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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, Q2 2023

Institutional positions in LiveVox Holdings, Inc. as of Jun 30, 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
52
+3 vs. Q1 2023
Shares held
87.1M
−585.6K (−0.7%) vs. Q1 2023
Total value
$239.5M
−$31.4M (−11.6%) vs. Q1 2023
New holders
9
18 more added
Sold out
6
15 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 52 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 heldQ2 2023: $239.5M
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, Q2 2023

Shares, value and share of portfolio for each institution holding LiveVox Holdings, Inc.; share changes are against Q1 2023.

Institutions holding LVOX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Golden Gate Private Equity, Inc.72,052,784$198.1M99.49%00.0%Unchanged
B. Riley Asset Management, LLC3,706,776$10.2M3.75%+317,000+9.4%Added
Ameriprise Financial Inc2,170,063$5.97M0.00%−1,322,355−37.9%Reduced
J. Goldman & Co LP1,840,233$5.06M0.29%+550,000+42.6%Added
Boothbay Fund Management, LLC1,393,129$3.83M0.13%+253,000+22.2%Added
Vanguard Group Inc1,262,215$3.47M0.00%−80,416−6.0%Reduced
BlackRock Inc.1,004,574$2.76M0.00%+17,479+1.8%Added
Oakmont Corp1,000,000$2.75M0.35%00.0%Unchanged
Tocqueville Asset Management L.P.618,831$1.70M0.03%00.0%Unchanged
Geode Capital Management, LLC426,753$1.17M0.00%−13,751−3.1%Reduced
State Street Corp392,914$1.08M0.00%+110,842+39.3%Added
Northern Trust Corp177,870$489.1K0.00%+7,353+4.3%Added
Morgan Stanley172,233$473.6K0.00%−38,422−18.2%Reduced
Bridgeway Capital Management, LLC120,000$330.0K0.01%00.0%Unchanged
Atom Investors LP101,193$278.3K0.11%+101,193New
JPMorgan Chase & Co66,478$182.8K0.00%+6,674+11.2%Added
Charles Schwab Investment Management Inc65,639$180.5K0.00%+12,597+23.7%Added
S Squared Technology, LLC63,000$173.3K0.09%+63,000New
Allspring Global Investments Holdings, LLC49,772$136.9K0.00%+18,435+58.8%Added
Rhumbline Advisers46,570$128.1K0.00%+21,777+87.8%Added
Bank of New York Mellon Corp40,873$112.4K0.00%−7,775−16.0%Reduced
Nuveen Asset Management, LLC33,180$91.2K0.00%+18,113+120.2%Added
New York State Common Retirement Fund31,674$87.1K0.00%00.0%Unchanged
Western Standard LLC27,361$75.2K0.07%+27,361New
Invesco Ltd.25,460$70.0K0.00%−1,403−5.2%Reduced
Mariner, LLC23,080$63.5K0.00%+10,758+87.3%Added
Goldman Sachs Group Inc18,474$50.8K0.00%−25,833−58.3%Reduced
Deutsche Bank AG16,611$45.7K0.00%−3,226−16.3%Reduced
Citadel Advisors LLC15,359$42.2K0.00%+15,359New
Renaissance Technologies LLC15,400$42.0K0.00%+3,600+30.5%Added
Squarepoint Ops LLC14,102$38.8K0.00%+14,102New
UBS Group AG13,877$38.2K0.00%+6,466+87.2%Added
Belvedere Trading LLC12,607$34.7K0.01%+12,607New
American International Group, Inc.10,737$29.5K0.00%−176−1.6%Reduced
Fca Corp10,000$27.5K0.01%00.0%Unchanged
Wells Fargo & Company9,249$25.4K0.00%+5,289+133.6%Added
California State Teachers Retirement System7,420$20.4K0.00%−986−11.7%Reduced
Citigroup Inc6,764$18.6K0.00%+6,764New
Simplex Trading, LLC6,149$16.0K0.00%+6,149New
Barclays PLC5,177$14.2K0.00%−6,481−55.6%Reduced
Tower Research Capital LLC (TRC)4,222$11.6K0.00%+910+27.5%Added
Amalgamated Bank3,469$10.0K0.00%−2,980−46.2%Reduced
Group One Trading, L.P.3,592$9.88K0.00%+3,592New
Wolverine Asset Management LLC2,557$7.03K0.00%00.0%Unchanged
Legal & General Group Plc2,459$6.76K0.00%+588+31.4%Added
Ameritas Investment Partners, Inc.1,668$4.59K0.00%00.0%Unchanged
FMR LLC1,612$4.43K0.00%+166+11.5%Added
Royal Bank of Canada1,384$4.00K0.00%−669−32.6%Reduced
Bank of America Corp1,450$3.99K0.00%−29,808−95.4%Reduced
US Bancorp1,415$3.89K0.00%−866−38.0%Reduced
Spire Wealth Management1,200$3.30K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC12$330.00%00.0%Unchanged
Phoenix Holdings Ltd.0$00.00%−584,817−100.0%Sold out
AWM Investment Company, Inc.0$00.00%−27,552−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−20,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,910−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−10,189−100.0%Sold out
Acadian Asset Management LLC0$00.00%−8,171−100.0%Sold out