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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
Invesco Ltd.436,127$80.6M0.02%−86,751−16.6%Reduced
Charles Schwab Investment Management Inc441,512$81.6M0.02%+9,809+2.3%Added
Geneva Capital Management LLC453,105$83.8M1.47%−2,546−0.6%Reduced
Northern Trust Corp467,706$86.5M0.01%−10,015−2.1%Reduced
Dimensional Fund Advisors LP484,803$89.6M0.02%−7,999−1.6%Reduced
FMR LLC538,719$99.6M0.01%+29,145+5.7%Added
Macquarie Group Ltd539,601$99.8M0.11%+34,019+6.7%Added
Fred Alger Management, LLC575,405$106.4M0.53%−48,853−7.8%Reduced
William Blair Investment Management, LLC597,662$110.5M0.29%+17,012+2.9%Added
Morgan Stanley600,407$111.0M0.01%−80,258−11.8%Reduced
Ameriprise Financial Inc617,415$114.2M0.03%+14,282+2.4%Added
Alliancebernstein L.P.733,297$135.6M0.05%−15,528−2.1%Reduced
Riverbridge Partners LLC829,705$153.4M1.87%−21,062−2.5%Reduced
Congress Asset Management Co843,310$155.9M1.11%+12,397+1.5%Added
Kayne Anderson Rudnick Investment Management LLC869,048$160.7M0.37%−27,704−3.1%Reduced
Geode Capital Management, LLC879,243$162.7M0.02%+34,816+4.1%Added
APG Asset Management N.V.1,096,043$187.6M0.33%+30,528+2.9%Added
Conestoga Capital Advisors, LLC1,198,441$221.6M3.20%−145,730−10.8%Reduced
State Street Corp1,407,679$260.3M0.01%+31,337+2.3%Added
Neuberger Berman Group LLC1,755,123$324.5M0.27%−44,068−2.4%Reduced
Vanguard Group Inc4,347,206$803.8M0.02%+58,525+1.4%Added
BlackRock Inc.5,762,779$1.07B0.02%−32,986−0.6%Reduced
Driehaus Capital Management LLC0$00.00%−222,812−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−29,799−100.0%Sold out
Insight Wealth Strategies, LLC0$00.00%−9,804−100.0%Sold out
Renaissance Technologies LLC0$00.00%−5,100−100.0%Sold out
Advisor Resource Council0$00.00%−4,469−100.0%Sold out
Calamos Advisors LLC0$00.00%−3,993−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−3,555−100.0%Sold out
First National Bank of Omaha0$00.00%−3,229−100.0%Sold out
Woodline Partners LP0$00.00%−3,197−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−3,100−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−2,742−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−2,372−100.0%Sold out
New York Life Investment Management LLC0$00.00%−2,267−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,100−100.0%Sold out
Legato Capital Management LLC0$00.00%−1,275−100.0%Sold out
Penserra Capital Management LLC0$00.00%−1,264−100.0%Sold out
Intellectus Partners, LLC0$00.00%−1,165−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−1,153−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−1,064−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,046−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−1,037−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−918−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−818−100.0%Sold out
Advisory Services Network, LLC0$00.00%−657−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−296−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−151−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−132−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−101−100.0%Sold out
PEAK6 Investments LLC0$00.00%−101−100.0%Sold out
West Tower Group, LLC0$00.00%−86−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−42−100.0%Sold out
VitalStone Financial, LLC0$00.00%−36−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−19−100.0%Sold out
Gradient Investments LLC0$00.00%−15−100.0%Sold out
West Paces Advisors Inc.0$00.00%−13−100.0%Sold out
Glassman Wealth Services0$00.00%−10−100.0%Sold out
GoalVest Advisory LLC0$00.00%−10−100.0%Sold out
Tfo-TDC, LLC0$00.00%−2−100.0%Sold out
Putnam Investments LLC––––Not filed
Focus Financial Network Inc––––Not filed
Lannebo Fonder AB––––Not filed
DFPG Investments, LLC––––Not filed
Alamar Capital Management, LLC––––Not filed