Marshall Wace North America’s LivePerson LPSN Stock Holding History

Marshall Wace North America’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
2021 Q3	$1.9M	Buy	2,151 +1,703	+380%	+$1.61M	0.01%	741
2021 Q2	$425K	Buy	+448	New	+$378K	﹤0.01%	1209
2021 Q1	–	Sell	-2,420	Closed	-$2.26M	–	1659
2020 Q4	$2.26M	Buy	+2,420	New	+$2.08M	0.01%	725
2019 Q3	–	Sell	-1,496	Closed	-$629K	–	1432
2019 Q2	$629K	Buy	+1,496	New	+$638K	﹤0.01%	847
2018 Q3	–	Sell	-31,720	Closed	-$10M	–	1166
2018 Q2	$10M	Buy	31,720 +29,876	+1,620%	+$8.45M	0.06%	333
2018 Q1	$452K	Sell	1,844 -267	-13%	-$53.4K	﹤0.01%	1171
2017 Q4	$364K	Buy	+2,111	New	+$395K	﹤0.01%	1204
2013 Q4	$291K	Buy	+1,310	New	+$217K	0.01%	601

Other funds holding LPSN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Wace North America's LPSN Position: Q3 2021 in Review

Marshall Wace North America increased its LivePerson (LPSN) stake by 380% in Q3 2021, buying an estimated $1.61M and bringing the position to 2,151 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #741.

Marshall Wace North America first reported a position in LPSN in Q4 2013 and has held it in 8 quarters since. The position peaked at $10M in Q2 2018. 250 funds tracked by Wall St. Rank hold LPSN as of Q3 2021.

Marshall Wace North America held 2,151 shares of LivePerson worth $1.9M as of Q3 2021.
Marshall Wace North America bought 1,703 LivePerson shares in Q3 2021, an estimated $1.61M.
LivePerson made up 0.01% of Marshall Wace North America's portfolio in Q3 2021, its #741 holding.
Marshall Wace North America first reported a position in LivePerson in Q4 2013 and has held it in 8 quarters since.
Marshall Wace North America's LivePerson position peaked at $10M in Q2 2018.
250 funds tracked by Wall St. Rank held LivePerson as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.