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 |
|---|---|---|---|---|---|
| Lightrock Netherlands B.V. | 613,169 | $35.1M | 7.18% | +171,500+38.8% | Added |
| Van Berkom & Associates Inc. | 630,329 | $36.0M | 1.16% | −47,907−7.1% | Reduced |
| Anson Funds Management LP | 745,000 | $42.6M | 3.99% | +170,000+29.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 760,700 | $43.5M | 0.04% | +50,362+7.1% | Added |
| Invenomic Capital Management LP | 869,410 | $49.7M | 2.97% | +605,315+229.2% | Added |
| Federated Hermes, Inc. | 901,632 | $51.5M | 0.07% | +162,683+22.0% | Added |
| Citadel Advisors LLC | 913,868 | $52.2M | 0.03% | +628+0.1% | Added |
| Engine Capital Management, LP | 916,380 | $52.4M | 5.10% | +916,380 | New |
| Jupiter Topco LLC | 984,427 | $56.3M | 0.02% | +984,427 | New |
| Morgan Stanley | 997,970 | $57.1M | 0.00% | +37,090+3.9% | Added |
| Goldman Sachs Group Inc | 1,107,434 | $63.3M | 0.01% | +38,218+3.6% | Added |
| Geode Capital Management, LLC | 1,266,247 | $72.4M | 0.00% | +268,288+26.9% | Added |
| State Street Corp | 1,545,696 | $88.4M | 0.00% | +45,886+3.1% | Added |
| Vanguard Capital Management LLC | 1,598,383 | $91.4M | 0.00% | −99,740−5.9% | Reduced |
| Neuberger Berman Group LLC | 1,780,876 | $101.8M | 0.07% | −9,422−0.5% | Reduced |
| Disciplined Growth Investors Inc | 2,123,881 | $121.4M | 2.06% | +1,312,943+161.9% | Added |
| Vanguard Portfolio Management LLC | 2,914,709 | $166.6M | 0.01% | −44,130−1.5% | Reduced |
| BlackRock, Inc. | 5,934,211 | $339.3M | 0.01% | +105,575+1.8% | Added |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −537,906−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −251,661−100.0% | Sold out |
| Local Pensions Partnership Investment Ltd | 0 | $0 | 0.00% | −185,500−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −174,758−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −99,360−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −89,538−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −88,683−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −82,108−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −63,804−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −58,529−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −54,676−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −46,127−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −41,923−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −33,108−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −24,776−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −22,920−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −22,977−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −22,342−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −21,616−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,319−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −17,226−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −15,345−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,056−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −12,810−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −12,585−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,913−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,290−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,523−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −7,343−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,602−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Meramec Financial Planners, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Ares Financial Consulting, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Laurus Investment Counsel Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |