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 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 41,923 | $2.33M | 0.01% | −25,049−37.4% | Reduced |
| Intech Investment Management LLC | 40,566 | $2.26M | 0.02% | +15,094+59.3% | Added |
| Creative Planning | 39,985 | $2.23M | 0.00% | +11,353+39.7% | Added |
| Ballast Asset Management, LP | 37,400 | $2.08M | 0.93% | +37,400 | New |
| Quantbot Technologies LP | 36,866 | $2.05M | 0.08% | +11,737+46.7% | Added |
| Susquehanna International Group, LLP | 36,703 | $2.04M | 0.00% | +30,288+472.1% | Added |
| CI Private Wealth, LLC | 36,162 | $2.01M | 0.00% | +36,162 | New |
| Amundi | 34,761 | $1.94M | 0.00% | +7,975+29.8% | Added |
| Twinbeech Capital LP | 33,108 | $1.84M | 0.19% | +33,108 | New |
| New York State Common Retirement Fund | 32,175 | $1.79M | 0.00% | −7,242−18.4% | Reduced |
| Vanguard Asset Management, Ltd | 32,118 | $1.79M | 0.00% | +32,118 | New |
| Marshall Wace, LLP | 27,942 | $1.56M | 0.00% | −17,136−38.0% | Reduced |
| Franklin Resources Inc | 26,758 | $1.49M | 0.00% | −2,409−8.3% | Reduced |
| Hillsdale Investment Management Inc. | 26,100 | $1.45M | 0.04% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 25,691 | $1.43M | 0.37% | +6,114+31.2% | Added |
| Numerai GP LLC | 25,564 | $1.42M | 0.14% | +4,785+23.0% | Added |
| Thrivent Financial for Lutherans | 25,170 | $1.40M | 0.00% | −741−2.9% | Reduced |
| Toronto Dominion Bank | 24,776 | $1.38M | 0.00% | +24,776 | New |
| Citigroup Inc | 23,668 | $1.32M | 0.00% | +9,160+63.1% | Added |
| Handelsbanken Fonder AB | 23,300 | $1.30M | 0.00% | +7,300+45.6% | Added |
| Cresset Asset Management, LLC | 23,278 | $1.30M | 0.01% | −4,309−15.6% | Reduced |
| HSBC Holdings PLC | 22,920 | $1.30M | 0.00% | +10,596+86.0% | Added |
| Occudo Quantitative Strategies LP | 22,864 | $1.28M | 0.07% | +22,864 | New |
| Nicholas Company, Inc. | 22,977 | $1.28M | 0.03% | −41,441−64.3% | Reduced |
| Raymond James Financial Inc | 22,616 | $1.26M | 0.00% | −17,826−44.1% | Reduced |
| Oppenheimer Asset Management Inc. | 22,342 | $1.24M | 0.01% | +3,359+17.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,701 | $1.21M | 0.00% | −5,819−21.1% | Reduced |
| Dana Investment Advisors, Inc. | 21,616 | $1.20M | 0.04% | +3,476+19.2% | Added |
| Headlands Technologies LLC | 21,574 | $1.20M | 0.14% | +8,380+63.5% | Added |
| MetLife Investment Management | 21,179 | $1.18M | 0.01% | +224+1.1% | Added |
| Brevan Howard Capital Management LP | 20,429 | $1.14M | 0.01% | +17,686+644.8% | Added |
| State of Alaska, Department of Revenue | 20,400 | $1.14M | 0.01% | −586−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,996 | $1.11M | 0.01% | +19,996 | New |
| Quadrature Capital Ltd | 19,319 | $1.08M | 0.01% | +1,830+10.5% | Added |
| State of Wisconsin Investment Board | 19,007 | $1.06M | 0.00% | +169+0.9% | Added |
| Vanguard Global Advisers, LLC | 18,656 | $1.04M | 0.00% | +18,656 | New |
| US Bancorp | 18,595 | $1.04M | 0.00% | +3,101+20.0% | Added |
| Laurus Investment Counsel Inc. | 17,540 | $976.5K | 0.96% | +6,070+52.9% | Added |
| Public Employees Retirement System of Ohio | 17,477 | $972.9K | 0.00% | +66+0.4% | Added |
| Illinois Municipal Retirement Fund | 17,226 | $959.0K | 0.01% | −2,747−13.8% | Reduced |
| Manufacturers Life Insurance Company, The | 17,042 | $948.7K | 0.00% | −1,744−9.3% | Reduced |
| Louisiana State Employees Retirement System | 16,700 | $929.7K | 0.02% | −600−3.5% | Reduced |
| State of Tennessee, Treasury Department | 16,536 | $920.6K | 0.00% | −906−5.2% | Reduced |
| Wells Fargo & Company | 15,937 | $887.2K | 0.00% | −29,854−65.2% | Reduced |
| Van Hulzen Asset Management, LLC | 15,886 | $884.4K | 0.07% | −1,087−6.4% | Reduced |
| Johnson Investment Counsel Inc | 15,345 | $854.3K | 0.01% | +990+6.9% | Added |
| XTX Topco Ltd | 15,056 | $838.2K | 0.01% | +11,958+386.0% | Added |
| Palogic Value Management, L.P. | 15,000 | $835.0K | 0.37% | +15,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,574 | $755.7K | 0.00% | −1,561−10.3% | Reduced |
| Abn Amro Investment Solutions | 13,523 | $752.8K | 0.01% | −82−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 12,810 | $713.1K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 12,585 | $694.4K | 0.01% | +4,309+52.1% | Added |
| Vontobel Holding Ltd. | 11,913 | $663.2K | 0.00% | −2,045−14.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,910 | $663.0K | 0.06% | +2,991+33.5% | Added |
| Marks Group Wealth Management, Inc | 11,830 | $658.6K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,616 | $646.7K | 0.01% | +11,616 | New |
| New York State Teachers Retirement System | 11,591 | $645.0K | 0.00% | −1,237−9.6% | Reduced |
| Fifth Third Bancorp | 11,582 | $644.8K | 0.00% | +10,550+1,022.3% | Added |
| Aquatic Capital Management LLC | 11,290 | $628.5K | 0.02% | +11,290 | New |
| Prescott Group Capital Management, L.L.C. | 11,000 | $612.4K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,970 | $610.7K | 0.00% | +119+1.1% | Added |
| Harbor Capital Advisors, Inc. | 10,947 | $609.0K | 0.05% | +10,947 | New |
| Amalgamated Bank | 10,866 | $605.0K | 0.00% | −154−1.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $584.5K | 0.13% | +10,500 | New |
| Ironwood Investment Management LLC | 10,370 | $577.3K | 0.24% | −960−8.5% | Reduced |
| Arizona State Retirement System | 10,357 | $576.6K | 0.00% | −151−1.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 10,275 | $572.0K | 0.00% | +10,275 | New |
| Police & Firemen's Retirement System of New Jersey | 10,103 | $562.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,076 | $560.9K | 0.01% | −109−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,414 | $524.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,325 | $519.1K | 0.00% | −10−0.1% | Reduced |
| CWM Advisors, LLC | 9,207 | $512.6K | 0.03% | +3,974+75.9% | Added |
| State Board of Administration of Florida Retirement System | 9,089 | $506.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 8,968 | $499.2K | 0.01% | −90−1.0% | Reduced |
| Trust Point Inc. | 8,965 | $499.1K | 0.04% | −147−1.6% | Reduced |
| JustInvest LLC | 8,841 | $492.2K | 0.00% | +1,898+27.3% | Added |
| Cerity Partners LLC | 8,791 | $489.4K | 0.00% | +8,791 | New |
| Oregon Public Employees Retirement Fund | 8,664 | $482.3K | 0.01% | +61+0.7% | Added |
| American Century Companies Inc | 8,644 | $481.2K | 0.00% | +4,269+97.6% | Added |
| Zions Bancorporation, National Association | 8,522 | $474.4K | 0.03% | −5,240−38.1% | Reduced |
| Virginia Retirement Systems Et Al | 8,400 | $467.6K | 0.00% | +1,600+23.5% | Added |
| Conestoga Capital Advisors, LLC | 8,270 | $460.4K | 0.01% | −634,534−98.7% | Reduced |
| KLP Kapitalforvaltning AS | 8,100 | $450.9K | 0.00% | 00.0% | Unchanged |
| Accredited Investors Inc. | 7,909 | $440.3K | 0.02% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 7,864 | $438.0K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,523 | $418.8K | 0.00% | +7,523 | New |
| Aviva PLC | 7,515 | $418.4K | 0.00% | +1,687+28.9% | Added |
| Verdence Capital Advisors LLC | 7,408 | $412.4K | 0.02% | +7,408 | New |
| Bank of Nova Scotia | 7,343 | $408.8K | 0.00% | +2,287+45.2% | Added |
| Teacher Retirement System of Texas | 7,310 | $406.9K | 0.00% | +7,310 | New |
| Gotham Asset Management, LLC | 7,078 | $394.0K | 0.00% | +2,738+63.1% | Added |
| Bank of Montreal | 7,046 | $392.3K | 0.00% | +10.0% | Added |
| Cetera Investment Advisers | 7,046 | $392.2K | 0.00% | −1,847−20.8% | Reduced |
| Stifel Financial Corp | 6,965 | $387.7K | 0.00% | −1,506−17.8% | Reduced |
| RSM US Wealth Management LLC | 6,894 | $383.8K | 0.00% | +1,953+39.5% | Added |
| Voya Investment Management LLC | 6,598 | $367.3K | 0.00% | −288−4.2% | Reduced |
| Pictet Asset Management Holding SA | 6,080 | $338.5K | 0.00% | +569+10.3% | Added |
| ProShare Advisors LLC | 5,926 | $329.9K | 0.00% | −1,479−20.0% | Reduced |
| Inspire Advisors, LLC | 5,815 | $323.7K | 0.03% | +950+19.5% | Added |
| Mariner, LLC | 5,755 | $320.4K | 0.00% | +5,755 | New |