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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, 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.

Institutional holdersQ3 2025: 403 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 heldQ3 2025: $4.04B
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, Q3 2025

Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q2 2025.

Institutions holding SPSC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC7,658$797.9K0.01%−1,892−19.8%Reduced
Entropy Technologies, LP7,705$802.4K0.06%+7,705New
Bessemer Group Inc7,862$819.0K0.00%+7,249+1,182.5%Added
KLP Kapitalforvaltning AS7,900$822.7K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC7,926$825.4K0.01%+7,926New
Alliance Wealth Advisors, LLC8,135$847.2K0.20%−28−0.3%Reduced
Accredited Investors Inc.8,177$851.6K0.05%+268+3.4%Added
Bank of Montreal8,262$860.4K0.00%−16,141−66.1%Reduced
Oregon Public Employees Retirement Fund8,503$885.5K0.01%−200−2.3%Reduced
Trust Point Inc.8,552$890.6K0.07%+178+2.1%Added
La Banque Postale Asset Management SA8,858$922.5K0.01%+696+8.5%Added
Daiwa Securities Group Inc.9,003$938.0K0.00%−4,760−34.6%Reduced
State Board of Administration of Florida Retirement System9,089$946.5K0.00%−20−0.2%Reduced
Pathstone Holdings, LLC9,528$992.2K0.00%−12,800−57.3%Reduced
Abn Amro Investment Solutions9,541$993.6K0.02%+9,541New
Linden Thomas Advisory Services, LLC9,557$995.3K0.10%+40.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,654$1.01M0.01%−96−1.0%Reduced
Handelsbanken Fonder AB9,900$1.03M0.00%00.0%Unchanged
Stratos Wealth Partners, LTD.9,904$1.03M0.01%−5,368−35.1%Reduced
Creative Planning10,401$1.08M0.00%−8,114−43.8%Reduced
Susquehanna International Group, LLP10,428$1.09M0.00%−43,884−80.8%Reduced
Police & Firemen's Retirement System of New Jersey10,548$1.10M0.01%+1,853+21.3%Added
Headlands Technologies LLC10,559$1.10M0.09%+8,711+471.4%Added
Teachers Retirement System of the State of Kentucky10,716$1.12M0.01%00.0%Unchanged
Blair William & Co10,765$1.12M0.00%+2,492+30.1%Added
Amalgamated Bank10,834$1.13M0.01%+25+0.2%Added
Prescott Group Capital Management, L.L.C.11,000$1.15M0.12%00.0%Unchanged
First Financial Bankshares Inc11,000$1.15M0.02%+11,000New
Vontobel Holding Ltd.11,081$1.15M0.00%+4,336+64.3%Added
Arizona State Retirement System11,226$1.17M0.01%+140+1.3%Added
Ironwood Investment Management LLC11,603$1.21M0.53%−25−0.2%Reduced
Marks Group Wealth Management, Inc11,830$1.23M0.11%00.0%Unchanged
Yousif Capital Management, LLC11,846$1.23M0.01%−2,383−16.7%Reduced
MML Investors Services, LLC12,174$1.27M0.00%+2,234+22.5%Added
Voleon Capital Management LP12,426$1.29M0.03%+7,278+141.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)12,741$1.33M0.00%+2,328+22.4%Added
E. Ohman J:or Asset Management AB12,810$1.33M0.03%00.0%Unchanged
New York State Teachers Retirement System12,828$1.34M0.00%00.0%Unchanged
SG Americas Securities, LLC13,023$1.36M0.00%+8,628+196.3%Added
Torray LLC13,156$1.37M0.19%+2,392+22.2%Added
Captrust Financial Advisors13,232$1.38M0.00%+2,105+18.9%Added
Dana Investment Advisors, Inc.14,241$1.48M0.04%+3,452+32.0%Added
Whittier Trust Co of Nevada Inc14,252$1.51M0.03%+117+0.8%Added
F/M Investments LLC15,123$1.57M0.06%−134−0.9%Reduced
Citigroup Inc15,355$1.60M0.00%−24,010−61.0%Reduced
Zions Bancorporation, National Association15,428$1.61M0.08%−2,190−12.4%Reduced
Laurus Investment Counsel Inc.15,510$1.62M1.10%+8,170+111.3%Added
Summit Wealth Group LLC9,579$1.63M0.22%+9,579New
Sovereign's Capital Management, LLC15,776$1.64M0.89%+5,883+59.5%Added
Natixis Advisors, L.P.15,937$1.66M0.00%−13,951−46.7%Reduced
Dark Forest Capital Management LP16,120$1.68M0.06%+6,875+74.4%Added
Zacks Investment Management16,378$1.71M0.01%+709+4.5%Added
Cetera Investment Advisers16,878$1.76M0.00%+6,437+61.7%Added
State of Tennessee, Treasury Department17,267$1.80M0.01%+134+0.8%Added
Squarepoint Ops LLC17,323$1.80M0.00%−176,844−91.1%Reduced
Public Employees Retirement System of Ohio17,381$1.81M0.01%+2,577+17.4%Added
Louisiana State Employees Retirement System17,400$1.81M0.03%−300−1.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund17,820$1.86M0.00%+13,520+314.4%Added
Sterling Capital Management LLC17,848$1.86M0.03%+6,982+64.3%Added
State of New Jersey Common Pension Fund D18,772$1.95M0.01%+5,842+45.2%Added
Manufacturers Life Insurance Company, The19,554$2.04M0.00%−1,159−5.6%Reduced
Illinois Municipal Retirement Fund19,856$2.07M0.03%−4,579−18.7%Reduced
Marshall Wace, LLP20,205$2.10M0.00%+4,451+28.3%Added
Campbell & CO Investment Adviser LLC20,351$2.12M0.16%−14,679−41.9%Reduced
State of Alaska, Department of Revenue20,860$2.17M0.02%−1,743−7.7%Reduced
State of Wisconsin Investment Board20,893$2.18M0.01%−3,251−13.5%Reduced
McMorgan & Co LLC21,387$2.23M0.34%+7,186+50.6%Added
Synovus Financial Corp21,802$2.27M0.03%+2,173+11.1%Added
Two Sigma Advisers, LP21,876$2.28M0.00%+21,876New
Van Hulzen Asset Management, LLC22,181$2.31M0.17%+11,323+104.3%Added
MetLife Investment Management22,249$2.32M0.01%−463−2.0%Reduced
Jain Global LLC22,332$2.33M0.03%+12,099+118.2%Added
AQR Capital Management LLC22,594$2.35M0.00%−13,646−37.7%Reduced
Oppenheimer Asset Management Inc.23,950$2.49M0.03%−1,118−4.5%Reduced
US Bancorp24,650$2.57M0.00%−4,673−15.9%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH25,026$2.61M0.00%−7,913−24.0%Reduced
Stifel Financial Corp25,474$2.65M0.00%−71−0.3%Reduced
Moody National Bank Trust Division25,535$2.66M0.22%+2,813+12.4%Added
Whittier Trust Co26,150$2.77M0.03%+452+1.8%Added
Voya Investment Management LLC26,604$2.77M0.00%−10,424−28.2%Reduced
Thrivent Financial for Lutherans27,349$2.85M0.01%−576−2.1%Reduced
Cresset Asset Management, LLC27,435$2.86M0.01%+4,064+17.4%Added
Johnson Investment Counsel Inc27,557$2.87M0.02%+10,765+64.1%Added
Bridge City Capital, LLC28,224$2.94M0.78%+7,670+37.3%Added
Intech Investment Management LLC28,714$2.99M0.03%+4,745+19.8%Added
Bridgewater Associates, LP29,159$3.04M0.01%+29,159New
Van Eck Associates Corp29,235$3.04M0.00%+1,406+5.1%Added
Kennedy Capital Management, Inc.30,307$3.16M0.07%+17,608+138.7%Added
Moody Aldrich Partners LLC30,418$3.17M0.60%−5,885−16.2%Reduced
EFG Asset Management (North America) Corp.31,490$3.28M0.42%+4,633+17.3%Added
Verition Fund Management LLC32,019$3.33M0.02%+17,776+124.8%Added
Arrowstreet Capital, Limited Partnership33,156$3.45M0.00%−79,173−70.5%Reduced
Buckhead Capital Management LLC35,945$3.74M1.36%+26,602+284.7%Added
Engineers Gate Manager LP36,112$3.76M0.04%+36,112New
California State Teachers Retirement System36,159$3.77M0.00%+20.0%Added
Advantage Alpha Capital Partners LP38,359$3.99M1.20%+40.0%Added
New York State Common Retirement Fund39,417$4.10M0.01%−76,944−66.1%Reduced
Balyasny Asset Management LLC39,777$4.14M0.01%+787+2.0%Added
Fisher Asset Management, LLC40,100$4.18M0.00%−172,075−81.1%Reduced
Sone Capital Management, LLC40,880$4.26M0.36%+40,880New