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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 2025

Institutional positions in SPS Commerce Inc as of Mar 31, 2025. 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
448
−7 vs. Q4 2024
Shares held
37.6M
+118.2K (+0.3%) vs. Q4 2024
Total value
$4.99B
−$1.91B (−27.6%) vs. Q4 2024
New holders
65
172 more added
Sold out
72
160 more reduced

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 2025: 448 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 2025: $4.99B
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 2025

Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q4 2024.

Institutions holding SPSC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.130,548$17.3M0.00%−4,412−3.3%Reduced
Legal & General Group Plc133,673$17.7M0.00%+192+0.1%Added
Summit Creek Advisors LLC140,828$18.7M2.73%+13,678+10.8%Added
Disciplined Growth Investors Inc147,627$19.6M0.41%−7,167−4.6%Reduced
DF Dent & Co Inc163,384$21.7M0.29%+40,821+33.3%Added
California Public Employees Retirement System163,998$21.8M0.02%+13,987+9.3%Added
Thematics Asset Management175,190$23.3M1.18%+19,738+12.7%Added
Local Pensions Partnership Investment Ltd175,500$23.3M0.46%+30,000+20.6%Added
Goldman Sachs Group Inc189,918$25.2M0.00%−290,445−60.5%Reduced
Principal Financial Group Inc199,709$26.5M0.01%+6,306+3.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.204,166$27.1M0.07%+84,251+70.3%Added
Envestnet Asset Management Inc205,040$27.2M0.01%−10,149−4.7%Reduced
D. E. Shaw & Co., Inc.207,084$27.5M0.03%+45,130+27.9%Added
Nordea Investment Management AB219,761$28.5M0.03%+219,761New
Squarepoint Ops LLC225,589$29.9M0.07%+225,589New
Fiera Capital Corp235,900$31.3M0.11%+235,900New
Voloridge Investment Management, LLC238,270$31.6M0.12%+165,957+229.5%Added
Wellington Management Group LLP247,652$32.9M0.01%+16,327+7.1%Added
Fisher Asset Management, LLC249,498$33.1M0.01%−15,828−6.0%Reduced
Royal Bank of Canada258,395$34.3M0.01%+11,859+4.8%Added
American Capital Management Inc263,437$35.0M1.42%+57,717+28.1%Added
Brown Capital Management LLC266,802$35.4M1.07%+168,218+170.6%Added
Price T Rowe Associates Inc268,791$35.7M0.00%−95,977−26.3%Reduced
Nuveen, LLC282,872$37.5M0.01%+282,872New
Bank of New York Mellon Corp331,432$44.0M0.01%+34,859+11.8%Added
Franklin Resources Inc359,076$47.7M0.01%−119,638−25.0%Reduced
Bank of America Corp371,381$49.3M0.00%+71,112+23.7%Added
Ameriprise Financial Inc388,280$51.5M0.01%−377,429−49.3%Reduced
Fred Alger Management, LLC395,890$52.5M0.30%−85,427−17.7%Reduced
Granahan Investment Management Inc403,668$53.6M2.67%+100,748+33.3%Added
Dimensional Fund Advisors LP447,860$59.4M0.01%+23,064+5.4%Added
Charles Schwab Investment Management Inc483,654$64.2M0.01%+2,238+0.5%Added
Norges Bank485,984$64.5M0.01%+42,793+9.7%Added
Northern Trust Corp513,370$68.1M0.01%+3,329+0.7%Added
JPMorgan Chase & Co533,598$70.8M0.01%+26,584+5.2%Added
Geneva Capital Management LLC575,701$76.4M1.43%−6,100−1.0%Reduced
Riverbridge Partners LLC592,704$78.7M1.26%−58,898−9.0%Reduced
Macquarie Group Ltd623,014$82.7M0.10%+32,935+5.6%Added
Congress Asset Management Co696,797$92.5M0.69%−111,542−13.8%Reduced
Morgan Stanley830,500$110.2M0.01%−7,969−1.0%Reduced
Kayne Anderson Rudnick Investment Management LLC887,615$117.8M0.29%+225,848+34.1%Added
Geode Capital Management, LLC963,844$128.0M0.01%+26,549+2.8%Added
FMR LLC1,166,422$154.8M0.01%−253,409−17.8%Reduced
Conestoga Capital Advisors, LLC1,260,182$167.3M2.52%+11,590+0.9%Added
State Street Corp1,472,677$195.5M0.01%−37,710−2.5%Reduced
Neuberger Berman Group LLC1,582,583$210.1M0.18%−73,617−4.4%Reduced
Vanguard Group Inc4,601,019$610.7M0.01%−29,840−0.6%Reduced
BlackRock, Inc.5,856,727$777.4M0.02%−108,686−1.8%Reduced
Proequities, Inc.0$00.00%−769−100.0%Sold out
Pembroke Management, LTD0$00.00%−51,360−100.0%Sold out
AXA S.A.0$00.00%−25,519−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−21,083−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−16,101−100.0%Sold out
Credit Agricole S A0$00.00%−14,106−100.0%Sold out
Oak Ridge Investments LLC0$00.00%−12,834−100.0%Sold out
First Hawaiian Bank0$00.00%−11,775−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−8,003−100.0%Sold out
BIT Capital GmbH0$00.00%−4,239−100.0%Sold out
Engineers Gate Manager LP0$00.00%−4,087−100.0%Sold out
Woodline Partners LP0$00.00%−3,565−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−2,998−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−2,921−100.0%Sold out
Covenant Partners, LLC0$00.00%−2,065−100.0%Sold out
Cerity Partners LLC0$00.00%−1,916−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,773−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,649−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,647−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−1,623−100.0%Sold out
Stephens Inc0$00.00%−1,569−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−1,510−100.0%Sold out
Shelton Capital Management0$00.00%−1,448−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,441−100.0%Sold out
Canandaigua National Bank & Trust Co0$00.00%−1,436−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,418−100.0%Sold out
Marco Investment Management LLC0$00.00%−1,400−100.0%Sold out
QRG Capital Management, Inc.0$00.00%−1,397−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−1,391−100.0%Sold out
Private Advisor Group, LLC0$00.00%−1,382−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,374−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,368−100.0%Sold out
Compass Ion Advisors, LLC0$00.00%−1,338−100.0%Sold out
Wedbush Securities Inc0$00.00%−1,328−100.0%Sold out
Schroder Investment Management Group0$00.00%−1,327−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−1,300−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−1,255−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−1,255−100.0%Sold out
Summitry LLC0$00.00%−1,205−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−1,203−100.0%Sold out
Hancock Whitney Corp0$00.00%−1,193−100.0%Sold out
Ethic Inc.0$00.00%−1,178−100.0%Sold out
Defined Financial Planning LLC0$00.00%−1,144−100.0%Sold out
CIBC Asset Management Inc0$00.00%−1,137−100.0%Sold out
Postrock Partners LLC0$00.00%−1,134−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−1,122−100.0%Sold out
Alamar Capital Management, LLC0$00.00%−1,100−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−1,084−100.0%Sold out
Simplex Trading, LLC0$00.00%−679−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−367−100.0%Sold out
Archer Investment Corp0$00.00%−353−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−310−100.0%Sold out