How many institutions own LPSN stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own LPSN shares is 84, representing 23.27% of the company's common stock.

Who are the major shareholders selling LivePerson, Inc. stock?

RETIREMENT PLANNING CO OF NEW ENGLAND, INC., in the last quarter, reduced its stake in LPSN by -100% restricting it's holding to 0 shares of worth nearly -. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC also lessened -100% of the LPSN shares from its portfolio, reducing its holding to 0 shares of worth -. ROYAL BANK OF CANADA also shunned LPSN shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying LPSN stock?

As per its latest 13F filing, FMR LLC increased its stake in LPSN by 100% in the last quarter. The institutional holder raised its holding to 68.1 thousand shares having worth more than $263.54K. BARCLAYS PLC also added 100% more shares of LPSN to its portfolio, raising its holding to 26 shares of worth $101.00. VANGUARD GROUP INC also increased its LPSN shares holding by 100% which brought its holding to 375.19 thousand shares worth $1.45M.

LPSN's major insiders: who are they?

The insider with the most stakes in LPSN is Vector Capital Management, L.P. , 10 percent owner at the company. Additionally, LPSN stock is highly held by Chief Accounting Officer Ford Jeffrey and Chief Executive Officer LOCASCIO ROBERT P among others.

Did an insider recently sell LPSN stock?

Company executives, directors, and other insiders own 4.12% percent of LivePerson, Inc.'s stock. Within the last six months, there have been 10 transaction(s) in which LPSN insiders have sold stock, totaling 93.99K shares. Insiders that have sold shares include SABINO ANTHONY JOHN, GREENBERG MONICA L., and COLLINS JOHN DENEEN.

Which insider recently purchased LPSN stock?

There have been 0 transaction(s) during the past 6-months in which LivePerson, Inc. insiders have bought stock, totalling 0 shares

How much of LPSN does insiders own?

Around 1.28M LivePerson, Inc. shares are held by insiders, which represents about 4.12% of LPSN stock.

Who is the insider with the largest stake?

LPSN 10 percent owner, Vector Capital Management, L.P. holds the largest portfolio of the company's shares. LPSN shares owned by Vector total nearly 8.98 million.

Which institution holds the most shares in LPSN?

RETIREMENT PLANNING CO OF NEW ENGLAND, INC. is the largest institutional owner in LPSN which holds 0 shares worth - or 0% of the total LPSN shares outstanding followed by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC with ownership of 0 shares representing 0% of the LPSN ownership. FMR LLC is the third largest stakeholder with 68.1 thousand shares or 0.95% of the ownership worth more than $263.54K.

Is LivePerson, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the LPSN is concerned, it is a stock which is optionable.

Is there a short position on LPSN's shares?

Number of LPSN shares short is 11.56M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding LPSN shares are there?

As of today, 93.86M shares of LPSN are outstanding.

Is there many float in LPSN stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, LPSN has 83.98M shares in float.

LPSN short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for LPSN is 8.37.

LivePerson (LPSN) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares12.31

Short Percent Of Float14.17

Shares Outstanding93.86M

Shares Float83.98M

Shares Short11.56M

Short Ratio8.37

14.17%

Short % of Float

12.31%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.12% Percentage of Shares held by All Insiders

23.27% Percentage of Shares held by All Institutions

24.27% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 23.27% of LPSN shares are held by financial institutions. RETIREMENT PLANNING CO OF NEW ENGLAND, INC. is the top corporate investor, holding 0 shares valued at -. A 0% stake in LivePerson, Inc. is owned by the company. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0%	0	-	-30.31K	-100.00%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0%	0	-	-19.51K	-100.00%
Dec 31, 2025	FMR LLC	0.95%	68.1K	263.54K	68.1K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0%	26	101	26	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	5.24%	375.19K	1.45M	375.19K	+100.00%
Dec 31, 2025	STATE STREET CORP	0.33%	23.39K	90.5K	23.39K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-29.81K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-10K	-100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.38%	27.52K	106.49K	27.52K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-25.22K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-56.66K	-100.00%
Dec 31, 2025	ANCORA ADVISORS, LLC	0%	62	240	62	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-33.06K	-100.00%
Dec 31, 2025	LINDEN ADVISORS LP	0%	0	-	-11.12M	-100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	0	-	-100K	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	333	1.29K	333	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	9	35	-1.16K	-99.23%
Dec 31, 2025	DANSKE BANK A/S	0%	15	58	15	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.01%	465	1.8K	465	+100.00%
Dec 31, 2025	ALTSHULER SHAHAM LTD	0.01%	519	2.07K	-7.26K	-93.33%
Dec 31, 2025	DEUTSCHE BANK AG\	0.03%	1.96K	7.58K	1.96K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.04%	2.51K	9.73K	2.51K	+100.00%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0%	0	-	-73.35K	-100.00%
Dec 31, 2025	INVESCO LTD.	0%	0	-	-34.43K	-100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-50K	-100.00%
Dec 31, 2025	MARSHALL WACE, LLP	2.84%	203.57K	787.8K	203.57K	+100.00%
Dec 31, 2025	MORSE ASSET MANAGEMENT, INC	0%	16	62	-234	-93.60%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.23%	16.6K	65K	16.6K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-14.17K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.59%	42.25K	163.5K	42.25K	+100.00%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.91%	65.26K	252.55K	65.26K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	1	4	1	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	62	239	62	+100.00%
Dec 31, 2025	CWM, LLC	0.01%	459	2K	459	+100.00%
Dec 31, 2025	UBS GROUP AG	0.05%	3.55K	13.74K	3.55K	+100.00%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.23%	16.76K	64.87K	16.76K	+100.00%
Dec 31, 2025	ELEMENT POINTE ADVISORS, LLC	0.33%	23.33K	90.3K	23.33K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.86%	61.27K	237.1K	61.27K	+100.00%
Dec 31, 2025	AEQUIM ALTERNATIVE INVESTMENTS LP	1.69%	121.22K	469.11K	121.22K	+100.00%
Dec 31, 2025	SILVERBACK ASSET MANAGEMENT LLC	6.77%	485K	1.88M	485K	+100.00%
Dec 31, 2025	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	9.58%	686.8K	2.66M	686.8K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	2	8	2	+100.00%
Dec 31, 2025	BLACKROCK, INC.	1.21%	86.46K	334.6K	86.46K	+100.00%
Dec 31, 2025	HOEY INVESTMENTS, INC	0%	0	-	-10	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-13.65K	-100.00%
Dec 31, 2025	QUINN OPPORTUNITY PARTNERS LLC	0%	0	-	-100.94K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.3%	21.3K	82.42K	21.3K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-13.37K	-100.00%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0%	0	-	-23.1K	-100.00%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-228.86K	-100.00%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-17.88K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.19%	13.58K	52.57K	13.58K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0%	0	-	-37.6K	-100.00%
Dec 31, 2025	BANGOR SAVINGS BANK	0%	0	-	-1.1K	-100.00%
Dec 31, 2025	TENOR CAPITAL MANAGEMENT CO., L.P.	0%	0	-	-3.17M	-100.00%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-17.77K	-100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.53%	109.75K	424.78K	109.75K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3.51K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	3	12	3	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-103.98K	-100.00%
Dec 31, 2025	US BANCORP \DE\	0%	0	-	-64	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	303	1.17K	303	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	62	240	62	+100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-792.2K	-100.00%
Dec 31, 2025	BELVEDERE TRADING LLC	0.28%	20K	5.4K	20K	+100.00%
Dec 31, 2025	ALGERT GLOBAL LLC	0.28%	20.1K	78K	20.1K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.28%	20.12K	77.88K	20.12K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.18%	176.61K	103.01K	-7	0.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	239K	138.62K	95.6K	+66.67%
Sep 30, 2025	CALAMOS ADVISORS LLC	3.47%	3.39M	1.98M	3.39M	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	3.92%	3.83M	2.23M	100.73K	+2.70%
Sep 30, 2025	BLACKROCK, INC.	1.31%	1.28M	744.92K	1.39K	+0.11%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-173	-100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-127	-100.00%
Sep 30, 2025	BAADER BANK AKTIENGESELLSCHAFT	0%	0	-	-12.52K	-100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0%	0	-	-687.07K	-100.00%
Sep 30, 2025	FEDERATED HERMES, INC.	0%	0	-	-1.59K	-100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-200	-100.00%
Sep 30, 2025	PINERIDGE ADVISORS LLC	0%	1	1	0	0
Sep 30, 2025	HOEY INVESTMENTS, INC	0%	10	6	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	45	26	0	0
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	13.65K	7K	13.65K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0%	64	37	0	0
Sep 30, 2025	BANGOR SAVINGS BANK	0%	1.1K	642	-300	-21.43%
Sep 30, 2025	BARCLAYS PLC	0%	1.33K	773	-1.73K	-56.56%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1.51K	879	-90	-5.64%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	14.9K	8.69K	4.9K	+49.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	17.77K	10.37K	-48.94K	-73.36%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	17.88K	10.43K	17.88K	+100.00%
Sep 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.02%	19.51K	11.38K	4.51K	+30.03%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	29.81K	17K	-26.49K	-47.05%
Sep 30, 2025	HRT FINANCIAL LP	0.23%	228.86K	133K	32.56K	+16.59%
Sep 30, 2025	STATE STREET CORP	0.36%	350.86K	204.65K	-200	-0.06%
Sep 30, 2025	FMR LLC	0.93%	912.37K	532.19K	104.81K	+12.98%
Sep 30, 2025	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	10.73%	10.49M	6.12M	10.49M	+100.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	31.66K	18.47K	0	0
Sep 30, 2025	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0.03%	30.31K	17.68K	-1.24K	-3.92%
Sep 30, 2025	LPL FINANCIAL LLC	0.04%	37.6K	21.93K	1K	+2.73%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	50K	29.17K	-349.89K	-87.50%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	2.05K	1.75K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	3.51K	2.05K	-74.76K	-95.52%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	4.55K	2.94K	-8.44K	-65.01%
Sep 30, 2025	CWM, LLC	0.01%	6.89K	4K	0	0
Sep 30, 2025	ALTSHULER SHAHAM LTD	0.01%	7.78K	4.86K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	10K	5.8K	0	0
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	10.02K	5.84K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	13.37K	7.8K	12.17K	+1,014.17%
Sep 30, 2025	LINDEN ADVISORS LP	11.38%	11.12M	6.49M	11.12M	+100.00%
Sep 30, 2025	ELEMENT POINTE ADVISORS, LLC	0.36%	350K	204.16K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.81%	792.2K	462.09K	28.7K	+3.76%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.88%	863.8K	503.98K	50.16K	+6.16%
Sep 30, 2025	TENOR CAPITAL MANAGEMENT CO., L.P.	3.24%	3.17M	1.85M	3.17M	+100.00%
Sep 30, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	8.06%	7.88M	4.6M	-3.02M	-27.67%
Sep 30, 2025	CITIGROUP INC	0.04%	39.6K	23.1K	-48.94K	-55.27%
Sep 30, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.05%	50.92K	29.7K	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.03%	29.39K	17.05K	0	0
Sep 30, 2025	UBS GROUP AG	0.05%	53.5K	31.19K	-906.8K	-94.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	56.66K	33.05K	13.5K	+31.29%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.06%	62.31K	36.35K	-61.62K	-49.72%
Sep 30, 2025	DODDS WEALTH, LLC	0.07%	67.4K	39.32K	0	0
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.08%	73.35K	42.79K	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.1%	100K	58.33K	0	0
Sep 30, 2025	QUINN OPPORTUNITY PARTNERS LLC	0.1%	100.94K	58.88K	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	103.98K	60.65K	-437.27K	-80.79%
Sep 30, 2025	XTX TOPCO LTD	0.11%	104.86K	61.16K	-139.05K	-57.01%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	111.6K	65.1K	-67.6K	-37.72%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	14.17K	8.26K	-13.31K	-48.43%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.02%	23.1K	13.47K	-225.5K	-90.71%
Sep 30, 2025	D. SCOTT NEAL, INC.	0.03%	25.11K	14.65K	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	25.22K	14.71K	25.22K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.03%	28.52K	16.64K	-5.47K	-16.09%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	33.06K	19.28K	16.06K	+94.45%
Sep 30, 2025	INVESCO LTD.	0.04%	34.43K	20.08K	-35.33K	-50.65%
Jun 30, 2025	VANGUARD GROUP INC	4.02%	3.73M	3.77M	-1.79M	-32.48%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-32.04K	-100.00%
Jun 30, 2025	D. SCOTT NEAL, INC.	0.03%	25.11K	25.36K	0	0
Jun 30, 2025	MARINER, LLC	0.02%	20.4K	20.6K	0	0
Jun 30, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.05%	50.92K	51.43K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	31.66K	31.98K	0	0
Jun 30, 2025	STATE STREET CORP	0.38%	351.06K	354.57K	58.1K	+19.83%
Jun 30, 2025	ELEMENT POINTE ADVISORS, LLC	0.38%	350K	353.5K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	43.15K	43.59K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.04%	36.6K	36.97K	-21	-0.06%
Jun 30, 2025	MORGAN STANLEY	0.04%	33.99K	34.33K	-227.21K	-86.99%
Jun 30, 2025	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0.03%	31.54K	31.86K	-4.38K	-12.18%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	30.01K	30.31K	0	0
Jun 30, 2025	DEUTSCHE BANK AG\	0.03%	29.39K	29.68K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	17K	17.17K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	27.47K	27.74K	-111.68K	-80.26%
Jun 30, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	11.74%	10.9M	11.01M	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	12.99K	12.08K	0	0
Jun 30, 2025	BAADER BANK AKTIENGESELLSCHAFT	0.01%	12.52K	7.81K	12.52K	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	200	304	0	0
Jun 30, 2025	BLACKROCK, INC.	1.37%	1.28M	1.29M	-3.27K	-0.26%
Jun 30, 2025	MARSHALL WACE, LLP	0.74%	687.07K	693.94K	-518.19K	-42.99%
Jun 30, 2025	ALTSHULER SHAHAM LTD	0.01%	7.78K	7.48K	-156	-1.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.27%	248.6K	251.09K	-200.9K	-44.69%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.21%	194.05K	196K	-3.54K	-1.79%
Jun 30, 2025	CITADEL ADVISORS LLC	0.19%	179.2K	180.99K	19.4K	+12.14%
Jun 30, 2025	NORTHERN TRUST CORP	0.19%	176.61K	178.38K	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.13%	123.93K	125.17K	-84.96K	-40.67%
Jun 30, 2025	JANE STREET GROUP, LLC	0.13%	122.68K	123.9K	23.19K	+23.31%
Jun 30, 2025	CITIGROUP INC	0.1%	88.54K	89.43K	-2.36K	-2.59%
Jun 30, 2025	JPMORGAN CHASE & CO	0.08%	78.26K	79.05K	60.88K	+350.27%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.08%	73.35K	74.08K	0	0
Jun 30, 2025	INVESCO LTD.	0.08%	69.76K	70.45K	-39.86K	-36.36%
Jun 30, 2025	DODDS WEALTH, LLC	0.07%	67.4K	68.08K	0	0
Jun 30, 2025	XTX TOPCO LTD	0.26%	243.91K	246.35K	243.91K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1.6K	1.61M	-3.2K	-66.69%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	200	202	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	40	41	0	0
Jun 30, 2025	HOEY INVESTMENTS, INC	0%	10	11	0	0
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-24.54K	-100.00%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	0	-	-19.2K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-45.76K	-100.00%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	0	-	-28	-100.00%
Jun 30, 2025	OPTIONS SOLUTIONS, LLC	0%	0	-	-16K	-100.00%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	0	-	-5K	-100.00%
Jun 30, 2025	FMR LLC	0.87%	807.57K	815.64K	30.33K	+3.90%
Jun 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.02%	15K	15.15K	15K	+100.00%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	10.02K	10.12K	0	0
Jun 30, 2025	BANGOR SAVINGS BANK	0%	1.4K	1.41K	800	+133.33%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0%	250	253	0	0
Jun 30, 2025		0%	173	175	-23.49K	-99.27%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	127	128	127	+100.00%
Jun 30, 2025	PINERIDGE ADVISORS LLC	0%	1	1	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-2.74K	-100.00%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0%	0	-	-219.23K	-100.00%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0%	0	-	-223	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	143.4K	144.83K	-267.7K	-65.12%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.03%	26K	24.18K	-22.1K	-45.95%
Jun 30, 2025	HRT FINANCIAL LP	0.21%	196.3K	198K	184.41K	+1,551.37%
Jun 30, 2025	QUINN OPPORTUNITY PARTNERS LLC	0.11%	100.94K	101.94K	0	0
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	100K	101K	0	0
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	66.71K	67.38K	24.43K	+57.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	56.3K	57K	56.3K	+100.00%
Jun 30, 2025	UBS GROUP AG	1.03%	960.3K	969.9K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.88%	813.64K	821.97K	2.21K	+0.27%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.82%	763.5K	771.14K	14.8K	+1.98%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.58%	541.25K	546.66K	-117.45K	-17.83%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.43%	399.89K	403.89K	1.63K	+0.41%
Mar 31, 2025	NORTHERN TRUST CORP	0.19%	176.61K	141.13K	19.19K	+12.19%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.72%	658.7K	526.37K	-20.93K	-3.08%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.82%	748.7K	598.29K	-146.47K	-16.36%
Mar 31, 2025	JANE STREET GROUP, LLC	0.04%	33.4K	26.69K	18.7K	+127.21%
Mar 31, 2025	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0.04%	35.92K	28.7K	-3.94K	-9.88%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.03%	30.09K	24.22K	6.93K	+29.92%
Mar 31, 2025	FMR LLC	0.85%	777.24K	621.09K	157.32K	+25.38%
Mar 31, 2025	ELEMENT POINTE ADVISORS, LLC	0.38%	350K	279.69K	0	0
Mar 31, 2025	BLACKROCK, INC.	1.4%	1.28M	1.02M	7.4K	+0.58%
Mar 31, 2025	CITIGROUP INC	0.1%	90.9K	72.64K	-1.5K	-1.62%
Mar 31, 2025	QUINN OPPORTUNITY PARTNERS LLC	0.11%	100.94K	80.66K	100.94K	+100.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.05%	45.76K	36.57K	32.91K	+256.10%
Mar 31, 2025	VANGUARD GROUP INC	6.03%	5.52M	4.41M	45.66K	+0.83%
Mar 31, 2025	STATE STREET CORP	0.32%	292.96K	234.1K	-66.7K	-18.55%
Mar 31, 2025	MORGAN STANLEY	0.29%	261.2K	208.73K	153.05K	+141.51%
Mar 31, 2025		0.03%	23.66K	18.91K	7.35K	+45.03%
Mar 31, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	11.9%	10.9M	8.71M	0	0
Mar 31, 2025	UBS GROUP AG	0.93%	848.44K	677.9K	-150.45K	-15.06%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.89%	811.44K	648.6K	38.85K	+5.03%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.49%	449.5K	359.2K	-456.53K	-50.39%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	379.3K	303.44K	15.9K	+4.38%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.43%	398.26K	318.25K	26.16K	+7.03%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.05%	42.28K	33.79K	-768.93K	-94.79%
Mar 31, 2025	LPL FINANCIAL LLC	0.04%	36.62K	29.26K	-19.95K	-35.27%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	32.04K	26K	32.04K	+100.00%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.03%	31.66K	25.3K	-80.44K	-71.75%
Mar 31, 2025	DEUTSCHE BANK AG\	0.03%	29.39K	23.51K	0	0
Mar 31, 2025	D. SCOTT NEAL, INC.	0.03%	25.11K	20.06K	0	0
Mar 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.24%	219.23K	175.18K	219.23K	+100.00%
Mar 31, 2025	MYSTIC ASSET MANAGEMENT, INC.	0.06%	50.92K	40.69K	0	0
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	24.54K	19.61K	24.54K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	197.6K	158K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	30.01K	23.98K	11K	+57.88%
Mar 31, 2025	MARSHALL WACE, LLP	1.32%	1.21M	964.2K	1.17M	+3,132.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.15%	139.15K	111.18K	124.07K	+822.60%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	159.8K	127.7K	-242.9K	-60.32%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	43.15K	34.49K	0	0
Mar 31, 2025	INVESCO LTD.	0.12%	109.61K	87.59K	-43.21K	-28.27%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	100K	79.91K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	208.89K	166.92K	-18.19K	-8.01%
Mar 31, 2025	MARINER, LLC	0.02%	20.4K	16.3K	0	0
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.08%	73.35K	58.61K	-100	-0.14%
Mar 31, 2025	DODDS WEALTH, LLC	0.07%	67.4K	53.86K	0	0
Mar 31, 2024	BARCLAYS PLC	0.16%	121.87K	121K	-63.39K	-34.22%
Mar 31, 2024	INVESCO LTD.	0.26%	208.2K	207.66K	111.92K	+116.26%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.48%	379.8K	378.81K	-67.95K	-15.18%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.6%	469.35K	468.13K	-940.66K	-66.71%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.02%	14.1K	14.07K	1.11K	+8.54%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.02%	15.25K	15K	15.25K	+100.00%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.02%	15.98K	15.93K	-12.05K	-43.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	16.05K	16K	-147.54K	-90.19%
Mar 31, 2024	D. SCOTT NEAL, INC.	0.03%	25.11K	25.04K	0	0
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0.03%	25.2K	25.13K	-968	-3.70%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	27.24K	27.17K	3.17K	+13.14%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.03%	27.44K	120.99K	-80	-0.29%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.04%	29.1K	29.02K	-10K	-25.58%
Mar 31, 2024	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.04%	29.96K	29.88K	-29.96K	-50.00%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.04%	30.42K	30.34K	30.42K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	30.78K	30.7K	-131.33K	-81.01%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	38.69K	38.59K	-333	-0.85%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.05%	41.36K	41K	32.53K	+368.27%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	0.06%	45K	45K	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.07%	54.33K	54.19K	6.9K	+14.54%
Mar 31, 2024	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0.08%	66.44K	66.27K	20.63K	+45.02%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.1%	79.73K	79.52K	12.41K	+18.43%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.11%	87.56K	356.38K	1.19K	+1.37%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.38%	300.47K	299.69K	-15.16K	-4.80%
Mar 31, 2024	MYSTIC ASSET MANAGEMENT, INC.	0.04%	32.32K	32.24K	-7.85K	-19.54%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.3%	232.57K	231.97K	-1.67M	-87.78%
Mar 31, 2024	SOLEL PARTNERS LP	4.65%	4.09M	4.08M	-637.54K	-13.47%
Mar 31, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	12.37%	10.9M	10.87M	1.11M	+11.38%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	83.88K	83.66K	27.32K	+48.30%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.11%	98.2K	97.95K	98.2K	+100.00%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.13%	112.1K	111.81K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.13%	105.3K	105.03K	9.7K	+10.15%
Mar 31, 2024	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.14%	122.12K	121.8K	122.12K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.14%	111.48K	111.19K	-86.37K	-43.66%
Mar 31, 2024	XTX TOPCO LTD	0.17%	152.38K	151.98K	141.06K	+1,246.92%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.24%	213.55K	212.99K	-1.99K	-0.93%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.26%	226.09K	225.5K	163.98K	+264.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.38%	300.03K	299.13K	138.31K	+85.52%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.41%	362.56K	361.62K	-259.98K	-41.76%
Mar 31, 2024	JANE STREET GROUP, LLC	0.41%	324.56K	323.71K	30.79K	+10.48%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.46%	406.12K	405.07K	230.56K	+131.33%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	617.2K	615.6K	47.08K	+8.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.84%	663.12K	661.4K	-20.12K	-2.94%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.11%	1.66M	1.66M	34.08K	+2.09%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	2.72%	2.4M	2.39M	0	0
Mar 31, 2024	ARCHON CAPITAL MANAGEMENT LLC	6.05%	5.33M	5.31M	5.33M	+100.00%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.16%	125.35K	126K	60.87K	+94.41%
Mar 31, 2024	CITIGROUP INC	0.16%	126.59K	126.26K	-41.1K	-24.51%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.16%	143.35K	143K	143.35K	+100.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.23%	205.17K	202.83K	193.34K	+1,633.17%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.26%	232.35K	232K	-624.08K	-72.87%
Mar 31, 2024	ELEMENT POINTE ADVISORS, LLC	0.4%	350K	349.09K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.46%	363.33K	362.38K	-9.48K	-2.54%
Mar 31, 2024	FMR LLC	0.71%	558.81K	557.35K	984	+0.18%
Mar 31, 2024	UBS GROUP AG	0.75%	591.37K	589.59K	-25.98K	-4.21%
Mar 31, 2024	MORGAN STANLEY	0.88%	695.15K	693.34K	43.67K	+6.70%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.98%	773.84K	771.83K	-496.66K	-39.09%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	1.52%	1.2M	1.19M	-328.7K	-21.55%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.58%	1.24M	1.24M	495.91K	+66.52%
Mar 31, 2024	STATE STREET CORP	1.97%	1.55M	1.54M	13.8K	+0.90%
Mar 31, 2024	AWM INVESTMENT COMPANY, INC.	2.55%	2.25M	2.24M	-308.74K	-12.09%
Mar 31, 2024	DIVISADERO STREET CAPITAL MANAGEMENT, LP	2.57%	2.27M	2.26M	566.97K	+33.35%
Mar 31, 2024	BLACKROCK INC.	8.04%	6.32M	6.3M	-1.58M	-19.99%
Mar 31, 2024	VANGUARD GROUP INC	11.01%	8.66M	8.63M	523.69K	+6.44%
Mar 31, 2024	RHUMBLINE ADVISERS	0.12%	95.8K	95.5K	-671	-0.70%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.14%	107.84K	107.56K	-70.79K	-39.63%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	111.35K	111.06K	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.44%	343.02K	1.3M	126.49K	+58.41%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.48%	372.81K	1.41M	-64.33K	-14.72%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.48%	377.72K	1.43M	168.37K	+80.43%
Dec 31, 2023	WORTH VENTURE PARTNERS, LLC	0.51%	400.7K	1.52M	400.7K	+100.00%
Dec 31, 2023	HERALD INVESTMENT MANAGEMENT LTD	0.55%	425.65K	1.61M	0	0
Dec 31, 2023	WALLEYE CAPITAL LLC	0.56%	440.29K	1.67M	440.29K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.57%	447.75K	1.7M	-77.48K	-14.75%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	0.63%	489.79K	1.86M	0	0
Dec 31, 2023	FMR LLC	0.72%	557.82K	2.11M	38.18K	+7.35%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	570.13K	2.16M	-6.33K	-1.10%
Dec 31, 2023	CITADEL ADVISORS LLC	0.79%	615.86K	2.33M	-177.07K	-22.33%
Dec 31, 2023	UBS GROUP AG	0.79%	617.35K	2.34M	373.8K	+153.49%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.8%	622.54K	2.36M	371.14K	+147.63%
Dec 31, 2023	NORTHERN TRUST CORP	0.88%	683.24K	2.59M	-25.18K	-3.55%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.95%	737.93K	2.8M	-458	-0.06%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.96%	745.5K	2.83M	240.86K	+47.73%
Dec 31, 2023	FEDERATED HERMES, INC.	1.04%	807.46K	3.06M	-42.29K	-4.98%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	1.1%	856.43K	3.25M	466.32K	+119.54%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.63%	1.27M	4.82M	-477.68K	-27.32%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	1.75%	1.36M	5.16M	328.37K	+31.76%
Dec 31, 2023	DIVISADERO STREET CAPITAL MANAGEMENT, LP	2.18%	1.7M	6.44M	1.21M	+246.30%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.81%	1.41M	5.34M	683.49K	+94.08%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	1.96%	1.53M	5.78M	368.7K	+31.88%
Dec 31, 2023	STATE STREET CORP	1.97%	1.53M	5.81M	-132.85K	-7.97%
Dec 31, 2023	AIGH CAPITAL MANAGEMENT LLC	2.06%	1.61M	6.1M	1.61M	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.09%	1.63M	6.17M	96.62K	+6.31%
Dec 31, 2023	MORGAN STANLEY	0.84%	651.48K	2.47M	424.41K	+186.91%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	2.44%	1.9M	7.21M	166.06K	+9.56%
Dec 31, 2023	MACKENZIE FINANCIAL CORP	3.07%	2.4M	9.08M	-6.74K	-0.28%
Dec 31, 2023	AWM INVESTMENT COMPANY, INC.	3.27%	2.55M	9.68M	469.81K	+22.54%
Dec 31, 2023	SOLEL PARTNERS LP	6.07%	4.73M	17.94M	1M	+26.79%
Dec 31, 2023	BLACKROCK INC.	10.13%	7.9M	29.94M	-107.69K	-1.35%
Dec 31, 2023	VANGUARD GROUP INC	10.43%	8.13M	30.82M	418.5K	+5.43%
Dec 31, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	12.55%	9.79M	37.09M	9.79M	+100.00%
Dec 31, 2023		0.14%	112.1K	424.88K	112.1K	+100.00%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.15%	114.6K	434.33K	44.48K	+63.43%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.21%	161.72K	612.93K	4.79K	+3.05%
Dec 31, 2023	JPMORGAN CHASE & CO	0.21%	162.11K	614.39K	57.05K	+54.31%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.21%	163.58K	619.97K	16.56K	+11.26%
Dec 31, 2023	CITIGROUP INC	0.22%	167.69K	635.53K	-194.16K	-53.66%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.23%	175.56K	665.37K	66.22K	+60.56%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.23%	178.64K	677.03K	178.64K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.24%	185.26K	702K	92.18K	+99.03%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.25%	197.85K	749.83K	-118.46K	-37.45%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.28%	215.54K	816.9K	5.46K	+2.60%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.28%	220.41K	823.3K	-231.28K	-51.20%
Dec 31, 2023	JANE STREET GROUP, LLC	0.38%	293.77K	1.11M	86.82K	+41.95%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.4%	315.63K	1.2M	78.37K	+33.03%
Dec 31, 2023	ELEMENT POINTE ADVISORS, LLC	0.45%	350K	1.33M	0	0

Insiders

Among the LPSN insiders holding of 4.12% of the stake in company, VECTOR CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 8.98M. FORD JEFFREY, Chief Accounting Officer, is the second largest LPSN insider with ownership of 406.62K shares. LOCASCIO ROBERT P, Chief Executive Officer, stands third with possession of 391.42K shares of that stake.

Insiders	Designation	Shares Held
VECTOR CAPITAL MANAGEMENT, L.P.	10 percent owner	8.98M
FORD JEFFREY	Chief Accounting Officer	406.62K
LOCASCIO ROBERT P	Chief Executive Officer	391.42K
WESEMANN WILLIAM	director	374.84K
SPINELLI ALEXANDER	EVP, Chief Technology Officer	195.29K
SABINO ANTHONY JOHN	Chief Executive Officer	180.29K
PEGUEROS VANESSA	director	139.99K
COLLINS JOHN DENEEN	CFO and COO	116.93K
GREENBERG MONICA L.	EVP, Policy & General Counsel	80K
MINA CHRISTOPHER ALLEN	Chief Tech Product Officer	52.64K
OSUMI NORMAN M.	Chief Accounting Officer	43.74K
CARLOUGH DARYL	SVP, Global & Corp Controller	41.97K
MILLER JAMES R.	director	22.2K
BLOCK PETER	director	6K
LAVAN KEVIN	director	6K
HANSEN BRUCE EDWARD	director	0
KROMAN ALEX	EVP, Product and Technology	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 01, 2026	SABINO ANTHONY JOHN	SALE	2.57	7.84K	20.16K	180.29K
Mar 23, 2026	SABINO ANTHONY JOHN	SALE	2.50	8.03K	20.08K	188.14K
Mar 17, 2026	GREENBERG MONICA L.	SALE	2.72	315	856.8	80K
Mar 17, 2026	SABINO ANTHONY JOHN	SALE	2.72	12.59K	34.26K	196.17K
Mar 17, 2026	COLLINS JOHN DENEEN	SALE	2.72	931	2.53K	116.93K
Jan 16, 2026	MINA CHRISTOPHER ALLEN	SALE	3.15	7.15K	22.54K	52.64K
Dec 17, 2025	MILLER JAMES R.	SALE	4.73	2.13K	10.09K	22.2K
Dec 16, 2025	SABINO ANTHONY JOHN	SALE	4.73	4.98K	23.57K	208.77K
Nov 14, 2025	COLLINS JOHN DENEEN	SALE	5.19	20K	103.89K	81.81K
Nov 14, 2025	SABINO ANTHONY JOHN	SALE	5.26	30K	157.89K	153.75K
Sep 25, 2025	COLLINS JOHN DENEEN	SALE	0.63	446.6K	280.91K	1.53M
Sep 24, 2025	FORD JEFFREY	SALE	0.64	59.05K	37.73K	406.62K
Sep 24, 2025	GREENBERG MONICA L.	SALE	0.64	157.2K	100.45K	1.19M
Sep 17, 2025	SABINO ANTHONY JOHN	SALE	0.69	96.06K	65.9K	2.76M
Aug 14, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	SALE	0.98	252.78K	247.06K	8.98M
Aug 13, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	SALE	0.99	955.41K	947.58K	9.24M
Aug 12, 2025	VECTOR CAPITAL MANAGEMENT, L.P.	SALE	1.02	706.99K	721.34K	10.19M
Jul 28, 2025	COLLINS JOHN DENEEN	SALE	1.03	21.97K	22.54K	1.27M
Jul 28, 2025	GREENBERG MONICA L.	SALE	1.03	7.43K	7.62K	699.27K
Jun 16, 2025	SABINO ANTHONY JOHN	SALE	0.75	68.09K	50.86K	2.85M
Apr 11, 2025	COLLINS JOHN DENEEN	SALE	0.70	1.83K	1.28K	995.78K
Apr 11, 2025	GREENBERG MONICA L.	SALE	0.70	1.14K	797.81	567.56K
Mar 21, 2025	PEGUEROS VANESSA	SALE	0.90	30K	27K	139.99K
Mar 20, 2025	SABINO ANTHONY JOHN	SALE	0.90	166.21K	149.59K	2.92M
Mar 19, 2025	SABINO ANTHONY JOHN	SALE	0.92	157.22K	144.64K	3.09M
Mar 18, 2025	SABINO ANTHONY JOHN	SALE	0.98	111.02K	108.8K	3.24M
Jan 06, 2025	GREENBERG MONICA L.	SALE	1.58	12.9K	20.39K	568.7K
Dec 11, 2024	HANSEN BRUCE EDWARD	SALE	0.85	84.94K	72.2K	0
Nov 22, 2024	COLLINS JOHN DENEEN	SALE	0.85	130K	110.5K	997.6K
Oct 21, 2024	FORD JEFFREY	SALE	1.14	21.94K	24.9K	378.71K
Sep 16, 2024	COLLINS JOHN DENEEN	SALE	1.05	85.13K	89.38K	287.6K
Aug 12, 2024	GREENBERG MONICA L.	SALE	1.12	34.44K	38.57K	181.61K
Aug 12, 2024	COLLINS JOHN DENEEN	SALE	1.12	83.74K	93.78K	372.73K
Jul 30, 2024	COLLINS JOHN DENEEN	SALE	1.37	23.68K	32.44K	456.47K
Jul 30, 2024	GREENBERG MONICA L.	SALE	1.37	8.47K	11.61K	216.05K
Jun 12, 2024	KROMAN ALEX	SALE	0.64	120.05K	76.83K	0
Apr 19, 2024	KROMAN ALEX	SALE	0.51	65.83K	33.57K	120.05K
Apr 10, 2024	COLLINS JOHN DENEEN	SALE	0.76	1.8K	1.36K	480.15K
Apr 10, 2024	GREENBERG MONICA L.	SALE	0.76	1.12K	853.48	206.22K
Apr 02, 2024	GREENBERG MONICA L.	SALE	0.94	1.96K	1.84K	207.34K
Apr 02, 2024	COLLINS JOHN DENEEN	SALE	0.94	2.96K	2.78K	481.94K
Mar 14, 2024	PEGUEROS VANESSA	PURCHASE	1.02	5K	5.1K	89.99K
Mar 12, 2024	WESEMANN WILLIAM	PURCHASE	1.00	100K	100K	374.84K
Jan 10, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.47	354.97K	1.23M	10.9M
Jan 09, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.54	350K	1.24M	10.54M
Jan 08, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.60	30K	107.97K	10.19M
Jan 05, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.59	26.63K	95.5K	10.16M
Jan 04, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.59	182.5K	654.63K	10.14M
Jan 03, 2024	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.59	169.26K	607.24K	9.96M
Dec 26, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.50	14.28K	49.97K	9.79M
Dec 22, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.49	152.94K	533.22K	9.77M
Dec 21, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.39	250K	846.38K	9.62M
Dec 20, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.41	175K	596.12K	9.37M
Dec 18, 2023	VECTOR CAPITAL MANAGEMENT, L.P.	PURCHASE	3.31	100K	330.71K	9.19M
Oct 30, 2023	COLLINS JOHN DENEEN	SALE	2.45	615	1.51K	484.9K
Jul 31, 2023	GREENBERG MONICA L.	SALE	4.78	7.78K	37.2K	101.08K
Jul 31, 2023	COLLINS JOHN DENEEN	SALE	4.78	21.28K	101.69K	172.49K
Jul 31, 2023	OSUMI NORMAN M.	SALE	4.78	3.36K	16.05K	43.74K
Apr 24, 2023	OSUMI NORMAN M.	SALE	4.96	570	2.83K	47.1K
Apr 13, 2023	GREENBERG MONICA L.	SALE	4.81	1K	4.82K	108.86K
Apr 10, 2023	LOCASCIO ROBERT P	SALE	4.50	3.02K	13.58K	391.42K
Apr 10, 2023	GREENBERG MONICA L.	SALE	4.50	1.07K	4.83K	109.86K
Apr 10, 2023	COLLINS JOHN DENEEN	SALE	4.50	1.17K	5.27K	193.76K
Apr 03, 2023	COLLINS JOHN DENEEN	SALE	4.44	1.78K	7.9K	194.93K
Apr 03, 2023	LOCASCIO ROBERT P	SALE	4.44	4.32K	19.18K	394.44K
Apr 03, 2023	GREENBERG MONICA L.	SALE	4.44	1.73K	7.66K	110.94K
Mar 23, 2023	WESEMANN WILLIAM	PURCHASE	3.91	20K	78.2K	214.95K
Nov 01, 2022	COLLINS JOHN DENEEN	SALE	10.79	412	4.45K	216.54K
Apr 22, 2022	OSUMI NORMAN M.	SALE	23.86	475	11.33K	8.24K
Apr 12, 2022	GREENBERG MONICA L.	SALE	25.97	986	25.61K	34.23K
Apr 11, 2022	COLLINS JOHN DENEEN	SALE	24.95	1.2K	30.01K	42.66K
Apr 11, 2022	LOCASCIO ROBERT P	SALE	24.95	4.59K	114.43K	398.75K
Apr 11, 2022	GREENBERG MONICA L.	SALE	24.95	1.1K	27.54K	35.22K
Apr 01, 2022	COLLINS JOHN DENEEN	SALE	24.80	1.9K	47.18K	43.87K
Apr 01, 2022	GREENBERG MONICA L.	SALE	24.80	1.84K	45.72K	36.32K
Apr 01, 2022	LOCASCIO ROBERT P	SALE	24.80	6.82K	169.18K	403.34K
Mar 02, 2022	OSUMI NORMAN M.	SALE	23.52	1.8K	42.31K	8.71K
Mar 02, 2022	COLLINS JOHN DENEEN	SALE	23.52	3.31K	77.73K	45.77K
Mar 02, 2022	GREENBERG MONICA L.	SALE	23.52	3.25K	76.37K	38.17K
Mar 02, 2022	LOCASCIO ROBERT P	SALE	23.52	9.39K	220.83K	410.16K
Feb 22, 2022	LOCASCIO ROBERT P	SALE	24.37	8.94K	217.92K	396.14K
Nov 02, 2021	COLLINS JOHN DENEEN	SALE	51.61	610	31.48K	46.1K
Aug 02, 2021	SPINELLI ALEXANDER	SALE	65.00	11.54K	750.04K	195.29K
Jun 28, 2021	SPINELLI ALEXANDER	SALE	65.00	23.08K	1.5M	206.83K
Jun 16, 2021	GREENBERG MONICA L.	SALE	58.08	4.91K	285.17K	33.76K
May 07, 2021	LAVAN KEVIN	SALE	51.83	15K	777.45K	6K
Apr 12, 2021	SPINELLI ALEXANDER	SALE	56.13	1.99K	111.81K	213.41K
Apr 12, 2021	GREENBERG MONICA L.	SALE	56.13	1.35K	75.66K	23.06K
Apr 01, 2021	LOCASCIO ROBERT P	SALE	54.94	6.28K	344.8K	354.53K
Apr 01, 2021	GREENBERG MONICA L.	SALE	54.94	2.24K	123.07K	20.38K
Apr 01, 2021	COLLINS JOHN DENEEN	SALE	54.94	1.93K	106.25K	28.24K
Apr 01, 2021	SPINELLI ALEXANDER	SALE	54.94	2.82K	154.66K	210.19K
Mar 12, 2021	SPINELLI ALEXANDER	SALE	54.93	5.66K	310.96K	213K
Mar 11, 2021	LOCASCIO ROBERT P	SALE	55.25	7.71K	425.76K	360.8K
Mar 11, 2021	GREENBERG MONICA L.	SALE	55.25	2.93K	161.88K	22.62K
Mar 11, 2021	COLLINS JOHN DENEEN	SALE	55.25	2.14K	118.46K	30.17K
Mar 11, 2021	SPINELLI ALEXANDER	SALE	55.25	4.84K	267.35K	218.66K
Mar 02, 2021	SPINELLI ALEXANDER	SALE	65.27	18.4K	1.2M	213K
Mar 01, 2021	GREENBERG MONICA L.	SALE	66.56	12.08K	804.04K	20.85K
Feb 23, 2021	LOCASCIO ROBERT P	SALE	62.09	12.66K	786.25K	354.31K
Feb 16, 2021	GREENBERG MONICA L.	SALE	70.72	10K	707.2K	20.85K
Feb 16, 2021	CARLOUGH DARYL	SALE	70.72	2.06K	145.75K	41.97K
Feb 05, 2021	CARLOUGH DARYL	SALE	70.00	138	9.66K	41.97K
Jan 28, 2021	CARLOUGH DARYL	SALE	65.56	109	7.15K	41.97K
Jan 27, 2021	CARLOUGH DARYL	SALE	64.43	95	6.12K	42.08K
Jan 15, 2021	GREENBERG MONICA L.	SALE	65.93	3.75K	247.24K	20.85K
Jan 04, 2021	GREENBERG MONICA L.	SALE	61.94	15K	929.1K	20.85K
Dec 30, 2020	LOCASCIO ROBERT P	SALE	62.09	39.5K	2.45M	366.97K
Dec 22, 2020	CARLOUGH DARYL	SALE	67.50	2.74K	184.61K	42.18K
Dec 21, 2020	CARLOUGH DARYL	SALE	65.00	2.74K	177.84K	42.18K
Dec 15, 2020	CARLOUGH DARYL	SALE	60.00	261	15.66K	42.18K
Dec 10, 2020	LOCASCIO ROBERT P	SALE	56.84	4.96K	281.7K	406.47K
Dec 09, 2020	LOCASCIO ROBERT P	SALE	57.23	6.82K	390.02K	406.47K
Dec 08, 2020	LOCASCIO ROBERT P	SALE	56.40	200K	11.28M	406.47K
Dec 01, 2020	WESEMANN WILLIAM	SALE	57.50	2.5K	143.75K	0
Nov 20, 2020	CARLOUGH DARYL	SALE	57.50	261	15.01K	42.18K
Nov 19, 2020	CARLOUGH DARYL	SALE	55.00	261	14.36K	42.18K
Nov 16, 2020	CARLOUGH DARYL	SALE	50.36	783	39.43K	42.18K
Nov 02, 2020	COLLINS JOHN DENEEN	SALE	53.47	504	26.95K	27.61K
Nov 02, 2020	WESEMANN WILLIAM	SALE	53.10	2.5K	132.75K	2.5K
Oct 28, 2020	CARLOUGH DARYL	SALE	56.26	78	4.39K	42.18K
Oct 27, 2020	CARLOUGH DARYL	SALE	57.21	157	8.98K	42.26K
Oct 01, 2020	WESEMANN WILLIAM	SALE	53.56	455	24.37K	0
Sep 01, 2020	WESEMANN WILLIAM	SALE	58.50	2.5K	146.25K	2.5K
Aug 17, 2020	CARLOUGH DARYL	SALE	60.00	261	15.66K	25.71K
Aug 17, 2020	GREENBERG MONICA L.	SALE	59.91	600	35.95K	20.85K
Aug 06, 2020	CARLOUGH DARYL	SALE	60.00	2.21K	132.78K	25.71K
Aug 05, 2020	CARLOUGH DARYL	SALE	57.50	2.21K	127.31K	32.35K
Aug 05, 2020	BLOCK PETER	SALE	54.89	30K	1.65M	6K
Aug 05, 2020	WESEMANN WILLIAM	SALE	54.84	3K	164.52K	5K
Aug 04, 2020	CARLOUGH DARYL	SALE	47.50	2.21K	105.17K	25.71K
Aug 03, 2020	CARLOUGH DARYL	SALE	45.00	3.42K	153.77K	25.71K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES93.99K10

NET SHARES-93.99K10

SHARES HELD1.28M10

% NET SHARES-107.34%0%

LPSN Stock Ownership Breakdown

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