Leavell Investment Management’s LivePerson LPSN Stock Holding History

Leavell Investment Management’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	-4,890	Closed	-$42.8K	–	601
2025 Q3	$42.8K	Hold	4,890	–	–	﹤0.01%	588
2025 Q2	$74.1K	Hold	4,890	–	–	﹤0.01%	574
2025 Q1	$58.6K	Sell	4,890 -7	-0.1%	-$124	﹤0.01%	552
2024 Q4	$112K	Hold	4,897	–	–	0.01%	534
2024 Q3	$94K	Hold	4,897	–	–	﹤0.01%	532
2024 Q2	$43K	Buy	4,897 +1,897	+63%	+$18.2K	﹤0.01%	501
2024 Q1	$45K	Hold	3,000	–	–	﹤0.01%	475
2023 Q4	$171K	Hold	3,000	–	–	0.01%	458
2023 Q3	$175K	Hold	3,000	–	–	0.01%	452
2023 Q2	$203K	Buy	+3,000	New	+$195K	0.01%	450

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

Leavell Investment Management's LPSN Position: Q4 2025 in Review

Leavell Investment Management sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 4,890 shares — an estimated $42.8K sold.

Leavell Investment Management first reported a position in LPSN in Q2 2023 and held it in 10 quarters. The position peaked at $203K in Q2 2023. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

Leavell Investment Management reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
Leavell Investment Management sold 4,890 LivePerson shares in Q4 2025, an estimated $42.8K.
Leavell Investment Management first reported a position in LivePerson in Q2 2023 and held it in 10 quarters.
Leavell Investment Management's LivePerson position peaked at $203K in Q2 2023.
41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.