LIVEPERSON INC (LPSN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 2,668,007 shares against 12,053,603 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
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 | 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 | options only | 0.00% | 3q | OPTIONS |
| GROUP ONE TRADING LLC | $743.9K | options only | 0.00% | 3q | OPTIONS |
| CITADEL ADVISORS LLC | $305.2K | 75,390 | 0.00% | 3q | +487.4%+$253.2K |
| 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 |
| 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 |
| STATE STREET CORP | $88.9K | 46,772 | 0.00% | 3q | +100.0%+$44.4K |
| Palogic Value Management, L.P. | $84.4K | 44,422 | 0.01% | new | NEW |
| IMC-Chicago, LLC | $69.3K | 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 |
| 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 | 1,261 | 0.00% | 3q | -89.5%-$78.3K |
| Belvedere Trading LLC | $8.3K | options only | 0.00% | 3q | OPTIONS |
| FNY Investment Advisers, LLC | $6.0K | 3,500 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2K | 2,227 | 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 | -50.0% |
| Allworth Financial LP | $4 | 2 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $0 | 16 | 0.00% | new | NEW |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-04 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-04 | 2026-09-04 | Change of control Delisting notice Acquisition or disposal completed Directors or officers departed or appointed Charter or bylaws amended | filing |
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 | 45 | $8.0M | 2,668,007 | 13 | 7 | 9 | 35.8% |
| Q1 2026 | 43 | $10.6M | 2,578,112 | 8 | 8 | 7 | 38.0% |
| Q4 2025 | 41 | $16.2M | 2,514,017 | 41 | 0 | 2 | 39.9% |
| Q3 2025 | 5 | $624.5K | 1,550 | 3 | 0 | 0 | 99.9% |
| Q2 2025 | 2 | $1.1M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2025 | 2 | $1.1M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2024 | 2 | $1.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2024 | 2 | $768.5K | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2024 | 2 | $59.2K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2024 | 2 | $107.5K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 2 | $166.5K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 2 | $147.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 3 | $1.0M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2023 | 4 | $2.9M | 0 | 3 | 0 | 0 | 100.0% |
| Q4 2022 | 3 | $3.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 4 | $5.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2022 | 3 | $13.8M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2022 | 2 | $4.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2021 | 3 | $1.2M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2021 | 3 | $11.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 3 | $12.2M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2021 | 2 | $8.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2020 | 2 | $11.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 2 | $10.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2020 | 2 | $6.9M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2020 | 2 | $3.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 3 | $2.8M | 5,944 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 3 | $2.1M | 5,944 | 1 | 0 | 0 | 100.0% |
| Q2 2019 | 3 | $3.1M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2019 | 3 | $1.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2018 | 3 | $6.7M | 0 | 0 | 0 | 0 | 100.0% |