LSPD — LIGHTSPEED COMMERCE INC
As of Q2 2026, 28 SEC-registered investment managers reported holding LSPD (LIGHTSPEED COMMERCE INC) in their latest 13F filings, with a combined reported value of $509.91M across 48.70M shares. That is +2.1% by share count (+1.02M shares) versus the previous quarter, while reported value moved +19.8%. Ownership is concentrated: the five largest holders account for 90.4% of reported value and the top ten for 96.4%.
Compared with the prior quarter, 6 opened new positions, 9 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LSPD is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| CDPQ (Caisse de Depot) history | Q2 2026 | 24.29M | $254.20M | 0.36% | Hold |
| Fidelity International (FIL) history | Q2 2026 | 16.01M | $167.63M | 0.12% | Hold |
| Vanguard Group history | Q4 2025 | 5.20M | $62.68M | 0.00% | Hold |
| Capital Research Global Investors history | Q2 2022 | 1.33M | $29.65M | 0.01% | New |
| Arrowstreet Capital history | Q2 2026 | 1.75M | $18.29M | 0.01% | New |
| Morgan Stanley history | Q2 2026 | 1.27M | $13.31M | 0.00% | Reduce |
| Capital World Investors history | Q4 2021 | 259.88K | $10.53M | 0.00% | Reduce |
| Coatue Management history | Q4 2021 | 248.57K | $10.05M | 0.05% | Add |
| BlackRock Inc history | Q2 2026 | 711.24K | $7.46M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 661.85K | $6.94M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 636.04K | $6.67M | 0.00% | Reduce |
| Wellington Management Group history | Q1 2025 | 738.43K | $6.46M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 589.60K | $6.18M | 0.00% | Reduce |
| MFS Investment Management history | Q4 2021 | 148.31K | $6.00M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 570.58K | $5.99M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 474.28K | $4.98M | 0.01% | Add |
| PSP Investments history | Q3 2023 | 295.78K | $4.17M | 0.03% | Add |
| Marshall Wace history | Q2 2026 | 348.22K | $3.65M | 0.00% | New |
| Charles Schwab Investment Management history | Q2 2026 | 338.09K | $3.54M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 212.32K | $2.23M | 0.00% | Reduce |
New Positions (Q2 2026)
- Arrowstreet Capital 1.75M sh · $18.29M
- Marshall Wace 348.22K sh · $3.65M
- Franklin Resources 60.35K sh · $631.26K
- JPMorgan Chase & Co 15.21K sh · $156.48K
- Balyasny Asset Management 12.20K sh · $127.96K
- AQR Capital Management 11.04K sh · $115.52K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 49.62K sh · $443.98K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CDPQ (Caisse de Depot) | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | — | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M | 24.29M |
| Fidelity International (FIL) | 1.16M | 2.70M | 5.98M | 5.60M | 6.47M | 16.85M | 15.59M | 16.92M | 17.29M | 14.73M | 17.62M | 17.66M | 17.42M | 14.63M | 17.57M | 15.74M | 15.60M | 14.62M | 16.02M | 16.01M |
| Arrowstreet Capital | 102.10K | — | — | — | — | — | — | — | — | 1.60M | — | 642.17K | 11.25K | 4.18M | 1.91M | 2.47M | 953.73K | 539.16K | — | 1.75M |
| Morgan Stanley | 572.05K | 356.30K | 380.47K | 321.76K | 353.34K | 518.35K | 687.97K | 463.85K | 290.64K | 581.71K | 306.03K | 1.09M | 204.87K | 292.31K | 897.54K | 355.16K | 183.94K | 694.51K | 1.82M | 1.27M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 440.49K | 488.10K | 561.73K | 533.58K | 453.06K | 388.63K | 641.92K | 711.24K |
| Goldman Sachs Group | 168.13K | 249.56K | 316.70K | 239.79K | 563.10K | 263.56K | 152.59K | 312.40K | 350.93K | 477.79K | 742.54K | 646.03K | 407.19K | 853.49K | 2.15M | 1.13M | 1.07M | 1.21M | 473.36K | 661.85K |
| Bank of America Corp | 223.45K | 377.06K | 254.47K | 580.30K | 598.89K | 260.65K | 225.75K | 257.47K | 255.74K | 190.13K | 426.67K | 968.68K | 1.14M | 488.40K | 198.09K | 1.87M | 1.97M | 1.92M | 1.03M | 636.04K |
| Citadel Advisors | 612.30K | 1.05M | 453.30K | 698.19K | 1.89M | 2.60M | 1.33M | 1.92M | 2.70M | 984.55K | 890.71K | 975.84K | 576.10K | 414.04K | 823.87K | 287.00K | 548.98K | 595.31K | 1.11M | 589.60K |
| Two Sigma Investments | 93.70K | 1.32M | 450.10K | — | 208.82K | 94.50K | 399.91K | 527.30K | — | 558.30K | — | 474.00K | 344.80K | 364.40K | 12.08K | 76.00K | 202.40K | 657.30K | 292.50K | 570.58K |
| Renaissance Technologies | 228.10K | 572.10K | 72.80K | 165.50K | 333.40K | 171.40K | — | — | — | — | — | — | — | — | — | — | — | 30.78K | 406.78K | 474.28K |
| Marshall Wace | 40.42K | 111.94K | — | — | — | 187.97K | — | — | — | 50.90K | 198.56K | 807.22K | 838.49K | 661.51K | — | 382.02K | 466.57K | 477.49K | — | 348.22K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | 265.27K | 259.23K | 257.40K | 248.81K | 251.56K | 266.15K | 264.74K | 290.78K | 338.09K |
| UBS Group AG | 4.79K | 5.94K | 9.08K | 5.93K | 12.65K | 4.66K | 7.93K | 2.56K | 1.82K | 171.31K | 19.92K | 20.05K | 127.48K | 147.98K | 333.58K | 463.89K | 274.08K | 72.69K | 282.08K | 212.32K |
| Point72 Asset Management | 284.10K | — | — | — | 467.40K | — | — | — | — | — | 798.45K | — | 212.27K | 422.90K | 1.30M | — | 102.32K | 276.86K | 316.06K | 144.68K |
| Legal & General Investment Management America | 317.79K | 326.88K | 399.10K | 545.12K | 532.56K | 305.19K | 405.18K | 265.42K | 149.61K | 152.19K | 151.20K | 170.63K | 169.06K | 146.27K | 148.22K | 160.18K | 152.58K | 151.22K | 143.00K | 133.76K |
| Geode Capital Management | 256.56K | 279.15K | 296.72K | 368.60K | 397.61K | 65.81K | 66.55K | 50.47K | 51.07K | 56.67K | 59.13K | 60.29K | 64.92K | 67.27K | 72.47K | 78.30K | 82.34K | 91.50K | 94.87K | 118.40K |
| Manulife Financial | 647.95K | 632.87K | 684.90K | 657.53K | 625.72K | 944.51K | 1.02M | 1.03M | 1.05M | 1.10M | 112.35K | 114.81K | 113.80K | 117.58K | 102.43K | 91.95K | 113.67K | 113.66K | 112.22K | 112.52K |
| Invesco Ltd | 715.08K | 18.69K | 56.41K | 61.92K | 62.38K | 28.08K | 49.05K | 42.90K | 41.82K | 42.56K | 39.79K | 34.77K | 30.06K | 28.81K | 28.73K | 29.57K | 28.15K | 29.17K | 81.83K | 79.14K |
| Franklin Resources | 921.70K | 539.96K | 15.96K | 15.51K | 12.45K | 12.76K | — | — | — | 9.77K | — | — | — | — | — | — | — | — | — | 60.35K |
| Millennium Management | 338.39K | 373.22K | — | 1.03M | 586.21K | 49.88K | — | 268.17K | 198.93K | 723.85K | 2.71M | 3.39M | 560.37K | 645.26K | 469.22K | 1.06M | 651.12K | 404.62K | 92.81K | 55.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details