Raymond James Financial
LPSN icon

Raymond James Financial’s LivePerson LPSN Stock Holding History

Raymond James Financial’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
-3,777
Closed -$33K – 5273
2025
Q3 		$33K Buy
3,777
+900
+31% +$12.7K ﹤0.01% 4867
2025
Q2 		$43.6K Hold
2,877
– – ﹤0.01% 5240
2025
Q1 		$34.5K Hold
2,877
– – ﹤0.01% 4670
2024
Q4 		$65.6K Buy
+2,877
New +$44K ﹤0.01% 4574

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

Raymond James Financial's LPSN Position: Q4 2025 in Review

Raymond James Financial sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 3,777 shares — an estimated $33K sold.

Raymond James Financial first reported a position in LPSN in Q4 2024 and held it in 4 quarters. The position peaked at $65.6K in Q4 2024. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Raymond James Financial reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,777 LivePerson shares in Q4 2025, an estimated $33K.
  • Raymond James Financial first reported a position in LivePerson in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's LivePerson position peaked at $65.6K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.