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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 2026

Institutional positions in Lightspeed Commerce Inc. as of Mar 31, 2026. 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
100
−8 vs. Q4 2025
Shares held
79.8M
+8.71M (+12.3%) vs. Q4 2025
Total value
$713.0M
−$145.0M (−16.9%) vs. Q4 2025
New holders
11
44 more added
Sold out
19
29 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 100 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 2026: $713.0M
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 2026

Shares, value and share of portfolio for each institution holding Lightspeed Commerce Inc.; share changes are against Q4 2025.

Institutions holding LSPD in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Caisse de Depot Et Placement du Quebec24,286,219$216.5M0.35%00.0%Unchanged
FIL Ltd16,024,553$143.3M0.11%+1,399,553+9.6%Added
Pale Fire Capital SE5,524,591$49.5M4.35%+5,524,591New
Artisan Partners Limited Partnership3,945,230$35.3M0.06%+44,300+1.1%Added
Vanguard Capital Management LLC3,611,810$32.3M0.00%+3,611,810New
Ameriprise Financial Inc3,376,131$30.3M0.01%+288,613+9.3%Added
Connor, Clark & Lunn Investment Management Ltd.2,660,697$23.8M0.05%+31,376+1.2%Added
Royal Bank of Canada2,226,453$19.9M0.00%+1,072,131+92.9%Added
Morgan Stanley1,815,604$16.3M0.00%+1,121,098+161.4%Added
Dimensional Fund Advisors LP1,530,830$13.7M0.00%−140,178−8.4%Reduced
Bank of Montreal1,323,033$11.8M0.01%−494,562−27.2%Reduced
Vanguard Fiduciary Trust Co1,139,141$10.2M0.00%+1,139,141New
Citadel Advisors LLC1,070,496$9.59M0.01%+650,990+155.2%Added
Bank of America Corp1,026,735$9.20M0.00%−888,776−46.4%Reduced
Louisbourg Investments Inc.672,764$6.00M1.14%+26,531+4.1%Added
BlackRock, Inc.641,918$5.75M0.00%+253,291+65.2%Added
Man Group plc548,800$4.89M0.01%+409,100+292.8%Added
Goldman Sachs Group Inc473,360$4.24M0.00%−732,808−60.8%Reduced
TD Asset Management Inc425,892$3.80M0.00%+28,491+7.2%Added
Renaissance Technologies LLC406,783$3.64M0.01%+376,000+1,221.5%Added
Vanguard Global Advisers, LLC391,298$3.50M0.00%+391,298New
Intact Investment Management Inc.364,200$3.26M0.09%−14,800−3.9%Reduced
Invenomic Capital Management LP351,850$3.15M0.15%−25,826−6.8%Reduced
Point72 Asset Management, L.P.316,061$2.83M0.00%+39,200+14.2%Added
Jane Street Group, LLC307,886$2.76M0.00%+81,533+36.0%Added
Two Sigma Investments, LP292,502$2.62M0.00%−364,798−55.5%Reduced
Charles Schwab Investment Management Inc290,780$2.59M0.00%+26,041+9.8%Added
Federation des caisses Desjardins du Quebec286,803$2.55M0.01%+40,545+16.5%Added
UBS Group AG282,082$2.53M0.00%+209,391+288.1%Added
Susquehanna Fundamental Investments, LLC271,800$2.44M0.09%+152,600+128.0%Added
PCJ Investment Counsel Ltd.250,900$2.24M0.64%+128,270+104.6%Added
Spark Investment Management LLC246,000$2.20M5.29%+151,000+158.9%Added
Swiss National Bank246,200$2.20M0.00%00.0%Unchanged
National Bank of Canada222,166$1.98M0.00%−19,537−8.1%Reduced
Toronto Dominion Bank185,867$1.66M0.00%+152,113+450.7%Added
Palogic Value Management, L.P.180,000$1.61M0.71%+60,000+50.0%Added
Mackenzie Financial Corp144,614$1.29M0.00%−5,051−3.4%Reduced
Legal & General Group Plc142,998$1.28M0.00%−8,221−5.4%Reduced
Vanguard Asset Management, Ltd138,055$1.23M0.00%+138,055New
CIBC Asset Management Inc124,605$1.11M0.00%+4,730+3.9%Added
State Street Corp120,885$1.08M0.00%−630−0.5%Reduced
Manufacturers Life Insurance Company, The112,222$1.00M0.00%−1,440−1.3%Reduced
British Columbia Investment Management Corp107,331$960.0K0.01%+41,173+62.2%Added
Nuveen, LLC99,067$883.1K0.00%00.0%Unchanged
Geode Capital Management, LLC94,870$864.8K0.00%+3,366+3.7%Added
Millennium Management LLC92,805$831.5K0.00%−151,816−62.1%Reduced
CIBC World Markets Inc.85,798$767.0K0.00%−53,045−38.2%Reduced
Invesco Ltd.81,833$733.2K0.00%+52,666+180.6%Added
Algert Global LLC80,630$722.4K0.01%+30,180+59.8%Added
Barclays PLC80,201$718.6K0.00%−6,696−7.7%Reduced
Joel Isaacson & Co., LLC69,286$620.8K0.02%00.0%Unchanged
Public Employees Retirement System of Ohio56,784$506.0K0.00%+371+0.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)54,303$484.1K0.00%+14,688+37.1%Added
Wells Fargo & Company53,995$483.8K0.00%+3,580+7.1%Added
D. E. Shaw & Co., Inc.49,616$444.0K0.00%−246,620−83.3%Reduced
XTX Topco Ltd48,953$438.6K0.01%+22,237+83.2%Added
Engineers Gate Manager LP48,271$432.5K0.01%+25,765+114.5%Added
Citigroup Inc47,139$420.2K0.00%+28,158+148.3%Added
TD Waterhouse Canada Inc.46,293$412.7K0.00%+2,256+5.1%Added
BNP Paribas Arbitrage, SA45,375$406.6K0.00%+26,939+146.1%Added
Vanguard Investments Australia, Ltd.37,740$337.5K0.00%+37,740New
Russell Investments Group, Ltd.37,489$334.2K0.00%+12,986+53.0%Added
Numerai GP LLC37,188$333.2K0.03%−22,646−37.8%Reduced
Montrusco Bolton Investments Inc.34,000$303.1K0.00%−5,000−12.8%Reduced
Alberta Investment Management Corp33,669$301.1K0.00%+33,669New
Group One Trading, L.P.33,113$296.7K0.01%+19,664+146.2%Added
SIG North Trading, ULC31,698$284.0K0.06%−7,517−19.2%Reduced
Alliancebernstein L.P.20,493$247.6K0.00%+1,282+6.7%Added
Pictet Asset Management Holding SA26,557$236.7K0.00%+1,439+5.7%Added
Deutsche Bank AG20,750$185.9K0.00%+507+2.5%Added
Purpose Unlimited Inc.20,500$183.3K0.01%00.0%Unchanged
Aigen Investment Management, LP13,218$160.2K0.04%+2,876+27.8%Added
Investment Management Corp of Ontario17,865$160.1K0.00%+2,600+17.0%Added
Northwest & Ethical Investments L.P.17,046$152.3K0.00%−7,724−31.2%Reduced
Acadian Asset Management LLC16,900$150.0K0.00%+14,300+550.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.16,599$148.7K0.00%−303−1.8%Reduced
Verition Fund Management LLC15,043$134.8K0.00%−21,883−59.3%Reduced
Susquehanna International Group, LLP14,751$132.2K0.00%+14,751New
JPMorgan Chase & Co15,231$129.8K0.00%00.0%Unchanged
Amundi13,505$121.0K0.00%+13,505New
ACT Capital Management, LLC12,500$112.0K0.09%00.0%Unchanged
Brevan Howard Capital Management LP10,584$94.8K0.00%+10,584New
Plato Investment Management Ltd5,292$47.2K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.3,800$34.0K0.00%−323,288−98.8%Reduced
Advisors Asset Management, Inc.2,747$24.6K0.00%−56−2.0%Reduced
Dixon Mitchell Investment Counsel Inc.2,500$22.3K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.1,535$13.8K0.00%00.0%Unchanged
Jones Financial Companies LLLP800$6.83K0.00%+300+60.0%Added
Activest Wealth Management680$6.07K0.00%+680New
Steward Partners Investment Advisory, LLC350$3.14K0.00%00.0%Unchanged
Avion Wealth410$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC310$2.78K0.00%−102−24.8%Reduced
Tower Research Capital LLC (TRC)233$2.09K0.00%−9,371−97.6%Reduced
Aviso Financial Inc.140$1.25K0.00%00.0%Unchanged
CWM, LLC107$9590.00%−277−72.1%Reduced
SBI Securities Co., Ltd.78$6990.00%−5−6.0%Reduced
Advisor Group Holdings, Inc.69$6170.00%−408−85.5%Reduced
Pacifica Partners Inc.45$4020.00%00.0%Unchanged
Parallel Advisors, LLC20$1790.00%00.0%Unchanged
FMR LLC2$180.00%00.0%Unchanged