Lightspeed Commerce
LSPD
101 hedge funds and large institutions have $713M invested in Lightspeed Commerce in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 20 closing their positions.
180% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $791K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 29
2.15% more ownership
Funds ownership: 55% → 57.14% (+2.1%)
8% less funds holding
Funds holding: 110 → 101 (-9)
23% less capital invested
Capital invested by funds: $922M → $713M (-$208M)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
+$55.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$14M |
| 3 |
Morgan Stanley
New York
|
+$11.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WM
Wishbone Management
Chicago,
Illinois
|
-$33.8M |
| 2 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
-$12.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.87M |
| 4 |
Goldman Sachs
New York
|
-$7.32M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.51M |
LSPD Hedge Fund Activity: Q1 2026 in Review
101 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Lightspeed Commerce (LSPD) for Q1 2026, worth a combined $713M — down 23% from $922M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LSPD and 12 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 43 added.
The largest buyer was Pale Fire Capital SE, opening a new position worth an estimated $55.2M. The largest seller was Wishbone Management, exiting entirely with an estimated $33.8M sold.
- 101 institutional investors held Lightspeed Commerce (LSPD) as of Q1 2026, down from 110 in Q4 2025.
- Funds reported $713M of Lightspeed Commerce stock for Q1 2026, down 23% quarter-over-quarter.
- 12 funds opened new Lightspeed Commerce positions in Q1 2026 and 20 closed out, a net change of -8 holders.
- The largest Lightspeed Commerce buyer in Q1 2026 was Pale Fire Capital SE, an estimated $55.2M added.
- The largest Lightspeed Commerce seller in Q1 2026 was Wishbone Management, an estimated $33.8M sold.
Based on aggregated 13F filings for Q1 2026.