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.
Q1 2026 vs. Q4 2025
How the institutions holding Lightspeed Commerce Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 110 | 2 | 100 | −8 |
| Shares | 76.3M | 5.26M | 79.8M | +8.71M (+12.3%) |
| Value | $921.4M | $63.4M | $713.0M | −$145.0M (−16.9%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Lightspeed Commerce Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pale Fire Capital SE | 5,524,591 | $49.5M | 4.35% |
| Vanguard Capital Management LLC | 3,611,810 | $32.3M | 0.00% |
| Vanguard Fiduciary Trust Co | 1,139,141 | $10.2M | 0.00% |
| Vanguard Global Advisers, LLC | 391,298 | $3.50M | 0.00% |
| Vanguard Asset Management, Ltd | 138,055 | $1.23M | 0.00% |
| Vanguard Investments Australia, Ltd. | 37,740 | $337.5K | 0.00% |
| Alberta Investment Management Corp | 33,669 | $301.1K | 0.00% |
| Susquehanna International Group, LLP | 14,751 | $132.2K | 0.00% |
| Amundi | 13,505 | $121.0K | 0.00% |
| Brevan Howard Capital Management LP | 10,584 | $94.8K | 0.00% |
| Activest Wealth Management | 680 | $6.07K | 0.00% |
Sold out (19)
Institutions that held Lightspeed Commerce Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Wishbone Management, LP | 2,800,000 | $33.8M |
| Antipodes Partners Ltd | 1,024,963 | $12.4M |
| Arrowstreet Capital, Limited Partnership | 539,165 | $6.51M |
| Marshall Wace, LLP | 477,493 | $5.77M |
| Quadrature Capital Ltd | 322,000 | $3.89M |
| Two Sigma Advisers, LP | 200,700 | $2.42M |
| Canada Pension Plan Investment Board | 105,000 | $1.27M |
| Magnetar Financial LLC | 56,199 | $678.1K |
| Versor Investments LP | 38,100 | $459.7K |
| State of Wyoming | 35,164 | $424.8K |
| Voloridge Investment Management, LLC | 25,322 | $305.9K |
| Counterpoint Mutual Funds LLC | 22,107 | $267.1K |
| Quantbot Technologies LP | 21,340 | $257.8K |
| Scotia Capital Inc. | 13,957 | $168.0K |
| Vident Advisory, LLC | 11,169 | $134.9K |
| Skopos Labs, Inc. | 10,736 | $131.5K |
| Quarry LP | 353 | $4.26K |
| Northwestern Mutual Wealth Management Co | 160 | $1.93K |
| Farther Finance Advisors, LLC | 80 | $966 |
Not filed for Q1 2026 yet (2)
Institutions that held Lightspeed Commerce Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 5,195,009 | $62.7M |
| Norges Bank | 63,296 | $763.7K |