Dmitry Balyasny’s Lightspeed Commerce LSPD Stock Holding History

Dmitry Balyasny’s Portfolio LSPD Stock Details LSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	+12,198	New	+$114K	﹤0.01%	2868
2025 Q4	–	Sell	-38,608	Closed	-$446K	–	3354
2025 Q3	$446K	Buy	+38,608	New	+$472K	﹤0.01%	2438
2025 Q1	–	Sell	-158,732	Closed	-$2.42M	–	3079
2024 Q4	$2.42M	Sell	158,732 -299,308	-65%	-$4.91M	﹤0.01%	1606
2024 Q3	$7.55M	Buy	+458,040	New	+$6.12M	0.01%	1079
2023 Q3	–	Sell	-160,518	Closed	-$2.72M	–	2529
2023 Q2	$2.72M	Buy	+160,518	New	+$2.31M	0.01%	1275
2023 Q1	–	Sell	-31,491	Closed	-$450K	–	2941
2022 Q4	$450K	Sell	31,491 -11,622	-27%	-$189K	﹤0.01%	1884
2022 Q3	$758K	Buy	43,113 +26,453	+159%	+$528K	﹤0.01%	1908
2022 Q2	$372K	Buy	+16,660	New	+$392K	﹤0.01%	2062
2021 Q4	–	Sell	-86,561	Closed	-$8.35M	–	2457
2021 Q3	$8.35M	Buy	+86,561	New	+$8.6M	0.03%	643
2021 Q2	–	Sell	-54,705	Closed	-$3.44M	–	2180
2021 Q1	$3.44M	Buy	54,705 +32,693	+149%	+$2.23M	0.02%	843
2020 Q4	$1.55M	Sell	22,012 -13,488	-38%	-$624K	0.01%	920
2020 Q3	$1.14M	Buy	+35,500	New	+$1.09M	0.01%	965

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dmitry Balyasny's LSPD Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Lightspeed Commerce (LSPD) in Q2 2026: 12,198 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in LSPD as recently as Q3 2025.

Dmitry Balyasny first reported a position in LSPD in Q3 2020 and has held it in 12 quarters since. The position peaked at $8.35M in Q3 2021. 109 funds tracked by Wall St. Rank hold LSPD as of Q2 2026.

Dmitry Balyasny held 12,198 shares of Lightspeed Commerce worth $128K as of Q2 2026.
Lightspeed Commerce was a new Dmitry Balyasny position in Q2 2026.
Lightspeed Commerce made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2868 holding.
Dmitry Balyasny first reported a position in Lightspeed Commerce in Q3 2020 and has held it in 12 quarters since.
Dmitry Balyasny's Lightspeed Commerce position peaked at $8.35M in Q3 2021.
109 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.