SPSC
SPS Commerce, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +7.7% ·
flujo de acciones -0.4% ·
nuevas posiciones netas +7.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | -5 | 24.77M | $1.42B | +7 | −11 |
| Q1 2026 | 108 | -2 | 26.56M | $1.48B | +10 | −13 |
| Q4 2025 | 111 | -1 | 30.16M | $2.69B | +2 | −2 |
| Q3 2025 | 19 | -2 | 17.01M | $1.77B | +1 | −4 |
| Q2 2025 | 19 | +2 | 15.87M | $2.16B | +2 | — |
| Q1 2025 | 14 | +1 | 4.12M | $547.42M | +1 | — |
| Q4 2024 | 13 | 0 | 4.14M | $762.33M | +1 | −1 |
| Q3 2024 | 12 | -1 | 2.71M | $527.35M | +1 | −2 |
| Q2 2024 | 13 | — | 2.57M | $483.69M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.47M | -2.5% | $195.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 963.84K | +2.8% | $127.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 963.84K | +2.8% | $127.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 485.98K | +9.7% | $64.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 268.79K | -26.3% | $35.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 268.79K | -26.3% | $35.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 249.50K | -6.0% | $33.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 247.65K | +7.1% | $32.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 247.65K | +7.1% | $32.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 247.65K | +7.1% | $32.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 207.08K | +27.9% | $27.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 113.50K | +19.1% | $15.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 41.30K | +40.8% | $5.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 41.30K | +40.8% | $5.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Millennium Management ✦ | 25.37K | -63.1% | $3.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 17.06K | Nuevo | $2.26M | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 14.13K | +2.0% | $1.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 14.13K | +2.0% | $1.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 14.13K | +2.0% | $1.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 14.13K | +2.0% | $1.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 14.13K | +2.0% | $1.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 10.28K | -22.5% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 6.96K | +10.2% | $923,137 | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $2.26M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 325 tenedores, 37.98M acciones, $2.04B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.