JO
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John Overdeck’s Lightspeed Commerce LSPD Stock Holding History

John Overdeck’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 		$5.99M Buy
570,576
+278,074
+95% +$2.59M ﹤0.01% 1966
2026
Q1 		$2.62M Sell
292,502
-364,798
-55% -$3.64M ﹤0.01% 2560
2025
Q4 		$7.94M Buy
657,300
+454,900
+225% +$5.39M 0.01% 1289
2025
Q3 		$2.34M Buy
202,400
+126,400
+166% +$1.55M ﹤0.01% 2022
2025
Q2 		$890K Buy
76,000
+63,923
+529% +$658K ﹤0.01% 2313
2025
Q1 		$106K Sell
12,077
-352,323
-97% -$4.54M ﹤0.01% 2957
2024
Q4 		$5.55M Buy
364,400
+19,600
+6% +$321K 0.01% 1046
2024
Q3 		$5.69M Sell
344,800
-129,204
-27% -$1.73M 0.01% 1021
2024
Q2 		$6.49M Buy
+474,004
New +$6.63M 0.01% 890
2024
Q1 		– Sell
-558,300
Closed -$11.7M – 3224
2023
Q4 		$11.7M Buy
+558,300
New +$8.83M 0.03% 609
2023
Q3 		– Sell
-527,300
Closed -$8.92M – 3102
2023
Q2 		$8.92M Buy
527,300
+127,394
+32% +$1.83M 0.02% 693
2023
Q1 		$6.07M Buy
399,906
+305,406
+323% +$4.84M 0.02% 816
2022
Q4 		$1.35M Sell
94,500
-114,324
-55% -$1.86M ﹤0.01% 1546
2022
Q3 		$3.67M Buy
+208,824
New +$4.17M 0.01% 876
2022
Q2 		– Sell
-450,100
Closed -$13.7M – 2760
2022
Q1 		$13.7M Sell
450,100
-850,508
-65% -$25.3M 0.04% 502
2021
Q4 		$52.6M Buy
1,300,608
+1,206,908
+1,288% +$82.3M 0.11% 211
2021
Q3 		$9.04M Buy
+93,700
New +$9.3M 0.02% 821
2021
Q1 		– Sell
-6,100
Closed -$429K – 4068
2020
Q4 		$429K Sell
6,100
-66,200
-92% -$3.06M ﹤0.01% 2619
2020
Q3 		$2.31M Buy
+72,300
New +$2.22M 0.01% 1205

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's LSPD Position: Q2 2026 in Review

John Overdeck increased its Lightspeed Commerce (LSPD) stake by 95% in Q2 2026, buying an estimated $2.59M and bringing the position to 570,576 shares worth $5.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

John Overdeck first reported a position in LSPD in Q3 2020 and has held it in 19 quarters since. The position peaked at $52.6M in Q4 2021. 109 funds tracked by Wall St. Rank hold LSPD as of Q2 2026.

  • John Overdeck held 570,576 shares of Lightspeed Commerce worth $5.99M as of Q2 2026.
  • John Overdeck bought 278,074 Lightspeed Commerce shares in Q2 2026, an estimated $2.59M.
  • Lightspeed Commerce made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1966 holding.
  • John Overdeck first reported a position in Lightspeed Commerce in Q3 2020 and has held it in 19 quarters since.
  • John Overdeck's Lightspeed Commerce position peaked at $52.6M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.