证券记录 · 已归档季度
SPSC
SPS Commerce, Inc. · Technology · Software - Application
19被追踪持有人
+2Δ持有人
15.87M持有股份
$2.16B报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 +0.3% ·
净新建仓位 +10.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | -5 | 24.73M | $1.41B | +7 | −12 |
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (被动) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (被动) | 1.47M | -0.5% | $199.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.23M | — | $167.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (被动) | 975.89K | +1.2% | $132.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Norges Bank ✦ (被动) | 422.81K | -13.0% | $57.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 215.02K | -20.0% | $29.26M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Capital World Investors ✦ | 214.47K | 新增 | $29.19M | 0.0% | New | 1 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 212.18K | -15.0% | $28.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 185.80K | -25.0% | $25.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 137.52K | -33.6% | $18.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 122.14K | +381.4% | $16.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 112.33K | -1.0% | $15.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 15 | Two Sigma Investments ✦ | 29.00K | 新增 | $3.95M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 16.66K | -59.7% | $2.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 15.75K | +53.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Renaissance Technologies ✦ | 10.06K | -41.0% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 5.56K | -20.0% | $757,205 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Capital World Investors | $29.19M | 0.0% |
| Two Sigma Investments | $3.95M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 325 持有人, 37.98M 股份, $2.04B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据