Marshall Wace
LPSN icon

Marshall Wace’s LivePerson LPSN Stock Holding History

Marshall Wace’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
2026
Q2 		$58K Sell
30,550
-56,077
-65% -$135K ﹤0.01% 2979
2026
Q1 		$221K Sell
86,627
-116,938
-57% -$356K ﹤0.01% 2751
2025
Q4 		$788K Buy
+203,565
New +$1.13M ﹤0.01% 2050
2025
Q3 		– Sell
-45,804
Closed -$694K – 3175
2025
Q2 		$694K Sell
45,804
-34,546
-43% -$408K ﹤0.01% 2014
2025
Q1 		$964K Buy
80,350
+77,864
+3,132% +$1.38M ﹤0.01% 1796
2024
Q4 		$56.7K Buy
+2,486
New +$38K ﹤0.01% 2484
2023
Q4 		– Sell
-44,816
Closed -$2.62M – 2427
2023
Q3 		$2.62M Buy
44,816
+37,337
+499% +$2.46M 0.01% 1100
2023
Q2 		$507K Buy
7,479
+5,361
+253% +$348K ﹤0.01% 1977
2023
Q1 		$140K Buy
+2,118
New +$339K ﹤0.01% 2456
2022
Q3 		– Sell
-5,064
Closed -$1.07M – 3597
2022
Q2 		$1.07M Sell
5,064
-618
-11% -$174K ﹤0.01% 2402
2022
Q1 		$2.08M Buy
5,682
+4,534
+395% +$1.83M ﹤0.01% 2027
2021
Q4 		$616K Sell
1,148
-5,221
-82% -$3.62M ﹤0.01% 2694
2021
Q3 		$5.63M Buy
6,369
+3,245
+104% +$3.06M 0.02% 874
2021
Q2 		$3.01M Sell
3,124
-43
-1% -$36.2K 0.01% 1141
2021
Q1 		$2.5M Buy
3,167
+2,435
+333% +$2.26M 0.01% 1202
2020
Q4 		$684K Buy
+732
New +$629K ﹤0.01% 1358
2020
Q2 		– Sell
-152
Closed -$54K – 1793
2020
Q1 		$54K Buy
+152
New +$73.7K ﹤0.01% 1420
2019
Q3 		– Sell
-698
Closed -$3K – 1814
2019
Q2 		$3K Buy
+698
New +$298K ﹤0.01% 1291
2019
Q1 		– Sell
-275
Closed -$1K – 1911
2018
Q4 		$1K Buy
+275
New +$84.8K ﹤0.01% 1557
2015
Q2 		– Sell
-3,715
Closed -$570K – 976
2015
Q1 		$570K Buy
+3,715
New +$628K 0.01% 658

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Marshall Wace's LPSN Position: Q2 2026 in Review

Marshall Wace reduced its LivePerson (LPSN) stake by 65% in Q2 2026, selling an estimated $135K and leaving 30,550 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Marshall Wace first reported a position in LPSN in Q1 2015 and has held it in 20 quarters since. The position peaked at $5.63M in Q3 2021. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

  • Marshall Wace held 30,550 shares of LivePerson worth $58K as of Q2 2026.
  • Marshall Wace sold 56,077 LivePerson shares in Q2 2026, an estimated $135K.
  • LivePerson made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2979 holding.
  • Marshall Wace first reported a position in LivePerson in Q1 2015 and has held it in 20 quarters since.
  • Marshall Wace's LivePerson position peaked at $5.63M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.