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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,335 | $832.0K | 0.00% | −319−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,414 | $839.0K | 0.01% | −1,302−12.2% | Reduced |
| Millennium Management LLC | 9,659 | $860.9K | 0.00% | −59,926−86.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 10,000 | $891.3K | 0.01% | +10,000 | New |
| Police & Firemen's Retirement System of New Jersey | 10,103 | $900.5K | 0.01% | −445−4.2% | Reduced |
| Victory Capital Management Inc | 10,110 | $901.1K | 0.00% | +4,360+75.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,146 | $904.3K | 0.02% | −37,278−78.6% | Reduced |
| Yousif Capital Management, LLC | 10,185 | $908.2K | 0.01% | −1,661−14.0% | Reduced |
| QSV Equity Investors LLC | 10,300 | $918.0K | 1.36% | +10,300 | New |
| Arizona State Retirement System | 10,508 | $936.6K | 0.01% | −718−6.4% | Reduced |
| Tudor Investment Corp Et Al | 10,798 | $962.4K | 0.01% | −59,591−84.7% | Reduced |
| Captrust Financial Advisors | 10,851 | $967.1K | 0.00% | −2,381−18.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,000 | $980.4K | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 11,020 | $982.0K | 0.01% | +186+1.7% | Added |
| Ironwood Investment Management LLC | 11,330 | $1.01M | 0.42% | −273−2.4% | Reduced |
| Laurus Investment Counsel Inc. | 11,470 | $1.02M | 0.83% | −4,040−26.0% | Reduced |
| Marks Group Wealth Management, Inc | 11,830 | $1.05M | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,324 | $1.10M | 0.00% | +12,324 | New |
| ExodusPoint Capital Management, LP | 12,373 | $1.10M | 0.01% | +12,373 | New |
| Legato Capital Management LLC | 12,373 | $1.10M | 0.09% | +4,929+66.2% | Added |
| Quantinno Capital Management LP | 12,478 | $1.11M | 0.00% | +5,301+73.9% | Added |
| E. Ohman J:or Asset Management AB | 12,810 | $1.14M | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 12,828 | $1.14M | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 12,900 | $1.15M | 0.01% | +12,900 | New |
| Headlands Technologies LLC | 13,194 | $1.18M | 0.10% | +2,635+25.0% | Added |
| Abn Amro Investment Solutions | 13,605 | $1.21M | 0.02% | +4,064+42.6% | Added |
| Zions Bancorporation, National Association | 13,762 | $1.23M | 0.06% | −1,666−10.8% | Reduced |
| Vontobel Holding Ltd. | 13,958 | $1.24M | 0.00% | +2,877+26.0% | Added |
| Johnson Investment Counsel Inc | 14,355 | $1.28M | 0.01% | −13,202−47.9% | Reduced |
| Citigroup Inc | 14,508 | $1.29M | 0.00% | −847−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,135 | $1.35M | 0.00% | +2,394+18.8% | Added |
| US Bancorp | 15,494 | $1.38M | 0.00% | −9,156−37.1% | Reduced |
| Handelsbanken Fonder AB | 16,000 | $1.43M | 0.00% | +6,100+61.6% | Added |
| Van Hulzen Asset Management, LLC | 16,973 | $1.51M | 0.11% | −5,208−23.5% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $1.54M | 0.03% | −100−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 17,411 | $1.55M | 0.00% | +30+0.2% | Added |
| State of Tennessee, Treasury Department | 17,442 | $1.56M | 0.00% | +175+1.0% | Added |
| Quadrature Capital Ltd | 17,489 | $1.56M | 0.02% | +17,489 | New |
| Sterling Capital Management LLC | 18,001 | $1.60M | 0.03% | +153+0.9% | Added |
| Jump Financial, LLC | 18,128 | $1.62M | 0.02% | −29,776−62.2% | Reduced |
| Dana Investment Advisors, Inc. | 18,140 | $1.62M | 0.05% | +3,899+27.4% | Added |
| Man Group plc | 18,556 | $1.65M | 0.00% | −28,300−60.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,786 | $1.67M | 0.00% | −768−3.9% | Reduced |
| State of Wisconsin Investment Board | 18,838 | $1.68M | 0.00% | −2,055−9.8% | Reduced |
| Oppenheimer Asset Management Inc. | 18,983 | $1.69M | 0.02% | −4,967−20.7% | Reduced |
| VELA Investment Management, LLC | 19,577 | $1.74M | 0.47% | +19,577 | New |
| Illinois Municipal Retirement Fund | 19,973 | $1.78M | 0.02% | +117+0.6% | Added |
| Numerai GP LLC | 20,779 | $1.85M | 0.22% | −38,465−64.9% | Reduced |
| MetLife Investment Management | 20,955 | $1.87M | 0.01% | −1,294−5.8% | Reduced |
| State of Alaska, Department of Revenue | 20,986 | $1.87M | 0.02% | +126+0.6% | Added |
| Jain Global LLC | 21,332 | $1.90M | 0.02% | −1,000−4.5% | Reduced |
| Qube Research & Technologies Ltd | 23,337 | $2.08M | 0.00% | −86,586−78.8% | Reduced |
| Bridge City Capital, LLC | 24,072 | $2.15M | 0.63% | −4,152−14.7% | Reduced |
| Walleye Capital LLC | 24,749 | $2.21M | 0.01% | −104,155−80.8% | Reduced |
| Quantbot Technologies LP | 25,129 | $2.24M | 0.07% | −28,599−53.2% | Reduced |
| Intech Investment Management LLC | 25,472 | $2.27M | 0.02% | −3,242−11.3% | Reduced |
| Thrivent Financial for Lutherans | 25,911 | $2.31M | 0.00% | −1,438−5.3% | Reduced |
| Hillsdale Investment Management Inc. | 26,100 | $2.33M | 0.06% | −15,300−37.0% | Reduced |
| Amundi | 26,786 | $2.39M | 0.00% | +20,013+295.5% | Added |
| State of New Jersey Common Pension Fund D | 27,424 | $2.44M | 0.01% | +8,652+46.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,520 | $2.46M | 0.00% | +2,494+10.0% | Added |
| Cresset Asset Management, LLC | 27,587 | $2.46M | 0.01% | +152+0.6% | Added |
| Granahan Investment Management Inc | 28,004 | $2.50M | 0.11% | −368,776−92.9% | Reduced |
| Creative Planning | 28,632 | $2.55M | 0.00% | +18,231+175.3% | Added |
| Franklin Resources Inc | 29,167 | $2.60M | 0.00% | −154,826−84.1% | Reduced |
| Westerly Capital Management, LLC | 30,000 | $2.67M | 0.80% | +30,000 | New |
| Two Sigma Investments, LP | 33,378 | $2.97M | 0.00% | −66,564−66.6% | Reduced |
| Buckhead Capital Management LLC | 33,793 | $3.01M | 1.08% | −2,152−6.0% | Reduced |
| California State Teachers Retirement System | 36,141 | $3.22M | 0.00% | −180.0% | Reduced |
| Assenagon Asset Management S.A. | 36,987 | $3.30M | 0.00% | −11,162−23.2% | Reduced |
| Agf Management Ltd | 38,346 | $3.42M | 0.01% | +38,346 | New |
| New York State Common Retirement Fund | 39,417 | $3.51M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 39,753 | $3.54M | 0.00% | +26,730+205.3% | Added |
| EVR Research LP | 40,000 | $3.57M | 1.92% | +40,000 | New |
| Raymond James Financial Inc | 40,442 | $3.60M | 0.00% | −35,021−46.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,493 | $3.61M | 0.18% | −25,335−38.5% | Reduced |
| Holocene Advisors, LP | 42,809 | $3.82M | 0.01% | −7,128−14.3% | Reduced |
| Jane Street Group, LLC | 43,013 | $3.83M | 0.00% | −56,363−56.7% | Reduced |
| Advisor Group Holdings, Inc. | 45,052 | $4.02M | 0.01% | −7,861−14.9% | Reduced |
| Marshall Wace, LLP | 45,078 | $4.02M | 0.00% | +24,873+123.1% | Added |
| Wells Fargo & Company | 45,791 | $4.08M | 0.00% | −57,433−55.6% | Reduced |
| Palisades Investment Partners, LLC | 50,192 | $4.47M | 1.69% | +1,055+2.1% | Added |
| Sovereign's Capital Management, LLC | 50,327 | $4.49M | 2.72% | +34,551+219.0% | Added |
| Grandeur Peak Global Advisors, LLC | 50,675 | $4.52M | 0.61% | −49,703−49.5% | Reduced |
| Prudential Financial Inc | 55,219 | $4.92M | 0.01% | −2,442−4.2% | Reduced |
| AQR Capital Management LLC | 56,868 | $5.07M | 0.00% | +34,274+151.7% | Added |
| Renaissance Group LLC | 59,941 | $5.34M | 0.21% | −16,172−21.2% | Reduced |
| Russell Investments Group, Ltd. | 61,023 | $5.44M | 0.01% | +2,035+3.4% | Added |
| Great West Life Assurance Co | 62,131 | $5.54M | 0.01% | −8,575−12.1% | Reduced |
| Montrusco Bolton Investments Inc. | 63,300 | $5.64M | 0.07% | +13,925+28.2% | Added |
| Nicholas Company, Inc. | 64,418 | $5.74M | 0.10% | +5,505+9.3% | Added |
| Bridgewater Associates, LP | 65,572 | $5.84M | 0.02% | +36,413+124.9% | Added |
| Select Equity Group, L.P. | 66,972 | $5.97M | 0.03% | +847+1.3% | Added |
| California Public Employees Retirement System | 67,723 | $6.04M | 0.00% | +2,756+4.2% | Added |
| Herald Investment Management Ltd | 70,000 | $6.24M | 0.82% | +15,000+27.3% | Added |
| Edgestream Partners, L.P. | 70,454 | $6.28M | 0.18% | +7,889+12.6% | Added |
| Envestnet Asset Management Inc | 71,007 | $6.33M | 0.00% | −97,889−58.0% | Reduced |
| Swiss National Bank | 74,800 | $6.67M | 0.00% | +1,200+1.6% | Added |
| Deutsche Bank AG | 75,221 | $6.70M | 0.00% | −59,679−44.2% | Reduced |
| LPL Financial LLC | 77,720 | $6.93M | 0.00% | −5,734−6.9% | Reduced |