Lightspeed Commerce
LSPD
119 hedge funds and large institutions have $722M invested in Lightspeed Commerce in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 27 closing their positions.
103% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $8.58M
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
4.51% less ownership
Funds ownership: 58.52% → 54.01% (-4.5%)
7% less funds holding
Funds holding: 128 → 119 (-9)
33% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 27
47% less capital invested
Capital invested by funds: $1.37B → $722M (-$646M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WM
Wishbone Management
Chicago,
Illinois
|
+$47.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$37.9M |
| 3 |
Goldman Sachs
New York
|
+$16.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.3M |
| 5 |
HCA
Hyperion Capital Advisors
New York
|
+$8.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$47.7M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$39.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$32M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29.3M |
| 5 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
-$12.8M |
LSPD Hedge Fund Activity: Q1 2025 in Review
119 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lightspeed Commerce (LSPD) for Q1 2025, worth a combined $722M — down 47% from $1.37B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of LSPD and 18 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 40 added.
The largest buyer was Wishbone Management, opening a new position worth an estimated $47.4M. The largest seller was Westfield Capital Management, cutting an estimated $47.7M.
- 119 institutional investors held Lightspeed Commerce (LSPD) as of Q1 2025, down from 128 in Q4 2024.
- Funds reported $722M of Lightspeed Commerce stock for Q1 2025, down 47% quarter-over-quarter.
- 18 funds opened new Lightspeed Commerce positions in Q1 2025 and 27 closed out, a net change of -9 holders.
- The largest Lightspeed Commerce buyer in Q1 2025 was Wishbone Management, an estimated $47.4M added.
- The largest Lightspeed Commerce seller in Q1 2025 was Westfield Capital Management, an estimated $47.7M sold.
Based on aggregated 13F filings for Q1 2025.