Lightspeed Commerce
LSPD
123 hedge funds and large institutions have $1.2B invested in Lightspeed Commerce in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 17 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $1.26B → $1.2B (-$60.4M)
1.68% less ownership
Funds ownership: 58.65% → 56.97% (-1.7%)
2% less funds holding
Funds holding: 126 → 123 (-3)
27% less call options, than puts
Call options by funds: $16.3M | Put options by funds: $22.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$16.1M |
| 2 |
Millennium Management
New York
|
+$12M |
| 3 |
Morgan Stanley
New York
|
+$10.9M |
| 4 |
LCM
Lakewood Capital Management
New York
|
+$9.8M |
| 5 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
+$9.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
JAT Capital Management
Greenwich,
Connecticut
|
-$44M |
| 2 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$19.1M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$13.9M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$12.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.2M |
LSPD Hedge Fund Activity: Q2 2024 in Review
123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lightspeed Commerce (LSPD) for Q2 2024, worth a combined $1.2B — down 4.8% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LSPD positions and 17 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $16.1M. The largest seller was JAT Capital Management, exiting entirely with an estimated $44M sold.
- 123 institutional investors held Lightspeed Commerce (LSPD) as of Q2 2024, down from 126 in Q1 2024.
- Funds reported $1.2B of Lightspeed Commerce stock for Q2 2024, down 4.8% quarter-over-quarter.
- 18 funds opened new Lightspeed Commerce positions in Q2 2024 and 17 closed out, a net change of +1 holder.
- The largest Lightspeed Commerce buyer in Q2 2024 was Hillsdale Investment Management, an estimated $16.1M added.
- The largest Lightspeed Commerce seller in Q2 2024 was JAT Capital Management, an estimated $44M sold.
Based on aggregated 13F filings for Q2 2024.