SPS CommerceSPSC
13F holders, Q4 2025 (December 31)367holders −36
47new positions
90sold out
7famous investors
$89.14avg. 13F price*
At the end of Q4 2025, 367 institutions reported holding SPS Commerce Inc. (SPSC) in their 13F filings, down 36 from Q3 2025. 47 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($509.6M), Vanguard Group Inc. ($439.0M) and State Street Corp. ($130.9M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPS Commerce Inc.
- CUSIP
- 78463M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $119.6M |
| Exits | 90 | $310.7M |
All 13F filers, Q3 2025 → Q4 2025: 5,243,445 shares bought and 6,462,035 shares sold, net −1,218,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 5,717,985 | $509.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 4,925,441 | $439.0M |
| State Street Corp. | 0.00% | Add +0.6% | 1,468,312 | $130.9M |
| Neuberger Berman Group LLC | 0.09% | Add +8.9% | 1,415,289 | $126.1M |
| UBS Group AG | 0.02% | Add +182.3% | 1,295,267 | $115.4M |
| Nordea Investment Management AB | 0.09% | Reduce -5.8% | 1,216,642 | $108.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.2% | 971,395 | $86.6M |
| Bank of America Corp. | 0.01% | Add +142.1% | 967,188 | $86.2M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 872,018 | $77.7M |
| Disciplined Growth Investors Inc. | 1.44% | Add +6.6% | 844,613 | $75.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +33.2% | 739,762 | $65.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +69.1% | 661,610 | $59.0M |
| FMR LLC | 0.00% | Add +3.7% | 651,109 | $58.0M |
| Conestoga Capital Advisors, LLC | 0.96% | Reduce -49.8% | 642,804 | $57.3M |
| Van Berkom & Associates Inc. | 1.59% | Add +23.8% | 616,886 | $55.0M |
| Norges Bank | 0.01% | — | 559,669 | $49.9M |
| Nomura Asset Management International Inc. | 0.07% | — | 546,640 | $48.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 488,821 | $43.6M |
| Riverbridge Partners LLC | 0.80% | Add +2.0% | 480,824 | $42.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 478,503 | $42.6M |
| D. E. Shaw & Co. | 0.03% | Add +46.8% | 452,519 | $40.3M |
| Irenic Capital Management LP | 5.57% | New | 452,066 | $40.3M |
| Northern Trust Corp. | 0.01% | Reduce -10.5% | 452,052 | $40.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -10.9% | 430,296 | $38.4M |
| American Capital Management Inc. | 1.21% | Add +8.2% | 306,786 | $27.3M |
| Nomura Holdings Inc. | 0.08% | New | 303,914 | $27.1M |
| Voloridge Investment Management, LLC | 0.09% | Add +6.4% | 286,760 | $25.6M |
| Geneva Capital Management LLC | 0.47% | Reduce -41.4% | 281,354 | $25.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 274,413 | $24.5M |
| Public Sector Pension Investment Board | 0.08% | Add +85.0% | 273,605 | $24.4M |
| Nuveen, LLC | 0.01% | Add +3.8% | 268,151 | $23.9M |
| Citadel Advisors | 0.02% | New | 263,042 | $23.4M |
| Barclays PLC | 0.01% | Add +51.5% | 259,426 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.0% | 256,727 | $22.9M |
| Federated Hermes, Inc. | 0.04% | Add +38429.3% | 245,046 | $21.8M |
| BNP Paribas Financial Markets | 0.01% | Add +51.1% | 244,529 | $21.8M |
| FIL Ltd | 0.02% | Add +105.8% | 235,669 | $21.0M |
| Principal Financial Group Inc. | 0.01% | Add +6.0% | 226,729 | $20.2M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -4.6% | 226,016 | $20.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.6% | 213,564 | $19.0M |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 209,657 | $18.7M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -5.4% | 208,833 | $18.6M |
| Lazard Asset Management LLC | 0.03% | Reduce -19.5% | 208,699 | $18.6M |
| DF Dent & Co. Inc. | 0.26% | Reduce -14.6% | 202,771 | $18.1M |
| Local Pensions Partnership Investment Ltd | 0.29% | No change | 185,500 | $16.5M |
| Congress Asset Management Co. | 0.11% | Add +5.7% | 168,863 | $15.1M |
| Fenimore Asset Management Inc | 0.31% | Add +13.0% | 164,884 | $14.7M |
| Janus Henderson Group PLC | 0.01% | Add +54.7% | 156,453 | $13.9M |
| Invesco Ltd. | 0.00% | Add +20.6% | 133,027 | $11.9M |
| Glenmede Trust Co. NA | 0.05% | — | 128,676 | $11.5M |
| Summit Creek Advisors LLC | 1.80% | Reduce -5.0% | 128,100 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 114,488 | $10.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +534.9% | 113,143 | $10.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.8% | 109,076 | $9.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +13.4% | 105,950 | $9.3M |
| Rhumbline Advisers | 0.01% | Reduce -3.9% | 103,663 | $9.2M |
| Brown Capital Management LLC | 0.74% | Reduce -53.3% | 101,560 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.4% | 100,795 | $9.0M |
| Fred Alger Management, LLC | 0.04% | Reduce -42.9% | 100,037 | $8.9M |
| Bessemer Group Inc. | 0.01% | Add +1149.2% | 98,208 | $8.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -22.8% | 88,960 | $7.9M |
| Comerica Bank | 0.03% | Reduce -29.4% | 86,035 | $7.7M |
| Verition Fund Management LLC | 0.04% | Add +165.4% | 84,970 | $7.6M |
| Sei Investments Co. | 0.01% | Reduce -21.3% | 84,941 | $7.6M |
| Lightrock Netherlands B.V. | 1.53% | New | 82,898 | $7.4M |
| Voleon Capital Management LP | 0.16% | Add +566.5% | 82,824 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.8% | 78,866 | $7.0M |
| LPL Financial LLC | 0.00% | Reduce -6.9% | 77,720 | $6.9M |
| Deutsche Bank AG | 0.00% | Reduce -44.2% | 75,221 | $6.7M |
| Swiss National Bank | 0.00% | Add +1.6% | 74,800 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.0% | 71,007 | $6.3M |
| Edgestream Partners, L.P. | 0.18% | Add +12.6% | 70,454 | $6.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.81% | Add +27.3% | 70,000 | $6.2M |
| California Public Employees Retirement System | 0.00% | Add +4.2% | 67,723 | $6.0M |
| Select Equity Group, L.P. | 0.03% | Add +1.3% | 66,972 | $6.0M |
| Bridgewater Associates | 0.02% | Add +124.9% | 65,572 | $5.8M |
| Nicholas Company, Inc. | 0.10% | Add +9.3% | 64,418 | $5.7M |
| Montrusco Bolton Investments Inc. | 0.07% | Add +28.2% | 63,300 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.1% | 62,131 | $5.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.5% | 61,023 | $5.4M |
| Renaissance Group LLC | 0.21% | Reduce -21.3% | 59,941 | $5.3M |
| AQR Capital Management | 0.00% | Add +151.7% | 56,868 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -4.2% | 55,219 | $4.9M |
| Grandeur Peak Global Advisors, LLC | 0.61% | Reduce -49.5% | 50,675 | $4.5M |
| Sovereign's Capital Management, LLC | 2.72% | Add +219.0% | 50,327 | $4.5M |
| Palisades Investment Partners, LLC | 1.69% | Add +2.1% | 50,192 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -55.6% | 45,791 | $4.1M |
| Marshall Wace, LLP | 0.00% | Add +123.1% | 45,078 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.9% | 45,052 | $4.0M |
| Jane Street Group, LLC | 0.00% | Reduce -56.7% | 43,013 | $3.8M |
| Holocene Advisors, LP | 0.01% | Reduce -14.3% | 42,809 | $3.8M |
| Lombard Odier Asset Management (Europe) Ltd | 0.27% | Reduce -38.5% | 40,493 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -46.4% | 40,442 | $3.6M |
| EVR Research LP | 1.92% | New | 40,000 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +205.3% | 39,753 | $3.5M |
| New York State Common Retirement Fund | 0.00% | No change | 39,417 | $3.5M |
| Agf Management Ltd. | 0.01% | New | 38,346 | $3.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -23.2% | 36,987 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 36,141 | $3.2M |
| Buckhead Capital Management LLC | 1.08% | Reduce -6.0% | 33,793 | $3.0M |
"% of holder's portfolio" is SPSC's weight in each manager's 13F, not the share of SPS Commerce Inc. the manager owns.