LWAM
LPSN icon

Legacy Wealth Asset Management’s LivePerson LPSN Stock Holding History

Legacy Wealth Asset 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
-668
Closed -$5.84K – 373
2025
Q3 		$5.84K Hold
668
– – ﹤0.01% 359
2025
Q2 		$10.1K Hold
668
– – ﹤0.01% 349
2025
Q1 		$8K Hold
668
– – ﹤0.01% 339
2024
Q4 		$15.2K Hold
668
– – ﹤0.01% 348
2024
Q3 		$12.8K Hold
668
– – ﹤0.01% 345
2024
Q2 		$5.81K Buy
+668
New +$6.42K ﹤0.01% 338

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Asset Management's LPSN Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 668 shares — an estimated $5.84K sold.

Legacy Wealth Asset Management first reported a position in LPSN in Q2 2024 and held it in 6 quarters. The position peaked at $15.2K in Q4 2024. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 668 LivePerson shares in Q4 2025, an estimated $5.84K.
  • Legacy Wealth Asset Management first reported a position in LivePerson in Q2 2024 and held it in 6 quarters.
  • Legacy Wealth Asset Management's LivePerson position peaked at $15.2K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.