SPS CommerceSPSC

13F holders, Q2 2026 (June 30)
318holders −11
55new positions
65sold out
6famous investors
$57.19avg. 13F price*

At the end of Q2 2026, 318 institutions reported holding SPS Commerce Inc. (SPSC) in their 13F filings, down 11 from Q1 2026. 55 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($339.3M), Vanguard Portfolio Management LLC ($166.6M) and Disciplined Growth Investors Inc. ($121.4M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SPS Commerce Inc.
CUSIP
78463M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 422Q1 2024Q2 2024: 449Q2 2024Q3 2024: 461Q3 2024Q4 2024: 460Q4 2024Q1 2025: 448Q1 2025Q2 2025: 451Q2 2025Q3 2025: 403Q3 2025Q4 2025: 367Q4 2025Q1 2026: 329Q1 2026Q2 2026: 318Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions55$92.9M
Exits65$119.2M

All 13F filers, Q1 2026 → Q2 2026: 5,812,045 shares bought and 5,631,503 shares sold, net +180,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

BlackRock, Inc. 0.01% Add +1.8% 5,934,211 $339.3M
Vanguard Portfolio Management LLC 0.01% Reduce -1.5% 2,914,709 $166.6M
Disciplined Growth Investors Inc. 2.06% Add +161.9% 2,123,881 $121.4M
Neuberger Berman Group LLC 0.07% Reduce -0.5% 1,780,876 $101.8M
Vanguard Capital Management LLC 0.00% Reduce -5.9% 1,598,383 $91.4M
State Street Corp. 0.00% Add +3.1% 1,545,696 $88.4M
Geode Capital Management, LLC 0.00% Add +26.9% 1,266,247 $72.4M
Goldman Sachs Group Inc. 0.01% Add +3.6% 1,107,434 $63.3M
Morgan Stanley 0.00% Add +3.9% 997,970 $57.1M
Jupiter Topco LLC 0.02% — 984,427 $56.3M
Engine Capital Management, LP 5.10% New 916,380 $52.4M
Citadel Advisors 0.03% Add +0.1% 913,868 $52.2M
Federated Hermes, Inc. 0.07% Add +22.0% 901,632 $51.5M
Invenomic Capital Management LP 2.97% Add +229.2% 869,410 $49.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +7.1% 760,700 $43.5M
Anson Funds Management LP 4.01% Add +29.6% 745,000 $42.6M
Van Berkom & Associates Inc. 1.16% Reduce -7.1% 630,329 $36.0M
Lightrock Netherlands B.V. 6.92% Add +38.8% 613,169 $35.1M
Irenic Capital Management LP 2.46% No change 597,704 $34.2M
Charles Schwab Investment Management Inc. 0.00% Add +8.3% 542,524 $31.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +43.7% 509,490 $29.1M
Northern Trust Corp. 0.00% Add +12.0% 494,868 $28.3M
Nomura Asset Management International Inc. 0.04% Add +14.1% 411,959 $23.6M
Bank of America Corp. 0.00% Reduce -62.1% 378,587 $21.6M
Dimensional Fund Advisors LP 0.00% Reduce -31.8% 343,932 $19.7M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 275,175 $15.7M
Public Sector Pension Investment Board 0.04% Reduce -2.5% 270,944 $15.5M
Principal Financial Group Inc. 0.01% Add +1.8% 268,347 $15.3M
Barclays PLC 0.00% Add +34.9% 267,135 $15.3M
BNP Paribas Financial Markets 0.01% Reduce -11.3% 262,120 $15.0M
Vanguard Fiduciary Trust Co. 0.00% Reduce -3.2% 253,845 $14.5M
Nuveen, LLC 0.00% Reduce -13.7% 232,146 $13.3M
Qube Research & Technologies Ltd 0.01% Reduce -13.3% 218,265 $12.5M
Glenmede Trust Co. NA 0.05% Add +26.6% 214,278 $12.3M
AQR Capital Management 0.00% Add +80.7% 207,870 $11.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -6.7% 202,645 $11.6M
Fenimore Asset Management Inc 0.23% Reduce -0.6% 195,806 $11.2M
T. Rowe Price Associates Inc. 0.00% Reduce -16.0% 184,383 $10.5M
D. E. Shaw & Co. 0.01% Reduce -62.8% 182,792 $10.5M
Long Path Partners LP 4.41% New 180,912 $10.3M
Walleye Capital LLC 0.05% Reduce -60.6% 180,335 $10.3M
UBS Group AG 0.00% Add +77.9% 175,691 $10.0M
Invesco Ltd. 0.00% Add +14.0% 174,173 $10.0M
Canada Pension Plan Investment Board 0.01% Reduce -0.8% 156,860 $9.0M
Lazard Asset Management LLC 0.01% Reduce -2.9% 153,769 $8.8M
Royal Bank of Canada 0.00% Reduce -16.0% 140,044 $8.0M
Bessemer Group Inc. 0.01% Reduce -0.0% 119,618 $6.8M
JPMorgan Chase & Co. 0.00% Reduce -56.6% 110,694 $6.5M
Legal & General Group Plc 0.00% Add +8.0% 110,484 $6.3M
Pacer Advisors, Inc. 0.02% Add +7665.2% 109,645 $6.3M
Perry Creek Capital LP 2.77% New 105,927 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.0% 101,896 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Add +4.7% 94,223 $5.4M
Rhumbline Advisers 0.00% Reduce -12.7% 93,188 $5.3M
Creative Planning 0.00% Add +114.9% 85,931 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -16.4% 84,193 $4.8M
Renaissance Group LLC 0.18% Reduce -17.3% 78,306 $4.5M
Alliancebernstein L.P. 0.00% Add +0.1% 78,264 $4.4M
Prudential Financial Inc. 0.00% Add +30.6% 75,944 $4.3M
LPL Financial LLC 0.00% Reduce -10.8% 74,660 $4.3M
Swiss National Bank 0.00% Reduce -0.5% 74,400 $4.3M
Caxton Associates LLP 0.08% Add +33.6% 74,290 $4.2M
American Capital Management Inc. 0.19% Reduce -14.1% 73,958 $4.2M
Quantinno Capital Management LP 0.00% Add +13.0% 70,326 $4.0M
HERALD INVESTMENT MANAGEMENT Ltd 0.54% No change 70,000 $4.0M
Voleon Capital Management LP 0.07% Reduce -16.7% 69,759 $4.0M
Sovereign's Capital Management, LLC 2.64% Reduce -1.3% 69,184 $4.0M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 68,157 $3.9M
Victory Capital Management Inc. 0.00% Add +46.0% 67,757 $3.9M
Deutsche Bank AG 0.00% Reduce -10.7% 66,023 $3.8M
Montrusco Bolton Investments Inc. 0.06% No change 63,300 $3.6M
Occam Crest Management LP 1.99% New 52,000 $3.6M
Diametric Capital, LP 0.36% New 59,549 $3.4M
FMR LLC 0.00% Reduce -13.1% 59,241 $3.4M
Buckhead Capital Management LLC 1.13% Add +1.0% 57,626 $3.3M
Ballast Asset Management, LP 1.28% Add +50.4% 56,249 $3.2M
Palisades Investment Partners, LLC 0.91% Add +2.3% 55,838 $3.2M
Fred Alger Management, LLC 0.01% Reduce -1.2% 55,180 $3.2M
Verition Fund Management LLC 0.02% Add +1082.8% 55,000 $3.1M
California State Teachers Retirement System 0.00% Add +21.0% 53,523 $3.1M
Natixis 0.01% Reduce -4.7% 52,500 $3.0M
Numerai GP LLC 0.23% Add +95.9% 50,078 $2.9M
Amundi 0.00% Add +30.2% 45,269 $2.6M
Susquehanna International Group, LLP 0.00% Add +21.4% 44,545 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -19.0% 40,260 $2.3M
Brown Capital Management LLC 0.44% Reduce -47.2% 38,208 $2.2M
Prescott Group Capital Management, L.L.C. 0.19% Add +246.8% 38,154 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -50.7% 36,253 $2.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +10.9% 35,609 $2.0M
Wells Fargo & Company 0.00% Add +123.3% 35,595 $2.0M
Ewing Morris & Co. Investment Partners Ltd. 1.05% New 35,243 $2.0M
New York State Common Retirement Fund 0.00% Add +5.6% 33,975 $1.9M
Bridgewater Associates 0.01% New 32,794 $1.9M
Jane Street Group, LLC 0.00% Reduce -38.4% 31,895 $1.8M
Corient Private Wealth LP 0.00% Reduce -13.7% 31,193 $1.8M
Linden Thomas Advisory Services, LLC 0.14% Add +155.0% 30,370 $1.7M
Hillsdale Investment Management Inc. 0.04% Add +16.1% 30,300 $1.7M
Kennedy Capital Management LLC 0.03% Add +223.8% 29,040 $1.7M
Jump Financial, LLC 0.02% Reduce -52.8% 28,389 $1.6M
Elo Mutual Pension Insurance Co 0.02% New 27,759 $1.6M

"% of holder's portfolio" is SPSC's weight in each manager's 13F, not the share of SPS Commerce Inc. the manager owns.

Show all 318 holders