Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Liveperson Inc (LPSN)

36 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — LPSN

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LPSN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 29% of 3.0Y high

29% of all-time peak
Only 38 funds hold LPSN today versus a peak of 130 funds at 2023 Q3 — 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
30 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 — 48% buying

19 buying21 selling
Last quarter: 21 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 11% medium ■ 21% new
26 out of 38 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 -24%, value -42%

Value
-42%
Shares
-23%
Last quarter: funds added -24% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

7 → 8 → 9 → 9 → 10 new funds/Q
New funds entering each quarter: 8 → 9 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 20% newcomers

■ 76% veterans ■ 5% 1-2yr ■ 20% new
Entry-cohort mix of 41 holders: 31 (76%) are 2+ year veterans, 2 entered 1–2 years ago, and 8 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
13 of 36 holders rank in the top 100 by AUM, accounting for 23% 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 Q2, 19 hedge funds were net buyers of LPSN (10 opened a new position, 9 added to an existing one), while 21 reduced or exited (9 trimmed, 12 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in LPSN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 38.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LPSN
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 40 -10.0%
13F Shares 2M 3M -23.91%
Total Value $5M $8M -42.47%
New Positions 10 9 +1
Increased Positions 8 7 +1
Closed Positions 12 9 +3
Reduced Positions 9 10 -1
Total Calls 4 5 -20.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.25 0.2 Bullish

Statistics: LPSN

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + 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 LPSN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silverback Asset Management LLC 0.10% 485,001 $922K
2 Mystic Asset Management, Inc. 0.05% 112,107 $213K
3 Element Pointe Advisors, LLC 0.01% 23,332 $44K
4 Aequim Alternative Investments LP 0.00% 121,218 $275K
5 Texas Capital Bank Wealth Management Services Inc 0.00% 17,170 $33K
6 XTX Topco Ltd 0.00% 48,136 $91K
7 Bridgeway Capital Management, LLC 0.00% 15,666 $30K
8 Altshuler Shaham Ltd 0.00% 15,438 $29K
9 Tower Research Capital LLC (TRC) 0.00% 1,970 $4K
10 Susquehanna International Group, LLP 0.00% 420,500 $799K
11 Marshall Wace, LLP 0.00% 30,550 $58K
12 Hrt Financial LP 0.00% 11,520 $21K
13 Renaissance Technologies LLC 0.00% 14,111 $27K
14 Vanguard Fiduciary Trust Co 0.00% 66,818 $127K
15 Vanguard Capital Management LLC 0.00% 471,550 $896K
16 Citadel Advisors LLC 0.00% 42,618 $81K
17 Citadel Advisors LLC 0.00% 37,695 $72K
18 Caitong International Asset Management Co., Ltd 0.00% 27 —
19 Fmr LLC 0.00% 78,135 $148K
20 Mercer Global Advisors Inc /Adv 0.00% 2,227 $4K
21 BlackRock, Inc. 0.00% 129,420 $246K
22 Goldman Sachs Group Inc 0.00% 21,956 $42K
23 SBI Securities Co., Ltd. 0.00% 83 —
24 Susquehanna International Group, LLP 0.00% 16,200 $31K
25 Jane Street Group, LLC 0.00% 11,922 $23K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LPSN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LPSN?

More sellers than buyers — 48% buying: Last quarter: 21 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 — 23% AUM from major funds: 13 of 36 holders rank in the top 100 by AUM, accounting for 23% 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?

68% of holders stayed for 2+ years: 26 out of 38 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.

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.

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