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Rialto Wealth Management’s LivePerson LPSN Stock Holding History

Rialto Wealth 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
2026
Q2 		– Sell
-183
Closed -$467 – 1974
2026
Q1 		$467 Buy
+183
New +$557 ﹤0.01% 1422

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

Rialto Wealth Management's LPSN Position: Q2 2026 in Review

Rialto Wealth Management sold out of LivePerson (LPSN) in Q2 2026, closing a stake of 183 shares — an estimated $467 sold.

Rialto Wealth Management first reported a position in LPSN in Q1 2026 and held it in 1 quarter. The position peaked at $467 in Q1 2026. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

  • Rialto Wealth Management reported no remaining LivePerson position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 183 LivePerson shares in Q2 2026, an estimated $467.
  • Rialto Wealth Management first reported a position in LivePerson in Q1 2026 and held it in 1 quarter.
  • Rialto Wealth Management's LivePerson position peaked at $467 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.