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LivePerson
LPSN

41 hedge funds and large institutions have $6.58M invested in LivePerson in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $587K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.31% more ownership

Funds ownership: 21.08% → 21.39% (+0.31%)

0% more funds holding

Funds holding: 41 → 41 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

32% less capital invested

Capital invested by funds: $9.69M → $6.58M (-$3.11M)

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
9
Closed
10
Calls
$3.45M
Puts
$587K
Net Calls
+$2.86M
Net Calls Change
-$1.36M

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$202K
2
GCP
GSA Capital Partners
United Kingdom
+$159K
3
CC
Centiva Capital
New York
+$60.6K
4
RS
R Squared
Hong Kong
+$50.7K
5
BCM
Bridgeway Capital Management
Texas
+$47.7K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$356K
2
QC
Quadrature Capital
United Kingdom
-$253K
3
DKCM
Davidson Kempner Capital Management
New York
-$170K
4
AG
Algert Global
California
-$78K
5
XT
XTX Topco
Cayman Islands
-$77.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
VGA
26
Vanguard Global Advisers
Pennsylvania
$4.35K +$5.19K +1,706 New
Morgan Stanley
27
Morgan Stanley
New York
$1.19K +$3 +1 +0.2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.17K – – –
Jones Financial Companies
29
Jones Financial Companies
Missouri
$788 – – –
RWM
30
Rialto Wealth Management
New York
$467 +$557 +183 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$186 +$33 +11 +18%
Osaic Holdings
32
Osaic Holdings
Arizona
$66 -$110 -36 -58%
MAM
33
Morse Asset Management
Connecticut
$41 – – –
SS
34
SBI Securities
Japan
$28 +$6 +2 +22%
US Bancorp
35
US Bancorp
Minnesota
$10 – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10 +$12 +4 New
Wells Fargo
37
Wells Fargo
California
$8 – – –
AF
38
Allworth Financial
California
$6 – – –
AS
39
Altshuler Shaham
Israel
$5 -$1.57K -517 -100%
CIAM
40
Caitong International Asset Management
Hong Kong
$5 +$6 +2 New
QC
41
Quadrature Capital
United Kingdom
– -$253K -65,259 Closed
XT
42
XTX Topco
Cayman Islands
– -$77.9K -20,123 Closed
AG
43
Algert Global
California
– -$78K -20,095 Closed
IA
44
IFP Advisors
Florida
– -$33.1K -5,333 Closed
Bank of America
45
Bank of America
North Carolina
– -$1.77K -458 Closed
AA
46
Ancora Advisors
Ohio
– -$240 -62 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$116 -38 -36%
Barclays
48
Barclays
United Kingdom
– -$101 -26 Closed
DB
49
Danske Bank
Denmark
– -$58 -15 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
– -$4 -1 Closed
1
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LPSN Hedge Fund Activity: Q1 2026 in Review

41 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2026, worth a combined $6.58M — down 32% from $9.69M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LPSN positions and 10 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $202K. The largest seller was Marshall Wace, cutting an estimated $356K.

  • 41 institutional investors held LivePerson (LPSN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.58M of LivePerson stock for Q1 2026, down 32% quarter-over-quarter.
  • 11 funds opened new LivePerson positions in Q1 2026 and 10 closed out, a net change of +1 holder.
  • The largest LivePerson buyer in Q1 2026 was Geode Capital Management, an estimated $202K added.
  • The largest LivePerson seller in Q1 2026 was Marshall Wace, an estimated $356K sold.

Based on aggregated 13F filings for Q1 2026.