Pale Fire Capital SE’s Lightspeed Commerce LSPD Stock Holding History

Pale Fire Capital SE’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	$60.6M	Buy	5,773,932 +249,341	+5%	+$2.32M	4.28%	7
2026 Q1	$49.5M	Buy	+5,524,591	New	+$55.2M	4.35%	7

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pale Fire Capital SE's LSPD Position: Q2 2026 in Review

Pale Fire Capital SE increased its Lightspeed Commerce (LSPD) stake by 4.5% in Q2 2026, buying an estimated $2.32M and bringing the position to 5,773,932 shares worth $60.6M. The position accounts for 4.28% of the portfolio, ranked #7.

Pale Fire Capital SE first reported a position in LSPD in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold LSPD as of Q2 2026.

Pale Fire Capital SE held 5,773,932 shares of Lightspeed Commerce worth $60.6M as of Q2 2026.
Pale Fire Capital SE bought 249,341 Lightspeed Commerce shares in Q2 2026, an estimated $2.32M.
Lightspeed Commerce made up 4.28% of Pale Fire Capital SE's portfolio in Q2 2026, its #7 holding.
Pale Fire Capital SE first reported a position in Lightspeed Commerce in Q1 2026 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.