SCHEDULE: Davidson Kempner Discloses 5.79% Stake in LivePerson

Davidson Kempner Capital Management LP and affiliates have disclosed a 5.79% beneficial ownership stake in LivePerson Inc., totaling 686,800 shares.

Summary

• Davidson Kempner Capital Management LP, along with its affiliates M.H. Davidson & Co. and Davidson Kempner Arbitrage, Equities & Relative Value LP, and Anthony A. Yoseloff, collectively reported beneficial ownership of 686,800 shares of LivePerson Inc. common stock.
• This aggregate ownership represents 5.79% of LivePerson Inc.'s outstanding common stock.
• The percentage is calculated based on 11,857,018 shares of common stock outstanding as of November 7, 2025, as reported in LivePerson's Quarterly Report on Form 10-Q.
• The filing indicates that the securities were not acquired or held for the purpose of changing or influencing the control of LivePerson Inc., except for activities related to a nomination under Rule 14a-11.
• Anthony A. Yoseloff, through Davidson Kempner Capital Management LP, is responsible for the voting and investment decisions related to these shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a significant stake by a reputable investment firm like Davidson Kempner can be interpreted as a vote of confidence in LivePerson's valuation or future potential, even if the stated intent is passive.

Positives

• A significant stake by an institutional investor like Davidson Kempner Capital Management LP could signal confidence in LivePerson Inc.'s long-term prospects or valuation.
• The disclosure of a 5.79% stake by a prominent investment firm may attract attention from other institutional investors, potentially increasing demand for the stock.

Negatives

• The filing itself does not contain any negative information regarding LivePerson Inc.'s operational or financial performance.

Risks

• The filing does not detail specific risks related to LivePerson Inc.'s business operations or financial health, as it is a beneficial ownership report.

Future Outlook

The Schedule 13G filing does not provide any forward-looking statements or guidance from LivePerson Inc. or the reporting persons regarding the company's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that the disclosure of a significant stake by an activist-oriented or value-focused investment firm like Davidson Kempner can sometimes precede increased shareholder engagement or calls for strategic changes within the company. While this filing certifies a passive investment intent (not for control), the accumulation of over 5% ownership by a sophisticated institutional investor is a notable event in the competitive customer engagement and AI solutions industry where LivePerson operates.

Stakeholder Impact

• Shareholders: The disclosure of a new significant institutional investor could potentially boost investor confidence and attract further institutional interest, possibly influencing share price positively.
• Company Management: Management may need to be aware of the new significant shareholder and potentially engage in discussions, even if the stated intent is passive, especially given the certification regarding Rule 14a-11 nominations.

Key Dates

Recommendation

The filing indicates a significant institutional investor has taken a 5.79% stake in LivePerson Inc., which can be a positive signal. However, as a Schedule 13G, it does not provide new financial performance data or strategic updates from the company itself. While the presence of a sophisticated investor like Davidson Kempner is noteworthy, it doesn't inherently change the fundamental outlook of the company based solely on this filing. A 'hold' recommendation is appropriate as investors should monitor LivePerson's operational performance and future disclosures, while acknowledging the potential positive sentiment from this institutional investment.

Keywords

LivePerson Inc., Davidson Kempner Capital Management, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, LP, Investment Adviser