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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 21,574 | $1.20M | 0.14% | +8,380+63.5% | Added |
| Dana Investment Advisors, Inc. | 21,616 | $1.20M | 0.04% | +3,476+19.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,701 | $1.21M | 0.00% | −5,819−21.1% | Reduced |
| Oppenheimer Asset Management Inc. | 22,342 | $1.24M | 0.01% | +3,359+17.7% | Added |
| Raymond James Financial Inc | 22,616 | $1.26M | 0.00% | −17,826−44.1% | Reduced |
| Nicholas Company, Inc. | 22,977 | $1.28M | 0.03% | −41,441−64.3% | Reduced |
| Occudo Quantitative Strategies LP | 22,864 | $1.28M | 0.07% | +22,864 | New |
| HSBC Holdings PLC | 22,920 | $1.30M | 0.00% | +10,596+86.0% | Added |
| Cresset Asset Management, LLC | 23,278 | $1.30M | 0.01% | −4,309−15.6% | Reduced |
| Handelsbanken Fonder AB | 23,300 | $1.30M | 0.00% | +7,300+45.6% | Added |
| Citigroup Inc | 23,668 | $1.32M | 0.00% | +9,160+63.1% | Added |
| Toronto Dominion Bank | 24,776 | $1.38M | 0.00% | +24,776 | New |
| Thrivent Financial for Lutherans | 25,170 | $1.40M | 0.00% | −741−2.9% | Reduced |
| Numerai GP LLC | 25,564 | $1.42M | 0.14% | +4,785+23.0% | Added |
| VELA Investment Management, LLC | 25,691 | $1.43M | 0.37% | +6,114+31.2% | Added |
| Hillsdale Investment Management Inc. | 26,100 | $1.45M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 26,758 | $1.49M | 0.00% | −2,409−8.3% | Reduced |
| Marshall Wace, LLP | 27,942 | $1.56M | 0.00% | −17,136−38.0% | Reduced |
| Vanguard Asset Management, Ltd | 32,118 | $1.79M | 0.00% | +32,118 | New |
| New York State Common Retirement Fund | 32,175 | $1.79M | 0.00% | −7,242−18.4% | Reduced |
| Twinbeech Capital LP | 33,108 | $1.84M | 0.19% | +33,108 | New |
| Amundi | 34,761 | $1.94M | 0.00% | +7,975+29.8% | Added |
| CI Private Wealth, LLC | 36,162 | $2.01M | 0.00% | +36,162 | New |
| Susquehanna International Group, LLP | 36,703 | $2.04M | 0.00% | +30,288+472.1% | Added |
| Quantbot Technologies LP | 36,866 | $2.05M | 0.08% | +11,737+46.7% | Added |
| Ballast Asset Management, LP | 37,400 | $2.08M | 0.93% | +37,400 | New |
| Creative Planning | 39,985 | $2.23M | 0.00% | +11,353+39.7% | Added |
| Intech Investment Management LLC | 40,566 | $2.26M | 0.02% | +15,094+59.3% | Added |
| Select Equity Group, L.P. | 41,923 | $2.33M | 0.01% | −25,049−37.4% | Reduced |
| Engineers Gate Manager LP | 44,201 | $2.46M | 0.03% | +44,201 | New |
| California State Teachers Retirement System | 44,237 | $2.46M | 0.00% | +8,096+22.4% | Added |
| Advisor Group Holdings, Inc. | 44,522 | $2.48M | 0.00% | −530−1.2% | Reduced |
| SEI Investments Co | 44,952 | $2.50M | 0.00% | −39,989−47.1% | Reduced |
| Man Group plc | 45,789 | $2.55M | 0.01% | +27,233+146.8% | Added |
| SG Americas Securities, LLC | 46,127 | $2.57M | 0.00% | +6,374+16.0% | Added |
| Victory Capital Management Inc | 46,393 | $2.58M | 0.00% | +36,283+358.9% | Added |
| Millennium Management LLC | 48,376 | $2.69M | 0.00% | +38,717+400.8% | Added |
| Russell Investments Group, Ltd. | 49,710 | $2.77M | 0.00% | −11,313−18.5% | Reduced |
| Jane Street Group, LLC | 51,784 | $2.88M | 0.00% | +8,771+20.4% | Added |
| Palisades Investment Partners, LLC | 54,596 | $3.04M | 1.19% | +4,404+8.8% | Added |
| Two Sigma Investments, LP | 54,676 | $3.04M | 0.00% | +21,298+63.8% | Added |
| Natixis | 55,100 | $3.07M | 0.01% | +55,100 | New |
| Caxton Associates LLP | 55,588 | $3.09M | 0.07% | +55,588 | New |
| Fred Alger Management, LLC | 55,834 | $3.11M | 0.01% | −44,203−44.2% | Reduced |
| Buckhead Capital Management LLC | 57,034 | $3.18M | 1.20% | +23,241+68.8% | Added |
| Prudential Financial Inc | 58,129 | $3.24M | 0.00% | +2,910+5.3% | Added |
| Caisse de Depot Et Placement du Quebec | 58,529 | $3.26M | 0.01% | +58,529 | New |
| Jump Financial, LLC | 60,086 | $3.34M | 0.05% | +41,958+231.5% | Added |
| Quantinno Capital Management LP | 62,260 | $3.47M | 0.01% | +49,782+399.0% | Added |
| Montrusco Bolton Investments Inc. | 63,300 | $3.52M | 0.05% | 00.0% | Unchanged |
| Agf Management Ltd | 63,804 | $3.55M | 0.02% | +25,458+66.4% | Added |
| FMR LLC | 68,148 | $3.79M | 0.00% | −582,961−89.5% | Reduced |
| Herald Investment Management Ltd | 70,000 | $3.89M | 0.54% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 70,101 | $3.90M | 2.87% | +19,774+39.3% | Added |
| Brown Capital Management LLC | 72,362 | $4.03M | 0.57% | −29,198−28.7% | Reduced |
| Edgestream Partners, L.P. | 73,103 | $4.07M | 0.13% | +2,649+3.8% | Added |
| Ameriprise Financial Inc | 73,259 | $4.08M | 0.00% | −183,468−71.5% | Reduced |
| Envestnet Asset Management Inc | 73,472 | $4.09M | 0.00% | +2,465+3.5% | Added |
| Deutsche Bank AG | 73,896 | $4.11M | 0.00% | −1,325−1.8% | Reduced |
| Swiss National Bank | 74,800 | $4.16M | 0.00% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 82,108 | $4.57M | 0.94% | −45,992−35.9% | Reduced |
| LPL Financial LLC | 83,729 | $4.66M | 0.00% | +6,009+7.7% | Added |
| Voleon Capital Management LP | 83,747 | $4.66M | 0.10% | +923+1.1% | Added |
| American Capital Management Inc | 86,076 | $4.79M | 0.26% | −220,710−71.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 88,683 | $4.94M | 0.09% | +78,537+774.1% | Added |
| Tran Capital Management, L.P. | 89,538 | $4.98M | 0.68% | +89,538 | New |
| Great West Life Assurance Co | 90,003 | $5.00M | 0.01% | +27,872+44.9% | Added |
| Balyasny Asset Management LLC | 90,598 | $5.04M | 0.01% | +90,598 | New |
| Counterpoint Mutual Funds LLC | 91,801 | $5.11M | 0.77% | +91,801 | New |
| Renaissance Group LLC | 94,724 | $5.27M | 0.22% | +34,783+58.0% | Added |
| UBS Group AG | 98,744 | $5.50M | 0.00% | −1,196,523−92.4% | Reduced |
| Renaissance Technologies LLC | 99,360 | $5.53M | 0.01% | +99,360 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 100,762 | $5.61M | 0.01% | −8,314−7.6% | Reduced |
| UBS Asset Management Americas Inc | 100,888 | $5.62M | 0.00% | +93+0.1% | Added |
| Legal & General Group Plc | 102,324 | $5.70M | 0.00% | −12,164−10.6% | Reduced |
| Rhumbline Advisers | 106,685 | $5.94M | 0.01% | +3,022+2.9% | Added |
| AQR Capital Management LLC | 115,013 | $6.40M | 0.00% | +58,145+102.2% | Added |
| Bessemer Group Inc | 119,627 | $6.66M | 0.01% | +21,419+21.8% | Added |
| Alliancebernstein L.P. | 78,182 | $6.97M | 0.00% | −684−0.9% | Reduced |
| Invesco Ltd. | 152,777 | $8.51M | 0.00% | +19,750+14.8% | Added |
| Canada Pension Plan Investment Board | 158,160 | $8.80M | 0.01% | +69,200+77.8% | Added |
| Lazard Asset Management LLC | 158,384 | $8.82M | 0.01% | −50,315−24.1% | Reduced |
| Royal Bank of Canada | 166,710 | $9.28M | 0.00% | −42,947−20.5% | Reduced |
| Glenmede Trust Co NA | 169,223 | $9.42M | 0.05% | +40,547+31.5% | Added |
| Congress Asset Management Co | 174,758 | $9.73M | 0.07% | +5,895+3.5% | Added |
| Local Pensions Partnership Investment Ltd | 185,500 | $10.3M | 0.22% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 197,041 | $11.0M | 0.24% | +32,157+19.5% | Added |
| Barclays PLC | 198,024 | $11.0M | 0.00% | −61,402−23.7% | Reduced |
| FIL Ltd | 205,430 | $11.4M | 0.01% | −30,239−12.8% | Reduced |
| Assenagon Asset Management S.A. | 211,407 | $11.8M | 0.02% | +174,420+471.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 217,277 | $12.1M | 0.02% | +104,134+92.0% | Added |
| Price T Rowe Associates Inc | 219,409 | $12.2M | 0.00% | +5,845+2.7% | Added |
| Voloridge Investment Management, LLC | 251,661 | $14.0M | 0.06% | −35,099−12.2% | Reduced |
| Qube Research & Technologies Ltd | 251,894 | $14.0M | 0.02% | +228,557+979.4% | Added |
| JPMorgan Chase & Co | 255,279 | $14.1M | 0.00% | −223,224−46.7% | Reduced |
| Vanguard Fiduciary Trust Co | 262,146 | $14.6M | 0.00% | +262,146 | New |
| Principal Financial Group Inc | 263,634 | $14.7M | 0.01% | +36,905+16.3% | Added |
| Invenomic Capital Management LP | 264,095 | $14.7M | 0.68% | +264,095 | New |
| Nuveen, LLC | 269,039 | $15.0M | 0.00% | +888+0.3% | Added |
| Public Sector Pension Investment Board | 278,001 | $15.5M | 0.05% | +4,396+1.6% | Added |