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, Q4 2025
Institutional positions in SPS Commerce Inc as of Dec 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
- 367
- −30 vs. Q3 2025
- Shares held
- 38.3M
- −8.31K (0.0%) vs. Q3 2025
- Total value
- $3.42B
- −$588.1M (−14.7%) vs. Q3 2025
- New holders
- 64
- 122 more added
- Sold out
- 94
- 146 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,717,985 | $509.6M | 0.01% | +69,911+1.2% | Added |
| Vanguard Group Inc | 4,925,441 | $439.0M | 0.01% | −19,008−0.4% | Reduced |
| State Street Corp | 1,468,312 | $130.9M | 0.00% | +8,163+0.6% | Added |
| Neuberger Berman Group LLC | 1,415,289 | $126.1M | 0.09% | +115,157+8.9% | Added |
| UBS Group AG | 1,295,267 | $115.4M | 0.02% | +836,407+182.3% | Added |
| Nordea Investment Management AB | 1,216,642 | $108.8M | 0.09% | −75,414−5.8% | Reduced |
| Geode Capital Management, LLC | 971,395 | $86.6M | 0.01% | +1,665+0.2% | Added |
| Bank of America Corp | 967,188 | $86.2M | 0.01% | +567,720+142.1% | Added |
| Morgan Stanley | 872,018 | $77.7M | 0.00% | −101,642−10.4% | Reduced |
| Disciplined Growth Investors Inc | 844,613 | $75.3M | 1.44% | +52,141+6.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 739,762 | $65.9M | 0.08% | +184,478+33.2% | Added |
| Goldman Sachs Group Inc | 661,610 | $59.0M | 0.01% | +270,424+69.1% | Added |
| FMR LLC | 651,109 | $58.0M | 0.00% | +23,487+3.7% | Added |
| Conestoga Capital Advisors, LLC | 642,804 | $57.3M | 0.96% | −638,707−49.8% | Reduced |
| Van Berkom & Associates Inc. | 616,886 | $55.0M | 1.59% | +118,732+23.8% | Added |
| Norges Bank | 559,669 | $49.9M | 0.01% | +559,669 | New |
| Nomura Asset Management International Inc. | 546,640 | $48.7M | 0.07% | +546,640 | New |
| Charles Schwab Investment Management Inc | 488,821 | $43.6M | 0.01% | −3,768−0.8% | Reduced |
| Riverbridge Partners LLC | 480,824 | $42.9M | 0.80% | +9,599+2.0% | Added |
| JPMorgan Chase & Co | 478,503 | $42.6M | 0.00% | +13,546+2.9% | Added |
| D. E. Shaw & Co., Inc. | 452,519 | $40.3M | 0.03% | +144,286+46.8% | Added |
| Irenic Capital Management LP | 452,066 | $40.3M | 5.28% | +452,066 | New |
| Northern Trust Corp | 452,052 | $40.3M | 0.01% | −53,064−10.5% | Reduced |
| Dimensional Fund Advisors LP | 430,296 | $38.4M | 0.01% | −52,673−10.9% | Reduced |
| American Capital Management Inc | 306,786 | $27.3M | 1.21% | +23,311+8.2% | Added |
| Nomura Holdings Inc | 303,914 | $27.1M | 0.08% | +303,914 | New |
| Voloridge Investment Management, LLC | 286,760 | $25.6M | 0.09% | +17,306+6.4% | Added |
| Geneva Capital Management LLC | 281,354 | $25.1M | 0.47% | −198,633−41.4% | Reduced |
| Bank of New York Mellon Corp | 274,413 | $24.5M | 0.00% | −14,952−5.2% | Reduced |
| Public Sector Pension Investment Board | 273,605 | $24.4M | 0.08% | +125,702+85.0% | Added |
| Nuveen, LLC | 268,151 | $23.9M | 0.01% | +9,896+3.8% | Added |
| Citadel Advisors LLC | 263,042 | $23.4M | 0.02% | +263,042 | New |
| Barclays PLC | 259,426 | $23.1M | 0.01% | +88,162+51.5% | Added |
| Ameriprise Financial Inc | 256,727 | $22.9M | 0.01% | −41,815−14.0% | Reduced |
| Federated Hermes, Inc. | 245,046 | $21.8M | 0.04% | +244,410+38,429.2% | Added |
| BNP Paribas Arbitrage, SA | 244,529 | $21.8M | 0.01% | +82,686+51.1% | Added |
| FIL Ltd | 235,669 | $21.0M | 0.02% | +121,140+105.8% | Added |
| Principal Financial Group Inc | 226,729 | $20.2M | 0.01% | +12,743+6.0% | Added |
| Fort Washington Investment Advisors Inc | 226,016 | $20.1M | 0.11% | −10,870−4.6% | Reduced |
| Price T Rowe Associates Inc | 213,564 | $19.0M | 0.00% | −3,425−1.6% | Reduced |
| Royal Bank of Canada | 209,657 | $18.7M | 0.00% | −62,815−23.1% | Reduced |
| Silvercrest Asset Management Group LLC | 208,833 | $18.6M | 0.13% | −11,909−5.4% | Reduced |
| Lazard Asset Management LLC | 208,699 | $18.6M | 0.03% | −50,559−19.5% | Reduced |
| DF Dent & Co Inc | 202,771 | $18.1M | 0.26% | −34,693−14.6% | Reduced |
| Local Pensions Partnership Investment Ltd | 185,500 | $16.5M | 0.29% | 00.0% | Unchanged |
| Congress Asset Management Co | 168,863 | $15.1M | 0.11% | +9,062+5.7% | Added |
| Fenimore Asset Management Inc | 164,884 | $14.7M | 0.31% | +18,996+13.0% | Added |
| Janus Henderson Group PLC | 156,453 | $13.9M | 0.01% | +55,342+54.7% | Added |
| Invesco Ltd. | 133,027 | $11.9M | 0.00% | +22,704+20.6% | Added |
| Glenmede Trust Co NA | 128,676 | $11.5M | 0.05% | +128,676 | New |
| Summit Creek Advisors LLC | 128,100 | $11.4M | 1.80% | −6,735−5.0% | Reduced |
| Legal & General Group Plc | 114,488 | $10.2M | 0.00% | −7,681−6.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 113,143 | $10.1M | 0.02% | +95,323+534.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 109,076 | $9.72M | 0.01% | +10,649+10.8% | Added |
| Allspring Global Investments Holdings, LLC | 105,950 | $9.31M | 0.02% | +12,506+13.4% | Added |
| Rhumbline Advisers | 103,663 | $9.24M | 0.01% | −4,203−3.9% | Reduced |
| Brown Capital Management LLC | 101,560 | $9.05M | 0.74% | −115,954−53.3% | Reduced |
| UBS Asset Management Americas Inc | 100,795 | $8.98M | 0.00% | +2,361+2.4% | Added |
| Fred Alger Management, LLC | 100,037 | $8.92M | 0.03% | −75,020−42.9% | Reduced |
| Bessemer Group Inc | 98,208 | $8.75M | 0.01% | +90,346+1,149.1% | Added |
| Canada Pension Plan Investment Board | 88,960 | $7.93M | 0.01% | −26,340−22.8% | Reduced |
| Comerica Bank | 86,035 | $7.67M | 0.03% | −35,868−29.4% | Reduced |
| Verition Fund Management LLC | 84,970 | $7.57M | 0.04% | +52,951+165.4% | Added |
| SEI Investments Co | 84,941 | $7.57M | 0.01% | −23,012−21.3% | Reduced |
| Lightrock Netherlands B.V. | 82,898 | $7.39M | 1.56% | +82,898 | New |
| Voleon Capital Management LP | 82,824 | $7.38M | 0.16% | +70,398+566.5% | Added |
| Alliancebernstein L.P. | 78,866 | $7.03M | 0.00% | −2,240−2.8% | Reduced |
| LPL Financial LLC | 77,720 | $6.93M | 0.00% | −5,734−6.9% | Reduced |
| Deutsche Bank AG | 75,221 | $6.70M | 0.00% | −59,679−44.2% | Reduced |
| Swiss National Bank | 74,800 | $6.67M | 0.00% | +1,200+1.6% | Added |
| Envestnet Asset Management Inc | 71,007 | $6.33M | 0.00% | −97,889−58.0% | Reduced |
| Edgestream Partners, L.P. | 70,454 | $6.28M | 0.18% | +7,889+12.6% | Added |
| Herald Investment Management Ltd | 70,000 | $6.24M | 0.82% | +15,000+27.3% | Added |
| California Public Employees Retirement System | 67,723 | $6.04M | 0.00% | +2,756+4.2% | Added |
| Select Equity Group, L.P. | 66,972 | $5.97M | 0.03% | +847+1.3% | Added |
| Bridgewater Associates, LP | 65,572 | $5.84M | 0.02% | +36,413+124.9% | Added |
| Nicholas Company, Inc. | 64,418 | $5.74M | 0.10% | +5,505+9.3% | Added |
| Montrusco Bolton Investments Inc. | 63,300 | $5.64M | 0.07% | +13,925+28.2% | Added |
| Great West Life Assurance Co | 62,131 | $5.54M | 0.01% | −8,575−12.1% | Reduced |
| Russell Investments Group, Ltd. | 61,023 | $5.44M | 0.01% | +2,035+3.4% | Added |
| Renaissance Group LLC | 59,941 | $5.34M | 0.21% | −16,172−21.2% | Reduced |
| AQR Capital Management LLC | 56,868 | $5.07M | 0.00% | +34,274+151.7% | Added |
| Prudential Financial Inc | 55,219 | $4.92M | 0.01% | −2,442−4.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 50,675 | $4.52M | 0.61% | −49,703−49.5% | Reduced |
| Sovereign's Capital Management, LLC | 50,327 | $4.49M | 2.72% | +34,551+219.0% | Added |
| Palisades Investment Partners, LLC | 50,192 | $4.47M | 1.69% | +1,055+2.1% | Added |
| Wells Fargo & Company | 45,791 | $4.08M | 0.00% | −57,433−55.6% | Reduced |
| Marshall Wace, LLP | 45,078 | $4.02M | 0.00% | +24,873+123.1% | Added |
| Advisor Group Holdings, Inc. | 45,052 | $4.02M | 0.01% | −7,861−14.9% | Reduced |
| Jane Street Group, LLC | 43,013 | $3.83M | 0.00% | −56,363−56.7% | Reduced |
| Holocene Advisors, LP | 42,809 | $3.82M | 0.01% | −7,128−14.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,493 | $3.61M | 0.18% | −25,335−38.5% | Reduced |
| Raymond James Financial Inc | 40,442 | $3.60M | 0.00% | −35,021−46.4% | Reduced |
| EVR Research LP | 40,000 | $3.57M | 1.92% | +40,000 | New |
| SG Americas Securities, LLC | 39,753 | $3.54M | 0.00% | +26,730+205.3% | Added |
| New York State Common Retirement Fund | 39,417 | $3.51M | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 38,346 | $3.42M | 0.01% | +38,346 | New |
| Assenagon Asset Management S.A. | 36,987 | $3.30M | 0.00% | −11,162−23.2% | Reduced |
| California State Teachers Retirement System | 36,141 | $3.22M | 0.00% | −180.0% | Reduced |
| Buckhead Capital Management LLC | 33,793 | $3.01M | 1.08% | −2,152−6.0% | Reduced |