Sunbelt Securities’s LivePerson LPSN Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-13	Closed	-$304	–	2804
2025 Q2	$304	Hold	13	–	–	﹤0.01%	1733
2025 Q1	$160	Hold	13	–	–	﹤0.01%	1749
2024 Q4	$270	Hold	13	–	–	﹤0.01%	1741
2024 Q3	$256	Hold	13	–	–	﹤0.01%	1776
2024 Q2	$116	Hold	13	–	–	﹤0.01%	1723
2024 Q1	$199	Hold	13	–	–	﹤0.01%	1676
2023 Q4	$758	Hold	13	–	–	﹤0.01%	1566
2023 Q3	$778	Hold	13	–	–	﹤0.01%	1625
2023 Q2	$904	Buy	+13	New	+$843	﹤0.01%	1536

Other funds holding LPSN

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

TCM

Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sunbelt Securities's LPSN Position: Q3 2025 in Review

Sunbelt Securities sold out of LivePerson (LPSN) in Q3 2025, closing a stake of 13 shares — an estimated $304 sold.

Sunbelt Securities first reported a position in LPSN in Q2 2023 and held it in 9 quarters. The position peaked at $904 in Q2 2023. 65 funds tracked by Wall St. Rank hold LPSN as of Q3 2025.

Sunbelt Securities reported no remaining LivePerson position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 13 LivePerson shares in Q3 2025, an estimated $304.
Sunbelt Securities first reported a position in LivePerson in Q2 2023 and held it in 9 quarters.
Sunbelt Securities's LivePerson position peaked at $904 in Q2 2023.
65 funds tracked by Wall St. Rank held LivePerson as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.