UBS AM
LPSN icon

UBS AM’s LivePerson LPSN Stock Holding History

UBS AM’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
2023
Q4 		– Sell
-5,575
Closed -$325K – 2574
2023
Q3 		$325K Buy
5,575
+363
+7% +$23.9K ﹤0.01% 2413
2023
Q2 		$345K Hold
5,212
– – ﹤0.01% 2433
2023
Q1 		$345K Hold
5,212
– – ﹤0.01% 2433
2022
Q4 		$793K Buy
5,212
+296
+6% +$47.4K ﹤0.01% 1967
2022
Q3 		$695K Buy
4,916
+379
+8% +$72.6K ﹤0.01% 2174
2022
Q2 		$962K Sell
4,537
-939
-17% -$264K ﹤0.01% 1988
2022
Q1 		$2.01M Sell
5,476
-13,165
-71% -$5.32M ﹤0.01% 1798
2021
Q4 		$9.99M Sell
18,641
-366
-2% -$254K ﹤0.01% 1129
2021
Q3 		$16.8M Sell
19,007
-326
-2% -$308K 0.01% 915
2021
Q2 		$18.3M Sell
19,333
-660
-3% -$556K 0.01% 908
2021
Q1 		$15.8M Sell
19,993
-109
-0.5% -$101K 0.01% 924
2020
Q4 		$18.8M Sell
20,102
-651
-3% -$560K 0.01% 863
2020
Q3 		$16.2M Sell
20,753
-4,577
-18% -$3.44M 0.01% 825
2020
Q2 		$15.7M Sell
25,330
-7,555
-23% -$3.52M 0.01% 800
2020
Q1 		$11.2M Buy
32,885
+309
+0.9% +$150K 0.01% 827
2019
Q4 		$18.1M Sell
32,576
-2,608
-7% -$1.5M 0.01% 800
2019
Q3 		$18.8M Sell
35,184
-380
-1% -$202K 0.01% 779
2019
Q2 		$15M Sell
35,564
-515
-1% -$220K 0.01% 837
2019
Q1 		$15.7M Buy
36,079
+34,459
+2,127% +$12.9M 0.01% 807
2018
Q4 		$458K Sell
1,620
-613
-27% -$189K ﹤0.01% 2029
2018
Q3 		$869K Buy
2,233
+336
+18% +$124K ﹤0.01% 1863
2018
Q2 		$600K Buy
1,897
+1,147
+153% +$324K ﹤0.01% 2020
2018
Q1 		$184K Buy
+750
New +$150K ﹤0.01% 2396
2016
Q4 		– Sell
-1,653
Closed -$209K – 2583
2016
Q3 		$209K Hold
1,653
– – ﹤0.01% 2443
2016
Q2 		$157K Hold
1,653
– – ﹤0.01% 2515
2016
Q1 		$145K Sell
1,653
-247
-13% -$20.3K ﹤0.01% 2515
2015
Q4 		$192K Buy
1,900
+133
+8% +$15.1K ﹤0.01% 2546
2015
Q3 		$200K Hold
1,767
– – ﹤0.01% 2499
2015
Q2 		$260K Buy
1,767
+180
+11% +$26.2K ﹤0.01% 2447
2015
Q1 		$244K Buy
1,587
+67
+4% +$11.3K ﹤0.01% 2383
2014
Q4 		$321K Hold
1,520
– – ﹤0.01% 2188
2014
Q3 		$287K Buy
1,520
+347
+30% +$61.6K ﹤0.01% 2168
2014
Q2 		$179K Hold
1,173
– – ﹤0.01% 2438
2014
Q1 		$212K Hold
1,173
– – ﹤0.01% 2394
2013
Q4 		$261K Hold
1,173
– – ﹤0.01% 2222
2013
Q3 		$166K Hold
1,173
– – ﹤0.01% 2381
2013
Q2 		$158K Buy
+1,173
New +$190K ﹤0.01% 2329

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

UBS AM's LPSN Position: Q4 2023 in Review

UBS AM sold out of LivePerson (LPSN) in Q4 2023, closing a stake of 5,575 shares — an estimated $325K sold.

UBS AM first reported a position in LPSN in Q2 2013 and held it in 37 quarters. The position peaked at $18.8M in Q3 2019. 131 funds tracked by Wall St. Rank hold LPSN as of Q4 2023.

  • UBS AM reported no remaining LivePerson position as of Q4 2023 after selling out during the quarter.
  • UBS AM sold 5,575 LivePerson shares in Q4 2023, an estimated $325K.
  • UBS AM first reported a position in LivePerson in Q2 2013 and held it in 37 quarters.
  • UBS AM's LivePerson position peaked at $18.8M in Q3 2019.
  • 131 funds tracked by Wall St. Rank held LivePerson as of Q4 2023.

Based on UBS AM's 13F filing for Q4 2023, filed 14 Feb 2024.