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Retirement Planning Company of New England’s LivePerson LPSN Stock Holding History

Retirement Planning Company of New England’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
-2,020
Closed -$17.7K – 249
2025
Q3 		$17.7K Sell
2,020
-83
-4% -$1.17K 0.01% 246
2025
Q2 		$31.9K Sell
2,103
-292
-12% -$3.45K 0.01% 233
2025
Q1 		$28.7K Sell
2,395
-262
-10% -$4.66K 0.01% 227
2024
Q4 		$60.6K Sell
2,657
-361
-12% -$5.52K 0.03% 228
2024
Q3 		$57.9K Sell
3,018
-1,148
-28% -$19.5K 0.03% 226
2024
Q2 		$36.3K Sell
4,166
-264
-6% -$2.54K 0.02% 211
2024
Q1 		$66.3K Buy
4,430
+1,376
+45% +$47.3K 0.04% 216
2023
Q4 		$174K Buy
3,054
+1,331
+77% +$61.3K 0.08% 224
2023
Q3 		$101K Buy
1,723
+209
+14% +$13.8K 0.06% 199
2023
Q2 		$103K Buy
+1,514
New +$98.2K 0.06% 220
2022
Q2 		– Sell
-1,356
Closed -$496K – 225
2022
Q1 		$496K Buy
1,356
+329
+32% +$133K 0.28% 113
2021
Q4 		$550K Buy
+1,027
New +$712K 0.27% 104

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 $6.73T AUM 46.02% 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 $11.7B AUM 87.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Company of New England's LPSN Position: Q4 2025 in Review

Retirement Planning Company of New England sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 2,020 shares — an estimated $17.7K sold.

Retirement Planning Company of New England first reported a position in LPSN in Q4 2021 and held it in 12 quarters. The position peaked at $550K in Q4 2021. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

  • Retirement Planning Company of New England reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,020 LivePerson shares in Q4 2025, an estimated $17.7K.
  • Retirement Planning Company of New England first reported a position in LivePerson in Q4 2021 and held it in 12 quarters.
  • Retirement Planning Company of New England's LivePerson position peaked at $550K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Retirement Planning Company of New England's 13F filing for Q4 2025, filed 28 Jan 2026.