New Positions
3 managers initiated
Top five by reported value
LivePerson Inc NASDAQ NMS - GLOBAL MARKET:LPSN
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new1 added3 reduced58 exited
Total Institutional Holders
7
as of 2025-12-31
Top Holder
IFP Advisors, Inc
$34.7K
Largest QoQ Increase
FNY Investment Advisers, LLC
+13,650 sh
Largest QoQ Decrease
Linden Advisors LP
-11,124,880 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 10,000 | +10,000 | $34.7K | +$34.7K | — |
| Ancora Advisors, LLC | 62 | +62 | $240 | +$240 | — |
| FNY Investment Advisers, LLC | 13,650 | +13,650 | $7 | +$7 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARCLAYS PLC | 3,050 | +1,725 | $3.1K | +$2.3K | 130.2% |
Reduced(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 519 | -7,264 | $2.1K | -$2.8K | -93.3% |
| Clal Insurance Enterprises Holdings Ltd | 9 | -124 | $0 | $0 | -93.2% |
| BANK OF AMERICA CORP /DE/ | 14,165 | 0 | $8.3K | $0 | 0.0% |
Sold Out(58)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| IFP Advisors, Inc | 10,000 | $34.7K | +10,000 | — |
| BANK OF AMERICA CORP /DE/ | 14,165 | $8.3K | 0 | 0.0% |
| BARCLAYS PLC | 3,050 | $3.1K | +1,725 | 130.2% |
| Altshuler Shaham Ltd | 519 | $2.1K | -7,264 | -93.3% |
| Ancora Advisors, LLC | 62 | $240 | +62 | — |
| FNY Investment Advisers, LLC | 13,650 | $7 | +13,650 | — |
| Clal Insurance Enterprises Holdings Ltd | 9 | $0 | -124 | -93.2% |
New & Closed Positions this quarter
Closed Positions
58 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for LPSN against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.