LSPD
Lightspeed Commerce Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -15.4% ·
flujo de acciones -11.6% ·
nuevas posiciones netas -18.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | +6 | 65.22M | $683.71M | +10 | −4 |
| Q1 2026 | 56 | -2 | 69.22M | $618.57M | +2 | −5 |
| Q4 2025 | 59 | +1 | 68.72M | $829.70M | +2 | — |
| Q3 2025 | 15 | +2 | 9.63M | $111.16M | +2 | −1 |
| Q2 2025 | 11 | -2 | 10.15M | $119.01M | +1 | −3 |
| Q1 2025 | 10 | -1 | 5.45M | $47.70M | — | −1 |
| Q4 2024 | 11 | 0 | 7.71M | $117.38M | — | — |
| Q3 2024 | 10 | +1 | 3.07M | $50.69M | +1 | — |
| Q2 2024 | 9 | — | 7.68M | $105.18M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.50M | — | $64.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 5.50M | — | $64.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 5.50M | — | $64.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 5.50M | — | $64.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 5.50M | — | $64.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 2.47M | +29.1% | $28.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Millennium Management ✦ | 900.75K | +191.3% | $10.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 533.58K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 533.58K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 382.02K | Nuevo | $4.47M | 0.0% | New | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 382.02K | Nuevo | $4.47M | 0.0% | New | 1 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (pasivo) | 102.31K | -61.3% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 78.30K | +8.1% | $922,480 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 78.30K | +8.1% | $922,480 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 76.00K | +529.3% | $889,960 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 63.30K | 0.0% | $743,248 | 0.0% | Held | 5 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 43.92K | -83.3% | $515,307 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 43.92K | -83.3% | $515,307 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2 | — | $23 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $4.47M | 0.0% |
| Marshall Wace | $4.47M | 0.0% |
Posición cerrada
| Point72 Asset Management | $11.40M | era 0.0% |
| Wellington Management | $6.46M | era 0.0% |
| Citadel Advisors | $4.50M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 99 tenedores, 79.74M acciones, $712.01M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.