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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 78,866 | $7.03M | 0.00% | −2,240−2.8% | Reduced |
| Voleon Capital Management LP | 82,824 | $7.38M | 0.16% | +70,398+566.5% | Added |
| Lightrock Netherlands B.V. | 82,898 | $7.39M | 1.56% | +82,898 | New |
| SEI Investments Co | 84,941 | $7.57M | 0.01% | −23,012−21.3% | Reduced |
| Verition Fund Management LLC | 84,970 | $7.57M | 0.04% | +52,951+165.4% | Added |
| Comerica Bank | 86,035 | $7.67M | 0.03% | −35,868−29.4% | Reduced |
| Canada Pension Plan Investment Board | 88,960 | $7.93M | 0.01% | −26,340−22.8% | Reduced |
| Bessemer Group Inc | 98,208 | $8.75M | 0.01% | +90,346+1,149.1% | Added |
| Fred Alger Management, LLC | 100,037 | $8.92M | 0.03% | −75,020−42.9% | Reduced |
| UBS Asset Management Americas Inc | 100,795 | $8.98M | 0.00% | +2,361+2.4% | Added |
| Brown Capital Management LLC | 101,560 | $9.05M | 0.74% | −115,954−53.3% | Reduced |
| Rhumbline Advisers | 103,663 | $9.24M | 0.01% | −4,203−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 105,950 | $9.31M | 0.02% | +12,506+13.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 109,076 | $9.72M | 0.01% | +10,649+10.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 113,143 | $10.1M | 0.02% | +95,323+534.9% | Added |
| Legal & General Group Plc | 114,488 | $10.2M | 0.00% | −7,681−6.3% | Reduced |
| Summit Creek Advisors LLC | 128,100 | $11.4M | 1.80% | −6,735−5.0% | Reduced |
| Glenmede Trust Co NA | 128,676 | $11.5M | 0.05% | +128,676 | New |
| Invesco Ltd. | 133,027 | $11.9M | 0.00% | +22,704+20.6% | Added |
| Janus Henderson Group PLC | 156,453 | $13.9M | 0.01% | +55,342+54.7% | Added |
| Fenimore Asset Management Inc | 164,884 | $14.7M | 0.31% | +18,996+13.0% | Added |
| Congress Asset Management Co | 168,863 | $15.1M | 0.11% | +9,062+5.7% | Added |
| Local Pensions Partnership Investment Ltd | 185,500 | $16.5M | 0.29% | 00.0% | Unchanged |
| DF Dent & Co Inc | 202,771 | $18.1M | 0.26% | −34,693−14.6% | Reduced |
| Lazard Asset Management LLC | 208,699 | $18.6M | 0.03% | −50,559−19.5% | Reduced |
| Silvercrest Asset Management Group LLC | 208,833 | $18.6M | 0.13% | −11,909−5.4% | Reduced |
| Royal Bank of Canada | 209,657 | $18.7M | 0.00% | −62,815−23.1% | Reduced |
| Price T Rowe Associates Inc | 213,564 | $19.0M | 0.00% | −3,425−1.6% | Reduced |
| Fort Washington Investment Advisors Inc | 226,016 | $20.1M | 0.11% | −10,870−4.6% | Reduced |
| Principal Financial Group Inc | 226,729 | $20.2M | 0.01% | +12,743+6.0% | Added |
| FIL Ltd | 235,669 | $21.0M | 0.02% | +121,140+105.8% | Added |
| BNP Paribas Arbitrage, SA | 244,529 | $21.8M | 0.01% | +82,686+51.1% | Added |
| Federated Hermes, Inc. | 245,046 | $21.8M | 0.04% | +244,410+38,429.2% | Added |
| Ameriprise Financial Inc | 256,727 | $22.9M | 0.01% | −41,815−14.0% | Reduced |
| Barclays PLC | 259,426 | $23.1M | 0.01% | +88,162+51.5% | Added |
| Citadel Advisors LLC | 263,042 | $23.4M | 0.02% | +263,042 | New |
| Nuveen, LLC | 268,151 | $23.9M | 0.01% | +9,896+3.8% | Added |
| Public Sector Pension Investment Board | 273,605 | $24.4M | 0.08% | +125,702+85.0% | Added |
| Bank of New York Mellon Corp | 274,413 | $24.5M | 0.00% | −14,952−5.2% | Reduced |
| Geneva Capital Management LLC | 281,354 | $25.1M | 0.47% | −198,633−41.4% | Reduced |
| Voloridge Investment Management, LLC | 286,760 | $25.6M | 0.09% | +17,306+6.4% | Added |
| Nomura Holdings Inc | 303,914 | $27.1M | 0.08% | +303,914 | New |
| American Capital Management Inc | 306,786 | $27.3M | 1.21% | +23,311+8.2% | Added |
| Dimensional Fund Advisors LP | 430,296 | $38.4M | 0.01% | −52,673−10.9% | Reduced |
| Northern Trust Corp | 452,052 | $40.3M | 0.01% | −53,064−10.5% | Reduced |
| Irenic Capital Management LP | 452,066 | $40.3M | 5.28% | +452,066 | New |
| D. E. Shaw & Co., Inc. | 452,519 | $40.3M | 0.03% | +144,286+46.8% | Added |
| JPMorgan Chase & Co | 478,503 | $42.6M | 0.00% | +13,546+2.9% | Added |
| Riverbridge Partners LLC | 480,824 | $42.9M | 0.80% | +9,599+2.0% | Added |
| Charles Schwab Investment Management Inc | 488,821 | $43.6M | 0.01% | −3,768−0.8% | Reduced |
| Nomura Asset Management International Inc. | 546,640 | $48.7M | 0.07% | +546,640 | New |
| Norges Bank | 559,669 | $49.9M | 0.01% | +559,669 | New |
| Van Berkom & Associates Inc. | 616,886 | $55.0M | 1.59% | +118,732+23.8% | Added |
| Conestoga Capital Advisors, LLC | 642,804 | $57.3M | 0.96% | −638,707−49.8% | Reduced |
| FMR LLC | 651,109 | $58.0M | 0.00% | +23,487+3.7% | Added |
| Goldman Sachs Group Inc | 661,610 | $59.0M | 0.01% | +270,424+69.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 739,762 | $65.9M | 0.08% | +184,478+33.2% | Added |
| Disciplined Growth Investors Inc | 844,613 | $75.3M | 1.44% | +52,141+6.6% | Added |
| Morgan Stanley | 872,018 | $77.7M | 0.00% | −101,642−10.4% | Reduced |
| Bank of America Corp | 967,188 | $86.2M | 0.01% | +567,720+142.1% | Added |
| Geode Capital Management, LLC | 971,395 | $86.6M | 0.01% | +1,665+0.2% | Added |
| Nordea Investment Management AB | 1,216,642 | $108.8M | 0.09% | −75,414−5.8% | Reduced |
| UBS Group AG | 1,295,267 | $115.4M | 0.02% | +836,407+182.3% | Added |
| Neuberger Berman Group LLC | 1,415,289 | $126.1M | 0.09% | +115,157+8.9% | Added |
| State Street Corp | 1,468,312 | $130.9M | 0.00% | +8,163+0.6% | Added |
| Vanguard Group Inc | 4,925,441 | $439.0M | 0.01% | −19,008−0.4% | Reduced |
| BlackRock, Inc. | 5,717,985 | $509.6M | 0.01% | +69,911+1.2% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −600,975−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −555,644−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −352,748−100.0% | Sold out |
| RGM Capital, LLC | 0 | $0 | 0.00% | −219,085−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −214,469−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −147,591−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −106,967−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −94,296−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −69,011−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −40,880−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −40,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −39,777−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −38,359−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,112−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −30,418−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −29,235−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −25,535−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,351−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,323−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −16,378−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16,120−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −9,579−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −15,123−100.0% | Sold out |
| Torray LLC | 0 | $0 | 0.00% | −13,156−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −9,904−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −9,003−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,926−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |