SPSC SPS Commerce
SPS Commerce (SPSC) Institutional Ownership
What the institutions did with SPSC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 5.9M | 15.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | 7.5% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 2.1M | 5.4% |
| NEUBERGER BERMAN GROUP LLC | 1.8M | 4.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 4.1% |
| STATE STREET CORP | 1.5M | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 3.2% |
| GOLDMAN SACHS GROUP INC | 1.1M | 2.8% |
| MORGAN STANLEY | 998.0K | 2.6% |
| Jupiter Topco LLC | 984.4K | 2.5% |
| Engine Capital Management, LP | 916.4K | 2.3% |
| CITADEL ADVISORS LLC | 913.9K | 2.3% |
| FEDERATED HERMES, INC. | 901.6K | 2.3% |
| Invenomic Capital Management LP | 869.4K | 2.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 760.7K | 1.9% |
| Anson Funds Management LP | 745.0K | 1.9% |
| Van Berkom & Associates Inc. | 630.3K | 1.6% |
| Lightrock Netherlands B.V. | 613.2K | 1.6% |
| Irenic Capital Management LP | 597.7K | 1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 542.5K | 1.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 509.5K | 1.3% |
| NORTHERN TRUST CORP | 494.9K | 1.3% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 412.0K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 378.6K | 1.0% |
| DIMENSIONAL FUND ADVISORS LP | 343.9K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | Increased | 810.9K | 2.1M | +1.3M |
| Engine Capital Management, LP | New | 0 | 916.4K | +916.4K |
| Van Berkom & Associates Inc. | Reduced | 1.4M | 630.3K | -726.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 998.6K | 378.6K | -620.0K |
| Invenomic Capital Management LP | Increased | 264.1K | 869.4K | +605.3K |
| NORDEA INVESTMENT MANAGEMENT AB | Sold Out | 537.9K | 0 | -537.9K |
| Anson Funds Management LP | Reduced | 1.2M | 745.0K | -405.0K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 407.4K | 24.3K | -383.1K |
| D. E. Shaw & Co., Inc. | Reduced | 490.8K | 182.8K | -308.0K |
| Walleye Capital LLC | Reduced | 457.6K | 180.3K | -277.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 998.0K | 1.3M | +268.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 251.7K | 0 | -251.7K |
| FIL Ltd | Reduced | 205.4K | 1.8K | -203.6K |
| Local Pensions Partnership Investment Ltd | Sold Out | 185.5K | 0 | -185.5K |
| Long Path Partners LP | New | 0 | 180.9K | +180.9K |
| CONGRESS ASSET MANAGEMENT CO | Sold Out | 174.8K | 0 | -174.8K |
| Lightrock Netherlands B.V. | Increased | 441.7K | 613.2K | +171.5K |
| FEDERATED HERMES, INC. | Increased | 738.9K | 901.6K | +162.7K |
| Assenagon Asset Management S.A. | Reduced | 211.4K | 49.7K | -161.7K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 504.3K | 343.9K | -160.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 354.5K | 509.5K | +155.0K |
| JPMORGAN CHASE & CO | Reduced | 255.3K | 110.7K | -144.6K |
| Pacer Advisors, Inc. | Increased | 1.4K | 109.6K | +108.2K |
| PERRY CREEK CAPITAL LP | New | 0 | 105.9K | +105.9K |
| BlackRock, Inc. | Increased | 5.8M | 5.9M | +105.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.7M | 1.6M | -99.7K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 99.4K | 0 | -99.4K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 115.0K | 207.9K | +92.9K |
| TRAN CAPITAL MANAGEMENT, L.P. | Sold Out | 89.5K | 0 | -89.5K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 88.7K | 0 | -88.7K |
| Summit Creek Advisors LLC | Sold Out | 82.1K | 0 | -82.1K |
| Counterpoint Mutual Funds LLC | Reduced | 91.8K | 10.3K | -81.5K |
| UBS Group AG | Increased | 98.7K | 175.7K | +76.9K |
| Balyasny Asset Management L.P. | Reduced | 90.6K | 18.7K | -71.9K |
| BARCLAYS PLC | Increased | 198.0K | 267.1K | +69.1K |
| Edgestream Partners, L.P. | Reduced | 73.1K | 7.7K | -65.4K |
| AGF MANAGEMENT LTD | Sold Out | 63.8K | 0 | -63.8K |
| Diametric Capital, LP | New | 0 | 59.5K | +59.5K |
| Caisse de depot et placement du Quebec | Sold Out | 58.5K | 0 | -58.5K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 54.7K | 0 | -54.7K |
| NORTHERN TRUST CORP | Increased | 441.7K | 494.9K | +53.1K |
| Occam Crest Management LP | New | 0 | 52.0K | +52.0K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Increased | 361.1K | 412.0K | +50.9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Increased | 710.3K | 760.7K | +50.4K |
| Verition Fund Management LLC | Increased | 4.7K | 55.0K | +50.4K |
| SG Americas Securities, LLC | Sold Out | 46.1K | 0 | -46.1K |
| Creative Planning | Increased | 40.0K | 85.9K | +45.9K |
| STATE STREET CORP | Increased | 1.5M | 1.5M | +45.9K |
| GLENMEDE TRUST CO NA | Increased | 169.2K | 214.3K | +45.1K |
| OSAIC HOLDINGS, INC. | Reduced | 44.5K | 216 | -44.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 3.0M | 2.9M | -44.1K |
| Select Equity Group, L.P. | Sold Out | 41.9K | 0 | -41.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 500.8K | 542.5K | +41.7K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 48.4K | 8.7K | -39.7K |
| GOLDMAN SACHS GROUP INC | Increased | 1.1M | 1.1M | +38.2K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 73.5K | 36.3K | -37.2K |
| MORGAN STANLEY | Increased | 960.9K | 998.0K | +37.1K |
| Nuveen, LLC | Reduced | 269.0K | 232.1K | -36.9K |
| Ewing Morris & Co. Investment Partners Ltd. | New | 0 | 35.2K | +35.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 219.4K | 184.4K | -35.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.