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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, Q1 2024

Institutional positions in SPS Commerce Inc as of Mar 31, 2024. 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
422
+25 vs. Q4 2023
Shares held
36.9M
−78.9K (−0.2%) vs. Q4 2023
Total value
$6.79B
−$349.2M (−4.9%) vs. Q4 2023
New holders
63
160 more added
Sold out
38
149 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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 holdersQ1 2024: 422 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 heldQ1 2024: $6.79B
Q1 2021: $3.49BQ2 2021: $3.52BQ3 2021: $5.80BQ4 2021: $5.06BQ1 2022: $4.70BQ2 2022: $4.09BQ3 2022: $4.50BQ4 2022: $4.68BQ1 2023: $5.56BQ2 2023: $7.10BQ3 2023: $6.36BQ4 2023: $7.17BQ1 2024: $6.79BQ2 2024: $6.88BQ3 2024: $7.16BQ4 2024: $6.96BQ1 2025: $4.99BQ2 2025: $5.19BQ3 2025: $4.04BQ4 2025: $3.42BQ1 2026: $2.13BQ2 2026: $2.23B
Institutions holding SPSC and their total value by quarter
QuarterHoldersValue
Q2 2026318$2.23B
Q1 2026329$2.13B
Q4 2025367$3.42B
Q3 2025403$4.04B
Q2 2025452$5.19B
Q1 2025448$4.99B
Q4 2024460$6.96B
Q3 2024461$7.16B
Q2 2024449$6.88B
Q1 2024422$6.79B
Q4 2023402$7.17B
Q3 2023380$6.36B
Q2 2023374$7.10B
Q1 2023362$5.56B
Q4 2022337$4.68B
Q3 2022324$4.50B
Q2 2022317$4.09B
Q1 2022326$4.70B
Q4 2021331$5.06B
Q3 2021315$5.80B
Q2 2021278$3.52B
Q1 2021290$3.49B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q4 2023.

Institutions holding SPSC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Yorktown Management & Research Co Inc4,330$800.6K0.76%00.0%Unchanged
Public Employees Retirement Association of Colorado4,401$814.0K0.00%−75−1.7%Reduced
Park Avenue Securities LLC4,434$820.0K0.01%+555+14.3%Added
Engineers Gate Manager LP4,478$828.0K0.02%+4,478New
Keybank National Association4,548$840.9K0.00%−49−1.1%Reduced
SG Americas Securities, LLC4,638$858.0K0.00%+4,638New
Trexquant Investment LP4,690$867.2K0.02%+4,690New
Mount Yale Investment Advisors, LLC4,857$898.1K0.07%−5−0.1%Reduced
TD Asset Management Inc4,900$906.0K0.00%−4,300−46.7%Reduced
Lisanti Capital Growth, LLC4,930$911.6K0.22%−11,090−69.2%Reduced
Walleye Capital LLC4,977$920.2K0.01%+4,977New
FIL Ltd5,000$924.5K0.00%00.0%Unchanged
JustInvest LLC5,052$934.1K0.02%+29+0.6%Added
Pitcairn Co5,201$961.7K0.06%+2,651+104.0%Added
Blair William & Co5,300$980.0K0.00%+362+7.3%Added
Quantbot Technologies LP5,604$1.04M0.06%+1,950+53.4%Added
Everence Capital Management Inc5,620$1.04M0.07%00.0%Unchanged
Baker Tilly Wealth Management, LLC5,738$1.06M0.19%−177−3.0%Reduced
Amundi6,542$1.07M0.00%+1,656+33.9%Added
Two Sigma Advisers, LP5,876$1.09M0.00%−4,000−40.5%Reduced
M&T Bank Corp5,916$1.09M0.00%+60+1.0%Added
Van Hulzen Asset Management, LLC5,946$1.10M0.07%+805+15.7%Added
The PNC Financial Services Group, Inc.6,002$1.11M0.00%−213−3.4%Reduced
HSBC Holdings PLC6,108$1.13M0.00%+4,929+418.1%Added
Mutual of America Capital Management LLC6,323$1.17M0.01%−100−1.6%Reduced
Pictet Asset Management Holding SA6,606$1.22M0.00%+1,113+20.3%Added
Creative Planning6,878$1.27M0.00%+1,732+33.7%Added
Edgestream Partners, L.P.7,123$1.32M0.07%+2,282+47.1%Added
Portside Wealth Group, LLC7,170$1.33M0.25%+287+4.2%Added
UniSuper Management Pty Ltd7,193$1.33M0.01%+7,193New
ProShare Advisors LLC7,402$1.37M0.00%+509+7.4%Added
Gotham Asset Management, LLC7,574$1.40M0.02%+1,210+19.0%Added
Cetera Investment Advisers7,719$1.43M0.00%+5,879+319.5%Added
Zacks Investment Management7,814$1.44M0.02%+1,056+15.6%Added
Envestnet Portfolio Solutions, Inc.7,838$1.45M0.01%+581+8.0%Added
Accredited Investors Inc.7,910$1.46M0.09%−8−0.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,925$1.47M0.01%+6+0.1%Added
Select Equity Group, L.P.8,077$1.49M0.01%−1,454−15.3%Reduced
Linden Thomas Advisory Services, LLC8,215$1.52M0.24%+215+2.7%Added
Keebeck Wealth Management, LLC8,224$1.52M0.22%+336+4.3%Added
Vontobel Holding Ltd.8,279$1.53M0.01%−451−5.2%Reduced
Campbell & CO Investment Adviser LLC8,290$1.53M0.13%+6,594+388.8%Added
Great Lakes Advisors, LLC8,330$1.54M0.01%+28+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,417$1.56M0.01%+304+3.7%Added
Dana Investment Advisors, Inc.8,485$1.57M0.05%+8,485New
Alliance Wealth Advisors, LLC8,551$1.58M0.47%+685+8.7%Added
STRS Ohio9,000$1.66M0.01%−1,000−10.0%Reduced
MML Investors Services, LLC9,037$1.67M0.01%+751+9.1%Added
HighTower Advisors, LLC9,169$1.70M0.00%+622+7.3%Added
Cubist Systematic Strategies, LLC9,631$1.78M0.02%+9,631New
McMorgan & Co LLC9,664$1.79M0.31%+355+3.8%Added
Cavalier Investments, LLC9,773$1.81M0.66%+505+5.4%Added
State Board of Administration of Florida Retirement System11,909$1.81M0.00%+1,430+13.6%Added
Oregon Public Employees Retirement Fund9,849$1.82M0.04%−838−7.8%Reduced
Arizona State Retirement System10,085$1.86M0.01%−161−1.6%Reduced
Bank of Montreal10,830$2.01M0.00%+119+1.1%Added
Prescott Group Capital Management, L.L.C.11,000$2.03M0.33%00.0%Unchanged
Squarepoint Ops LLC11,214$2.07M0.01%+11,214New
Victory Capital Management Inc11,461$2.12M0.00%−1,802−13.6%Reduced
EFG Asset Management (North America) Corp.11,500$2.12M0.37%+649+6.0%Added
Amalgamated Bank11,586$2.14M0.02%−4,146−26.4%Reduced
Whittier Trust Co of Nevada Inc11,658$2.16M0.06%+566+5.1%Added
Maryland State Retirement & Pension System13,224$2.16M0.04%−114−0.9%Reduced
Norden Group LLC11,700$2.16M0.44%+1,784+18.0%Added
Ironwood Investment Management LLC11,756$2.17M1.06%−206−1.7%Reduced
Asset Management One Co.,Ltd.11,821$2.19M0.01%−12,351−51.1%Reduced
Marks Group Wealth Management, Inc11,830$2.19M0.23%00.0%Unchanged
Assenagon Asset Management S.A.11,889$2.20M0.01%+11,889New
Twinbeech Capital LP11,910$2.20M0.05%+11,910New
Zions Bancorporation, N.A.12,048$2.23M0.16%+1,272+11.8%Added
Arrowstreet Capital, Limited Partnership12,397$2.29M0.00%−5,365−30.2%Reduced
E. Ohman J:or Asset Management AB12,442$2.30M0.06%+12,442New
AQR Capital Management LLC12,465$2.30M0.00%−758−5.7%Reduced
Martingale Asset Management L P12,609$2.33M0.05%+10.0%Added
Alberta Investment Management Corp12,679$2.34M0.02%00.0%Unchanged
Marshall Wace, LLP12,715$2.35M0.00%+12,715New
Van Eck Associates Corp13,228$2.45M0.00%+3,538+36.5%Added
Danske Bank A/S13,274$2.45M0.01%+13,274New
Atria Investments LLC13,342$2.47M0.03%−547−3.9%Reduced
Teacher Retirement System of Texas13,363$2.47M0.02%+3,417+34.4%Added
Daiwa Securities Group Inc.13,384$2.48M0.01%−3,600−21.2%Reduced
Moody National Bank Trust Division13,605$2.52M0.20%+725+5.6%Added
Truist Financial Corp13,631$2.52M0.00%−4,455−24.6%Reduced
First Trust Advisors LP14,850$2.75M0.00%+4,272+40.4%Added
Algert Global LLC14,941$2.76M0.11%00.0%Unchanged
Ensign Peak Advisors, Inc14,975$2.77M0.01%+595+4.1%Added
Renaissance Group LLC15,483$2.86M0.11%+2,849+22.6%Added
NFJ Investment Group, LLC15,648$2.89M0.08%−12−0.1%Reduced
Azzad Asset Management Inc15,742$2.91M0.34%−672−4.1%Reduced
First Hawaiian Bank16,019$2.96M0.09%−60.0%Reduced
B. Metzler seel. Sohn & Co. AG16,368$3.03M0.03%00.0%Unchanged
Captrust Financial Advisors16,510$3.05M0.01%−4,056−19.7%Reduced
Yousif Capital Management, LLC16,566$3.06M0.03%−1,913−10.4%Reduced
Laurus Investment Counsel Inc.12,410$3.11M1.09%00.0%Unchanged
Teachers Retirement System of the State of Kentucky17,452$3.23M0.03%−1,032−5.6%Reduced
Jump Financial, LLC17,722$3.28M0.09%−4,698−21.0%Reduced
State of Tennessee, Treasury Department17,882$3.31M0.01%−3,172−15.1%Reduced
Stratos Wealth Partners, LTD.18,052$3.34M0.06%+264+1.5%Added
New York State Teachers Retirement System18,099$3.35M0.01%−100−0.5%Reduced
Louisiana State Employees Retirement System18,200$3.37M0.07%−200−1.1%Reduced