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LiveVox Holdings, Inc.

LVOXDelisted Dec 22, 2023
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001723648

LiveVox Holdings, Inc. was delisted on Dec 22, 2023; its insiders filed their last Form 4 on Dec 26, 2023; 51 institutions reported holding it in 13F filings for Q3 2023, worth $292.1M in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in LiveVox Holdings, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
49
−2 vs. Q4 2022
Shares held
87.7M
+624.6K (+0.7%) vs. Q4 2022
Total value
$270.9M
+$12.4M (+4.8%) vs. Q4 2022
New holders
6
18 more added
Sold out
8
14 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LVOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 49 institutions
Q1 2021: 0 institutionsQ2 2021: 43 institutionsQ3 2021: 45 institutionsQ4 2021: 42 institutionsQ1 2022: 42 institutionsQ2 2022: 57 institutionsQ3 2022: 49 institutionsQ4 2022: 52 institutionsQ1 2023: 49 institutionsQ2 2023: 52 institutionsQ3 2023: 51 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $270.9M
Q1 2021: $0Q2 2021: $642.4MQ3 2021: $534.2MQ4 2021: $422.9MQ1 2022: $246.9MQ2 2022: $144.5MQ3 2022: $256.0MQ4 2022: $258.6MQ1 2023: $270.9MQ2 2023: $239.5MQ3 2023: $292.1MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LVOX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202351$292.1M
Q2 202352$239.5M
Q1 202349$270.9M
Q4 202252$258.6M
Q3 202249$256.0M
Q2 202257$144.5M
Q1 202242$246.9M
Q4 202142$422.9M
Q3 202145$534.2M
Q2 202143$642.4M
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding LiveVox Holdings, Inc.; share changes are against Q4 2022.

Institutions holding LVOX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Golden Gate Private Equity, Inc.72,052,784$222.6M99.65%00.0%Unchanged
Ameriprise Financial Inc3,492,418$10.8M0.00%+46,936+1.4%Added
B. Riley Asset Management, LLC3,389,776$10.5M4.34%+263,500+8.4%Added
Vanguard Group Inc1,342,631$4.15M0.00%−15,770−1.2%Reduced
J. Goldman & Co LP1,290,233$3.99M0.23%+700+0.1%Added
Boothbay Fund Management, LLC1,140,129$3.52M0.10%+161,461+16.5%Added
Oakmont Corp1,000,000$3.09M0.41%00.0%Unchanged
BlackRock Inc.987,095$3.05M0.00%+61,069+6.6%Added
Tocqueville Asset Management L.P.618,831$1.91M0.04%+228,900+58.7%Added
Phoenix Holdings Ltd.584,817$1.81M0.04%+584,817New
Geode Capital Management, LLC440,504$1.36M0.00%+43,382+10.9%Added
State Street Corp282,072$871.6K0.00%+3,850+1.4%Added
Morgan Stanley210,655$650.9K0.00%−783−0.4%Reduced
Northern Trust Corp170,517$526.9K0.00%−2,641−1.5%Reduced
Bridgeway Capital Management, LLC120,000$370.8K0.01%−100,000−45.5%Reduced
JPMorgan Chase & Co59,804$185.0K0.00%+3,417+6.1%Added
Charles Schwab Investment Management Inc53,042$163.9K0.00%+4,198+8.6%Added
Bank of New York Mellon Corp48,648$150.3K0.00%−5,899−10.8%Reduced
Goldman Sachs Group Inc44,307$136.9K0.00%+44,307New
New York State Common Retirement Fund31,674$97.9K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC31,337$96.8K0.00%+15,607+99.2%Added
Bank of America Corp31,258$96.6K0.00%+15,843+102.8%Added
AWM Investment Company, Inc.27,552$85.1K0.01%+1,940+7.6%Added
Invesco Ltd.26,863$83.0K0.00%−486−1.8%Reduced
Rhumbline Advisers24,793$77.0K0.00%+1,075+4.5%Added
Deutsche Bank AG19,837$61.3K0.00%+5,606+39.4%Added
Rockefeller Capital Management L.P.20,000$61.0K0.00%00.0%Unchanged
Nuveen Asset Management, LLC15,067$47.0K0.00%00.0%Unchanged
Mariner, LLC12,322$38.0K0.00%+12,322New
Barclays PLC11,658$36.0K0.00%+5,587+92.0%Added
Renaissance Technologies LLC11,800$36.0K0.00%+11,800New
American International Group, Inc.10,913$33.7K0.00%+218+2.0%Added
Jane Street Group, LLC10,910$33.7K0.00%+10,910New
Susquehanna International Group, LLP10,189$31.5K0.00%−54,142−84.2%Reduced
Fca Corp10,000$30.9K0.01%00.0%Unchanged
California State Teachers Retirement System8,406$26.0K0.00%−1,495−15.1%Reduced
Acadian Asset Management LLC8,171$25.0K0.00%−1,993−19.6%Reduced
UBS Group AG7,411$22.9K0.00%−1,555−17.3%Reduced
Amalgamated Bank6,449$20.0K0.00%−495−7.1%Reduced
Wells Fargo & Company3,960$12.2K0.00%+3,960New
Tower Research Capital LLC (TRC)3,312$10.0K0.00%−150−4.3%Reduced
Wolverine Asset Management LLC2,557$7.90K0.00%00.0%Unchanged
US Bancorp2,281$7.05K0.00%+106+4.9%Added
Royal Bank of Canada2,053$6.00K0.00%−2,122−50.8%Reduced
Legal & General Group Plc1,871$5.78K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,668$5.15K0.00%00.0%Unchanged
FMR LLC1,446$4.47K0.00%−148−9.3%Reduced
Spire Wealth Management1,200$3.71K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC12$00.00%00.0%Unchanged
G2 Investment Partners Management LLC0$00.00%−392,125−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−297,514−100.0%Sold out
Gladius Capital Management LP0$00.00%−16,733−100.0%Sold out
Ergoteles LLC0$00.00%−11,134−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,498−100.0%Sold out
Citigroup Inc0$00.00%−153−100.0%Sold out
Citadel Advisors LLC0$00.00%−118−100.0%Sold out
Credit Suisse AG0$00.00%−1−100.0%Sold out
Alpha Paradigm Partners, LLC––––Not filed