Vault-13

LIGHTSPEED COMMERCE INC LSPD

SUB VTG SHS · Common Stock · CUSIP 53229C107 · ISIN CA53229C1077

108 institutional holders +8 vs Q1 2026
76,230,81576.2m shares reported held*
$799.1mreported value*
22 new 33 added 37 reduced 13 sold out net sold ≈ $36.4m (-3.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($642.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.48. Options: 9 managers hold calls ($4.5m notional), 8 hold puts ($2.9m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 144Q4 22: 129Q1 23: 111Q2 23: 114Q3 23: 107Q4 23: 123Q1 24: 127Q2 24: 124Q3 24: 130Q4 24: 128Q1 25: 120Q2 25: 107Q3 25: 109Q4 25: 110Q1 26: 100Q2 26: 108108Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022144
Q4 2022129
Q1 2023111
Q2 2023114
Q3 2023107
Q4 2023123
Q1 2024127
Q2 2024124
Q3 2024130
Q4 2024128
Q1 2025120
Q2 2025107
Q3 2025109
Q4 2025110
Q1 2026100
Q2 2026108

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 63 bought or addedQ3 24: 64 cut or sold outQ4 24: 72 bought or addedQ4 24: 56 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 68 cut or sold outQ2 25: 47 bought or addedQ2 25: 69 cut or sold outQ2 25Q3 25: 44 bought or addedQ3 25: 63 cut or sold outQ4 25: 49 bought or addedQ4 25: 56 cut or sold outQ4 25Q1 26: 50 bought or addedQ1 26: 48 cut or sold outQ2 26: 55 bought or addedQ2 26: 50 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246364
Q4 20247256
Q1 20255868
Q2 20254769
Q3 20254463
Q4 20254956
Q1 20265048
Q2 20265550

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $14.1mQ3 25 puts: $6.1mQ3 25P/C 0.43Q4 25 calls: $12.4mQ4 25 puts: $3.9mQ4 25P/C 0.32Q1 26 calls: $2.2mQ1 26 puts: $790.8kQ1 26P/C 0.36Q2 26 calls: $4.5mQ2 26 puts: $2.9mQ2 26P/C 0.65
Numbers
QuarterCallsPutsP/C
Q3 2025$14.1m$6.1m0.43
Q4 2025$12.4m$3.9m0.32
Q1 2026$2.2m$790.8k0.36
Q2 2026$4.5m$2.9m0.65

Biggest buyers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +1,748,156+1.7m
Connor, Clark & Lunn Investment Management Ltd. Added +358,460+358.5k
MARSHALL WACE, LLP New +348,216+348.2k
Qube Research & Technologies Ltd New +290,313+290.3k
TWO SIGMA INVESTMENTS, LP Added +278,074+278.1k
Pale Fire Capital SE Added +249,341+249.3k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +249,182+249.2k
Quantbot Technologies LP New +190,827+190.8k
GOLDMAN SACHS GROUP INC Added +188,492+188.5k
PCJ Investment Counsel Ltd. Added +147,010+147.0k

Biggest sellers

AMERIPRISE FINANCIAL INC Sold out -3,376,131-3.4m
ROYAL BANK OF CANADA Reduced -1,105,715-1.1m
CITADEL ADVISORS LLC Reduced -606,596-606.6k
Man Group plc Sold out -548,800-548.8k
MORGAN STANLEY Reduced -546,555-546.6k
BANK OF AMERICA CORP /DE/ Reduced -390,697-390.7k
DIMENSIONAL FUND ADVISORS LP Reduced -354,626-354.6k
Artisan Partners Limited Partnership Reduced -324,808-324.8k
Point72 Asset Management, L.P. Reduced -171,381-171.4k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Reduced -161,900-161.9k

Biggest calls

SIG North Trading, ULC Added $1.6m155.6k shares
CITADEL ADVISORS LLC Added $682.9k65.1k shares
Walleye Trading LLC Added $597.9k57.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $592.7k56.5k shares
CIBC WORLD MARKET INC. New $418.4k40.0k shares
SIMPLEX TRADING, LLC Added $291.6k27.8k shares
IMC-Chicago, LLC New $169.9k16.2k shares
NATIONAL BANK OF CANADA /FI/ Reduced $102.6k98 shares
GROUP ONE TRADING LLC Added $28.3k2.7k shares

Biggest puts

CIBC WORLD MARKET INC. New $1.3m125.0k shares
CITADEL ADVISORS LLC Added $635.7k60.6k shares
SIG North Trading, ULC Reduced $543.4k51.8k shares
NATIONAL BANK OF CANADA /FI/ Added $268.0k256 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $113.3k10.8k shares
Walleye Trading LLC Added $56.6k5.4k shares
GROUP ONE TRADING LLC New $15.7k1.5k shares
SIMPLEX TRADING, LLC New $2.1k200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIL Ltd 13G · institution +1.9 pts · filed 2025-03-07 11.5% +1.9 pts 17.6m≈ $184.1m 2025-03-07
Dasilva Dax 13G · exempt (held before listing) filed 2025-08-11 10.6% 14.6m≈ $152.9m 2025-08-11
Pale Fire Capital SE 13G · passive investor new · filed 2026-10-01 5.1% new 6.7m≈ $69.8m 2026-10-01

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Caisse de depot et placement du Quebec 0.36% of their portfolio Montreal, A8 24,286,21924.3m $254.2m $254.2m 0.36% Unchanged
2 FIL Ltd 0.12% of their portfolio HAMILTON, D0 16,009,55316.0m $167.6m $167.6m 0.12% Reduced -15.0k -15,000
3 Pale Fire Capital SE 4.31% of their portfolio Prague, 2N 5,773,9325.8m $60.6m $60.6m 4.31% Added +249.3k +249,341
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 3,689,2543.7m $38.6m $38.6m 0.00% Added +77.4k +77,444
5 Artisan Partners Limited Partnership 0.06% of their portfolio Milwaukee, WI 3,620,4223.6m $37.9m $37.9m 0.06% Reduced -324.8k -324,808
6 Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio VANCOUVER, A1 3,019,1573.0m $31.6m $31.6m 0.06% Added +358.5k +358,460
7 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 1,748,1561.7m $18.3m $18.3m 0.01% New
8 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,308,4351.3m $13.7m $13.7m 0.00% Reduced -14.6k -14,598
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,269,0491.3m $13.3m $13.3m 0.00% Reduced -546.6k -546,555
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,176,2041.2m $12.3m $12.3m 0.00% Reduced -354.6k -354,626
11 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 1,121,7471.1m $11.7m $11.7m 0.00% Reduced -17.4k -17,394
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,120,7381.1m $11.8m $11.8m 0.00% Reduced -1.1m -1,105,715
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 711,238711.2k $7.5m $7.5m 0.00% Added +69.3k +69,320
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 661,852661.9k $6.9m $6.9m 0.00% Added +188.5k +188,492
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 636,038636.0k $6.7m $6.7m 0.00% Reduced -390.7k -390,697
16 LOUISBOURG INVESTMENTS INC. 1.11% of their portfolio DIEPPE, A3 577,980578.0k $6.0m $6.0m 1.11% Reduced -94.8k -94,784
17 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 570,576570.6k $6.0m $6.0m 0.00% Added +278.1k +278,074
18 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 474,283474.3k $5.0m $5.0m 0.01% Added +67.5k +67,500
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 463,900463.9k $4.9m $4.9m 0.00% Reduced -606.6k -606,596
20 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 444,309444.3k $4.7m $4.7m 0.00% Added +18.4k +18,417
21 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 422,095422.1k $4.4m $4.4m 0.00% Added +30.8k +30,797
22 PCJ Investment Counsel Ltd. 1.20% of their portfolio TORONTO, A6 397,910397.9k $4.2m $4.2m 1.20% Added +147.0k +147,010
23 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 348,216348.2k $3.6m $3.6m 0.00% New
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 338,087338.1k $3.5m $3.5m 0.00% Added +47.3k +47,307
25 INTACT INVESTMENT MANAGEMENT INC. 0.09% of their portfolio MONTREAL, A8 301,300301.3k $3.2m $3.2m 0.09% Reduced -62.9k -62,900
26 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 290,313290.3k $3.0m $3.0m 0.00% New
27 Invenomic Capital Management LP 0.17% of their portfolio BOSTON, MA 274,203274.2k $2.9m $2.9m 0.17% Reduced -77.6k -77,647
28 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 273,542273.5k $2.8m $2.8m 0.01% Reduced -13.3k -13,261
29 Swiss National Bank 0.00% of their portfolio ZURICH, V8 249,200249.2k $2.6m $2.6m 0.00% Added +3.0k +3,000
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.17% of their portfolio Englewood, NJ 249,182249.2k $2.6m $2.6m 0.17% New
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 212,324212.3k $2.2m $2.2m 0.00% Reduced -69.8k -69,758
32 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 205,796205.8k $2.2m $2.2m 0.00% Added +19.9k +19,929
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 198,627198.6k $2.1m $2.1m 0.00% Reduced -109.3k -109,259
34 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 198,010198.0k $2.1m $2.1m 0.00% Reduced -24.2k -24,156
35 Quantbot Technologies LP 0.08% of their portfolio NEW YORK, NY 190,827190.8k $2.0m $2.0m 0.08% New
36 Spark Investment Management LLC 3.80% of their portfolio NEW YORK, NY 186,000186.0k $1.9m $1.9m 3.80% Reduced -60.0k -60,000
37 Palogic Value Management, L.P. 0.68% of their portfolio DALLAS, TX 180,246180.2k $1.9m $1.9m 0.68% Added +246 +246
38 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 164,867164.9k $2.4m $2.4m 0.00% Added +20.3k +20,253
39 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio VICTORIA, A1 155,119155.1k $1.6m $1.6m 0.01% Added +47.8k +47,788
40 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 144,680144.7k $1.5m $1.5m 0.00% Reduced -171.4k -171,381
41 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 139,591139.6k $1.5m $1.5m 0.00% Added +53.8k +53,793
42 Legal & General Group Plc 0.00% of their portfolio London, X0 133,758133.8k $1.4m $1.4m 0.00% Reduced -9.2k -9,240
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 131,319131.3k $1.4m $1.4m 0.00% Added +32.3k +32,252
44 CIBC Asset Management Inc 0.00% of their portfolio TORONTO, Z4 129,502129.5k $1.4m $1.4m 0.00% Added +4.9k +4,897
45 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 118,399118.4k $1.3m $1.3m 0.00% Added +23.5k +23,529
46 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 112,742112.7k $1.2m $1.2m 0.00% Reduced -25.3k -25,313
47 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 112,516112.5k $1.2m $1.2m 0.00% Added +294 +294
48 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 111,172111.2k $1.2m $1.2m 0.01% New
49 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 109,900109.9k $1.2m $1.2m 0.02% Reduced -161.9k -161,900
50 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 107,851107.9k $1.1m $1.1m 0.00% New
51 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 89,39289.4k $937.7k $937.7k 0.01% New
52 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 84,11284.1k $882.3k $882.3k 0.01% Added +35.2k +35,159
53 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 79,14279.1k $830.2k $830.2k 0.00% Reduced -2.7k -2,691
54 Joel Isaacson & Co., LLC 0.02% of their portfolio NEW YORK, NY 69,28669.3k $726.8k $726.8k 0.02% Unchanged
55 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 64,47764.5k $676.4k $676.4k 0.00% Reduced -56.4k -56,408
56 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 60,34960.3k $631.3k $631.3k 0.00% New
57 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 59,39659.4k $642.4k $642.4k 0.00% Added +13.1k +13,103
58 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 55,71055.7k $584.4k $584.4k 0.00% Reduced -37.1k -37,095
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 55,00555.0k $577.0k $577.0k 0.00% Reduced -25.2k -25,196
60 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 54,30354.3k $568.4k $568.4k 0.00% Unchanged
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 52,00052.0k $544.3k $544.3k 0.00% Added +4.9k +4,861
62 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 51,56551.6k $539.7k $539.7k 0.00% Reduced -5.2k -5,219
63 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 51,47551.5k $540.0k $540.0k 0.00% New
64 ALGERT GLOBAL LLC 0.01% of their portfolio SAN FRANCISCO, CA 49,34449.3k $517.6k $517.6k 0.01% Reduced -31.3k -31,286
65 Vanguard Investments Australia, Ltd. 0.00% of their portfolio Victoria, C3 37,74037.7k $395.2k $395.2k 0.00% Unchanged
66 MONTRUSCO BOLTON INVESTMENTS INC. 0.01% of their portfolio MONTREAL, A8 34,00034.0k $355.9k $355.9k 0.01% Unchanged
67 Alberta Investment Management Corp 0.00% of their portfolio EDMONTON, A0 33,66933.7k $352.2k $352.2k 0.00% Unchanged
68 GROUP ONE TRADING LLC 0.01% of their portfolio CHICAGO, IL 32,21632.2k $337.9k $337.9k 0.01% Reduced -897 -897
69 SIG North Trading, ULC 0.06% of their portfolio Bala Cynwyd, PA 31,69831.7k $332.5k $332.5k 0.06% Unchanged
70 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 30,16430.2k $316.4k $316.4k 0.01% New
71 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 29,97130.0k $313.9k $313.9k 0.00% Reduced -18.3k -18,300
72 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 26,98927.0k $282.5k $282.5k 0.00% Reduced -10.5k -10,500
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 25,22825.2k $264.6k $264.6k 0.00% Added +4.5k +4,478
74 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 25,14425.1k $263.2k $263.2k 0.00% Reduced -1.4k -1,413
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,99024.0k $251.7k $251.7k 0.00% Added +9.2k +9,239
76 Amundi 0.00% of their portfolio Paris, I0 22,04622.0k $231.3k $231.3k 0.00% Added +8.5k +8,541
77 Purpose Unlimited Inc. 0.01% of their portfolio TORONTO, A6 20,50020.5k $214.7k $214.7k 0.01% Unchanged
78 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 19,96020.0k $178.8k $178.8k 0.00% Reduced -533 -533
79 Northwest & Ethical Investments L.P. 0.00% of their portfolio TORONTO, A6 18,83618.8k $197.0k $197.0k 0.00% Added +1.8k +1,790
80 Investment Management Corp of Ontario 0.00% of their portfolio Toronto, Z4 17,96518.0k $188.5k $188.5k 0.00% Added +100 +100
81 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 17,79517.8k $186.7k $186.7k 0.00% Added +1.2k +1,196
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,20715.2k $156.5k $156.5k 0.00% Reduced -24 -24
83 Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio TOKYO, M0 13,00013.0k $136.0k $136.0k 0.00% New
84 ACT CAPITAL MANAGEMENT, LLC 0.09% of their portfolio WAYNE, PA 12,50012.5k $131.1k $131.1k 0.09% Unchanged
85 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 12,19812.2k $128.0k $128.0k 0.00% New
86 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 12,16212.2k $127.6k $127.6k 0.00% New
87 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,04411.0k $115.5k $115.5k 0.00% New
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 7,4427.4k $78.1k $78.1k 0.00% Added +7.2k +7,209
89 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 3,8003.8k $39.7k $39.7k 0.00% Unchanged
90 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 2,5102.5k $26.3k $26.3k 0.00% Reduced -237 -237
91 Dixon Mitchell Investment Counsel Inc. 0.00% of their portfolio VANCOUVER, A1 2,5002.5k $26.2k $26.2k 0.00% Unchanged
92 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,5351.5k $16.1k $16.1k 0.00% Unchanged
93 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 900900 $9.2k $9.2k 0.00% Added +100 +100
94 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 410410 $4.0k $4.0k 0.00% Unchanged
95 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 268268 $2.8k $2.8k 0.00% Added +248 +248
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 240240 $2.5k $2.5k 0.00% Reduced -53.8k -53,755
97 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 200200 $2.1k $2.1k 0.00% New
98 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 155155 $1.6k $1.6k 0.00% Reduced -155 -155
99 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 7878 $818 $818 0.00% Unchanged
100 Stone House Investment Management, LLC 0.00% of their portfolio TUNKHANNOCK, PA 7474 $776 $776 0.00% New