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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,671,008 | $20.2M | 0.00% | −75,587−4.3% | Reduced |
| Bank of Montreal | 1,817,595 | $21.9M | 0.01% | −22,155−1.2% | Reduced |
| Bank of America Corp | 1,915,511 | $23.1M | 0.00% | −55,614−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,629,321 | $31.7M | 0.08% | −123,348−4.5% | Reduced |
| Wishbone Management, LP | 2,800,000 | $33.8M | 14.44% | −1,298,304−31.7% | Reduced |
| Ameriprise Financial Inc | 3,087,518 | $37.3M | 0.01% | +1,138,898+58.4% | Added |
| Artisan Partners Limited Partnership | 3,900,930 | $47.1M | 0.07% | +581,900+17.5% | Added |
| Vanguard Group Inc | 5,195,009 | $62.7M | 0.00% | +9,172+0.2% | Added |
| FIL Ltd | 14,625,000 | $176.5M | 0.13% | −975,000−6.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 24,286,219 | $293.4M | 0.50% | 00.0% | Unchanged |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −315,079−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −278,470−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −119,849−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −50,485−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −38,929−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −38,608−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,154−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −14,511−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,267−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,889−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,312−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| AMH Equity Ltd | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |