UBS Group’s LivePerson LPSN Stock Holding History

UBS Group’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	$6.75K	Hold	3,550	–	–	﹤0.01%	8817
2026 Q1	$9.05K	Hold	3,550	–	–	﹤0.01%	8461
2025 Q4	$13.7K	Sell	3,550 -17	-0.5%	-$95	﹤0.01%	8040
2025 Q3	$31.2K	Sell	3,567 -60,453	-94%	-$850K	﹤0.01%	7872
2025 Q2	$970K	Hold	64,020	–	–	﹤0.01%	5472
2025 Q1	$767K	Hold	64,020	–	–	﹤0.01%	5506
2024 Q4	$1.46M	Hold	64,020	–	–	﹤0.01%	5009
2024 Q3	$1.23M	Hold	64,020	–	–	﹤0.01%	4465
2024 Q2	$558K	Sell	64,020 -27,703	-30%	-$266K	﹤0.01%	4922
2024 Q1	$1.37M	Buy	+91,723	New	+$3.15M	﹤0.01%	4327
2020 Q2	–	Sell	-1,613	Closed	-$551K	–	8174
2020 Q1	$551K	Buy	1,613 +1,280	+384%	+$621K	﹤0.01%	3867
2019 Q4	$185K	Buy	+333	New	+$191K	﹤0.01%	5653
2015 Q1	–	Sell	-7	Closed	-$1K	–	9096
2014 Q4	$1K	Buy	+7	New	+$1.44K	﹤0.01%	9542

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 Malvern, Pennsylvania $4.68T AUM

AAI

Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

UBS Group's LPSN Position: Q2 2026 in Review

UBS Group reduced its LivePerson (LPSN) stake by 90% in Q2 2026, selling an estimated $26K and leaving 1,261 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #9351.

UBS Group first reported a position in LPSN in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.44M in Q1 2021. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

UBS Group held 1,261 shares of LivePerson worth $2.4K as of Q2 2026.
UBS Group sold 10,797 LivePerson shares in Q2 2026, an estimated $26K.
LivePerson made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9351 holding.
UBS Group first reported a position in LivePerson in Q4 2014 and has held it in 47 quarters since.
UBS Group's LivePerson position peaked at $8.44M in Q1 2021.
38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.