Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LSPD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 24.3M | $216.5M | 0.0% | 17.627% | 0.35% |
| 2 | FIL Ltd | 16.0M | $143.3M | +9.6% | 11.631% | 0.11% |
| 3 | Pale Fire Capital SE | 5.5M | $49.5M | β | 4.010% | 4.35% |
| 4 | Artisan Partners Limited Partnership | 3.9M | $35.3M | +1.1% | 2.864% | 0.06% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $32.3M | β | 2.621% | 0.00% |
| 6 | AMERIPRISE FINANCIAL INC | 3.4M | $30.3M | +9.3% | 2.450% | 0.01% |
| 7 | Connor, Clark & Lunn Investment Management Ltd. | 2.7M | $23.8M | +1.2% | 1.931% | 0.05% |
| 8 | ROYAL BANK OF CANADA | 2.2M | $19.9M | +64.4% | 1.616% | 0.00% |
| 9 | MORGAN STANLEY | 1.8M | $16.3M | +161.4% | 1.318% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $13.7M | -8.4% | 1.111% | 0.00% |
| 11 | BANK OF MONTREAL /CAN/ | 1.3M | $11.8M | -27.2% | 0.960% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $10.2M | β | 0.827% | 0.00% |
| 13 | CITADEL ADVISORS LLC | 1.1M | $10.0M | +86.9% | 0.808% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.0M | $9.2M | -46.4% | 0.745% | 0.00% |
| 15 | LOUISBOURG INVESTMENTS INC. | 673K | $6.0M | +4.1% | 0.488% | 1.14% |
| 16 | BlackRock, Inc. | 642K | $5.8M | +65.2% | 0.466% | 0.00% |
| 17 | Man Group plc | 549K | $4.9M | +292.8% | 0.398% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 473K | $4.2M | -60.8% | 0.344% | 0.00% |
| 19 | TD ASSET MANAGEMENT INC | 426K | $3.8M | +7.2% | 0.309% | 0.00% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 407K | $3.6M | +1221.4% | 0.295% | 0.01% |
| 21 | Vanguard Global Advisers, LLC | 391K | $3.5M | β | 0.284% | 0.00% |
| 22 | INTACT INVESTMENT MANAGEMENT INC. | 364K | $3.3M | -3.9% | 0.264% | 0.09% |
| 23 | Invenomic Capital Management LP | 352K | $3.2M | -6.8% | 0.255% | 0.15% |
| 24 | Point72 Asset Management, L.P. | 316K | $2.8M | +14.2% | 0.229% | 0.00% |
| 25 | JANE STREET GROUP, LLC | 308K | $2.8M | -13.3% | 0.224% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LSPD β a direct measure of their conviction.
Filings activity in LSPD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LSPD position in Q1 2026
Institutions that fully closed their LSPD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 99 | 8.3% | 53.79% | 16.05 pp | $714M | 23% |
| Q4 2025 | 108 | +0.0% | 69.84% | +0.54 pp | $927M | +0.8% |
| Q3 2025 | 108 | +4.9% | 69.30% | 1.49 pp | $919M | 2.1% |
| Q2 2025 | 103 | 8.0% | 70.79% | +16.10 pp | $939M | +29% |
| Q1 2025 | 112 | 8.2% | 54.69% | 48.81 pp | $726M | 47% |
| Q4 2024 | 122 | +0.8% | 103.50% | 0.25 pp | $1.37B | 0.2% |
| Q3 2024 | 121 | +4.3% | 103.75% | 96.24 pp | $1.38B | 75% |
| Q2 2024 | 116 | β | 199.99% | β | $5.56B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LSPD stock.
Based on Q1 2026 13F filings, institutional ownership of Lightspeed Commerce Inc. stands at 53.8%, held across 99 reporting institutions.
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC is the largest reported institutional holder of LSPD, with approximately 24,286,219 shares worth $0.22B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of LSPD, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, Point72 Asset Management, L.P., JANE STREET GROUP, LLC.
Our composite Smart Money Score for LSPD is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in LSPD during Q1 2026, while 23 fully exited. 27 added to existing positions and 58 trimmed.
LSPD institutional ownership fell by 16.05 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 81.4% of all reported 13F value in LSPD, and the top 25 account for 93.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.