Pathstone Holdings
LPSN icon

Pathstone Holdings’s LivePerson LPSN Stock Holding History

Pathstone Holdings’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
-2,111
Closed -$18.5K – 2324
2025
Q3 		$18.5K Hold
2,111
– – ﹤0.01% 2323
2025
Q2 		$32K Hold
2,111
– – ﹤0.01% 2157
2025
Q1 		$25.3K Sell
2,111
-5,363
-72% -$95.4K ﹤0.01% 2198
2024
Q4 		$170K Hold
7,474
– – ﹤0.01% 2195
2024
Q3 		$143K Hold
7,474
– – ﹤0.01% 2221
2024
Q2 		$65.1K Hold
7,474
– – ﹤0.01% 2253
2024
Q1 		$112K Hold
7,474
– – ﹤0.01% 2215
2023
Q4 		$425K Buy
+7,474
New +$344K ﹤0.01% 1614

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

Pathstone Holdings's LPSN Position: Q4 2025 in Review

Pathstone Holdings sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 2,111 shares — an estimated $18.5K sold.

Pathstone Holdings first reported a position in LPSN in Q4 2023 and held it in 8 quarters. The position peaked at $425K in Q4 2023. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Pathstone Holdings reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 2,111 LivePerson shares in Q4 2025, an estimated $18.5K.
  • Pathstone Holdings first reported a position in LivePerson in Q4 2023 and held it in 8 quarters.
  • Pathstone Holdings's LivePerson position peaked at $425K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.