% 3523

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

IFP Advisors's LPSN Position: Q1 2026 in Review

IFP Advisors sold out of LivePerson (LPSN) in Q1 2026, closing a stake of 5,333 shares — an estimated $33.1K sold.

IFP Advisors first reported a position in LPSN in Q4 2016 and held it in 20 quarters. The position peaked at $50K in Q1 2018. 41 funds tracked by Wall St. Rank hold LPSN as of Q1 2026.

  • IFP Advisors reported no remaining LivePerson position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 5,333 LivePerson shares in Q1 2026, an estimated $33.1K.
  • IFP Advisors first reported a position in LivePerson in Q4 2016 and held it in 20 quarters.
  • IFP Advisors's LivePerson position peaked at $50K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.