SPS CommerceSPSC

13F holders, Q2 2025 (June 30)
451holders +3
53new positions
48sold out
8famous investors
$135.90avg. 13F price*

At the end of Q2 2025, 451 institutions reported holding SPS Commerce Inc. (SPSC) in their 13F filings, up 3 from Q1 2025. 53 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($784.4M), Vanguard Group Inc. ($639.0M) and State Street Corp. ($199.5M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$86.0M
Exits48$55.3M

All 13F filers, Q1 2025 → Q2 2025: 3,579,030 shares bought and 2,986,833 shares sold, net +592,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 451 holders

BlackRock, Inc. 0.01% Reduce -1.6% 5,763,681 $784.4M
Vanguard Group Inc. 0.01% Add +2.0% 4,695,098 $639.0M
State Street Corp. 0.01% Reduce -0.5% 1,465,823 $199.5M
Nordea Investment Management AB 0.16% Add +505.3% 1,330,237 $177.6M
Conestoga Capital Advisors, LLC 2.52% Reduce -0.8% 1,250,742 $170.2M
FMR LLC 0.01% Add +5.8% 1,234,163 $168.0M
Neuberger Berman Group LLC 0.12% Reduce -29.6% 1,113,461 $151.5M
Geode Capital Management, LLC 0.01% Add +1.3% 975,890 $132.8M
Morgan Stanley 0.01% Add +12.7% 936,160 $127.4M
Kayne Anderson Rudnick Investment Management LLC 0.27% Reduce -5.9% 835,215 $113.7M
Macquarie Group Ltd. 0.11% Add +2.5% 638,615 $86.9M
Geneva Capital Management LLC 1.41% Add +7.5% 619,031 $84.2M
JPMorgan Chase & Co. 0.00% Reduce -2.0% 522,880 $71.2M
Riverbridge Partners LLC 1.14% Reduce -12.5% 518,420 $70.6M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 505,308 $68.8M
Northern Trust Corp. 0.01% Reduce -2.3% 501,722 $68.3M
Fred Alger Management, LLC 0.30% Add +23.1% 487,176 $66.1M
Dimensional Fund Advisors LP 0.01% Add +1.4% 454,100 $61.8M
Bank of America Corp. 0.00% Add +14.6% 425,573 $57.9M
Disciplined Growth Investors Inc. 1.11% Add +188.0% 425,126 $57.9M
Norges Bank 0.01% Reduce -13.0% 422,812 $57.5M
Ameriprise Financial Inc. 0.01% Reduce -0.5% 386,380 $52.6M
Granahan Investment Management, LLC 2.06% Reduce -7.7% 372,431 $50.7M
Bank of New York Mellon Corp 0.01% Add +5.9% 350,851 $47.7M
Nuveen, LLC 0.01% Reduce -6.5% 264,336 $36.0M
Royal Bank of Canada 0.01% Add +1.9% 263,227 $35.8M
Brown Capital Management LLC 1.03% Reduce -2.1% 261,295 $35.6M
American Capital Management Inc. 1.31% Reduce -11.8% 232,467 $31.6M
Fiera Capital Corp 0.11% Reduce -2.5% 230,002 $31.3M
T. Rowe Price Associates Inc. 0.00% Reduce -20.0% 215,024 $29.3M
Capital World Investors 0.00% New 214,469 $29.2M
Fisher Asset Management 0.01% Reduce -15.0% 212,175 $28.9M
Principal Financial Group Inc. 0.01% Add +3.5% 206,652 $28.1M
Silvercrest Asset Management Group LLC 0.18% Add +96.7% 195,501 $26.6M
Squarepoint Ops LLC 0.06% Reduce -13.9% 194,167 $26.4M
Wellington Management Group LLP 0.00% Reduce -25.0% 185,801 $25.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -10.9% 181,986 $24.8M
Goldman Sachs Group Inc. 0.00% Reduce -4.8% 180,796 $24.6M
Franklin Resources Inc. 0.01% Reduce -49.8% 180,154 $24.5M
Envestnet Asset Management Inc. 0.01% Reduce -14.3% 175,800 $23.9M
Local Pensions Partnership Investment Ltd 0.44% No change 175,500 $23.9M
Thematics Asset Management 1.07% No change 175,190 $23.8M
DF Dent & Co. Inc. 0.28% Add +0.1% 163,518 $22.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +41.1% 160,441 $21.8M
Congress Asset Management Co. 0.14% Reduce -77.9% 154,129 $21.0M
APG Asset Management N.V. 0.06% Add +106.4% 177,476 $20.6M
Walleye Capital LLC 0.21% New 148,800 $20.3M
California Public Employees Retirement System 0.01% Reduce -10.7% 146,501 $19.9M
Summit Creek Advisors LLC 2.77% Add +3.9% 146,342 $19.9M
D. E. Shaw & Co. 0.02% Reduce -33.6% 137,521 $18.7M
Legal & General Group Plc 0.00% Add +0.5% 134,338 $18.3M
Fort Washington Investment Advisors Inc. 0.10% Add +0.1% 129,932 $17.7M
Public Sector Pension Investment Board 0.08% Add +7.5% 129,429 $17.6M
Fenimore Asset Management Inc 0.34% Reduce -0.1% 123,852 $16.9M
Millennium Management 0.02% Add +381.4% 122,144 $16.6M
Jane Street Group, LLC 0.03% Add +193.7% 122,054 $16.6M
Sei Investments Co. 0.02% Reduce -2.1% 121,063 $16.5M
Comerica Bank 0.06% Add +0.2% 120,986 $16.5M
Voloridge Investment Management, LLC 0.06% Reduce -49.4% 120,693 $16.4M
Invesco Ltd. 0.00% Reduce -7.9% 120,278 $16.4M
New York State Common Retirement Fund 0.02% No change 116,361 $15.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -1.0% 112,329 $15.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +13.2% 109,757 $14.9M
Barclays PLC 0.01% Add +110.9% 108,595 $14.8M
Stephens Investment Management Group LLC 0.19% Add +0.1% 108,229 $14.7M
Rhumbline Advisers 0.01% Add +2.9% 107,500 $14.6M
Federated Hermes, Inc. 0.03% Reduce -0.1% 106,875 $14.5M
Wells Fargo & Company 0.00% Add +29.0% 106,173 $14.4M
Qube Research & Technologies Ltd 0.02% Add +18.7% 104,928 $14.3M
EULAV Asset Management 0.33% No change 104,500 $14.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -13.7% 98,152 $13.6M
Glenmede Investment Management, LP 0.07% — 100,127 $13.6M
BNP Paribas Financial Markets 0.01% Add +41.7% 96,522 $13.1M
Grandeur Peak Global Advisors, LLC 1.46% Add +17.0% 88,911 $12.1M
Deutsche Bank AG 0.00% Reduce -18.5% 86,693 $11.8M
Alliancebernstein L.P. 0.00% Add +6.3% 81,775 $11.1M
Loomis Sayles & Co. L P 0.01% Reduce -15.1% 80,464 $11.0M
M&G PLC 0.06% Add +0.0% 78,881 $10.7M
Janus Henderson Group PLC 0.00% Reduce -13.9% 73,279 $10.0M
Swiss National Bank 0.01% Reduce -0.4% 72,600 $9.9M
Raymond James Financial Inc. 0.00% Add +2.5% 71,502 $9.7M
Assenagon Asset Management S.A. 0.02% Add +35.3% 70,544 $9.6M
CANADA LIFE ASSURANCE Co 0.02% Reduce -2.4% 70,421 $9.6M
Public Employees Retirement Association of Colorado 0.04% No change 69,833 $9.5M
Edgestream Partners, L.P. 0.25% Add +79.8% 66,730 $9.1M
Jump Financial, LLC 0.11% Add +33.0% 65,484 $8.9M
Russell Investments Group, Ltd. 0.01% Add +9.5% 62,219 $8.5M
Prudential Financial Inc. 0.01% Add +3.9% 59,086 $8.0M
Lazard Asset Management LLC 0.01% Add +52.8% 58,280 $7.9M
Select Equity Group, L.P. 0.03% Add +15.3% 55,318 $7.5M
Nicholas Company, Inc. 0.13% Add +3.3% 54,948 $7.5M
Susquehanna International Group, LLP 0.01% Add +16.0% 54,312 $7.4M
LPL Financial LLC 0.00% Add +8.4% 54,230 $7.4M
FIL Ltd 0.01% Add +32.3% 53,646 $7.3M
Man Group plc 0.02% Add +0.1% 52,719 $7.2M
UBS Group AG 0.00% Add +37.5% 50,639 $6.9M
Renaissance Group LLC 0.26% Add +30.8% 49,454 $6.7M
Palisades Investment Partners, LLC 2.91% Reduce -2.9% 48,913 $6.7M
CW Advisors, LLC 0.06% Reduce -61.3% 48,828 $6.6M
HERALD INVESTMENT MANAGEMENT Ltd 0.96% No change 47,500 $6.5M

"% 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 451 holders