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, Q2 2026
Institutional positions in SPS Commerce Inc as of Jun 30, 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
- 318
- −6 vs. Q1 2026
- Shares held
- 39.0M
- +1.19M (+3.1%) vs. Q1 2026
- Total value
- $2.23B
- +$123.0M (+5.8%) vs. Q1 2026
- New holders
- 60
- 116 more added
- Sold out
- 66
- 111 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SPS Commerce Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,934,211 | $339.3M | 0.01% | +105,575+1.8% | Added |
| Vanguard Portfolio Management LLC | 2,914,709 | $166.6M | 0.01% | −44,130−1.5% | Reduced |
| Disciplined Growth Investors Inc | 2,123,881 | $121.4M | 2.06% | +1,312,943+161.9% | Added |
| Neuberger Berman Group LLC | 1,780,876 | $101.8M | 0.07% | −9,422−0.5% | Reduced |
| Vanguard Capital Management LLC | 1,598,383 | $91.4M | 0.00% | −99,740−5.9% | Reduced |
| State Street Corp | 1,545,696 | $88.4M | 0.00% | +45,886+3.1% | Added |
| Geode Capital Management, LLC | 1,266,247 | $72.4M | 0.00% | +268,288+26.9% | Added |
| Goldman Sachs Group Inc | 1,107,434 | $63.3M | 0.01% | +38,218+3.6% | Added |
| Morgan Stanley | 997,970 | $57.1M | 0.00% | +37,090+3.9% | Added |
| Jupiter Topco LLC | 984,427 | $56.3M | 0.02% | +984,427 | New |
| Engine Capital Management, LP | 916,380 | $52.4M | 5.10% | +916,380 | New |
| Citadel Advisors LLC | 913,868 | $52.2M | 0.03% | +628+0.1% | Added |
| Federated Hermes, Inc. | 901,632 | $51.5M | 0.07% | +162,683+22.0% | Added |
| Invenomic Capital Management LP | 869,410 | $49.7M | 2.97% | +605,315+229.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 760,700 | $43.5M | 0.04% | +50,362+7.1% | Added |
| Anson Funds Management LP | 745,000 | $42.6M | 3.99% | +170,000+29.6% | Added |
| Van Berkom & Associates Inc. | 630,329 | $36.0M | 1.16% | −47,907−7.1% | Reduced |
| Lightrock Netherlands B.V. | 613,169 | $35.1M | 7.18% | +171,500+38.8% | Added |
| Irenic Capital Management LP | 597,704 | $34.2M | 2.46% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 542,524 | $31.0M | 0.00% | +41,713+8.3% | Added |
| Arrowstreet Capital, Limited Partnership | 509,490 | $29.1M | 0.01% | +154,952+43.7% | Added |
| Northern Trust Corp | 494,868 | $28.3M | 0.00% | +53,148+12.0% | Added |
| Nomura Asset Management International Inc. | 411,959 | $23.6M | 0.04% | +50,874+14.1% | Added |
| Bank of America Corp | 378,587 | $21.6M | 0.00% | −620,035−62.1% | Reduced |
| Dimensional Fund Advisors LP | 343,932 | $19.7M | 0.00% | −160,400−31.8% | Reduced |
| Bank of New York Mellon Corp | 275,175 | $15.7M | 0.00% | −13,605−4.7% | Reduced |
| Public Sector Pension Investment Board | 270,944 | $15.5M | 0.04% | −7,057−2.5% | Reduced |
| Principal Financial Group Inc | 268,347 | $15.3M | 0.01% | +4,713+1.8% | Added |
| Barclays PLC | 267,135 | $15.3M | 0.00% | +69,111+34.9% | Added |
| BNP Paribas Arbitrage, SA | 262,120 | $15.0M | 0.01% | −33,572−11.4% | Reduced |
| Vanguard Fiduciary Trust Co | 253,845 | $14.5M | 0.00% | −8,301−3.2% | Reduced |
| Nuveen, LLC | 232,146 | $13.3M | 0.00% | −36,893−13.7% | Reduced |
| Qube Research & Technologies Ltd | 218,265 | $12.5M | 0.01% | −33,629−13.4% | Reduced |
| Glenmede Trust Co NA | 214,278 | $12.3M | 0.05% | +45,055+26.6% | Added |
| AQR Capital Management LLC | 207,870 | $11.9M | 0.00% | +92,857+80.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 202,645 | $11.6M | 0.02% | −14,632−6.7% | Reduced |
| Fenimore Asset Management Inc | 195,806 | $11.2M | 0.23% | −1,235−0.6% | Reduced |
| Price T Rowe Associates Inc | 184,383 | $10.5M | 0.00% | −35,026−16.0% | Reduced |
| D. E. Shaw & Co., Inc. | 182,792 | $10.5M | 0.01% | −308,039−62.8% | Reduced |
| Long Path Partners LP | 180,912 | $10.3M | 4.41% | +180,912 | New |
| Walleye Capital LLC | 180,335 | $10.3M | 0.05% | −277,300−60.6% | Reduced |
| UBS Group AG | 175,691 | $10.0M | 0.00% | +76,947+77.9% | Added |
| Invesco Ltd. | 174,173 | $9.96M | 0.00% | +21,396+14.0% | Added |
| Canada Pension Plan Investment Board | 156,860 | $8.97M | 0.00% | −1,300−0.8% | Reduced |
| Lazard Asset Management LLC | 153,769 | $8.79M | 0.01% | −4,615−2.9% | Reduced |
| Royal Bank of Canada | 140,044 | $8.01M | 0.00% | −26,666−16.0% | Reduced |
| Bessemer Group Inc | 119,618 | $6.84M | 0.01% | −90.0% | Reduced |
| JPMorgan Chase & Co | 110,694 | $6.48M | 0.00% | −144,585−56.6% | Reduced |
| Legal & General Group Plc | 110,484 | $6.32M | 0.00% | +8,160+8.0% | Added |
| Pacer Advisors, Inc. | 109,645 | $6.27M | 0.02% | +108,233+7,665.2% | Added |
| Perry Creek Capital LP | 105,927 | $6.06M | 2.77% | +105,927 | New |
| UBS Asset Management Americas Inc | 101,896 | $5.83M | 0.00% | +1,008+1.0% | Added |
| Great West Life Assurance Co | 94,223 | $5.38M | 0.01% | +4,220+4.7% | Added |
| Rhumbline Advisers | 93,188 | $5.33M | 0.00% | −13,497−12.7% | Reduced |
| Creative Planning | 85,931 | $4.91M | 0.00% | +45,946+114.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 84,193 | $4.81M | 0.01% | −16,569−16.4% | Reduced |
| Renaissance Group LLC | 78,306 | $4.48M | 0.18% | −16,418−17.3% | Reduced |
| Alliancebernstein L.P. | 78,264 | $4.36M | 0.00% | +82+0.1% | Added |
| Prudential Financial Inc | 75,944 | $4.34M | 0.00% | +17,815+30.6% | Added |
| LPL Financial LLC | 74,660 | $4.27M | 0.00% | −9,069−10.8% | Reduced |
| Swiss National Bank | 74,400 | $4.25M | 0.00% | −400−0.5% | Reduced |
| Caxton Associates LLP | 74,290 | $4.25M | 0.08% | +18,702+33.6% | Added |
| American Capital Management Inc | 73,958 | $4.23M | 0.19% | −12,118−14.1% | Reduced |
| Quantinno Capital Management LP | 70,326 | $4.02M | 0.00% | +8,066+13.0% | Added |
| Herald Investment Management Ltd | 70,000 | $4.00M | 0.54% | 00.0% | Unchanged |
| Voleon Capital Management LP | 69,759 | $3.99M | 0.07% | −13,988−16.7% | Reduced |
| Sovereign's Capital Management, LLC | 69,184 | $3.96M | 2.64% | −917−1.3% | Reduced |
| Ameriprise Financial Inc | 68,157 | $3.90M | 0.00% | −5,102−7.0% | Reduced |
| Victory Capital Management Inc | 67,757 | $3.87M | 0.00% | +21,364+46.1% | Added |
| Deutsche Bank AG | 66,023 | $3.77M | 0.00% | −7,873−10.7% | Reduced |
| Montrusco Bolton Investments Inc. | 63,300 | $3.62M | 0.06% | 00.0% | Unchanged |
| Occam Crest Management LP | 52,000 | $3.61M | 1.99% | +52,000 | New |
| Diametric Capital, LP | 59,549 | $3.40M | 0.36% | +59,549 | New |
| FMR LLC | 59,241 | $3.39M | 0.00% | −8,907−13.1% | Reduced |
| Buckhead Capital Management LLC | 57,626 | $3.29M | 1.13% | +592+1.0% | Added |
| Ballast Asset Management, LP | 56,249 | $3.22M | 1.28% | +18,849+50.4% | Added |
| Palisades Investment Partners, LLC | 55,838 | $3.19M | 0.91% | +1,242+2.3% | Added |
| Fred Alger Management, LLC | 55,180 | $3.15M | 0.01% | −654−1.2% | Reduced |
| Verition Fund Management LLC | 55,000 | $3.14M | 0.02% | +50,350+1,082.8% | Added |
| California State Teachers Retirement System | 53,523 | $3.06M | 0.00% | +9,286+21.0% | Added |
| Natixis | 52,500 | $3.00M | 0.01% | −2,600−4.7% | Reduced |
| Numerai GP LLC | 50,078 | $2.86M | 0.23% | +24,514+95.9% | Added |
| Amundi | 45,269 | $2.59M | 0.00% | +10,508+30.2% | Added |
| Susquehanna International Group, LLP | 44,545 | $2.55M | 0.00% | +7,842+21.4% | Added |
| Russell Investments Group, Ltd. | 40,260 | $2.30M | 0.00% | −9,450−19.0% | Reduced |
| Brown Capital Management LLC | 38,208 | $2.18M | 0.44% | −34,154−47.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 38,154 | $2.18M | 0.19% | +27,154+246.9% | Added |
| Envestnet Asset Management Inc | 36,253 | $2.07M | 0.00% | −37,219−50.7% | Reduced |
| Vanguard Asset Management, Ltd | 35,609 | $2.04M | 0.00% | +3,491+10.9% | Added |
| Wells Fargo & Company | 35,595 | $2.03M | 0.00% | +19,658+123.3% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 35,243 | $2.01M | 1.05% | +35,243 | New |
| New York State Common Retirement Fund | 33,975 | $1.94M | 0.00% | +1,800+5.6% | Added |
| Bridgewater Associates, LP | 32,794 | $1.87M | 0.01% | +32,794 | New |
| Jane Street Group, LLC | 31,895 | $1.82M | 0.00% | −19,889−38.4% | Reduced |
| CI Private Wealth, LLC | 31,193 | $1.78M | 0.00% | −4,969−13.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,370 | $1.74M | 0.14% | +18,460+155.0% | Added |
| Hillsdale Investment Management Inc. | 30,300 | $1.73M | 0.04% | +4,200+16.1% | Added |
| Kennedy Capital Management, Inc. | 29,040 | $1.66M | 0.03% | +20,072+223.8% | Added |
| Jump Financial, LLC | 28,389 | $1.62M | 0.01% | −31,697−52.8% | Reduced |
| Elo Mutual Pension Insurance Co | 27,759 | $1.59M | 0.02% | +27,759 | New |