Position in LPSN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,395
-$28,352 QoQ
Shares Held
1,261
-89.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 39 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPSN Over Time
Shares Held
Position Value (USD)
Derivatives in LPSN
reported options exposure · as of Jun 30, 2026CallValue
$6,745
CallShares
3,550
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,781,793,836 across 211 Software - Application names. LPSN ranks #194 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in LPSN
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,745 | 3,550 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $2,395 | 1,261 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,052 | 3,550 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $30,747 | 12,058 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $13,738 | 3,550 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $19,438 | 5,023 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $114,292 | 197,058 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $31,030 | 53,500 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $1,178,303 | 1,166,637 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $969,903 | 960,300 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $768,240 | 960,300 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $678,748 | 848,436 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,518,310 | 998,889 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,459,656 | 960,300 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $188,948 | 147,616 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $1,229,184 | 960,300 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $556,974 | 960,300 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $41,936 | 72,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $591,365 | 591,365 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,375,850 | 1,375,850 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $2,339,736 | 617,345 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $947,381 | 243,543 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $777,154 | 171,937 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $711,887 | 161,426 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $271,690 | 26,794 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $452,705 | 48,058 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,224,282 | 86,583 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,766,664 | 72,345 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,310,742 | 148,677 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,789,368 | 30,354 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,596,254 | 41,054 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,436,869 | 159,971 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $112,822 | 1,813 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,453,150 | 85,654 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,346,080 | 153,176 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $8,347,361 | 366,917 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $550,550 | 24,200 | Call | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||