WRF
LPSN icon

Waddell & Reed Financial’s LivePerson LPSN Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$50.8M Buy
64,184
+5,523
+9% +$5.12M 0.1% 228
2020
Q4 		$54.8M Buy
58,661
+86
+0.1% +$73.9K 0.12% 208
2020
Q3 		$45.7M Buy
58,575
+5,044
+9% +$3.79M 0.11% 212
2020
Q2 		$33.3M Buy
+53,531
New +$24.9M 0.09% 249

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waddell & Reed Financial's LPSN Position: Q1 2021 in Review

Waddell & Reed Financial increased its LivePerson (LPSN) stake by 9.4% in Q1 2021, buying an estimated $5.12M and bringing the position to 64,184 shares worth $50.8M. The position accounts for 0.1% of the portfolio, ranked #228.

Waddell & Reed Financial first reported a position in LPSN in Q2 2020 and has held it in 4 quarters since. The position peaked at $54.8M in Q4 2020. 268 funds tracked by Wall St. Rank hold LPSN as of Q1 2021.

  • Waddell & Reed Financial held 64,184 shares of LivePerson worth $50.8M as of Q1 2021.
  • Waddell & Reed Financial bought 5,523 LivePerson shares in Q1 2021, an estimated $5.12M.
  • LivePerson made up 0.1% of Waddell & Reed Financial's portfolio in Q1 2021, its #228 holding.
  • Waddell & Reed Financial first reported a position in LivePerson in Q2 2020 and has held it in 4 quarters since.
  • Waddell & Reed Financial's LivePerson position peaked at $54.8M in Q4 2020.
  • 268 funds tracked by Wall St. Rank held LivePerson as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.