LPSN · Liveperson Inc · Holdings

$3.10 +0.00 (+0.00%) At close · Sep 3

Market Cap

$37.75M

12.18M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 41

Total Value: $5,905,356

Total Shares: 3,108,092

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 41 13F filers · Δ vs Mar 31, 2026

Top Holder

20.3%

+0.5 pts

Top 5

69.3%

−5.7 pts

Top 10

85.8%

−2.8 pts

HHI

1,172

Broadly held−128

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -27.2%

Shares held: -2.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+40,952	129,420
Mega CITADEL ADVISORS LLC	+32,673	80,313
Mid Altshuler Shaham Ltd	+15,436	15,438
Mega FMR LLC	+7,840	78,135
Mega NORTHERN TRUST CORP	+6,552	26,072

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−147,686	436,700
Large MARSHALL WACE, LLP	−56,077	30,550
Mega GEODE CAPITAL MANAGEMENT, LLC	−54,500	121,553
Mega JANE STREET GROUP, LLC	−36,811	11,922
Mega VANGUARD CAPITAL MANAGEMENT LLC	−36,585	471,550

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Mystic Asset Management, Inc.	112,107	$213,003
Mid XTX Topco Ltd	48,136	$91,458
Small Palogic Value Management, L.P.	44,422	$84,401
Mid Virtu Financial LLC	18,822	$35,761
Small Texas Capital Bank Wealth Management Services Inc	17,170	$32,623

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid GSA CAPITAL PARTNERS LLP	52,364	$133,528
Mid Centiva Capital, LP	19,892	$50,724
Small R Squared Ltd	16,656	$42,472
Large Calamos Advisors LLC	14,049	$35,824
Mega CITIGROUP INC	2,513	$6,407

Filter: New 10 Increased 8 Reduced 10 Sold out 11 Unchanged 13

Showing 45 of 45

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Davidson Kempner Capital Management LP

$1,198,710

20.30%

630,900

SILVERBACK ASSET MANAGEMENT LLC

$921,501

15.60%

485,001

VANGUARD CAPITAL MANAGEMENT LLC

$895,945

15.17%

471,550

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$798,950

13.53%

420,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	420,500	$798,950	100.0%	Other

BlackRock, Inc.

$245,897

4.16%

129,420

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	2,597	$4,934	2.0%	Sole
BlackRock Fund Advisors	38,358	$72,880	29.6%	Sole
BlackRock Institutional Trust Company, N.A.	88,465	$168,083	68.4%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$230,950

3.91%

121,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	24,674	$46,880	20.3%	Defined
Held directly	96,879	$184,070	79.7%	Defined

Aequim Alternative Investments LP

$230,314

3.90%

121,218

Mystic Asset Management, Inc.

$213,003

3.61%

112,107

FMR LLC

$148,456

2.51%

78,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	78,135	$148,456	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$126,954

2.15%

66,818

XTX Topco Ltd

$91,458

1.55%

48,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	48,136	$91,458	100.0%	Defined

Palogic Value Management, L.P.

$84,401

1.43%

44,422

CITADEL ADVISORS LLC

$80,974

1.37%

42,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	42,618	$80,974	100.0%	Defined

CITADEL ADVISORS LLC

$71,620

1.21%

37,695

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	37,695	$71,620	100.0%	Defined

MARSHALL WACE, LLP

$58,045

0.98%

30,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	30,550	$58,045	100.0%	Other

NORTHERN TRUST CORP

$49,536

0.84%

26,072

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	26,072	$49,536	100.0%	Defined

STATE STREET CORP

$44,433

0.75%

23,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	23,386	$44,433	100.0%	Defined

ELEMENT POINTE ADVISORS, LLC

$44,330

0.75%

23,332

GOLDMAN SACHS GROUP INC

$41,716

0.71%

21,956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	21,956	$41,716	100.0%	Defined

Belvedere Trading LLC

$38,950

0.66%

20,500

Virtu Financial LLC

$35,761

0.61%

18,822

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	18,822	$35,761	100.0%	Defined

Texas Capital Bank Wealth Management Services Inc

$32,623

0.55%

17,170

PRICE T ROWE ASSOCIATES INC /MD/

$31,540

0.53%

16,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	16,600	$31,540	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$30,780

0.52%

16,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	16,200	$30,780	100.0%	Other

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$29,765

0.50%

15,666

Altshuler Shaham Ltd

$29,332

0.50%

15,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Netz Gidur Ltd.	15,438	$29,332	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$26,810

0.45%

14,111

JANE STREET GROUP, LLC

$22,651

0.38%

11,922

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	11,919	$22,646	100.0%	Defined
Jane Street Global Trading, LLC	3	$5	0.0%	Defined

HRT FINANCIAL LP

$21,888

0.37%

11,520

UBS Group AG

$6,745

0.11%

3,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	3,550	$6,745	100.0%	Defined

FNY Investment Advisers, LLC

$6,650

0.11%

3,500

Tower Research Capital LLC (TRC)

$3,743

0.06%

1,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,970	$3,743	100.0%	Defined

DEUTSCHE BANK AG\

$3,722

0.06%

1,959

Vanguard Global Advisers, LLC

$3,241

0.05%

1,706

UBS Group AG

$2,395

0.04%

1,261

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	33	$62	2.6%	Defined
UBS Securities LLC	1,228	$2,333	97.4%	Defined

MORGAN STANLEY

$882

0.01%

465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	7	$13	1.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1	$1	0.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	429	$815	92.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	28	$53	6.0%	Defined

BARCLAYS PLC

$226

0.00%

119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	119	$226	100.0%	Defined

SBI Securities Co., Ltd.

$157

0.00%

BNP PARIBAS ARBITRAGE, SA

$117

0.00%

Caitong International Asset Management Co., Ltd

$51

0.00%

OSAIC HOLDINGS, INC.

$49

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	26	$49	100.0%	Defined

FNY Investment Advisers, LLC

$47

0.00%

ROYAL BANK OF CANADA

$30

0.00%

WELLS FARGO & COMPANY/MN

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	3	$5	100.0%	Defined

Allworth Financial LP

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,512	$6,405	100.0%	Defined
Citigroup Financial Products Inc. joint	1	$2	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	303	$772	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	4	$10	100.0%	Defined

Key facts CIK 1102993 CUSIP 538146309 13F (30d) 14 filings 14 filers Visit website Investor relations