Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LIVEPERSON INC (LPSN)

40 + Investors. Track Smart Money conviction in LPSN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — LPSN

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 29% of 3.0Y high

29% of all-time peak
Only 40 funds hold LPSN today versus a peak of 138 funds at 2023 Q2 — just 29% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 44% fewer funds vs a year ago

fund count last 6Q
31 fewer hedge funds hold LPSN compared to a year ago (-44% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

19 buying20 selling
Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
25 out of 40 hedge funds have held LPSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -100%

Value
-99%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

9 → 7 → 8 → 9 → 9 new funds/Q
New funds entering each quarter: 7 → 8 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 7% 1-2yr ■ 20% new
Of 45 current holders: 33 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
16 of 40 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LPSN

In 2026 Q1, 19 hedge funds were net buyers of LPSN (9 opened a new position, 10 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in LPSN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 40.

Hedge Fund Ownership: LPSN

How many hedge funds hold LPSN — quarterly history vs. share price
Quarterly hedge fund ownership of LPSN vs. share price

Market Analysis: LPSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LPSN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy LIVEPERSON INC (LPSN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LPSN has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
LPSN
-13.0%
XLK
+31.2%

LPSN outperformed XLK by -44.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
LPSN
-2.7%
XLK
-1.1%

Since the filing became public, LPSN outperformed XLK by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LPSN
40 + Investors

Track Smart Money conviction in LPSN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 40 -
13F Shares 3M 3M 1.1%
Total Value $8M $1.89B -99.58%
New Positions 9 9 -
Increased Positions 7 1 +6
Closed Positions 9 35 -26
Reduced Positions 10 30 -20
Total Calls 5 5 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.2 0.4 Bullish

Statistics: LPSN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LPSN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of LPSN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SILVERBACK ASSET MANAGEMENT LLC 0.18% 485,001 $1.2M
2 R Squared Ltd 0.02% 16,656 $42K
3 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 0.02% 630,900 $1.6M
4 ELEMENT POINTE ADVISORS, LLC 0.01% 23,332 $59K
5 GSA CAPITAL PARTNERS LLP 0.01% 52,364 —
6 Aequim Alternative Investments LP 0.01% 121,218 $309K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 15,666 $40K
8 Centiva Capital, LP 0.00% 19,892 $51K
9 MARSHALL WACE, LLP 0.00% 86,627 $221K
10 Calamos Advisors LLC 0.00% 14,049 $36K
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 417,900 $1.1M
12 Rialto Wealth Management, LLC 0.00% 183 —
13 VANGUARD FIDUCIARY TRUST CO 0.00% 66,818 $170K
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 126,800 $323K
15 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 508,135 $1.3M
16 CITADEL ADVISORS LLC 0.00% 34,806 $89K
17 GOLDMAN SACHS GROUP INC 0.00% 40,406 $103K
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 39,686 $101K
19 JANE STREET GROUP, LLC 0.00% 30,415 $78K
20 FMR LLC 0.00% 70,295 $179K
21 Morse Asset Management, Inc 0.00% 16 —
22 JANE STREET GROUP, LLC 0.00% 18,318 $47K
23 CITADEL ADVISORS LLC 0.00% 12,834 $33K
24 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% 16,600 —
25 UBS Group AG 0.00% 12,058 $31K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LIVEPERSON INC (LPSN)

What does the Smart Money Trend signal show for LPSN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for LPSN?

More sellers than buyers — 49% buying: Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LPSN holders?

Strong quality — 33% AUM from major funds: 16 of 40 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LPSN?

62% of holders stayed for 2+ years: 25 out of 40 hedge funds have held LPSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy LIVEPERSON INC (LPSN) following the 2026 Q1 hedge fund 13F filings?

As of today, LPSN has moved -2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLK sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), LPSN has gained -13.0% vs +31.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →