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Lightspeed Commerce Inc.

LSPD
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001823306

No open-market purchases or sales by Lightspeed Commerce Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $799.7M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Lightspeed Commerce Inc. as of Dec 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
122
+17 vs. Q3 2023
Shares held
88.6M
+8.07M (+10.0%) vs. Q3 2023
Total value
$1.86B
+$716.6M (+62.6%) vs. Q3 2023
New holders
29
37 more added
Sold out
12
34 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LSPD 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 holdersQ4 2023: 122 institutions
Q1 2021: 0 institutionsQ2 2021: 4 institutionsQ3 2021: 214 institutionsQ4 2021: 187 institutionsQ1 2022: 152 institutionsQ2 2022: 156 institutionsQ3 2022: 144 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 113 institutionsQ3 2023: 106 institutionsQ4 2023: 122 institutionsQ1 2024: 126 institutionsQ2 2024: 123 institutionsQ3 2024: 129 institutionsQ4 2024: 127 institutionsQ1 2025: 119 institutionsQ2 2025: 106 institutionsQ3 2025: 109 institutionsQ4 2025: 110 institutionsQ1 2026: 100 institutionsQ2 2026: 108 institutions
Value heldQ4 2023: $1.86B
Q1 2021: $0Q2 2021: $41.1MQ3 2021: $7.92BQ4 2021: $3.34BQ1 2022: $2.46BQ2 2022: $1.80BQ3 2022: $1.41BQ4 2022: $1.21BQ1 2023: $1.23BQ2 2023: $1.37BQ3 2023: $1.15BQ4 2023: $1.86BQ1 2024: $1.26BQ2 2024: $1.20BQ3 2024: $1.40BQ4 2024: $1.37BQ1 2025: $721.8MQ2 2025: $933.7MQ3 2025: $905.1MQ4 2025: $921.4MQ1 2026: $713.0MQ2 2026: $799.7M
Institutions holding LSPD and their total value by quarter
QuarterHoldersValue
Q2 2026108$799.7M
Q1 2026100$713.0M
Q4 2025110$921.4M
Q3 2025109$905.1M
Q2 2025106$933.7M
Q1 2025119$721.8M
Q4 2024127$1.37B
Q3 2024129$1.40B
Q2 2024123$1.20B
Q1 2024126$1.26B
Q4 2023122$1.86B
Q3 2023106$1.15B
Q2 2023113$1.37B
Q1 2023110$1.23B
Q4 2022129$1.21B
Q3 2022144$1.41B
Q2 2022156$1.80B
Q1 2022152$2.46B
Q4 2021187$3.34B
Q3 2021214$7.92B
Q2 20214$41.1M
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lightspeed Commerce Inc.; share changes are against Q3 2023.

Institutions holding LSPD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Caisse de Depot Et Placement du Quebec24,286,219$512.4M1.30%00.0%Unchanged
FIL Ltd14,728,165$309.2M0.32%−2,561,637−14.8%Reduced
Artisan Partners Limited Partnership5,297,686$111.2M0.17%+627,796+13.4%Added
Vanguard Group Inc5,037,088$105.7M0.00%+98,587+2.0%Added
Nuveen Asset Management, LLC3,104,253$65.5M0.02%+3,104,253New
Wellington Management Group LLP2,376,319$49.9M0.01%−297,751−11.1%Reduced
Bank of Montreal2,253,101$48.2M0.03%−1,560−0.1%Reduced
Dimensional Fund Advisors LP1,965,996$41.3M0.01%+246,741+14.4%Added
North Peak Capital Management, LLC1,960,107$41.1M4.32%+271,544+16.1%Added
Summit Partners Public Asset Management, LLC1,726,731$36.2M1.97%+1,726,731New
FMR LLC1,623,288$34.1M0.00%+543,490+50.3%Added
Arrowstreet Capital, Limited Partnership1,600,770$33.6M0.04%+1,600,770New
Azora Capital LP1,579,312$33.2M3.01%+901,861+133.1%Added
Royal Bank of Canada1,497,080$31.4M0.01%+191,697+14.7%Added
Vista Equity Partners Management, LLC1,361,872$28.6M0.70%00.0%Unchanged
National Bank of Canada1,463,519$28.5M0.05%−162,295−10.0%Reduced
Hillsdale Investment Management Inc.1,348,120$28.3M2.31%+1,058,320+365.2%Added
Norges Bank1,238,131$26.0M0.00%−354,452−22.3%Reduced
Manufacturers Life Insurance Company, The1,097,114$23.1M0.01%+49,696+4.7%Added
Millennium Management LLC723,851$15.2M0.01%+524,923+263.9%Added
Citadel Advisors LLC657,246$13.8M0.01%−1,604,015−70.9%Reduced
Susquehanna International Group, LLP625,731$13.1M0.02%+462,953+284.4%Added
D. E. Shaw & Co., Inc.596,691$12.5M0.02%+148,766+33.2%Added
Morgan Stanley581,712$12.2M0.00%+291,070+100.1%Added
Two Sigma Investments, LP558,300$11.7M0.03%+558,300New
BlackRock Inc.505,303$10.6M0.00%+38,301+8.2%Added
Goldman Sachs Group Inc477,786$10.0M0.00%+126,855+36.1%Added
CIBC World Markets Inc.398,454$8.37M0.02%+4,132+1.0%Added
Louisbourg Investments Inc.382,104$8.06M2.43%+382,104New
TD Asset Management Inc361,808$7.63M0.01%+1,938+0.5%Added
Bienville Capital Management, LLC348,963$7.32M2.23%00.0%Unchanged
Man Group plc343,530$7.22M0.02%––
Two Sigma Advisers, LP303,600$6.37M0.01%+160,100+111.6%Added
RK Capital Management, LLC281,900$5.92M1.26%+281,900New
Swiss National Bank271,300$5.71M0.00%−28,600−9.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.256,500$5.39M0.03%+256,500New
Kent Lake Capital LLC250,000$5.25M2.03%+250,000New
Voloridge Investment Management, LLC241,184$5.06M0.02%−120,384−33.3%Reduced
DC Investments Management, LLC229,242$4.81M4.89%+52,902+30.0%Added
Adage Capital Partners GP, L.L.C.200,100$4.20M0.01%−596,610−74.9%Reduced
Bank of America Corp190,126$3.99M0.00%−65,616−25.7%Reduced
Mackenzie Financial Corp180,845$3.80M0.01%−41,712−18.7%Reduced
State Street Corp178,727$3.75M0.00%+44,323+33.0%Added
UBS Group AG171,310$3.60M0.00%+169,494+9,333.4%Added
Simplex Trading, LLC163,598$3.43M0.11%+114,628+234.1%Added
Credit Suisse AG162,053$3.40M0.00%+8,322+5.4%Added
Vista Wealth Management Group, LLC158,131$3.32M0.28%00.0%Unchanged
Jane Street Group, LLC156,119$3.28M0.00%+68,625+78.4%Added
Alberta Investment Management Corp154,600$3.26M0.03%00.0%Unchanged
Landscape Capital Management, L.L.C.154,954$3.25M0.29%−15,929−9.3%Reduced
Legal & General Group Plc152,189$3.21M0.00%+2,580+1.7%Added
CIBC Asset Management Inc151,989$3.20M0.01%+5,559+3.8%Added
Federation des caisses Desjardins du Quebec144,242$3.03M0.03%−10,416−6.7%Reduced
Berylson Capital Partners, LLC138,500$2.91M5.40%00.0%Unchanged
Russell Investments Group, Ltd.134,257$2.82M0.01%+134,257New
Intact Investment Management Inc.120,900$2.54M0.10%−52,300−30.2%Reduced
Palogic Value Management, L.P.120,000$2.52M1.12%−25,000−17.2%Reduced
Aquatic Capital Management LLC116,600$2.45M0.06%−37,000−24.1%Reduced
British Columbia Investment Management Corp111,935$2.35M0.02%+35,995+47.4%Added
Joel Isaacson & Co., LLC107,012$2.25M0.14%00.0%Unchanged
Calamos Advisors LLC106,278$2.23M0.01%+106,278New
Susquehanna Portfolio Strategies, LLC81,400$1.71M0.03%+81,400New
Triasima Portfolio Management inc.78,576$1.65M0.14%+78,576New
HST Ventures, LLC63,082$1.32M0.47%+63,082New
Northwest & Ethical Investments L.P.61,199$1.28M0.04%+46,079+304.8%Added
HSBC Holdings PLC57,751$1.23M0.00%+57,751New
Geode Capital Management, LLC56,675$1.19M0.00%+5,601+11.0%Added
Millrace Asset Group, Inc.52,179$1.09M1.08%−31,043−37.3%Reduced
Marshall Wace, LLP50,903$1.07M0.00%+50,903New
Addenda Capital Inc.37,855$1.05M0.04%−120.0%Reduced
TD Waterhouse Canada Inc.41,906$1.04M0.01%−53,261−56.0%Reduced
GTS Securities LLC49,069$1.03M0.02%+49,069New
Barclays PLC42,661$895.5K0.00%+11,281+35.9%Added
Invesco Ltd.42,557$893.3K0.00%+734+1.8%Added
Fiera Capital Corp39,000$821.5K0.00%00.0%Unchanged
Group One Trading, L.P.36,766$771.7K0.02%+31,071+545.6%Added
PEAK6 Investments LLC36,192$759.7K0.03%+34,145+1,668.1%Added
JPMorgan Chase & Co33,925$712.1K0.00%−138,889−80.4%Reduced
Scotia Capital Inc.28,794$603.7K0.00%−8,198−22.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)28,372$598.6K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd26,371$553.5K0.05%+26,371New
Cidel Asset Management Inc25,870$545.8K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC25,370$532.5K0.01%−12,040−32.2%Reduced
Diametric Capital, LP23,897$501.6K0.31%+23,897New
AtonRa Partners22,834$479.6K0.96%−4,917−17.7%Reduced
Alliancebernstein L.P.20,439$429.0K0.00%−225−1.1%Reduced
Pictet Asset Management Holding SA18,897$398.7K0.00%00.0%Unchanged
Ingalls & Snyder LLC18,842$395.0K0.02%00.0%Unchanged
Walleye Trading LLC17,906$375.8K0.01%−23,492−56.7%Reduced
Amundi18,845$358.6K0.00%+18,845New
Vident Advisory, LLC16,534$348.2K0.01%−2,139−11.5%Reduced
American Century Companies Inc16,466$345.7K0.00%+380+2.4%Added
Wells Fargo & Company15,120$317.4K0.00%+6,050+66.7%Added
Tudor Investment Corp Et Al15,018$315.2K0.00%−151−1.0%Reduced
New York State Common Retirement Fund14,011$294.1K0.00%−6,339−31.1%Reduced
Wolverine Trading, LLC13,880$291.3K0.00%+13,880New
Squarepoint Ops LLC13,740$288.4K0.00%−8−0.1%Reduced
Duality Advisers, LP13,165$276.3K0.03%+13,165New
XTX Topco Ltd12,279$257.7K0.06%+12,279New
Investment Management Corp of Ontario11,911$250.0K0.01%+11,911New