Lightspeed Commerce
LSPD
113 hedge funds and large institutions have $1.37B invested in Lightspeed Commerce in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
62% more call options, than puts
Call options by funds: $31M | Put options by funds: $19.2M
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $1.23B → $1.37B (+$138M)
4% more funds holding
Funds holding: 109 → 113 (+4)
0.44% less ownership
Funds ownership: 53.89% → 53.46% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRFM
Shannon River Fund Management
New York
|
+$22.5M |
| 2 |
NPCM
North Peak Capital Management
New York
|
+$21.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$19.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$10.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$51.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$7.04M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.73M |
| 5 |
Morgan Stanley
New York
|
-$3.22M |
LSPD Hedge Fund Activity: Q2 2023 in Review
113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lightspeed Commerce (LSPD) for Q2 2023, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LSPD positions and 16 closed out — a net gain of 4 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Shannon River Fund Management, opening a new position worth an estimated $22.5M. The largest seller was Adage Capital Partners, cutting an estimated $51.1M.
- 113 institutional investors held Lightspeed Commerce (LSPD) as of Q2 2023, up from 109 in Q1 2023.
- Funds reported $1.37B of Lightspeed Commerce stock for Q2 2023, up 11% quarter-over-quarter.
- 20 funds opened new Lightspeed Commerce positions in Q2 2023 and 16 closed out, a net change of +4 holders.
- The largest Lightspeed Commerce buyer in Q2 2023 was Shannon River Fund Management, an estimated $22.5M added.
- The largest Lightspeed Commerce seller in Q2 2023 was Adage Capital Partners, an estimated $51.1M sold.
Based on aggregated 13F filings for Q2 2023.