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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 288,780 | $16.1M | 0.00% | +14,367+5.2% | Added |
| BNP Paribas Arbitrage, SA | 295,692 | $16.5M | 0.01% | +51,163+20.9% | Added |
| Janus Henderson Group PLC | 304,549 | $16.9M | 0.01% | +148,096+94.7% | Added |
| Arrowstreet Capital, Limited Partnership | 354,538 | $19.7M | 0.01% | +351,838+13,031.0% | Added |
| Nomura Asset Management International Inc. | 361,085 | $20.1M | 0.03% | −185,555−33.9% | Reduced |
| Riverbridge Partners LLC | 407,385 | $22.7M | 0.56% | −73,439−15.3% | Reduced |
| Lightrock Netherlands B.V. | 441,669 | $24.6M | 5.54% | +358,771+432.8% | Added |
| Northern Trust Corp | 441,720 | $24.6M | 0.00% | −10,332−2.3% | Reduced |
| Walleye Capital LLC | 457,635 | $25.5M | 0.16% | +432,886+1,749.1% | Added |
| D. E. Shaw & Co., Inc. | 490,831 | $27.3M | 0.02% | +38,312+8.5% | Added |
| Charles Schwab Investment Management Inc | 500,811 | $27.9M | 0.00% | +11,990+2.5% | Added |
| Dimensional Fund Advisors LP | 504,332 | $28.1M | 0.01% | +74,036+17.2% | Added |
| Nordea Investment Management AB | 537,906 | $30.0M | 0.03% | −678,736−55.8% | Reduced |
| Anson Funds Management LP | 575,000 | $32.0M | 4.22% | +575,000 | New |
| Irenic Capital Management LP | 597,704 | $33.3M | 3.02% | +145,638+32.2% | Added |
| Van Berkom & Associates Inc. | 678,236 | $37.8M | 1.23% | +61,350+9.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 710,338 | $39.5M | 0.05% | −29,424−4.0% | Reduced |
| Federated Hermes, Inc. | 738,949 | $41.1M | 0.07% | +493,903+201.6% | Added |
| Disciplined Growth Investors Inc | 810,938 | $45.1M | 0.92% | −33,675−4.0% | Reduced |
| Citadel Advisors LLC | 913,240 | $50.8M | 0.04% | +650,198+247.2% | Added |
| Morgan Stanley | 960,880 | $53.5M | 0.00% | +88,862+10.2% | Added |
| Geode Capital Management, LLC | 997,959 | $55.6M | 0.00% | +26,564+2.7% | Added |
| Bank of America Corp | 998,622 | $55.6M | 0.00% | +31,434+3.3% | Added |
| Goldman Sachs Group Inc | 1,069,216 | $59.5M | 0.01% | +407,606+61.6% | Added |
| State Street Corp | 1,499,810 | $83.5M | 0.00% | +31,498+2.1% | Added |
| Vanguard Capital Management LLC | 1,698,123 | $94.5M | 0.00% | +1,698,123 | New |
| Neuberger Berman Group LLC | 1,790,298 | $99.7M | 0.08% | +375,009+26.5% | Added |
| Vanguard Portfolio Management LLC | 2,958,839 | $164.7M | 0.01% | +2,958,839 | New |
| BlackRock, Inc. | 5,828,636 | $324.5M | 0.01% | +110,651+1.9% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −303,914−100.0% | Sold out |
| Geneva Capital Management LLC | 0 | $0 | 0.00% | −281,354−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −226,016−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −208,833−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −202,771−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −67,723−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −65,572−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −50,675−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −42,809−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −40,493−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −28,004−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −27,424−100.0% | Sold out |
| Bridge City Capital, LLC | 0 | $0 | 0.00% | −24,072−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −21,332−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −12,373−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,373−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| PensionDanmark Pensionsforsikringsaktieselskab | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,678−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −6,229−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −3,609−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| McMorgan & Co LLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Argos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Unified Investment Management | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |