Who owns LivePerson, Inc. (LPSN)
Which tracked institutional funds hold LPSN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LPSN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LPSN is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 4 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LPSN’s largest tracked holder by dollar value, Linden Advisors LP, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LPSN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 41 tracked filers holding LPSN, 19 increased or opened the position and 20 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LPSN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD CAPITAL MANAGEMENT LLC$1M
Full exits 1
- VANGUARD GROUP INC$1M
Largest trims
- Davidson Kempner Capital Management LP$1M
- SILVERBACK ASSET MANAGEMENT LLC$640K
- MARSHALL WACE, LLP$567K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Davidson Kempner Capital Management LP trimmed | 630,900 | $2M | 7.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 508,135 | $1M | 5.7% | 2026-Q1 |
| SILVERBACK ASSET MANAGEMENT LLC | 485,001 | $1M | 5.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 176,053 | $449K | 2.0% | 2026-Q1 |
| Aequim Alternative Investments LP | 121,218 | $309K | 1.4% | 2026-Q1 |
| BlackRock, Inc. added | 88,468 | $226K | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 86,627 | $221K | 1.0% | 2026-Q1 |
| FMR LLC added | 70,295 | $179K | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 66,818 | $170K | 0.7% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 52,364 | $134K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 40,406 | $103K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 39,686 | $101K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 30,415 | $78K | 0.3% | 2026-Q1 |
| STATE STREET CORP | 23,386 | $60K | 0.3% | 2026-Q1 |
| ELEMENT POINTE ADVISORS, LLC | 23,332 | $59K | 0.3% | 2026-Q1 |
| Centiva Capital, LP trimmed | 19,892 | $51K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 19,520 | $50K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,600 | $43K | 0.2% | 2026-Q1 |
| R Squared Ltd new | 16,656 | $42K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 15,666 | $40K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 14,049 | $36K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,834 | $33K | 0.1% | 2026-Q1 |
| UBS Group AG added | 12,058 | $31K | 0.1% | 2026-Q1 |
| CITIGROUP INC | 2,513 | $6K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 1,959 | $5K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,706 | $4K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 466 | $1K | 0.0% | 2026-Q1 |
| CWM, LLC | 459 | $1K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP | 303 | $788 | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC new | 183 | $467 | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 73 | $186 | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26 | $66 | 0.0% | 2026-Q1 |
| Morse Asset Management, Inc | 16 | $41 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 11 | $28 | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 4 | $10 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4 | $10 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 3 | $8 | 0.0% | 2026-Q1 |
| Allworth Financial LP | 2 | $6 | 0.0% | 2026-Q1 |
| Altshuler Shaham Ltd trimmed | 2 | $5 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $5 | 0.0% | 2026-Q1 |
| Linden Advisors LP new | 11,124,880 | $6M | 28.4% | 2025-Q3 stale |
| Vector Capital Management, L.P. trimmed | 7,883,818 | $5M | 20.1% | 2025-Q3 stale |
| TENOR CAPITAL MANAGEMENT Co., L.P. added | 3,169,903 | $2M | 8.1% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 375,187 | $1M | 6.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 792,200 | $462K | 2.0% | 2025-Q3 stale |
| Quadrature Capital Ltd trimmed | 65,259 | $253K | 1.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. added | 219,225 | $175K | 0.8% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 228,859 | $133K | 0.6% | 2025-Q3 stale |
| ALGERT GLOBAL LLC added | 20,095 | $78K | 0.3% | 2025-Q4 stale |
| XTX Topco Ltd trimmed | 20,123 | $78K | 0.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 103,979 | $61K | 0.3% | 2025-Q3 stale |
| Quinn Opportunity Partners LLC | 100,935 | $59K | 0.3% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 47,243 | $44K | 0.2% | 2025-Q2 stale |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 73,350 | $43K | 0.2% | 2025-Q3 stale |
| Dodds Wealth, LLC | 67,402 | $39K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 45,759 | $37K | 0.2% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC added | 56,656 | $33K | 0.1% | 2025-Q3 stale |
| IFP Advisors, Inc | 5,000 | $32K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. | 30,006 | $30K | 0.1% | 2025-Q2 stale |
| Mystic Asset Management, Inc. | 50,920 | $30K | 0.1% | 2025-Q3 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 50,000 | $29K | 0.1% | 2025-Q3 stale |
| Virtu Financial LLC trimmed | 32,043 | $26K | 0.1% | 2025-Q1 stale |
| LPL Financial LLC added | 37,600 | $22K | 0.1% | 2025-Q3 stale |
| Mariner, LLC | 20,397 | $21K | 0.1% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 34,426 | $20K | 0.1% | 2025-Q3 stale |
| Cetera Investment Advisers added | 33,057 | $19K | 0.1% | 2025-Q3 stale |
| Pathstone Holdings, LLC | 31,664 | $18K | 0.1% | 2025-Q3 stale |
| Retirement Planning Co of New England, Inc. trimmed | 30,307 | $18K | 0.1% | 2025-Q3 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 19,200 | $15K | 0.1% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 25,217 | $15K | 0.1% | 2025-Q3 stale |
| D. SCOTT NEAL, INC. | 25,107 | $15K | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 23,100 | $13K | 0.1% | 2025-Q3 stale |
| BOSUN ASSET MANAGEMENT, LLC | 16,000 | $13K | 0.1% | 2025-Q1 stale |
| Texas Capital Bank Wealth Management Services Inc added | 19,505 | $11K | 0.0% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 17,881 | $10K | 0.0% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,769 | $10K | 0.0% | 2025-Q3 stale |
| Baader Bank Aktiengesellschaft new | 12,516 | $8K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) added | 13,370 | $8K | 0.0% | 2025-Q3 stale |
| FNY Investment Advisers, LLC added | 13,650 | $7K | 0.0% | 2025-Q3 stale |
| Legacy Wealth Asset Management, LLC | 10,015 | $6K | 0.0% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ | 10,000 | $6K | 0.0% | 2025-Q3 stale |
| Federation des caisses Desjardins du Quebec | 5,000 | $4K | 0.0% | 2025-Q1 stale |
| GROUP ONE TRADING LLC trimmed | 2,737 | $2K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 3,507 | $2K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 458 | $2K | 0.0% | 2025-Q4 stale |
| FEDERATED HERMES, INC. trimmed | 1,589 | $2K | 0.0% | 2025-Q2 stale |
| Bangor Savings Bank trimmed | 1,100 | $642 | 0.0% | 2025-Q3 stale |
| Sunbelt Securities, Inc. | 200 | $304 | 0.0% | 2025-Q2 stale |
| Ancora Advisors LLC new | 62 | $240 | 0.0% | 2025-Q4 stale |
| MAI Capital Management | 200 | $202 | 0.0% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 223 | $178 | 0.0% | 2025-Q1 stale |
| BARCLAYS PLC trimmed | 26 | $101 | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC | 127 | $74 | 0.0% | 2025-Q3 stale |
| DANSKE BANK A/S new | 15 | $58 | 0.0% | 2025-Q4 stale |
| Versant Capital Management, Inc | 28 | $22 | 0.0% | 2025-Q1 stale |
| HOEY INVESTMENTS, INC | 10 | $6 | 0.0% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. trimmed | 1 | $4 | 0.0% | 2025-Q4 stale |
| Pineridge Advisors LLC | 1 | $1 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| Clal Insurance Enterprises Holdings Ltd trimmed | 9 | — | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.