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LiveVox Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LVOX.U?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,979	0.00619%
Individual Insiders	4,865,088	5.04%
Institutions	19,610,546	20.3%
VC/PE Firms	72,052,784	74.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 100.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
76.1%	Golden Gate Capital	72,052,784	US$268.8m	0%	99.87%
4.31%	Crescent Capital Group LP	4,077,500	US$15.2m	0%	15.65%
3.94%	B. Riley Asset Management LLC	3,726,276	US$13.9m	0.53%	5.3%
2.71%	Louis Summe	2,564,277	US$9.6m	0%	no data
2.34%	Columbia Management Investment Advisers, LLC	2,216,319	US$8.3m	2.13%	no data
1.88%	J. Goldman & Co., L.P.	1,778,606	US$6.6m	-3.35%	0.29%
1.49%	Boothbay Fund Management, LLC	1,408,729	US$5.3m	1.12%	0.21%
1.32%	The Vanguard Group, Inc.	1,251,073	US$4.7m	-0.88%	no data
1.09%	BlackRock, Inc.	1,031,630	US$3.8m	2.69%	no data
1.06%	Oakmont Corporation	1,000,000	US$3.7m	0%	0.92%
0.65%	Tocqueville Asset Management LP	618,831	US$2.3m	0%	0.04%
0.46%	Geode Capital Management, LLC	436,859	US$1.6m	2.37%	no data
0.42%	State Street Global Advisors, Inc.	392,749	US$1.5m	-0.04%	no data
0.32%	Mark Attanasio	301,482	US$1.1m	0%	no data
0.32%	Jean-Marc Chapus	301,482	US$1.1m	0%	no data
0.23%	Laurence Siegel	219,999	US$820.6k	1.77%	no data
0.22%	John DiLullo	210,866	US$786.5k	323%	no data
0.22%	SMH Asset Management	205,000	US$764.6k	0%	0.14%
0.21%	Bernhard Nann	200,475	US$747.8k	0%	no data
0.2%	Erik Fowler	192,047	US$716.3k	0%	no data
0.2%	Wellington Management Group LLP	185,300	US$691.2k	0%	no data
0.19%	Northern Trust Global Investments	175,642	US$655.2k	-1.25%	no data
0.18%	Stewart Bloom	173,287	US$646.4k	0%	no data
0.18%	Atom Investors LP	169,068	US$630.6k	67.1%	0.13%
0.15%	Eaton Vance Management	146,592	US$546.8k	-3.72%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/27 07:04
End of Day Share Price	2023/12/06 00:00
Earnings	2023/09/30
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LiveVox Holdings, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Schappel	Benchmark Company
Michael Funk	BofA Global Research
Brett Knoblauch	Cantor Fitzgerald & Co.