LS

LSPD LIGHTSPEED COMMERCE INC

2026Q2 · CUSIP 53229C107 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
108
Institutions that reported holding it to the SEC
Net increase in holders
+9
Last quarter 99 → now 108
How unusual is that
Above average
Stronger buying than 59% of US stocks
What the filings say, in one paragraph

108 funds held LSPD at the end of 2026Q2, up 9 from the quarter before. Fund flows are within the usual range — nothing unusual. LSPD has had 2 buying rushes in its history, and the price moved -37.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=211 2021Q4: holders=184 2022Q1: holders=145 2022Q2: holders=152 2022Q3: holders=143 2022Q4: holders=128 2023Q1: holders=108 2023Q2: holders=111 2023Q3: holders=105 2023Q4: holders=122 2024Q1: holders=124 2024Q2: holders=123 2024Q3: holders=128 2024Q4: holders=126 2025Q1: holders=116 2025Q2: holders=102 2025Q3: holders=109 2025Q4: holders=110 2026Q1: holders=99 2026Q2: holders=108 -207 -103.5 +0 +103.5 +207 89156222 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2022Q2 Top 20% -12.2% -16.6%
2021Q3 Top 1% in the market -39.2% -58.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
66
Change in large funds
+5
Total value they hold
$802M
Funds buying for the first time
23
Funds that sold out entirely
14
Price change that quarter
+14.3%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.