Vault-13

LESAKA TECHNOLOGIES INC LSAK

COM NEW · Common Stock · CUSIP 64107N206

South African corporation

23 institutional holders +5 vs Q1 2025
17,457,37017.5m shares reported held*
21.5% of all shares outstanding*
$78.4mreported value*
5 new 3 added 10 reduced 0 sold out net bought ≈ $7.2m (+1.6m 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 ($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

02040Q3 22: 36Q4 22: 29Q1 23: 27Q2 23: 28Q3 23: 25Q4 23: 25Q1 24: 23Q2 24: 24Q3 24: 21Q4 24: 22Q1 25: 18Q2 25: 2323Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202236
Q4 202229
Q1 202327
Q2 202328
Q3 202325
Q4 202325
Q1 202423
Q2 202424
Q3 202421
Q4 202422
Q1 202518
Q2 202523

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 23: 8 bought or addedQ3 23: 13 cut or sold outQ4 23: 9 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 9 bought or addedQ1 24: 6 cut or sold outQ2 24: 10 bought or addedQ2 24: 9 cut or sold outQ2 24Q3 24: 3 bought or addedQ3 24: 12 cut or sold outQ4 24: 7 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 10 cut or sold outQ2 25: 8 bought or addedQ2 25: 10 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023813
Q4 202399
Q1 202496
Q2 2024109
Q3 2024312
Q4 202477
Q1 2025610
Q2 2025810

Calls vs puts

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

CallsPuts
$0$50k$100k$150k$200kQ3 24 calls: $155.5kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $39.8kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $14.0kQ1 25 puts: $1.4kQ1 25P/C 0.10Q2 25 calls: $1.3kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$155.5k$00.00
Q4 2024$39.8k$00.00
Q1 2025$14.0k$1.4k0.10
Q2 2025$1.3k$00.00

Biggest buyers

Biggest sellers

Hosking Partners LLP Reduced -50,848-50.8k
UBS Group AG Reduced -39,348-39.3k
BARCLAYS PLC Reduced -21,003-21.0k
MORGAN STANLEY Reduced -17,555-17.6k
CITADEL ADVISORS LLC Reduced -12,740-12.7k
RENAISSANCE TECHNOLOGIES LLC Reduced -7,476-7.5k
Connor, Clark & Lunn Investment Management Ltd. Reduced -1,457-1.5k
NORTHERN TRUST CORP Reduced -386-386
BANK OF AMERICA CORP /DE/ Reduced -261-261
IFP Advisors, Inc Reduced -1-1

Biggest calls

GROUP ONE TRADING LLC New $1.3k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

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
MORGAN STANLEY 13G · institution filed 2025-02-04 6.6% 5.2m≈ $25.9m 2025-02-04
GOLDMAN SACHS GROUP INC 13G · institution filed 2025-02-06 6.3% 5.0m≈ $24.8m 2025-02-06

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)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 1 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20231$1.1m0——
Q1 20240—0——
Q2 20241$269.4k1$496.3k—
Q3 20240—0——
Q4 20240—0——
Q1 20251$742.4k0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,147,3355.1m $23.1m $23.1m 0.00% Reduced -17.6k -17,555
2 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,002,9025.0m $22.5m $22.5m 0.00% Added +1.6k +1,640
3 Rathbones Group PLC 0.07% of their portfolio Liverpool, X0 3,419,4203.4m $15.4m $15.4m 0.07% Added +1.6m +1,622,088
4 Hosking Partners LLP 0.49% of their portfolio LONDON, X0 2,733,3212.7m $12.3m $12.3m 0.49% Reduced -50.8k -50,848
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 289,707289.7k $1.3m $1.3m 0.00% Reduced -39.3k -39,348
6 INTREPID FAMILY OFFICE LLC 1.21% of their portfolio SARASOTA, FL 250,000250.0k $1.1m $1.1m 1.21% Unchanged
7 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 177,800177.8k $798.3k $798.3k 0.00% Reduced -7.5k -7,476
8 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.14% of their portfolio MINNEAPOLIS, MN 132,509132.5k $595.0k $595.0k 0.14% New
9 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 128,100128.1k $575.2k $575.2k 0.00% Unchanged
10 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 107,023107.0k $480.5k $480.5k 0.00% Reduced -1.5k -1,457
11 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 98,96399.0k $444.3k $444.3k 0.00% Unchanged
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 35,46335.5k $159.2k $159.2k 0.00% Added +145 +145
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,01815.0k $67.4k $67.4k 0.00% Reduced -12.7k -12,740
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 14,51714.5k $65.2k $65.2k 0.00% Reduced -386 -386
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,95013.9k $62.6k $62.6k 0.00% Reduced -261 -261
16 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 10,53610.5k $47.3k $47.3k 0.00% Reduced -21.0k -21,003
17 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6,3916.4k $28.7k $28.7k 0.00% Reduced -1 -1
18 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,1341.1k $5.1k $5.1k 0.00% Unchanged
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 850850 $3.8k $3.8k 0.00% New
20 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 418418 $1.0k $1.0k 0.00% New
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 100100 $449 $449 0.00% New
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1313 $58 $58 0.00% New
23 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged