SPS CommerceSPSC
13F holders, Q1 2026 (March 31)329holders −38
51new positions
86sold out
7famous investors
$55.74avg. 13F price*
At the end of Q1 2026, 329 institutions reported holding SPS Commerce Inc. (SPSC) in their 13F filings, down 38 from Q4 2025. 51 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($324.5M), Vanguard Portfolio Management LLC ($164.7M) and Neuberger Berman Group LLC ($99.7M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SPS Commerce Inc.
- CUSIP
- 78463M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $97.0M |
| Exits | 86 | $165.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,156,213 shares bought and 6,702,552 shares sold, net +453,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| BlackRock, Inc. | 0.01% | Add +1.9% | 5,828,636 | $324.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,958,839 | $164.7M |
| Neuberger Berman Group LLC | 0.08% | Add +26.5% | 1,790,298 | $99.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,698,123 | $94.5M |
| State Street Corp. | 0.00% | Add +2.1% | 1,499,810 | $83.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +61.6% | 1,069,216 | $59.5M |
| Bank of America Corp. | 0.00% | Add +3.3% | 998,622 | $55.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 997,959 | $55.6M |
| Morgan Stanley | 0.00% | Add +10.2% | 960,880 | $53.5M |
| Citadel Advisors | 0.04% | Add +247.2% | 913,240 | $50.8M |
| Disciplined Growth Investors Inc. | 0.92% | Reduce -4.0% | 810,938 | $45.1M |
| Federated Hermes, Inc. | 0.07% | Add +201.6% | 738,949 | $41.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -4.0% | 710,338 | $39.5M |
| Van Berkom & Associates Inc. | 1.23% | Add +9.9% | 678,236 | $37.8M |
| Irenic Capital Management LP | 3.02% | Add +32.2% | 597,704 | $33.3M |
| Anson Funds Management LP | 4.26% | New | 575,000 | $32.0M |
| Nordea Investment Management AB | 0.03% | Reduce -55.8% | 537,906 | $30.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +17.2% | 504,332 | $28.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 500,811 | $27.9M |
| D. E. Shaw & Co. | 0.02% | Add +8.5% | 490,831 | $27.3M |
| Walleye Capital LLC | 0.17% | Add +1749.1% | 457,635 | $25.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 441,720 | $24.6M |
| Lightrock Netherlands B.V. | 5.25% | Add +432.8% | 441,669 | $24.6M |
| Riverbridge Partners LLC | 0.56% | Reduce -15.3% | 407,385 | $22.7M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -33.9% | 361,085 | $20.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +13031.0% | 354,538 | $19.7M |
| Janus Henderson Group PLC | 0.01% | Add +94.7% | 304,549 | $16.9M |
| BNP Paribas Financial Markets | 0.01% | Add +20.9% | 295,692 | $16.5M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 288,780 | $16.1M |
| Public Sector Pension Investment Board | 0.05% | Add +1.6% | 278,001 | $15.5M |
| Nuveen, LLC | 0.00% | Add +0.3% | 269,039 | $15.0M |
| Invenomic Capital Management LP | 0.68% | New | 264,095 | $14.7M |
| Principal Financial Group Inc. | 0.01% | Add +16.3% | 263,634 | $14.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 262,146 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.6% | 255,279 | $14.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +979.4% | 251,894 | $14.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -12.2% | 251,661 | $14.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.7% | 219,409 | $12.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +92.0% | 217,277 | $12.1M |
| Assenagon Asset Management S.A. | 0.02% | Add +471.6% | 211,407 | $11.8M |
| FIL Ltd | 0.01% | Reduce -12.8% | 205,430 | $11.4M |
| Barclays PLC | 0.00% | Reduce -23.7% | 198,024 | $11.0M |
| Fenimore Asset Management Inc | 0.24% | Add +19.5% | 197,041 | $11.0M |
| Local Pensions Partnership Investment Ltd | 0.22% | No change | 185,500 | $10.3M |
| Congress Asset Management Co. | 0.07% | Add +3.5% | 174,758 | $9.7M |
| Glenmede Trust Co. NA | 0.05% | Add +31.5% | 169,223 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.5% | 166,710 | $9.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -24.1% | 158,384 | $8.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +77.8% | 158,160 | $8.8M |
| Invesco Ltd. | 0.00% | Add +14.8% | 152,777 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 78,182 | $7.0M |
| Bessemer Group Inc. | 0.01% | Add +21.8% | 119,627 | $6.7M |
| AQR Capital Management | 0.00% | Add +102.3% | 115,013 | $6.4M |
| Rhumbline Advisers | 0.01% | Add +2.9% | 106,685 | $5.9M |
| Legal & General Group Plc | 0.00% | Reduce -10.6% | 102,324 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 100,888 | $5.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.6% | 100,762 | $5.6M |
| Renaissance Technologies | 0.01% | New | 99,360 | $5.5M |
| UBS Group AG | 0.00% | Reduce -92.4% | 98,744 | $5.5M |
| Renaissance Group LLC | 0.22% | Add +58.0% | 94,724 | $5.3M |
| Counterpoint Mutual Funds LLC | 0.77% | New | 91,801 | $5.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 90,598 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +44.9% | 90,003 | $5.0M |
| Tran Capital Management, L.P. | 0.68% | New | 89,538 | $5.0M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +774.1% | 88,683 | $4.9M |
| American Capital Management Inc. | 0.26% | Reduce -71.9% | 86,076 | $4.8M |
| Voleon Capital Management LP | 0.10% | Add +1.1% | 83,747 | $4.7M |
| LPL Financial LLC | 0.00% | Add +7.7% | 83,729 | $4.7M |
| Summit Creek Advisors LLC | 0.94% | Reduce -35.9% | 82,108 | $4.6M |
| Swiss National Bank | 0.00% | No change | 74,800 | $4.2M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 73,896 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 73,472 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -71.5% | 73,259 | $4.1M |
| Edgestream Partners, L.P. | 0.13% | Add +3.8% | 73,103 | $4.1M |
| Brown Capital Management LLC | 0.57% | Reduce -28.8% | 72,362 | $4.0M |
| Sovereign's Capital Management, LLC | 2.87% | Add +39.3% | 70,101 | $3.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.54% | No change | 70,000 | $3.9M |
| FMR LLC | 0.00% | Reduce -89.5% | 68,148 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +66.4% | 63,804 | $3.6M |
| Montrusco Bolton Investments Inc. | 0.05% | No change | 63,300 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +399.0% | 62,260 | $3.5M |
| Jump Financial, LLC | 0.06% | Add +231.4% | 60,086 | $3.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 58,529 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 58,129 | $3.2M |
| Buckhead Capital Management LLC | 1.20% | Add +68.8% | 57,034 | $3.2M |
| Fred Alger Management, LLC | 0.01% | Reduce -44.2% | 55,834 | $3.1M |
| Caxton Associates LLP | 0.07% | New | 55,588 | $3.1M |
| Natixis | 0.01% | New | 55,100 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Add +63.8% | 54,676 | $3.0M |
| Palisades Investment Partners, LLC | 1.19% | Add +8.8% | 54,596 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +20.4% | 51,784 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.5% | 49,710 | $2.8M |
| Millennium Management | 0.00% | Add +400.8% | 48,376 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +358.9% | 46,393 | $2.6M |
| SG Americas Securities, LLC | 0.00% | Add +16.0% | 46,127 | $2.6M |
| Man Group plc | 0.01% | Add +146.8% | 45,789 | $2.5M |
| Sei Investments Co. | 0.00% | Reduce -47.1% | 44,952 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.2% | 44,522 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +22.4% | 44,237 | $2.5M |
| Engineers Gate Manager LP | 0.03% | New | 44,201 | $2.5M |
"% of holder's portfolio" is SPSC's weight in each manager's 13F, not the share of SPS Commerce Inc. the manager owns.