LPL Financial
LPSN icon

LPL Financial’s LivePerson LPSN Stock Holding History

LPL Financial’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
-2,507
Closed -$21.9K – 5989
2025
Q3 		$21.9K Buy
2,507
+67
+3% +$942 ﹤0.01% 5736
2025
Q2 		$37K Sell
2,440
-1
-0% -$12 ﹤0.01% 5402
2025
Q1 		$29.3K Sell
2,441
-1,330
-35% -$23.7K ﹤0.01% 5213
2024
Q4 		$86K Buy
3,771
+2,201
+140% +$33.7K ﹤0.01% 5020
2024
Q3 		$30.1K Buy
+1,570
New +$26.6K ﹤0.01% 5050
2023
Q1 		– Sell
-1,060
Closed -$161K – 4539
2022
Q4 		$161K Sell
1,060
-149
-12% -$23.9K ﹤0.01% 4048
2022
Q3 		$171K Buy
+1,209
New +$232K ﹤0.01% 3992
2022
Q1 		– Sell
-955
Closed -$512K – 4314
2021
Q4 		$512K Sell
955
-499
-34% -$346K ﹤0.01% 3258
2021
Q3 		$1.29M Buy
1,454
+119
+9% +$112K ﹤0.01% 2418
2021
Q2 		$1.27M Sell
1,335
-77
-5% -$64.9K ﹤0.01% 2363
2021
Q1 		$1.12M Buy
1,412
+426
+43% +$395K ﹤0.01% 2300
2020
Q4 		$921K Buy
986
+193
+24% +$166K ﹤0.01% 2258
2020
Q3 		$618K Buy
793
+168
+27% +$126K ﹤0.01% 2302
2020
Q2 		$388K Sell
625
-653
-51% -$304K ﹤0.01% 2623
2020
Q1 		$436K Sell
1,278
-30
-2% -$14.5K ﹤0.01% 2176
2019
Q4 		$726K Buy
1,308
+247
+23% +$142K ﹤0.01% 2075
2019
Q3 		$568K Buy
1,061
+86
+9% +$45.7K ﹤0.01% 2165
2019
Q2 		$410K Buy
975
+7
+0.7% +$2.99K ﹤0.01% 2437
2019
Q1 		$421K Buy
968
+195
+25% +$73K ﹤0.01% 2361
2018
Q4 		$219K Sell
773
-2,814
-78% -$867K ﹤0.01% 2744
2018
Q3 		$1.4M Buy
+3,587
New +$1.32M ﹤0.01% 1421

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

LPL Financial's LPSN Position: Q4 2025 in Review

LPL Financial sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 2,507 shares — an estimated $21.9K sold.

LPL Financial first reported a position in LPSN in Q3 2018 and held it in 21 quarters. The position peaked at $1.4M in Q3 2018. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • LPL Financial reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 2,507 LivePerson shares in Q4 2025, an estimated $21.9K.
  • LPL Financial first reported a position in LivePerson in Q3 2018 and held it in 21 quarters.
  • LPL Financial's LivePerson position peaked at $1.4M in Q3 2018.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.