MCM
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MAI Capital Management’s LivePerson LPSN Stock Holding History

MAI Capital 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
Q3 		– Sell
-13
Closed -$202 – 3997
2025
Q2 		$202 Hold
13
– – ﹤0.01% 3861
2025
Q1 		$160 Hold
13
– – ﹤0.01% 3332
2024
Q4 		$304 Buy
+13
New +$199 ﹤0.01% 3344

Other funds holding LPSN

LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MAI Capital Management's LPSN Position: Q3 2025 in Review

MAI Capital Management sold out of LivePerson (LPSN) in Q3 2025, closing a stake of 13 shares — an estimated $202 sold.

MAI Capital Management first reported a position in LPSN in Q4 2024 and held it in 3 quarters. The position peaked at $304 in Q4 2024. 65 funds tracked by Wall St. Rank hold LPSN as of Q3 2025.

  • MAI Capital Management reported no remaining LivePerson position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 13 LivePerson shares in Q3 2025, an estimated $202.
  • MAI Capital Management first reported a position in LivePerson in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's LivePerson position peaked at $304 in Q4 2024.
  • 65 funds tracked by Wall St. Rank held LivePerson as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.