DaveManuel.com · Institutional Ownership · Who Owns It
LIVEPERSON INC (LPSN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
44
Reporting holders
$7.8M
Reported value
32.6%
Calls
3.1%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management LP | $1.2M | 630,900 | 0.01% | 3q | HELD |
| SIMPLEX TRADING, LLC | $1.0M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| SILVERBACK ASSET MANAGEMENT LLC | $921.5K | 485,001 | 0.10% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $895.9K | 471,550 | 0.00% | 2q | -7.2%-$69.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $829.7K CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| GROUP ONE TRADING LLC | $743.9K CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| Aequim Alternative Investments LP | $275.2K | 121,218 | 0.00% | 3q | HELD |
| BlackRock, Inc. | $245.9K | 129,420 | 0.00% | 3q | +46.3%+$77.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $231.0K | 121,553 | 0.00% | 3q | -31.0%-$103.6K |
| Mystic Asset Management, Inc. | $213.0K | 112,107 | 0.05% | new | NEW |
| CITADEL ADVISORS LLC | $152.6K incl. $81.0K options CALL | 37,695 | 0.00% | 3q | +193.7%+$100.6K |
| FMR LLC | $148.5K | 78,135 | 0.00% | 3q | +11.2%+$14.9K |
| VANGUARD FIDUCIARY TRUST CO | $127.0K | 66,818 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $91.5K | 48,136 | 0.00% | new | NEW |
| Palogic Value Management, L.P. | $84.4K | 44,422 | 0.01% | new | NEW |
| IMC-Chicago, LLC | $69.3K CALL | options only | 0.00% | 2q | OPTIONS |
| MARSHALL WACE, LLP | $58.0K | 30,550 | 0.00% | 3q | -64.7%-$106.5K |
| NORTHERN TRUST CORP | $49.5K | 26,072 | 0.00% | 3q | +33.6%+$12.4K |
| STATE STREET CORP | $44.4K | 23,386 | 0.00% | 3q | HELD |
| ELEMENT POINTE ADVISORS, LLC | $44.3K | 23,332 | 0.01% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $41.7K | 21,956 | 0.00% | 3q | -45.7%-$35.1K |
| Virtu Financial LLC | $36.0K | 18,822 | 0.00% | new | NEW |
| Texas Capital Bank Wealth Management Services Inc | $32.6K | 17,170 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $32.0K | 16,600 | 0.00% | 3q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $29.8K | 15,666 | 0.00% | 2q | HELD |
| Altshuler Shaham Ltd | $29.3K | 15,438 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $26.8K | 14,111 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $22.7K | 11,922 | 0.00% | 3q | -60.8%-$35.1K |
| HRT FINANCIAL LP | $21.0K | 11,520 | 0.00% | new | NEW |
| UBS Group AG | $9.1K incl. $6.7K options CALL | 1,261 | 0.00% | 3q | -89.5%-$78.3K |
| Belvedere Trading LLC | $8.3K CALL | options only | 0.00% | 3q | OPTIONS |
| FNY Investment Advisers, LLC | $6.0K | 3,500 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.7K | 1,970 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $3.7K | 1,959 | 0.00% | 3q | HELD |
| Vanguard Global Advisers, LLC | $3.2K | 1,706 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $883 | 465 | 0.00% | 3q | HELD |
| BARCLAYS PLC | $226 | 119 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $158 | 83 | 0.00% | 4q | +654.5% |
| BNP PARIBAS FINANCIAL MARKETS | $118 | 62 | 0.00% | 3q | -15.1% |
| Caitong International Asset Management Co., Ltd | $51 | 27 | 0.00% | 2q | +1250.0% |
| OSAIC HOLDINGS, INC. | $49 | 26 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $6 | 3 | 0.00% | 3q | HELD |
| Allworth Financial LP | $4 | 2 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $0 | 16 | 0.00% | 2q | -76.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 44 | $7.8M | 2,604,699 | 11 | 6 | 9 | 35.7% |
| Q1 2026 | 45 | $10.6M | 2,578,180 | 9 | 7 | 8 | 38.0% |
| Q4 2025 | 43 | $16.1M | 2,499,503 | 42 | 0 | 3 | 40.0% |
| Q3 2025 | 67 | $28.8M | 47,271,863 | 11 | 12 | 20 | 4.2% |
| Q2 2025 | 69 | $28.4M | 25,033,872 | 6 | 12 | 17 | 11.0% |
| Q1 2025 | 72 | $24.8M | 27,399,770 | 9 | 15 | 22 | 11.9% |
| Q4 2024 | 73 | $52.5M | 30,742,096 | 10 | 14 | 23 | 11.0% |
| Q3 2024 | 73 | $45.3M | 33,169,244 | 10 | 14 | 24 | 6.6% |
| Q2 2024 | 89 | $26.1M | 43,677,593 | 21 | 20 | 29 | 2.9% |
| Q1 2024 | 104 | $62.7M | 60,655,074 | 14 | 29 | 44 | 2.9% |
| Q4 2023 | 133 | $255.1M | 66,673,315 | 23 | 49 | 33 | 0.9% |
| Q3 2023 | 136 | $207.7M | 53,328,184 | 20 | 51 | 42 | 0.5% |
| Q2 2023 | 146 | $264.8M | 57,791,208 | 28 | 42 | 55 | 1.3% |
| Q1 2023 | 160 | $299.2M | 65,584,384 | 24 | 45 | 60 | 3.3% |
| Q4 2022 | 180 | $663.4M | 64,224,318 | 33 | 50 | 63 | 1.8% |
| Q3 2022 | 173 | $700.7M | 72,587,099 | 26 | 63 | 57 | 2.4% |
| Q2 2022 | 178 | $1.0B | 70,647,779 | 23 | 76 | 59 | 3.0% |
| Q1 2022 | 205 | $3.8B | 257,771,759 | 35 | 81 | 59 | 1.0% |
| Q4 2021 | 232 | $12.2B | 437,970,002 | 28 | 82 | 73 | 0.1% |
| Q3 2021 | 250 | $20.9B | 353,036,208 | 25 | 79 | 88 | 0.2% |
| Q2 2021 | 254 | $19.9B | 313,682,415 | 27 | 100 | 77 | 0.2% |
| Q1 2021 | 264 | $15.9B | 301,293,496 | 32 | 105 | 87 | 0.2% |
| Q4 2020 | 277 | $20.9B | 334,576,002 | 54 | 88 | 89 | 0.2% |
| Q3 2020 | 246 | $21.0B | 402,391,334 | 53 | 74 | 79 | 0.2% |
| Q2 2020 | 209 | $16.4B | 393,849,754 | 53 | 73 | 54 | 0.2% |
| Q1 2020 | 178 | $9.4B | 414,109,307 | 26 | 62 | 58 | 0.2% |
| Q4 2019 | 224 | $3.2B | 84,682,246 | 38 | 72 | 60 | 1.1% |
| Q3 2019 | 206 | $2.9B | 81,344,582 | 45 | 60 | 53 | 1.0% |
| Q2 2019 | 186 | $2.2B | 76,287,373 | 25 | 83 | 41 | 1.1% |
| Q1 2019 | 197 | $2.1B | 72,953,604 | 44 | 73 | 51 | 0.3% |
| Q4 2018 | 171 | $1.4B | 72,416,364 | 4 | 2 | 3 | 1.0% |