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Prelude Capital Management’s LivePerson LPSN Stock Holding History

Prelude 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
2023
Q3 		– Sell
-732
Closed -$49.7K – 1259
2023
Q2 		$49.7K Buy
732
+16
+2% +$1.04K ﹤0.01% 973
2023
Q1 		$47.4K Buy
716
+22
+3% +$3.53K ﹤0.01% 1006
2022
Q4 		$106K Buy
+694
New +$111K 0.01% 1067
2020
Q4 		– Sell
-113
Closed -$88K – 1679
2020
Q3 		$88K Sell
113
-1,223
-92% -$918K ﹤0.01% 954
2020
Q2 		$830K Buy
1,336
+1,260
+1,658% +$587K 0.05% 352
2020
Q1 		$26K Sell
76
-158
-68% -$76.6K ﹤0.01% 919
2019
Q4 		$130K Buy
234
+69
+42% +$39.6K ﹤0.01% 1000
2019
Q3 		$88K Sell
165
-60
-27% -$31.9K ﹤0.01% 995
2019
Q2 		$95K Buy
225
+119
+112% +$50.8K ﹤0.01% 960
2019
Q1 		$46K Buy
+106
New +$39.7K ﹤0.01% 1143
2018
Q3 		– Sell
-1,929
Closed -$611K – 1901
2018
Q2 		$611K Sell
1,929
-1,100
-36% -$311K 0.04% 474
2018
Q1 		$743K Sell
3,029
-1,483
-33% -$297K 0.05% 350
2017
Q4 		$778K Buy
+4,512
New +$845K 0.06% 307
2017
Q1 		– Sell
-564
Closed -$64K – 1646
2016
Q4 		$64K Buy
564
+157
+39% +$19.4K 0.01% 977
2016
Q3 		$51K Buy
+407
New +$46.4K 0.01% 1034
2016
Q1 		– Sell
-127
Closed -$13K – 1407
2015
Q4 		$13K Buy
127
+114
+877% +$13K ﹤0.01% 1242
2015
Q3 		$2K Buy
+13
New +$1.76K ﹤0.01% 1433
2015
Q1 		– Sell
-173
Closed -$37K – 2057
2014
Q4 		$37K Buy
+173
New +$35.5K 0.01% 1462
2014
Q2 		– Sell
-360
Closed -$65K – 2070
2014
Q1 		$65K Sell
360
-653
-64% -$131K 0.01% 1190
2013
Q4 		$225K Buy
1,013
+846
+507% +$140K 0.04% 587
2013
Q3 		$24K Buy
+167
New +$24.4K ﹤0.01% 1207

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's LPSN Position: Q3 2023 in Review

Prelude Capital Management sold out of LivePerson (LPSN) in Q3 2023, closing a stake of 732 shares — an estimated $49.7K sold.

Prelude Capital Management first reported a position in LPSN in Q3 2013 and held it in 21 quarters. The position peaked at $830K in Q2 2020. 136 funds tracked by Wall St. Rank hold LPSN as of Q3 2023.

  • Prelude Capital Management reported no remaining LivePerson position as of Q3 2023 after selling out during the quarter.
  • Prelude Capital Management sold 732 LivePerson shares in Q3 2023, an estimated $49.7K.
  • Prelude Capital Management first reported a position in LivePerson in Q3 2013 and held it in 21 quarters.
  • Prelude Capital Management's LivePerson position peaked at $830K in Q2 2020.
  • 136 funds tracked by Wall St. Rank held LivePerson as of Q3 2023.

Based on Prelude Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.