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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 3,488 | $194.2K | 0.04% | +3,488 | New |
| FORA Capital, LLC | 3,602 | $200.6K | 0.01% | −1,924−34.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,642 | $202.8K | 0.00% | −429−10.5% | Reduced |
| Gibbs Wealth Management | 3,731 | $207.7K | 0.03% | +3,731 | New |
| GAMMA Investing LLC | 3,865 | $215.2K | 0.01% | +3,055+377.2% | Added |
| VARCOV Co. | 3,934 | $219.0K | 0.08% | +3,934 | New |
| Aigen Investment Management, LP | 3,954 | $220.1K | 0.06% | +3,954 | New |
| Public Employees Retirement Association of Colorado | 4,101 | $228.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,315 | $240.2K | 0.00% | +5+0.1% | Added |
| Yorktown Management & Research Co Inc | 4,330 | $241.1K | 0.20% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,380 | $243.8K | 0.01% | +1,170+36.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,449 | $250.2K | 0.00% | −101,501−95.8% | Reduced |
| Summit Global Investments | 4,536 | $253.0K | 0.01% | +4,536 | New |
| Verition Fund Management LLC | 4,650 | $258.9K | 0.00% | −80,320−94.5% | Reduced |
| Summit Trail Advisors, LLC | 4,684 | $260.8K | 0.00% | +4,684 | New |
| Envestnet Portfolio Solutions, Inc. | 4,821 | $268.4K | 0.00% | +925+23.7% | Added |
| Mercer Global Advisors Inc | 4,845 | $269.7K | 0.00% | +2,371+95.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,816 | $270.1K | 0.00% | +1,278+36.1% | Added |
| South Dakota Investment Council | 4,900 | $273.0K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,978 | $277.1K | 0.01% | +4,978 | New |
| First Citizens Bank & Trust Co | 5,025 | $279.7K | 0.01% | +1,624+47.8% | Added |
| Keebeck Wealth Management, LLC | 5,154 | $286.9K | 0.03% | +661+14.7% | Added |
| Group One Trading, L.P. | 5,216 | $290.4K | 0.01% | +5,216 | New |
| CWM, LLC | 5,264 | $293.0K | 0.00% | +2,761+110.3% | Added |
| Janney Montgomery Scott LLC | 5,305 | $295.0K | 0.00% | +5,305 | New |
| Maryland State Retirement & Pension System | 5,511 | $306.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,578 | $310.5K | 0.00% | +1,433+34.6% | Added |
| Blackstone Group Inc. | 5,593 | $311.4K | 0.00% | +5,593 | New |
| Arkadios Wealth Advisors | 5,750 | $320.1K | 0.01% | +448+8.4% | Added |
| Mariner, LLC | 5,755 | $320.4K | 0.00% | +5,755 | New |
| Inspire Advisors, LLC | 5,815 | $323.7K | 0.03% | +950+19.5% | Added |
| ProShare Advisors LLC | 5,926 | $329.9K | 0.00% | −1,479−20.0% | Reduced |
| Pictet Asset Management Holding SA | 6,080 | $338.5K | 0.00% | +569+10.3% | Added |
| Voya Investment Management LLC | 6,598 | $367.3K | 0.00% | −288−4.2% | Reduced |
| RSM US Wealth Management LLC | 6,894 | $383.8K | 0.00% | +1,953+39.5% | Added |
| Stifel Financial Corp | 6,965 | $387.7K | 0.00% | −1,506−17.8% | Reduced |
| Cetera Investment Advisers | 7,046 | $392.2K | 0.00% | −1,847−20.8% | Reduced |
| Bank of Montreal | 7,046 | $392.3K | 0.00% | +10.0% | Added |
| Gotham Asset Management, LLC | 7,078 | $394.0K | 0.00% | +2,738+63.1% | Added |
| Teacher Retirement System of Texas | 7,310 | $406.9K | 0.00% | +7,310 | New |
| Bank of Nova Scotia | 7,343 | $408.8K | 0.00% | +2,287+45.2% | Added |
| Verdence Capital Advisors LLC | 7,408 | $412.4K | 0.02% | +7,408 | New |
| Aviva PLC | 7,515 | $418.4K | 0.00% | +1,687+28.9% | Added |
| Point72 Asset Management, L.P. | 7,523 | $418.8K | 0.00% | +7,523 | New |
| Amica Mutual Insurance Co | 7,864 | $438.0K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 7,909 | $440.3K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,100 | $450.9K | 0.00% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 8,270 | $460.4K | 0.01% | −634,534−98.7% | Reduced |
| Virginia Retirement Systems Et Al | 8,400 | $467.6K | 0.00% | +1,600+23.5% | Added |
| Zions Bancorporation, National Association | 8,522 | $474.4K | 0.03% | −5,240−38.1% | Reduced |
| American Century Companies Inc | 8,644 | $481.2K | 0.00% | +4,269+97.6% | Added |
| Oregon Public Employees Retirement Fund | 8,664 | $482.3K | 0.01% | +61+0.7% | Added |
| Cerity Partners LLC | 8,791 | $489.4K | 0.00% | +8,791 | New |
| JustInvest LLC | 8,841 | $492.2K | 0.00% | +1,898+27.3% | Added |
| Trust Point Inc. | 8,965 | $499.1K | 0.04% | −147−1.6% | Reduced |
| Kennedy Capital Management, Inc. | 8,968 | $499.2K | 0.01% | −90−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 9,089 | $506.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,207 | $512.6K | 0.03% | +3,974+75.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,325 | $519.1K | 0.00% | −10−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,414 | $524.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,076 | $560.9K | 0.01% | −109−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,103 | $562.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 10,275 | $572.0K | 0.00% | +10,275 | New |
| Arizona State Retirement System | 10,357 | $576.6K | 0.00% | −151−1.4% | Reduced |
| Ironwood Investment Management LLC | 10,370 | $577.3K | 0.24% | −960−8.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $584.5K | 0.13% | +10,500 | New |
| Amalgamated Bank | 10,866 | $605.0K | 0.00% | −154−1.4% | Reduced |
| Harbor Capital Advisors, Inc. | 10,947 | $609.0K | 0.05% | +10,947 | New |
| Captrust Financial Advisors | 10,970 | $610.7K | 0.00% | +119+1.1% | Added |
| Prescott Group Capital Management, L.L.C. | 11,000 | $612.4K | 0.06% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,290 | $628.5K | 0.02% | +11,290 | New |
| Fifth Third Bancorp | 11,582 | $644.8K | 0.00% | +10,550+1,022.3% | Added |
| New York State Teachers Retirement System | 11,591 | $645.0K | 0.00% | −1,237−9.6% | Reduced |
| Horizon Investments, LLC | 11,616 | $646.7K | 0.01% | +11,616 | New |
| Marks Group Wealth Management, Inc | 11,830 | $658.6K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 11,910 | $663.0K | 0.06% | +2,991+33.5% | Added |
| Vontobel Holding Ltd. | 11,913 | $663.2K | 0.00% | −2,045−14.7% | Reduced |
| Diversify Wealth Management, LLC | 12,585 | $694.4K | 0.01% | +4,309+52.1% | Added |
| E. Ohman J:or Asset Management AB | 12,810 | $713.1K | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 13,523 | $752.8K | 0.01% | −82−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,574 | $755.7K | 0.00% | −1,561−10.3% | Reduced |
| Palogic Value Management, L.P. | 15,000 | $835.0K | 0.37% | +15,000 | New |
| XTX Topco Ltd | 15,056 | $838.2K | 0.01% | +11,958+386.0% | Added |
| Johnson Investment Counsel Inc | 15,345 | $854.3K | 0.01% | +990+6.9% | Added |
| Van Hulzen Asset Management, LLC | 15,886 | $884.4K | 0.07% | −1,087−6.4% | Reduced |
| Wells Fargo & Company | 15,937 | $887.2K | 0.00% | −29,854−65.2% | Reduced |
| State of Tennessee, Treasury Department | 16,536 | $920.6K | 0.00% | −906−5.2% | Reduced |
| Louisiana State Employees Retirement System | 16,700 | $929.7K | 0.02% | −600−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 17,042 | $948.7K | 0.00% | −1,744−9.3% | Reduced |
| Illinois Municipal Retirement Fund | 17,226 | $959.0K | 0.01% | −2,747−13.8% | Reduced |
| Public Employees Retirement System of Ohio | 17,477 | $972.9K | 0.00% | +66+0.4% | Added |
| Laurus Investment Counsel Inc. | 17,540 | $976.5K | 0.96% | +6,070+52.9% | Added |
| US Bancorp | 18,595 | $1.04M | 0.00% | +3,101+20.0% | Added |
| Vanguard Global Advisers, LLC | 18,656 | $1.04M | 0.00% | +18,656 | New |
| State of Wisconsin Investment Board | 19,007 | $1.06M | 0.00% | +169+0.9% | Added |
| Quadrature Capital Ltd | 19,319 | $1.08M | 0.01% | +1,830+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 19,996 | $1.11M | 0.01% | +19,996 | New |
| State of Alaska, Department of Revenue | 20,400 | $1.14M | 0.01% | −586−2.8% | Reduced |
| Brevan Howard Capital Management LP | 20,429 | $1.14M | 0.01% | +17,686+644.8% | Added |
| MetLife Investment Management | 21,179 | $1.18M | 0.01% | +224+1.1% | Added |