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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, Q1 2025

Institutional positions in Lightspeed Commerce Inc. as of Mar 31, 2025. 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
119
−7 vs. Q4 2024
Shares held
82.6M
−3.12M (−3.6%) vs. Q4 2024
Total value
$721.8M
−$597.2M (−45.3%) vs. Q4 2024
New holders
20
40 more added
Sold out
27
42 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 119 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 heldQ1 2025: $721.8M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Lightspeed Commerce Inc.; share changes are against Q4 2024.

Institutions holding LSPD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hyperion Capital Advisors LP650,000$5.69M3.10%+650,000New
Louisbourg Investments Inc.684,509$5.99M1.63%+181,891+36.2%Added
Wellington Management Group LLP738,428$6.46M0.00%+69,583+10.4%Added
Intact Investment Management Inc.873,927$7.65M0.26%−833,330−48.8%Reduced
Morgan Stanley897,544$7.85M0.00%+605,238+207.1%Added
National Bank of Canada1,029,359$9.00M0.01%−71,522−6.5%Reduced
Royal Bank of Canada1,290,956$11.3M0.00%−814,327−38.7%Reduced
Point72 Asset Management, L.P.1,302,677$11.4M0.03%+879,777+208.0%Added
Connor, Clark & Lunn Investment Management Ltd.1,489,100$13.0M0.06%+132,500+9.8%Added
Ameriprise Financial Inc1,710,895$15.0M0.00%+113,115+7.1%Added
Arrowstreet Capital, Limited Partnership1,912,148$16.7M0.01%−2,269,661−54.3%Reduced
Dimensional Fund Advisors LP1,941,016$17.0M0.00%−79,812−3.9%Reduced
Bank of Montreal2,014,743$17.6M0.01%−7,847−0.4%Reduced
Goldman Sachs Group Inc2,148,959$18.8M0.00%+1,295,469+151.8%Added
Wishbone Management, LP3,675,000$32.2M19.29%+3,675,000New
Artisan Partners Limited Partnership3,778,331$33.1M0.05%−776,900−17.1%Reduced
Vanguard Group Inc5,372,421$47.0M0.00%+39,115+0.7%Added
FIL Ltd17,575,000$153.8M0.15%+2,942,756+20.1%Added
Caisse de Depot Et Placement du Quebec24,286,220$212.4M0.45%+10.0%Added
Azora Capital LP0$00.00%−1,460,772−100.0%Sold out
NewGen Asset Management Ltd0$00.00%−840,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−661,506−100.0%Sold out
Nishkama Capital, LLC0$00.00%−546,101−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−521,265−100.0%Sold out
1832 Asset Management L.P.0$00.00%−390,992−100.0%Sold out
LMR Partners LLP0$00.00%−224,822−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−158,732−100.0%Sold out
Beryl Capital Management LLC0$00.00%−104,890−100.0%Sold out
Agf Management Ltd0$00.00%−84,951−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−64,800−100.0%Sold out
IMC-Chicago, LLC0$00.00%−51,618−100.0%Sold out
Nine Masts Capital Ltd0$00.00%−38,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−37,080−100.0%Sold out
Caption Management, LLC0$00.00%−23,870−100.0%Sold out
Nomura Holdings Inc0$00.00%−23,800−100.0%Sold out
Toronto Dominion Bank0$00.00%−20,477−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−16,800−100.0%Sold out
Algert Global LLC0$00.00%−13,880−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,735−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−10,809−100.0%Sold out
Walleye Trading LLC0$00.00%−10,550−100.0%Sold out
Walleye Capital LLC0$00.00%−9,767−100.0%Sold out
Leonteq Securities AG0$00.00%−5,500−100.0%Sold out
Headlands Technologies LLC0$00.00%−608−100.0%Sold out
Umb Bank N A0$00.00%−300−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−4−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed