LESAKA TECHNOLOGIES INC LSAK
COM NEW · Common Stock · CUSIP 64107N206
South African corporation
- SectorFinancials
- IndustryFunctions Related To Depository Banking, NEC
- Websitelesakatech.com
- FilingsSEC EDGAR
* 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 ($575.2k this quarter). Holder counts are more reliable. Shares outstanding: 81.2m as of 2025-05-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.49. Options: 2 managers hold calls ($1.3k notional), 1 hold puts ($0).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 36 |
| Q4 2022 | 29 |
| Q1 2023 | 27 |
| Q2 2023 | 28 |
| Q3 2023 | 25 |
| Q4 2023 | 25 |
| Q1 2024 | 23 |
| Q2 2024 | 24 |
| Q3 2024 | 21 |
| Q4 2024 | 22 |
| Q1 2025 | 18 |
| Q2 2025 | 23 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 8 | 13 |
| Q4 2023 | 9 | 9 |
| Q1 2024 | 9 | 6 |
| Q2 2024 | 10 | 9 |
| Q3 2024 | 3 | 12 |
| Q4 2024 | 7 | 7 |
| Q1 2025 | 6 | 10 |
| Q2 2025 | 8 | 10 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $155.5k | $0 | 0.00 |
| Q4 2024 | $39.8k | $0 | 0.00 |
| Q1 2025 | $14.0k | $1.4k | 0.10 |
| Q2 2025 | $1.3k | $0 | 0.00 |
Biggest buyers
| Rathbones Group PLC | Added | +1.6m |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | New | +132.5k |
| GOLDMAN SACHS GROUP INC | Added | +1.6k |
| RAYMOND JAMES FINANCIAL INC | New | +850 |
| SIMPLEX TRADING, LLC | New | +418 |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +145 |
| OSAIC HOLDINGS, INC. | New | +100 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | +13 |
Biggest sellers
| Hosking Partners LLP | Reduced | -50.8k |
| UBS Group AG | Reduced | -39.3k |
| BARCLAYS PLC | Reduced | -21.0k |
| MORGAN STANLEY | Reduced | -17.6k |
| CITADEL ADVISORS LLC | Reduced | -12.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -7.5k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -1.5k |
| NORTHERN TRUST CORP | Reduced | -386 |
| BANK OF AMERICA CORP /DE/ | Reduced | -261 |
| IFP Advisors, Inc | Reduced | -1 |
Biggest calls
| GROUP ONE TRADING LLC | New | $1.3k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution filed 2025-02-04 | 6.6% |
| GOLDMAN SACHS GROUP INC 13G · institution filed 2025-02-06 | 6.3% |
Fell to 5% or below in the last year: International Finance Corp (3.9%, 2026-09-29), APIS GROWTH 13 Ltd (2.1%, 2026-07-31)
Insider purchases and sales in Q2 2025
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $1.1m | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $269.4k | 1 | $496.3k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $742.4k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 5.1m $23.1m | Reduced -17.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 5.0m $22.5m | Added +1.6k |
| Rathbones Group PLC 0.07% of their portfolio | 3.4m $15.4m | Added +1.6m |
| Hosking Partners LLP 0.49% of their portfolio | 2.7m $12.3m | Reduced -50.8k |
| UBS Group AG 0.00% of their portfolio | 289.7k $1.3m | Reduced -39.3k |
| INTREPID FAMILY OFFICE LLC 1.21% of their portfolio | 250.0k $1.1m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 177.8k $798.3k | Reduced -7.5k |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.14% of their portfolio | 132.5k $595.0k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 128.1k $575.2k | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 107.0k $480.5k | Reduced -1.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 99.0k $444.3k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 35.5k $159.2k | Added +145 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 15.0k $67.4k | Reduced -12.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 14.5k $65.2k | Reduced -386 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.9k $62.6k | Reduced -261 |
| BARCLAYS PLC 0.00% of their portfolio | 10.5k $47.3k | Reduced -21.0k |
| IFP Advisors, Inc 0.00% of their portfolio | 6.4k $28.7k | Reduced -1 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.1k $5.1k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 850 $3.8k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 418 $1.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 100 $449 | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 13 $58 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |