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 2025
Institutional positions in Lightspeed Commerce Inc. as of Dec 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
- 110
- +6 vs. Q3 2025
- Shares held
- 76.3M
- −1.92M (−2.5%) vs. Q3 2025
- Total value
- $921.4M
- +$17.8M (+2.0%) vs. Q3 2025
- New holders
- 19
- 33 more added
- Sold out
- 13
- 43 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $799.7M |
| Q1 2026 | 100 | $713.0M |
| Q4 2025 | 110 | $921.4M |
| Q3 2025 | 109 | $905.1M |
| Q2 2025 | 106 | $933.7M |
| Q1 2025 | 119 | $721.8M |
| Q4 2024 | 127 | $1.37B |
| Q3 2024 | 129 | $1.40B |
| Q2 2024 | 123 | $1.20B |
| Q1 2024 | 126 | $1.26B |
| Q4 2023 | 122 | $1.86B |
| Q3 2023 | 106 | $1.15B |
| Q2 2023 | 113 | $1.37B |
| Q1 2023 | 110 | $1.23B |
| Q4 2022 | 129 | $1.21B |
| Q3 2022 | 144 | $1.41B |
| Q2 2022 | 156 | $1.80B |
| Q1 2022 | 152 | $2.46B |
| Q4 2021 | 187 | $3.34B |
| Q3 2021 | 214 | $7.92B |
| Q2 2021 | 4 | $41.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Lightspeed Commerce Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 24,286,219 | $293.4M | 0.50% | 00.0% | Unchanged |
| FIL Ltd | 14,625,000 | $176.5M | 0.13% | −975,000−6.3% | Reduced |
| Vanguard Group Inc | 5,195,009 | $62.7M | 0.00% | +9,172+0.2% | Added |
| Artisan Partners Limited Partnership | 3,900,930 | $47.1M | 0.07% | +581,900+17.5% | Added |
| Ameriprise Financial Inc | 3,087,518 | $37.3M | 0.01% | +1,138,898+58.4% | Added |
| Wishbone Management, LP | 2,800,000 | $33.8M | 14.44% | −1,298,304−31.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,629,321 | $31.7M | 0.08% | −123,348−4.5% | Reduced |
| Bank of America Corp | 1,915,511 | $23.1M | 0.00% | −55,614−2.8% | Reduced |
| Bank of Montreal | 1,817,595 | $21.9M | 0.01% | −22,155−1.2% | Reduced |
| Dimensional Fund Advisors LP | 1,671,008 | $20.2M | 0.00% | −75,587−4.3% | Reduced |
| Goldman Sachs Group Inc | 1,206,168 | $14.6M | 0.00% | +138,208+12.9% | Added |
| Royal Bank of Canada | 1,154,322 | $13.9M | 0.00% | −1,125,691−49.4% | Reduced |
| Antipodes Partners Ltd | 1,024,963 | $12.4M | 0.26% | −5,998−0.6% | Reduced |
| Morgan Stanley | 694,506 | $8.39M | 0.00% | +510,567+277.6% | Added |
| Two Sigma Investments, LP | 657,300 | $7.94M | 0.01% | +454,900+224.8% | Added |
| Louisbourg Investments Inc. | 646,233 | $7.81M | 1.56% | −5,829−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 539,165 | $6.51M | 0.00% | −414,562−43.5% | Reduced |
| Marshall Wace, LLP | 477,493 | $5.77M | 0.01% | +10,919+2.3% | Added |
| Citadel Advisors LLC | 419,506 | $5.07M | 0.00% | +163,426+63.8% | Added |
| TD Asset Management Inc | 397,401 | $4.80M | 0.00% | +17,008+4.5% | Added |
| BlackRock, Inc. | 388,627 | $4.69M | 0.00% | −64,431−14.2% | Reduced |
| Intact Investment Management Inc. | 379,000 | $4.57M | 0.13% | +15,400+4.2% | Added |
| Invenomic Capital Management LP | 377,676 | $4.56M | 0.22% | −8,583−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 327,088 | $3.95M | 0.11% | +327,088 | New |
| Quadrature Capital Ltd | 322,000 | $3.89M | 0.04% | +322,000 | New |
| D. E. Shaw & Co., Inc. | 296,236 | $3.57M | 0.00% | +251,394+560.6% | Added |
| Point72 Asset Management, L.P. | 276,861 | $3.34M | 0.01% | +174,544+170.6% | Added |
| Charles Schwab Investment Management Inc | 264,739 | $3.20M | 0.00% | −1,412−0.5% | Reduced |
| Swiss National Bank | 246,200 | $2.98M | 0.00% | +3,900+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 246,258 | $2.97M | 0.01% | −29,095−10.6% | Reduced |
| Millennium Management LLC | 244,621 | $2.96M | 0.00% | −246,504−50.2% | Reduced |
| National Bank of Canada | 241,703 | $2.91M | 0.00% | −627,151−72.2% | Reduced |
| Jane Street Group, LLC | 226,353 | $2.73M | 0.00% | −21,813−8.8% | Reduced |
| Two Sigma Advisers, LP | 200,700 | $2.42M | 0.00% | +153,200+322.5% | Added |
| Legal & General Group Plc | 151,219 | $1.83M | 0.00% | −1,364−0.9% | Reduced |
| Mackenzie Financial Corp | 149,665 | $1.82M | 0.00% | +24,090+19.2% | Added |
| Man Group plc | 139,700 | $1.69M | 0.00% | +139,700 | New |
| CIBC World Markets Inc. | 138,843 | $1.68M | 0.00% | −323,855−70.0% | Reduced |
| PCJ Investment Counsel Ltd. | 122,630 | $1.48M | 0.37% | −3,390−2.7% | Reduced |
| State Street Corp | 121,515 | $1.47M | 0.00% | +20,933+20.8% | Added |
| Palogic Value Management, L.P. | 120,000 | $1.45M | 0.62% | −30,000−20.0% | Reduced |
| CIBC Asset Management Inc | 119,875 | $1.45M | 0.00% | −12,015−9.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 119,200 | $1.44M | 0.05% | +16,900+16.5% | Added |
| Manufacturers Life Insurance Company, The | 113,662 | $1.37M | 0.00% | −70.0% | Reduced |
| Canada Pension Plan Investment Board | 105,000 | $1.27M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 99,067 | $1.20M | 0.00% | −10,273−9.4% | Reduced |
| Spark Investment Management LLC | 95,000 | $1.15M | 2.85% | +17,000+21.8% | Added |
| Geode Capital Management, LLC | 91,504 | $1.13M | 0.00% | +9,167+11.1% | Added |
| Barclays PLC | 86,897 | $1.05M | 0.00% | +73,657+556.3% | Added |
| UBS Group AG | 72,691 | $878.1K | 0.00% | −201,388−73.5% | Reduced |
| Joel Isaacson & Co., LLC | 69,286 | $837.0K | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 66,158 | $798.2K | 0.00% | −5,900−8.2% | Reduced |
| Norges Bank | 63,296 | $763.7K | 0.00% | +63,296 | New |
| Numerai GP LLC | 59,834 | $722.8K | 0.09% | −99,375−62.4% | Reduced |
| Public Employees Retirement System of Ohio | 56,413 | $681.5K | 0.00% | −17,645−23.8% | Reduced |
| Magnetar Financial LLC | 56,199 | $678.1K | 0.01% | +56,199 | New |
| Algert Global LLC | 50,450 | $609.4K | 0.01% | +24,930+97.7% | Added |
| Wells Fargo & Company | 50,415 | $609.0K | 0.00% | −1,315−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 44,037 | $530.1K | 0.00% | −3,543−7.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,615 | $478.6K | 0.00% | 00.0% | Unchanged |
| SIG North Trading, ULC | 39,215 | $473.7K | 0.08% | −7,130−15.4% | Reduced |
| Montrusco Bolton Investments Inc. | 39,000 | $471.2K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 38,100 | $459.7K | 0.07% | +38,100 | New |
| Verition Fund Management LLC | 36,926 | $446.1K | 0.00% | −55,401−60.0% | Reduced |
| State of Wyoming | 35,164 | $424.8K | 0.05% | +35,164 | New |
| Toronto Dominion Bank | 33,754 | $407.2K | 0.00% | +33,754 | New |
| Renaissance Technologies LLC | 30,783 | $371.9K | 0.00% | +30,783 | New |
| Invesco Ltd. | 29,167 | $352.3K | 0.00% | +1,019+3.6% | Added |
| XTX Topco Ltd | 26,716 | $322.7K | 0.01% | +26,716 | New |
| Voloridge Investment Management, LLC | 25,322 | $305.9K | 0.00% | −73,995−74.5% | Reduced |
| Pictet Asset Management Holding SA | 25,118 | $303.4K | 0.00% | +1,148+4.8% | Added |
| Northwest & Ethical Investments L.P. | 24,770 | $298.9K | 0.01% | +13,584+121.4% | Added |
| Russell Investments Group, Ltd. | 24,503 | $296.0K | 0.00% | +15,939+186.1% | Added |
| Engineers Gate Manager LP | 22,506 | $271.9K | 0.00% | −780−3.3% | Reduced |
| Counterpoint Mutual Funds LLC | 22,107 | $267.1K | 0.02% | +22,107 | New |
| Quantbot Technologies LP | 21,340 | $257.8K | 0.01% | −8,965−29.6% | Reduced |
| Purpose Unlimited Inc. | 20,500 | $247.3K | 0.01% | +20,500 | New |
| Deutsche Bank AG | 20,243 | $244.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 19,211 | $232.1K | 0.00% | −90−0.5% | Reduced |
| Citigroup Inc | 18,981 | $229.3K | 0.00% | +10,586+126.1% | Added |
| BNP Paribas Arbitrage, SA | 18,436 | $222.7K | 0.00% | +18,436 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,902 | $198.4K | 0.00% | +2,314+15.9% | Added |
| Investment Management Corp of Ontario | 15,265 | $184.4K | 0.00% | +15,265 | New |
| JPMorgan Chase & Co | 15,231 | $184.0K | 0.00% | −1,906−11.1% | Reduced |
| Aigen Investment Management, LP | 10,342 | $171.3K | 0.04% | +10,342 | New |
| Scotia Capital Inc. | 13,957 | $168.0K | 0.00% | −4,894−26.0% | Reduced |
| Group One Trading, L.P. | 13,449 | $162.5K | 0.00% | −8,716−39.3% | Reduced |
| ACT Capital Management, LLC | 12,500 | $151.0K | 0.12% | +12,500 | New |
| Vident Advisory, LLC | 11,169 | $134.9K | 0.00% | −53−0.5% | Reduced |
| Skopos Labs, Inc. | 10,736 | $131.5K | 0.01% | +10,736 | New |
| Tower Research Capital LLC (TRC) | 9,604 | $116.0K | 0.00% | +4,385+84.0% | Added |
| Plato Investment Management Ltd | 5,292 | $64.2K | 0.00% | +4,752+880.0% | Added |
| Advisors Asset Management, Inc. | 2,803 | $33.9K | 0.00% | −52−1.8% | Reduced |
| Acadian Asset Management LLC | 2,600 | $31.0K | 0.00% | +2,600 | New |
| Dixon Mitchell Investment Counsel Inc. | 2,500 | $30.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,535 | $18.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $6.04K | 0.00% | +100+25.0% | Added |
| Advisor Group Holdings, Inc. | 477 | $5.76K | 0.00% | +129+37.1% | Added |
| CWM, LLC | 384 | $5.00K | 0.00% | +300+357.1% | Added |
| EverSource Wealth Advisors, LLC | 412 | $4.98K | 0.00% | 00.0% | Unchanged |