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SPS Commerce Inc

SPSC
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001092699

No open-market purchases or sales by SPS Commerce Inc insiders were filed in the last 90 days; 318 institutions reported holding it in 13F filings for Q2 2026, worth $2.23B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in SPS Commerce Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
318
−6 vs. Q1 2026
Shares held
39.1M
−18.3K (0.0%) vs. Q1 2026
Total value
$2.23B
+$55.8M (+2.6%) vs. Q1 2026
New holders
60
115 more added
Sold out
66
112 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SPSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 318 institutions
Q1 2021: 290 institutionsQ2 2021: 278 institutionsQ3 2021: 315 institutionsQ4 2021: 331 institutionsQ1 2022: 326 institutionsQ2 2022: 317 institutionsQ3 2022: 324 institutionsQ4 2022: 337 institutionsQ1 2023: 362 institutionsQ2 2023: 374 institutionsQ3 2023: 380 institutionsQ4 2023: 402 institutionsQ1 2024: 422 institutionsQ2 2024: 449 institutionsQ3 2024: 461 institutionsQ4 2024: 460 institutionsQ1 2025: 448 institutionsQ2 2025: 452 institutionsQ3 2025: 403 institutionsQ4 2025: 367 institutionsQ1 2026: 329 institutionsQ2 2026: 318 institutions
Value heldQ2 2026: $2.23B
Q1 2021: $3.49BQ2 2021: $3.52BQ3 2021: $5.80BQ4 2021: $5.07BQ1 2022: $4.75BQ2 2022: $4.20BQ3 2022: $4.51BQ4 2022: $4.68BQ1 2023: $5.60BQ2 2023: $7.12BQ3 2023: $6.39BQ4 2023: $7.37BQ1 2024: $7.08BQ2 2024: $6.96BQ3 2024: $7.20BQ4 2024: $6.96BQ1 2025: $5.00BQ2 2025: $5.22BQ3 2025: $4.09BQ4 2025: $3.42BQ1 2026: $2.20BQ2 2026: $2.23B
Institutions holding SPSC and their total value by quarter
QuarterHoldersValue
Q2 2026318$2.23B
Q1 2026329$2.20B
Q4 2025367$3.42B
Q3 2025403$4.09B
Q2 2025452$5.22B
Q1 2025448$5.00B
Q4 2024460$6.96B
Q3 2024461$7.20B
Q2 2024449$6.96B
Q1 2024422$7.08B
Q4 2023402$7.37B
Q3 2023380$6.39B
Q2 2023374$7.12B
Q1 2023362$5.60B
Q4 2022337$4.68B
Q3 2022324$4.51B
Q2 2022317$4.20B
Q1 2022326$4.75B
Q4 2021331$5.07B
Q3 2021315$5.80B
Q2 2021278$3.52B
Q1 2021290$3.49B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q1 2026.

Institutions holding SPSC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,934,211$339.3M0.01%+105,575+1.8%Added
Vanguard Portfolio Management LLC2,914,709$166.6M0.01%−44,130−1.5%Reduced
Disciplined Growth Investors Inc2,123,881$121.4M2.06%+1,312,943+161.9%Added
Neuberger Berman Group LLC1,780,876$101.8M0.07%−9,422−0.5%Reduced
Vanguard Capital Management LLC1,598,383$91.4M0.00%−99,740−5.9%Reduced
State Street Corp1,545,696$88.4M0.00%+45,886+3.1%Added
Geode Capital Management, LLC1,266,247$72.4M0.00%+268,288+26.9%Added
Goldman Sachs Group Inc1,107,434$63.3M0.01%+38,218+3.6%Added
Morgan Stanley997,970$57.1M0.00%+37,090+3.9%Added
Jupiter Topco LLC984,427$56.3M0.02%+984,427New
Engine Capital Management, LP916,380$52.4M5.10%+916,380New
Citadel Advisors LLC913,868$52.2M0.03%+628+0.1%Added
Federated Hermes, Inc.901,632$51.5M0.07%+162,683+22.0%Added
Invenomic Capital Management LP869,410$49.7M2.97%+605,315+229.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.760,700$43.5M0.04%+50,362+7.1%Added
Anson Funds Management LP745,000$42.6M3.88%−405,000−35.2%Reduced
Van Berkom & Associates Inc.630,329$36.0M1.16%−726,143−53.5%Reduced
Lightrock Netherlands B.V.613,169$35.1M6.92%+171,500+38.8%Added
Irenic Capital Management LP597,704$34.2M2.46%00.0%Unchanged
Charles Schwab Investment Management Inc542,524$31.0M0.00%+41,713+8.3%Added
Arrowstreet Capital, Limited Partnership509,490$29.1M0.01%+154,952+43.7%Added
Northern Trust Corp494,868$28.3M0.00%+53,148+12.0%Added
Nomura Asset Management International Inc.411,959$23.6M0.04%+50,874+14.1%Added
Bank of America Corp378,587$21.6M0.00%−620,035−62.1%Reduced
Dimensional Fund Advisors LP343,932$19.7M0.00%−160,400−31.8%Reduced
Bank of New York Mellon Corp275,175$15.7M0.00%−13,605−4.7%Reduced
Public Sector Pension Investment Board270,944$15.5M0.04%−7,057−2.5%Reduced
Principal Financial Group Inc268,347$15.3M0.01%+4,713+1.8%Added
Barclays PLC267,135$15.3M0.00%+69,111+34.9%Added
BNP Paribas Arbitrage, SA262,120$15.0M0.01%−33,572−11.4%Reduced
Vanguard Fiduciary Trust Co253,845$14.5M0.00%−8,301−3.2%Reduced
Nuveen, LLC232,146$13.3M0.00%−36,893−13.7%Reduced
Qube Research & Technologies Ltd218,265$12.5M0.01%−33,629−13.4%Reduced
Glenmede Trust Co NA214,278$12.3M0.05%+45,055+26.6%Added
AQR Capital Management LLC207,870$11.9M0.00%+92,857+80.7%Added
Healthcare of Ontario Pension Plan Trust Fund202,645$11.6M0.02%−14,632−6.7%Reduced
Fenimore Asset Management Inc195,806$11.2M0.23%−1,235−0.6%Reduced
Price T Rowe Associates Inc184,383$10.5M0.00%−35,026−16.0%Reduced
D. E. Shaw & Co., Inc.182,792$10.5M0.01%−308,039−62.8%Reduced
Long Path Partners LP180,912$10.3M4.41%+180,912New
Walleye Capital LLC180,335$10.3M0.05%−277,300−60.6%Reduced
UBS Group AG175,691$10.0M0.00%+76,947+77.9%Added
Invesco Ltd.174,173$9.96M0.00%+21,396+14.0%Added
Canada Pension Plan Investment Board156,860$8.97M0.00%−1,300−0.8%Reduced
Lazard Asset Management LLC153,769$8.79M0.01%−4,615−2.9%Reduced
Royal Bank of Canada140,044$8.01M0.00%−26,666−16.0%Reduced
Bessemer Group Inc119,618$6.84M0.01%−90.0%Reduced
JPMorgan Chase & Co110,694$6.48M0.00%−144,585−56.6%Reduced
Legal & General Group Plc110,484$6.32M0.00%+8,160+8.0%Added
Pacer Advisors, Inc.109,645$6.27M0.02%+108,233+7,665.2%Added
Perry Creek Capital LP105,927$6.06M2.77%+105,927New
UBS Asset Management Americas Inc101,896$5.83M0.00%+1,008+1.0%Added
Great West Life Assurance Co94,223$5.38M0.01%+4,220+4.7%Added
Rhumbline Advisers93,188$5.33M0.00%−13,497−12.7%Reduced
Creative Planning85,931$4.91M0.00%+45,946+114.9%Added
Mirae Asset Global ETFs Holdings Ltd.84,193$4.81M0.01%−16,569−16.4%Reduced
Renaissance Group LLC78,306$4.48M0.18%−16,418−17.3%Reduced
Alliancebernstein L.P.78,264$4.36M0.00%+82+0.1%Added
Prudential Financial Inc75,944$4.34M0.00%+17,815+30.6%Added
LPL Financial LLC74,660$4.27M0.00%−9,069−10.8%Reduced
Swiss National Bank74,400$4.25M0.00%−400−0.5%Reduced
Caxton Associates LLP74,290$4.25M0.08%+18,702+33.6%Added
American Capital Management Inc73,958$4.23M0.19%−12,118−14.1%Reduced
Quantinno Capital Management LP70,326$4.02M0.00%+8,066+13.0%Added
Herald Investment Management Ltd70,000$4.00M0.54%00.0%Unchanged
Voleon Capital Management LP69,759$3.99M0.07%−13,988−16.7%Reduced
Sovereign's Capital Management, LLC69,184$3.96M2.64%−917−1.3%Reduced
Ameriprise Financial Inc68,157$3.90M0.00%−5,102−7.0%Reduced
Victory Capital Management Inc67,757$3.87M0.00%+21,364+46.1%Added
Deutsche Bank AG66,023$3.77M0.00%−7,873−10.7%Reduced
Montrusco Bolton Investments Inc.63,300$3.62M0.06%00.0%Unchanged
Occam Crest Management LP52,000$3.61M1.99%+52,000New
Diametric Capital, LP59,549$3.40M0.36%+59,549New
FMR LLC59,241$3.39M0.00%−8,907−13.1%Reduced
Buckhead Capital Management LLC57,626$3.29M1.13%+592+1.0%Added
Ballast Asset Management, LP56,249$3.22M1.28%+18,849+50.4%Added
Palisades Investment Partners, LLC55,838$3.19M0.91%+1,242+2.3%Added
Fred Alger Management, LLC55,180$3.15M0.01%−654−1.2%Reduced
Verition Fund Management LLC55,000$3.14M0.02%+50,350+1,082.8%Added
California State Teachers Retirement System53,523$3.06M0.00%+9,286+21.0%Added
Natixis52,500$3.00M0.01%−2,600−4.7%Reduced
Numerai GP LLC50,078$2.86M0.23%+24,514+95.9%Added
Assenagon Asset Management S.A.49,660$2.84M0.00%−161,747−76.5%Reduced
Amundi45,269$2.59M0.00%+10,508+30.2%Added
Susquehanna International Group, LLP44,545$2.55M0.00%+7,842+21.4%Added
Russell Investments Group, Ltd.40,260$2.30M0.00%−9,450−19.0%Reduced
Palogic Value Management, L.P.40,040$2.29M0.41%+25,040+166.9%Added
Brown Capital Management LLC38,208$2.18M0.44%−34,154−47.2%Reduced
Prescott Group Capital Management, L.L.C.38,154$2.18M0.19%+27,154+246.9%Added
Envestnet Asset Management Inc36,253$2.07M0.00%−37,219−50.7%Reduced
Vanguard Asset Management, Ltd35,609$2.04M0.00%+3,491+10.9%Added
Wells Fargo & Company35,595$2.03M0.00%+19,658+123.3%Added
Ewing Morris & Co. Investment Partners Ltd.35,243$2.01M1.05%+35,243New
New York State Common Retirement Fund33,975$1.94M0.00%+1,800+5.6%Added
Bridgewater Associates, LP32,794$1.87M0.01%+32,794New
Jane Street Group, LLC31,895$1.82M0.00%−19,889−38.4%Reduced
CI Private Wealth, LLC31,193$1.78M0.00%−4,969−13.7%Reduced
Linden Thomas Advisory Services, LLC30,370$1.74M0.14%+18,460+155.0%Added
Hillsdale Investment Management Inc.30,300$1.73M0.04%+4,200+16.1%Added
Kennedy Capital Management, Inc.29,040$1.66M0.03%+20,072+223.8%Added