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, Q1 2026
Institutional positions in SPS Commerce Inc as of Mar 31, 2026. 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
- 329
- −30 vs. Q4 2025
- Shares held
- 38.2M
- +5.43M (+16.6%) vs. Q4 2025
- Total value
- $2.13B
- −$791.4M (−27.1%) vs. Q4 2025
- New holders
- 58
- 133 more added
- Sold out
- 88
- 96 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,828,636 | $324.5M | 0.01% | +110,651+1.9% | Added |
| Vanguard Portfolio Management LLC | 2,958,839 | $164.7M | 0.01% | +2,958,839 | New |
| Neuberger Berman Group LLC | 1,790,298 | $99.7M | 0.08% | +375,009+26.5% | Added |
| Vanguard Capital Management LLC | 1,698,123 | $94.5M | 0.00% | +1,698,123 | New |
| State Street Corp | 1,499,810 | $83.5M | 0.00% | +31,498+2.1% | Added |
| Goldman Sachs Group Inc | 1,069,216 | $59.5M | 0.01% | +407,606+61.6% | Added |
| Bank of America Corp | 998,622 | $55.6M | 0.00% | +31,434+3.3% | Added |
| Geode Capital Management, LLC | 997,959 | $55.6M | 0.00% | +26,564+2.7% | Added |
| Morgan Stanley | 960,880 | $53.5M | 0.00% | +88,862+10.2% | Added |
| Citadel Advisors LLC | 913,240 | $50.8M | 0.04% | +650,198+247.2% | Added |
| Disciplined Growth Investors Inc | 810,938 | $45.1M | 0.92% | −33,675−4.0% | Reduced |
| Federated Hermes, Inc. | 738,949 | $41.1M | 0.07% | +493,903+201.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 710,338 | $39.5M | 0.05% | −29,424−4.0% | Reduced |
| Van Berkom & Associates Inc. | 678,236 | $37.8M | 1.23% | +61,350+9.9% | Added |
| Irenic Capital Management LP | 597,704 | $33.3M | 3.02% | +145,638+32.2% | Added |
| Anson Funds Management LP | 575,000 | $32.0M | 4.22% | +575,000 | New |
| Nordea Investment Management AB | 537,906 | $30.0M | 0.03% | −678,736−55.8% | Reduced |
| Dimensional Fund Advisors LP | 504,332 | $28.1M | 0.01% | +74,036+17.2% | Added |
| Charles Schwab Investment Management Inc | 500,811 | $27.9M | 0.00% | +11,990+2.5% | Added |
| D. E. Shaw & Co., Inc. | 490,831 | $27.3M | 0.02% | +38,312+8.5% | Added |
| Walleye Capital LLC | 457,635 | $25.5M | 0.16% | +432,886+1,749.1% | Added |
| Northern Trust Corp | 441,720 | $24.6M | 0.00% | −10,332−2.3% | Reduced |
| Lightrock Netherlands B.V. | 441,669 | $24.6M | 5.54% | +358,771+432.8% | Added |
| Riverbridge Partners LLC | 407,385 | $22.7M | 0.56% | −73,439−15.3% | Reduced |
| Nomura Asset Management International Inc. | 361,085 | $20.1M | 0.03% | −185,555−33.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 354,538 | $19.7M | 0.01% | +351,838+13,031.0% | Added |
| Janus Henderson Group PLC | 304,549 | $16.9M | 0.01% | +148,096+94.7% | Added |
| BNP Paribas Arbitrage, SA | 295,692 | $16.5M | 0.01% | +51,163+20.9% | Added |
| Bank of New York Mellon Corp | 288,780 | $16.1M | 0.00% | +14,367+5.2% | Added |
| Public Sector Pension Investment Board | 278,001 | $15.5M | 0.05% | +4,396+1.6% | Added |
| Nuveen, LLC | 269,039 | $15.0M | 0.00% | +888+0.3% | Added |
| Invenomic Capital Management LP | 264,095 | $14.7M | 0.68% | +264,095 | New |
| Principal Financial Group Inc | 263,634 | $14.7M | 0.01% | +36,905+16.3% | Added |
| Vanguard Fiduciary Trust Co | 262,146 | $14.6M | 0.00% | +262,146 | New |
| JPMorgan Chase & Co | 255,279 | $14.1M | 0.00% | −223,224−46.7% | Reduced |
| Qube Research & Technologies Ltd | 251,894 | $14.0M | 0.02% | +228,557+979.4% | Added |
| Voloridge Investment Management, LLC | 251,661 | $14.0M | 0.06% | −35,099−12.2% | Reduced |
| Price T Rowe Associates Inc | 219,409 | $12.2M | 0.00% | +5,845+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 217,277 | $12.1M | 0.02% | +104,134+92.0% | Added |
| Assenagon Asset Management S.A. | 211,407 | $11.8M | 0.02% | +174,420+471.6% | Added |
| FIL Ltd | 205,430 | $11.4M | 0.01% | −30,239−12.8% | Reduced |
| Barclays PLC | 198,024 | $11.0M | 0.00% | −61,402−23.7% | Reduced |
| Fenimore Asset Management Inc | 197,041 | $11.0M | 0.24% | +32,157+19.5% | Added |
| Local Pensions Partnership Investment Ltd | 185,500 | $10.3M | 0.22% | 00.0% | Unchanged |
| Congress Asset Management Co | 174,758 | $9.73M | 0.07% | +5,895+3.5% | Added |
| Glenmede Trust Co NA | 169,223 | $9.42M | 0.05% | +40,547+31.5% | Added |
| Royal Bank of Canada | 166,710 | $9.28M | 0.00% | −42,947−20.5% | Reduced |
| Lazard Asset Management LLC | 158,384 | $8.82M | 0.01% | −50,315−24.1% | Reduced |
| Canada Pension Plan Investment Board | 158,160 | $8.80M | 0.01% | +69,200+77.8% | Added |
| Invesco Ltd. | 152,777 | $8.51M | 0.00% | +19,750+14.8% | Added |
| Alliancebernstein L.P. | 78,182 | $6.97M | 0.00% | −684−0.9% | Reduced |
| Bessemer Group Inc | 119,627 | $6.66M | 0.01% | +21,419+21.8% | Added |
| AQR Capital Management LLC | 115,013 | $6.40M | 0.00% | +58,145+102.2% | Added |
| Rhumbline Advisers | 106,685 | $5.94M | 0.01% | +3,022+2.9% | Added |
| Legal & General Group Plc | 102,324 | $5.70M | 0.00% | −12,164−10.6% | Reduced |
| UBS Asset Management Americas Inc | 100,888 | $5.62M | 0.00% | +93+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 100,762 | $5.61M | 0.01% | −8,314−7.6% | Reduced |
| Renaissance Technologies LLC | 99,360 | $5.53M | 0.01% | +99,360 | New |
| UBS Group AG | 98,744 | $5.50M | 0.00% | −1,196,523−92.4% | Reduced |
| Renaissance Group LLC | 94,724 | $5.27M | 0.22% | +34,783+58.0% | Added |
| Counterpoint Mutual Funds LLC | 91,801 | $5.11M | 0.77% | +91,801 | New |
| Balyasny Asset Management LLC | 90,598 | $5.04M | 0.01% | +90,598 | New |
| Great West Life Assurance Co | 90,003 | $5.00M | 0.01% | +27,872+44.9% | Added |
| Tran Capital Management, L.P. | 89,538 | $4.98M | 0.68% | +89,538 | New |
| Y-Intercept (Hong Kong) Ltd | 88,683 | $4.94M | 0.09% | +78,537+774.1% | Added |
| American Capital Management Inc | 86,076 | $4.79M | 0.26% | −220,710−71.9% | Reduced |
| Voleon Capital Management LP | 83,747 | $4.66M | 0.10% | +923+1.1% | Added |
| LPL Financial LLC | 83,729 | $4.66M | 0.00% | +6,009+7.7% | Added |
| Summit Creek Advisors LLC | 82,108 | $4.57M | 0.94% | −45,992−35.9% | Reduced |
| Swiss National Bank | 74,800 | $4.16M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 73,896 | $4.11M | 0.00% | −1,325−1.8% | Reduced |
| Envestnet Asset Management Inc | 73,472 | $4.09M | 0.00% | +2,465+3.5% | Added |
| Ameriprise Financial Inc | 73,259 | $4.08M | 0.00% | −183,468−71.5% | Reduced |
| Edgestream Partners, L.P. | 73,103 | $4.07M | 0.13% | +2,649+3.8% | Added |
| Brown Capital Management LLC | 72,362 | $4.03M | 0.57% | −29,198−28.7% | Reduced |
| Sovereign's Capital Management, LLC | 70,101 | $3.90M | 2.87% | +19,774+39.3% | Added |
| Herald Investment Management Ltd | 70,000 | $3.89M | 0.54% | 00.0% | Unchanged |
| FMR LLC | 68,148 | $3.79M | 0.00% | −582,961−89.5% | Reduced |
| Agf Management Ltd | 63,804 | $3.55M | 0.02% | +25,458+66.4% | Added |
| Montrusco Bolton Investments Inc. | 63,300 | $3.52M | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 62,260 | $3.47M | 0.01% | +49,782+399.0% | Added |
| Jump Financial, LLC | 60,086 | $3.34M | 0.05% | +41,958+231.5% | Added |
| Caisse de Depot Et Placement du Quebec | 58,529 | $3.26M | 0.01% | +58,529 | New |
| Prudential Financial Inc | 58,129 | $3.24M | 0.00% | +2,910+5.3% | Added |
| Buckhead Capital Management LLC | 57,034 | $3.18M | 1.20% | +23,241+68.8% | Added |
| Fred Alger Management, LLC | 55,834 | $3.11M | 0.01% | −44,203−44.2% | Reduced |
| Caxton Associates LLP | 55,588 | $3.09M | 0.07% | +55,588 | New |
| Natixis | 55,100 | $3.07M | 0.01% | +55,100 | New |
| Two Sigma Investments, LP | 54,676 | $3.04M | 0.00% | +21,298+63.8% | Added |
| Palisades Investment Partners, LLC | 54,596 | $3.04M | 1.19% | +4,404+8.8% | Added |
| Jane Street Group, LLC | 51,784 | $2.88M | 0.00% | +8,771+20.4% | Added |
| Russell Investments Group, Ltd. | 49,710 | $2.77M | 0.00% | −11,313−18.5% | Reduced |
| Millennium Management LLC | 48,376 | $2.69M | 0.00% | +38,717+400.8% | Added |
| Victory Capital Management Inc | 46,393 | $2.58M | 0.00% | +36,283+358.9% | Added |
| SG Americas Securities, LLC | 46,127 | $2.57M | 0.00% | +6,374+16.0% | Added |
| Man Group plc | 45,789 | $2.55M | 0.01% | +27,233+146.8% | Added |
| SEI Investments Co | 44,952 | $2.50M | 0.00% | −39,989−47.1% | Reduced |
| Advisor Group Holdings, Inc. | 44,522 | $2.48M | 0.00% | −530−1.2% | Reduced |
| California State Teachers Retirement System | 44,237 | $2.46M | 0.00% | +8,096+22.4% | Added |
| Engineers Gate Manager LP | 44,201 | $2.46M | 0.03% | +44,201 | New |