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Lightspeed Commerce
LSPD

107 hedge funds and large institutions have $934M invested in Lightspeed Commerce in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $722M → $934M (+$212M)

25% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $7.23M

3.94% more ownership

Funds ownership: 54.01% → 57.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 119 → 107 (-12)

24% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 41

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
107
Holders Change
-12
Holders Change %
-10.08%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
31
Reduced
41
Closed
27
Calls
$9.02M
Puts
$7.23M
Net Calls
+$1.79M
Net Calls Change
-$7.04M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.2M
2
AP
Antipodes Partners
Australia
+$11.5M
3
WM
Wishbone Management
Illinois
+$6.81M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$6.69M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$18.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.4M
3
Goldman Sachs
Goldman Sachs
New York
-$10.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
26
Intact Investment Management
Quebec, Canada
$4.03M -$5.46M -530,327 -61%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$3.49M -$7.5M -728,403 -71%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.19M -$73.9K -7,180 -3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$3.14M – – –
Charles Schwab
30
Charles Schwab
California
$2.95M +$28.2K +2,744 +1%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$2.21M +$1.94M +188,763 New
Legal & General Group
32
Legal & General Group
United Kingdom
$1.88M +$123K +11,961 +8%
PVM
33
Palogic Value Management
Texas
$1.87M -$823K -80,000 -33%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$1.85M +$1.63M +158,141 New
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$1.84M +$69.6K +6,762 +5%
CIBC Asset Management
36
CIBC Asset Management
Ontario, Canada
$1.59M -$403K -39,130 -22%
Verition Fund Management
37
Verition Fund Management
Connecticut
$1.52M -$82.3K -7,993 -6%
PIC
38
PCJ Investment Counsel
Ontario, Canada
$1.48M -$1.85K -180 -0.1%
Jane Street
39
Jane Street
New York
$1.4M +$489K +47,494 +66%
UBS AM
40
UBS AM
Illinois
$1.38M -$49K -4,759 -4%
N
41
Nuveen
North Carolina
$1.28M -$82.1K -7,974 -7%
Man Group
42
Man Group
United Kingdom
$1.27M +$828K +80,407 +288%
JIC
43
Joel Isaacson & Co
New York
$1.25M – – –
SFI
44
Susquehanna Fundamental Investments
Pennsylvania
$1.24M +$1.09M +105,700 New
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$1.23M – – –
AIMCA
46
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.21M – – –
State Street
47
State Street
Massachusetts
$1.2M -$1.66M -161,760 -61%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$108K -10,483 -10%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.06M -$168K -16,324 -15%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$922K +$60K +5,834 +8%
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LSPD Hedge Fund Activity: Q2 2025 in Review

107 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lightspeed Commerce (LSPD) for Q2 2025, worth a combined $934M — up 29% from $722M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LSPD and 16 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $17.2M. The largest seller was Fidelity International, cutting an estimated $18.9M.

  • 107 institutional investors held Lightspeed Commerce (LSPD) as of Q2 2025, down from 119 in Q1 2025.
  • Funds reported $934M of Lightspeed Commerce stock for Q2 2025, up 29% quarter-over-quarter.
  • 16 funds opened new Lightspeed Commerce positions in Q2 2025 and 27 closed out, a net change of -11 holders.
  • The largest Lightspeed Commerce buyer in Q2 2025 was Bank of America, an estimated $17.2M added.
  • The largest Lightspeed Commerce seller in Q2 2025 was Fidelity International, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2025.