Texas Capital Bank Wealth Management Services’s LivePerson LPSN Stock Holding History

Texas Capital Bank Wealth Management Services’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	-1,300	Closed	-$11.4K	–	345
2025 Q3	$11.4K	Buy	1,300 +300	+30%	+$4.22K	﹤0.01%	256
2025 Q2	$15.2K	Buy	+1,000	New	+$11.8K	﹤0.01%	223

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

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 Boston, Massachusetts $1.61T AUM 30.72% 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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's LPSN Position: Q4 2025 in Review

Texas Capital Bank Wealth Management Services sold out of LivePerson (LPSN) in Q4 2025, closing a stake of 1,300 shares — an estimated $11.4K sold.

Texas Capital Bank Wealth Management Services first reported a position in LPSN in Q2 2025 and held it in 2 quarters. The position peaked at $15.2K in Q2 2025. 41 funds tracked by Wall St. Rank hold LPSN as of Q4 2025.

Texas Capital Bank Wealth Management Services reported no remaining LivePerson position as of Q4 2025 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 1,300 LivePerson shares in Q4 2025, an estimated $11.4K.
Texas Capital Bank Wealth Management Services first reported a position in LivePerson in Q2 2025 and held it in 2 quarters.
Texas Capital Bank Wealth Management Services's LivePerson position peaked at $15.2K in Q2 2025.
41 funds tracked by Wall St. Rank held LivePerson as of Q4 2025.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2025, filed 9 Feb 2026.