Wishbone Management, LP LSPD — LIGHTSPEED COMMERCE INC

Ownership history in Wishbone Management, LP  ·  4 quarters on record

AI Ownership Summary

Wishbone Management, LP reported LIGHTSPEED COMMERCE INC (LSPD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 25.45% in 2025 Q3. The latest visible filing shows LSPD at 14.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LSPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wishbone Management, LP's position in LIGHTSPEED COMMERCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LSPD was reported at 14.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LSPD stock page Wishbone Management, LP fund profile Wishbone Management, LP full holdings
How Wishbone Management, LP held LSPD — position size vs. price
% of Fund (quarterly)    LSPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31.7% -25.8% ✅ 2,800,000 -1,298,304 -31.7% 14.44% $33.8M 2026-02-13 $8.99
2025 Q3 REDUCED 5.5% +6.1% ❌ 4,098,304 -238,422 -5.5% 25.45% $47.3M 2025-11-14 $12.10
2025 Q2 ADDED — — — 4,336,726 +661,726 +18.0% 22.98% $50.8M 2025-08-14 $12.19
2025 Q1 INITIATED — — — 3,675,000 — — 19.29% $32.2M 2025-05-15 $10.67

🏢 Other funds also holding LSPD

As of 2026 Q1 — sorted by position size

Spark Investment Management LLC 3Y 7Y 5.29% Pale Fire Capital SE 3Y 4.35% LOUISBOURG INVESTMENTS INC. 1.14% Palogic Value Management, L.P. 3Y 0.68% PCJ Investment Counsel Ltd. 3Y 7Y 0.64% CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3Y 7Y 0.35% Invenomic Capital Management LP 3Y 0.14% FIL Ltd 3Y 7Y 0.11% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 0.09% SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 3Y 7Y 0.09%

FAQ About Wishbone Management, LP and LSPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wishbone Management, LP reported owning LSPD?

Wishbone Management, LP reported LSPD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LSPD position in Wishbone Management, LP's portfolio?

The largest reported portfolio weight for LSPD was 25.45% in 2025 Q3.

What is the latest reported LSPD position on this page?

The most recent filing on this page is 2025 Q4, when Wishbone Management, LP reported 2,800,000 shares, equal to 14.44% of portfolio, with an estimated market value of $33.8M.

What does the chart on this LSPD ownership page compare?

The chart compares Wishbone Management, LP's quarterly LSPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wishbone Management, LP time their LSPD position?

Based on 13F filing dates vs. subsequent LSPD price moves, Wishbone Management, LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LSPD relative to SPY over the holding period was -35.1%.

← Back to Wishbone Management, LP Holdings