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, Q3 2025
Institutional positions in SPS Commerce Inc as of Sep 30, 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
- 403
- −41 vs. Q2 2025
- Shares held
- 38.7M
- +997.1K (+2.6%) vs. Q2 2025
- Total value
- $4.04B
- −$1.08B (−21.1%) vs. Q2 2025
- New holders
- 45
- 153 more added
- Sold out
- 86
- 161 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 318 | $2.23B |
| Q1 2026 | 329 | $2.13B |
| Q4 2025 | 367 | $3.42B |
| Q3 2025 | 403 | $4.04B |
| Q2 2025 | 452 | $5.19B |
| Q1 2025 | 448 | $4.99B |
| Q4 2024 | 460 | $6.96B |
| Q3 2024 | 461 | $7.16B |
| Q2 2024 | 449 | $6.88B |
| Q1 2024 | 422 | $6.79B |
| Q4 2023 | 402 | $7.17B |
| Q3 2023 | 380 | $6.36B |
| Q2 2023 | 374 | $7.10B |
| Q1 2023 | 362 | $5.56B |
| Q4 2022 | 337 | $4.68B |
| Q3 2022 | 324 | $4.50B |
| Q2 2022 | 317 | $4.09B |
| Q1 2022 | 326 | $4.70B |
| Q4 2021 | 331 | $5.06B |
| Q3 2021 | 315 | $5.80B |
| Q2 2021 | 278 | $3.52B |
| Q1 2021 | 290 | $3.49B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,648,074 | $588.2M | 0.01% | −115,607−2.0% | Reduced |
| Vanguard Group Inc | 4,944,449 | $514.9M | 0.01% | +249,351+5.3% | Added |
| State Street Corp | 1,460,149 | $152.1M | 0.01% | −5,674−0.4% | Reduced |
| Neuberger Berman Group LLC | 1,300,132 | $135.4M | 0.10% | +186,671+16.8% | Added |
| Nordea Investment Management AB | 1,292,056 | $135.2M | 0.12% | −38,181−2.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,281,511 | $133.5M | 2.14% | +30,769+2.5% | Added |
| Morgan Stanley | 973,660 | $101.4M | 0.01% | +37,500+4.0% | Added |
| Geode Capital Management, LLC | 969,730 | $101.0M | 0.01% | −6,160−0.6% | Reduced |
| Disciplined Growth Investors Inc | 792,472 | $82.5M | 1.50% | +367,346+86.4% | Added |
| FMR LLC | 627,622 | $65.4M | 0.00% | −606,541−49.1% | Reduced |
| Macquarie Group Ltd | 600,975 | $62.6M | 0.07% | −37,640−5.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 555,644 | $57.9M | 0.14% | −279,571−33.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 555,284 | $57.8M | 0.15% | +373,298+205.1% | Added |
| Northern Trust Corp | 505,116 | $52.6M | 0.01% | +3,394+0.7% | Added |
| Van Berkom & Associates Inc. | 498,154 | $51.9M | 1.50% | +498,154 | New |
| Charles Schwab Investment Management Inc | 492,589 | $51.3M | 0.01% | −12,719−2.5% | Reduced |
| Dimensional Fund Advisors LP | 482,969 | $50.3M | 0.01% | +28,869+6.4% | Added |
| Geneva Capital Management LLC | 479,987 | $50.0M | 0.86% | −139,044−22.5% | Reduced |
| Riverbridge Partners LLC | 471,225 | $49.1M | 0.83% | −47,195−9.1% | Reduced |
| JPMorgan Chase & Co | 464,957 | $48.4M | 0.00% | −57,923−11.1% | Reduced |
| UBS Group AG | 458,860 | $47.8M | 0.01% | +408,221+806.1% | Added |
| Bank of America Corp | 399,468 | $41.6M | 0.00% | −26,105−6.1% | Reduced |
| Granahan Investment Management Inc | 396,780 | $41.3M | 1.69% | +24,349+6.5% | Added |
| Goldman Sachs Group Inc | 391,186 | $40.7M | 0.01% | +210,390+116.4% | Added |
| Champlain Investment Partners, LLC | 352,748 | $36.7M | 0.28% | +352,748 | New |
| D. E. Shaw & Co., Inc. | 308,233 | $32.1M | 0.03% | +170,712+124.1% | Added |
| Ameriprise Financial Inc | 298,542 | $31.1M | 0.01% | −87,838−22.7% | Reduced |
| Bank of New York Mellon Corp | 289,365 | $30.1M | 0.01% | −61,486−17.5% | Reduced |
| American Capital Management Inc | 283,475 | $29.5M | 1.18% | +51,008+21.9% | Added |
| Royal Bank of Canada | 272,472 | $28.4M | 0.01% | +9,245+3.5% | Added |
| Voloridge Investment Management, LLC | 269,454 | $28.1M | 0.09% | +148,761+123.3% | Added |
| Lazard Asset Management LLC | 259,258 | $27.0M | 0.04% | +200,978+344.8% | Added |
| Nuveen, LLC | 258,255 | $26.9M | 0.01% | −6,081−2.3% | Reduced |
| DF Dent & Co Inc | 237,464 | $24.7M | 0.32% | +73,946+45.2% | Added |
| Fort Washington Investment Advisors Inc | 236,886 | $24.7M | 0.13% | +106,954+82.3% | Added |
| Silvercrest Asset Management Group LLC | 220,742 | $23.0M | 0.15% | +25,241+12.9% | Added |
| RGM Capital, LLC | 219,085 | $22.8M | 0.96% | +182,845+504.5% | Added |
| Brown Capital Management LLC | 217,514 | $22.7M | 0.93% | −43,781−16.8% | Reduced |
| Price T Rowe Associates Inc | 216,989 | $22.6M | 0.00% | +1,965+0.9% | Added |
| Capital World Investors | 214,469 | $22.3M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 213,986 | $22.3M | 0.01% | +7,334+3.5% | Added |
| Thematics Asset Management | 196,914 | $20.5M | 0.93% | +21,724+12.4% | Added |
| Local Pensions Partnership Investment Ltd | 185,500 | $19.3M | 0.33% | +10,000+5.7% | Added |
| Franklin Resources Inc | 183,993 | $19.2M | 0.00% | +3,839+2.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 65,828 | $19.0M | 0.97% | +65,828 | New |
| Fred Alger Management, LLC | 175,057 | $18.2M | 0.07% | −312,119−64.1% | Reduced |
| Barclays PLC | 171,264 | $17.8M | 0.01% | +62,669+57.7% | Added |
| Envestnet Asset Management Inc | 168,896 | $17.6M | 0.01% | −6,904−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 161,843 | $16.9M | 0.01% | +65,321+67.7% | Added |
| Congress Asset Management Co | 159,801 | $16.6M | 0.11% | +5,672+3.7% | Added |
| Public Sector Pension Investment Board | 147,903 | $15.4M | 0.06% | +18,474+14.3% | Added |
| Tran Capital Management, L.P. | 147,591 | $15.4M | 1.84% | +147,591 | New |
| Fenimore Asset Management Inc | 145,888 | $15.2M | 0.30% | +22,036+17.8% | Added |
| Deutsche Bank AG | 134,900 | $14.0M | 0.00% | +48,207+55.6% | Added |
| Summit Creek Advisors LLC | 134,835 | $14.0M | 2.05% | −11,507−7.9% | Reduced |
| Walleye Capital LLC | 128,904 | $13.4M | 0.11% | −19,896−13.4% | Reduced |
| Legal & General Group Plc | 122,169 | $12.7M | 0.00% | −12,169−9.1% | Reduced |
| Comerica Bank | 121,903 | $12.7M | 0.05% | +917+0.8% | Added |
| Canada Pension Plan Investment Board | 115,300 | $12.0M | 0.01% | +73,000+172.6% | Added |
| FIL Ltd | 114,529 | $11.9M | 0.01% | +60,883+113.5% | Added |
| Invesco Ltd. | 110,323 | $11.5M | 0.00% | −9,955−8.3% | Reduced |
| Qube Research & Technologies Ltd | 109,923 | $11.4M | 0.02% | +4,995+4.8% | Added |
| SEI Investments Co | 107,953 | $11.2M | 0.01% | −13,110−10.8% | Reduced |
| Rhumbline Advisers | 107,866 | $11.2M | 0.01% | +366+0.3% | Added |
| Stephens Investment Management Group LLC | 106,967 | $11.1M | 0.14% | −1,262−1.2% | Reduced |
| Wells Fargo & Company | 103,224 | $10.7M | 0.00% | −2,949−2.8% | Reduced |
| Janus Henderson Group PLC | 101,111 | $10.5M | 0.00% | +27,832+38.0% | Added |
| Grandeur Peak Global Advisors, LLC | 100,378 | $10.5M | 1.40% | +11,467+12.9% | Added |
| Two Sigma Investments, LP | 99,942 | $10.4M | 0.02% | +70,942+244.6% | Added |
| Jane Street Group, LLC | 99,376 | $10.3M | 0.01% | −22,678−18.6% | Reduced |
| UBS Asset Management Americas Inc | 98,434 | $10.3M | 0.00% | −62,007−38.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 98,427 | $10.3M | 0.02% | −11,330−10.3% | Reduced |
| WCM Investment Management, LLC | 94,296 | $9.91M | 0.02% | +94,296 | New |
| Glenmede Investment Management, LP | 93,939 | $9.78M | 0.05% | −6,188−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 93,444 | $9.66M | 0.02% | −4,708−4.8% | Reduced |
| LPL Financial LLC | 83,454 | $8.69M | 0.00% | +29,224+53.9% | Added |
| Alliancebernstein L.P. | 81,106 | $8.45M | 0.00% | −669−0.8% | Reduced |
| Renaissance Group LLC | 76,113 | $7.93M | 0.30% | +26,659+53.9% | Added |
| Raymond James Financial Inc | 75,463 | $7.86M | 0.00% | +3,961+5.5% | Added |
| Swiss National Bank | 73,600 | $7.66M | 0.00% | +1,000+1.4% | Added |
| Great West Life Assurance Co | 70,706 | $7.42M | 0.01% | +285+0.4% | Added |
| Tudor Investment Corp Et Al | 70,389 | $7.33M | 0.05% | +43,476+161.5% | Added |
| Millennium Management LLC | 69,585 | $7.25M | 0.01% | −52,559−43.0% | Reduced |
| Select Equity Group, L.P. | 66,125 | $6.89M | 0.03% | +10,807+19.5% | Added |
| California Public Employees Retirement System | 64,967 | $6.77M | 0.00% | −81,534−55.7% | Reduced |
| Edgestream Partners, L.P. | 62,565 | $6.52M | 0.19% | −4,165−6.2% | Reduced |
| Numerai GP LLC | 59,244 | $6.17M | 0.87% | +49,831+529.4% | Added |
| Russell Investments Group, Ltd. | 58,988 | $6.14M | 0.01% | −3,231−5.2% | Reduced |
| Nicholas Company, Inc. | 58,913 | $6.14M | 0.10% | +3,965+7.2% | Added |
| APG Asset Management N.V. | 69,011 | $6.12M | 0.02% | −108,465−61.1% | Reduced |
| Prudential Financial Inc | 57,661 | $6.00M | 0.01% | −1,425−2.4% | Reduced |
| EULAV Asset Management | 57,600 | $6.00M | 0.14% | −46,900−44.9% | Reduced |
| Herald Investment Management Ltd | 55,000 | $5.73M | 0.76% | +7,500+15.8% | Added |
| Quantbot Technologies LP | 53,728 | $5.60M | 0.15% | +27,574+105.4% | Added |
| Advisor Group Holdings, Inc. | 52,913 | $5.51M | 0.01% | +47,474+872.8% | Added |
| Holocene Advisors, LP | 49,937 | $5.20M | 0.01% | +6,695+15.5% | Added |
| Montrusco Bolton Investments Inc. | 49,375 | $5.14M | 0.06% | +49,375 | New |
| Palisades Investment Partners, LLC | 49,137 | $5.12M | 2.01% | +224+0.5% | Added |
| Assenagon Asset Management S.A. | 48,149 | $5.01M | 0.01% | −22,395−31.7% | Reduced |
| Jump Financial, LLC | 47,904 | $4.99M | 0.06% | −17,580−26.8% | Reduced |