SPS CommerceSPSC
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 403 institutions reported holding SPS Commerce Inc. (SPSC) in their 13F filings, down 48 from Q2 2025. 42 opened new positions and 85 sold out. The largest holders were BlackRock, Inc. ($588.2M), Vanguard Group Inc. ($514.9M) and State Street Corp. ($152.1M). 7 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- SPS Commerce Inc.
- CUSIP
- 78463M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $149.8M |
| Exits | 85 | $130.1M |
All 13F filers, Q2 2025 → Q3 2025: 5,399,239 shares bought and 4,403,825 shares sold, net +995,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 5,648,074 | $588.2M |
| Vanguard Group Inc. | 0.01% | Add +5.3% | 4,944,449 | $514.9M |
| State Street Corp. | 0.01% | Reduce -0.4% | 1,460,149 | $152.1M |
| Neuberger Berman Group LLC | 0.10% | Add +16.8% | 1,300,132 | $135.4M |
| Nordea Investment Management AB | 0.12% | Reduce -2.9% | 1,292,056 | $135.2M |
| Conestoga Capital Advisors, LLC | 2.14% | Add +2.5% | 1,281,511 | $133.5M |
| Morgan Stanley | 0.01% | Add +4.0% | 973,660 | $101.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.6% | 969,730 | $101.0M |
| Disciplined Growth Investors Inc. | 1.50% | Add +86.4% | 792,472 | $82.5M |
| FMR LLC | 0.00% | Reduce -49.1% | 627,622 | $65.4M |
| Macquarie Group Ltd. | 0.07% | Reduce -5.9% | 600,975 | $62.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Reduce -33.5% | 555,644 | $57.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.15% | Add +205.1% | 555,284 | $57.8M |
| Northern Trust Corp. | 0.01% | Add +0.7% | 505,116 | $52.6M |
| Van Berkom & Associates Inc. | 1.50% | New | 498,154 | $51.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.5% | 492,589 | $51.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.4% | 482,969 | $50.3M |
| Geneva Capital Management LLC | 0.86% | Reduce -22.5% | 479,987 | $50.0M |
| Riverbridge Partners LLC | 0.83% | Reduce -9.1% | 471,225 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.1% | 464,957 | $48.4M |
| UBS Group AG | 0.01% | Add +806.1% | 458,860 | $47.8M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 399,468 | $41.6M |
| Granahan Investment Management, LLC | 1.69% | Add +6.5% | 396,780 | $41.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +116.4% | 391,186 | $40.7M |
| Champlain Investment Partners, LLC | 0.28% | New | 352,748 | $36.7M |
| D. E. Shaw & Co. | 0.03% | Add +124.1% | 308,233 | $32.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.7% | 298,542 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.5% | 289,365 | $30.1M |
| American Capital Management Inc. | 1.18% | Add +21.9% | 283,475 | $29.5M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 272,472 | $28.4M |
| Voloridge Investment Management, LLC | 0.09% | Add +123.3% | 269,454 | $28.1M |
| Lazard Asset Management LLC | 0.04% | Add +344.9% | 259,258 | $27.0M |
| Nuveen, LLC | 0.01% | Reduce -2.3% | 258,255 | $26.9M |
| DF Dent & Co. Inc. | 0.32% | Add +45.2% | 237,464 | $24.7M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +82.3% | 236,886 | $24.7M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +12.9% | 220,742 | $23.0M |
| RGM Capital, LLC | 0.96% | Add +504.5% | 219,085 | $22.8M |
| Brown Capital Management LLC | 0.93% | Reduce -16.8% | 217,514 | $22.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 216,989 | $22.6M |
| Capital World Investors | 0.00% | No change | 214,469 | $22.3M |
| Principal Financial Group Inc. | 0.01% | Add +3.5% | 213,986 | $22.3M |
| Thematics Asset Management | 0.93% | Add +12.4% | 196,914 | $20.5M |
| Local Pensions Partnership Investment Ltd | 0.33% | Add +5.7% | 185,500 | $19.3M |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 183,993 | $19.2M |
| Fred Alger Management, LLC | 0.07% | Reduce -64.1% | 175,057 | $18.2M |
| Barclays PLC | 0.01% | Add +57.7% | 171,264 | $17.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.9% | 168,896 | $17.6M |
| BNP Paribas Financial Markets | 0.01% | Add +67.7% | 161,843 | $16.9M |
| Congress Asset Management Co. | 0.11% | Add +3.7% | 159,801 | $16.6M |
| Public Sector Pension Investment Board | 0.06% | Add +14.3% | 147,903 | $15.4M |
| Tran Capital Management, L.P. | 1.84% | New | 147,591 | $15.4M |
| Fenimore Asset Management Inc | 0.30% | Add +17.8% | 145,888 | $15.2M |
| Deutsche Bank AG | 0.00% | Add +55.6% | 134,900 | $14.0M |
| Summit Creek Advisors LLC | 2.05% | Reduce -7.9% | 134,835 | $14.0M |
| Walleye Capital LLC | 0.12% | Reduce -13.4% | 128,904 | $13.4M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 122,169 | $12.7M |
| Comerica Bank | 0.05% | Add +0.8% | 121,903 | $12.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +172.6% | 115,300 | $12.0M |
| FIL Ltd | 0.01% | Add +113.5% | 114,529 | $11.9M |
| Invesco Ltd. | 0.00% | Reduce -8.3% | 110,323 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +4.8% | 109,923 | $11.4M |
| Sei Investments Co. | 0.01% | Reduce -10.8% | 107,953 | $11.2M |
| Rhumbline Advisers | 0.01% | Add +0.3% | 107,866 | $11.2M |
| Stephens Investment Management Group LLC | 0.14% | Reduce -1.2% | 106,967 | $11.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 103,224 | $10.7M |
| Janus Henderson Group PLC | 0.00% | Add +38.0% | 101,111 | $10.5M |
| Grandeur Peak Global Advisors, LLC | 1.40% | Add +12.9% | 100,378 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Add +244.6% | 99,942 | $10.4M |
| Jane Street Group, LLC | 0.01% | Reduce -18.6% | 99,376 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.6% | 98,434 | $10.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -10.3% | 98,427 | $10.3M |
| WCM Investment Management, LLC | 0.02% | New | 94,296 | $9.9M |
| Glenmede Investment Management, LP | 0.05% | Reduce -6.2% | 93,939 | $9.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.8% | 93,444 | $9.7M |
| LPL Financial LLC | 0.00% | Add +53.9% | 83,454 | $8.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 81,106 | $8.4M |
| Renaissance Group LLC | 0.30% | Add +53.9% | 76,113 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 75,463 | $7.9M |
| Swiss National Bank | 0.00% | Add +1.4% | 73,600 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 70,706 | $7.4M |
| Tudor Investment Corporation | 0.05% | Add +161.5% | 70,389 | $7.3M |
| Millennium Management | 0.01% | Reduce -43.0% | 69,585 | $7.2M |
| Select Equity Group, L.P. | 0.03% | Add +19.5% | 66,125 | $6.9M |
| Lombard Odier Asset Management (Europe) Ltd | 0.51% | New | 65,828 | $6.9M |
| California Public Employees Retirement System | 0.00% | Reduce -55.6% | 64,967 | $6.8M |
| Edgestream Partners, L.P. | 0.19% | Reduce -6.2% | 62,565 | $6.5M |
| Numerai GP LLC | 0.87% | Add +529.4% | 59,244 | $6.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.2% | 58,988 | $6.1M |
| Nicholas Company, Inc. | 0.10% | Add +7.2% | 58,913 | $6.1M |
| APG Asset Management N.V. | 0.02% | Reduce -61.1% | 69,011 | $6.1M |
| Prudential Financial Inc. | 0.01% | Reduce -2.4% | 57,661 | $6.0M |
| EULAV Asset Management | 0.14% | Reduce -44.9% | 57,600 | $6.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.76% | Add +15.8% | 55,000 | $5.7M |
| Quantbot Technologies LP | 0.15% | Add +105.4% | 53,728 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +872.8% | 52,913 | $5.5M |
| Holocene Advisors, LP | 0.01% | Add +15.5% | 49,937 | $5.2M |
| Montrusco Bolton Investments Inc. | 0.06% | New | 49,375 | $5.1M |
| Palisades Investment Partners, LLC | 2.01% | Add +0.5% | 49,137 | $5.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -31.8% | 48,149 | $5.0M |
| Jump Financial, LLC | 0.07% | Reduce -26.9% | 47,904 | $5.0M |
"% of holder's portfolio" is SPSC's weight in each manager's 13F, not the share of SPS Commerce Inc. the manager owns.