SPSC

SPS Commerce Inc$73.39 11.48%
Information TechnologyUSCUSIP 78463M107· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
257
-207 QoQ
13F Value (tracked)
$2.0B
Insider Net · 180d
-$1.5M
0↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)39 adding · 15 trimming
Insider net (180d)-$1.5M

Price & smart-money activity

$73.39 11.48%5Y -35.7%
$37.29$83.05$128.81$174.58$220.34202120222023202420252026739501442595146524053155050164654905756948674567405763707461483621480675889049100909483981078111821291852028
Hover for who · click for detailEnd-of-day closing prices52w $49.91 – $115.82

Who owns SPSC?

257 tracked 13F filers

257 tracked 13F filers disclose a position in SPSC as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$324.5M
5.8M
+1.9%
Added · +111K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$164.7M
3.0M
First observed position
No prior filed position
Q1 2026
3Neuberger Berman Group LLC
$99.7M
1.8M
+26%
Added · +375K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$94.5M
1.7M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$83.5M
1.5M
+2.1%
Added · +31K sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$59.5M
1.1M
+62%
Added · +408K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$55.6M
999K
+3.3%
Added · +31K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$55.6M
998K
+2.7%
Added · +27K sh
Q1 2026
9MORGAN STANLEY
$53.5M
961K
+10%
Added · +89K sh
Q1 2026
10CITADEL ADVISORS LLC
$50.8M
913K
+247%
Added · +650K sh
Q1 2026
11DISCIPLINED GROWTH INVESTORS INC /MN
$45.1M
811K
−4.0%
Reduced · −34K sh
Q1 2026
12FEDERATED HERMES, INC.
$41.1M
739K
+202%
Added · +494K sh
Q1 2026
13BNP Paribas Asset Management Holding S.A.
$39.5M
710K
−4.0%
Reduced · −29K sh
Q1 2026
14Irenic Capital Management LP
$33.3M
598K
+32%
Added · +146K sh
Q1 2026
15Anson Funds Management LP
$32.0M
575K
New
+575K sh
Q1 2026
16NORGES BANK
$49.9M
560K
+32%
Added · +137K sh
Q4 2025
17NORDEA INVESTMENT MANAGEMENT AB
$30.0M
538K
−56%
Reduced · −679K sh
Q1 2026
18DIMENSIONAL FUND ADVISORS LP
$28.1M
504K
+17%
Added · +74K sh
Q1 2026
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$27.9M
501K
+2.5%
Added · +12K sh
Q1 2026
20D. E. Shaw & Co., Inc.
$27.3M
491K
+8.5%
Added · +38K sh
Q1 2026
21NORTHERN TRUST CORP
$24.6M
442K
−2.3%
Reduced · −10K sh
Q1 2026
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$19.7M
355K
131×
Added · +352K sh
Q1 2026
23JANUS HENDERSON GROUP PLC
$16.9M
305K
+95%
Added · +148K sh
Q1 2026
24BNP PARIBAS FINANCIAL MARKETS
$16.5M
296K
+21%
Added · +51K sh
Q1 2026
25Bank of New York Mellon Corp
$16.1M
289K
+5.2%
Added · +14K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SPSC being bought or sold by institutions?

Last quarter, 8 funds opened a new position in SPSC and 31 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
31
funds
Reduced
15
funds
Exited
0
funds

Funds that own SPSC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT127 funds$233.4B
APPLE INCAAPL125 funds$251.0B
AMAZON.COM INCAMZN123 funds$171.5B
COSTCO WHOLESALE CORPCOST123 funds$32.1B
ALPHABET INC-CL AGOOGL121 funds$134.6B
VISA INC-CLASS A SHARESV121 funds$48.9B
BROADCOM INCAVGO119 funds$134.9B
META PLATFORMS INC-CLASS AMETA119 funds$95.7B
ELI LILLY & COLLY118 funds$66.0B
JPMORGAN CHASE & COJPM118 funds$49.9B
MASTERCARD INC - AMA118 funds$45.6B
BANK OF AMERICA CORPBAC118 funds$27.1B

Ranked by how many of SPSC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$1.5M
4 insiders
Net
-$1.5M
12 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 7, 2026Reaume Marty MDirectorSell (S)1K$57K
Apr 7, 2026Reaume Marty MDirectorSell (S)1K$58K
Mar 9, 2026Reaume Marty MDirectorSell (S)1K$63K
Feb 24, 2026THINGELSTAD JAMIEEVP, Chief Technology OfficerSell (S)2K$104K
Feb 24, 2026THINGELSTAD JAMIEEVP, Chief Technology OfficerSell (S)518$29K
Feb 20, 2026Nelson Kimberly K.EVP & CFOSell (S)1K$84K
Feb 20, 2026Nelson Kimberly K.EVP & CFOSell (S)1K$71K
Feb 20, 2026Nelson Kimberly K.EVP & CFOSell (S)4K$215K
Feb 20, 2026Collins ChadwickChief Executive Officer, DirectorSell (S)3K$167K
Feb 20, 2026Collins ChadwickChief Executive Officer, DirectorSell (S)3K$166K
Feb 20, 2026Collins ChadwickChief Executive Officer, DirectorSell (S)8K$452K
Feb 9, 2026Reaume Marty MDirectorSell (S)1K$80K

Institutional ownership over time

58 funds-257 since Q3 2024
0164327Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $47.6M

Recent filings

15 shown

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Connected entities for SPSC

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Ask your agent what changed in SPSC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPSC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SPSC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.