Fiche du titre · trimestre archivé
SPSC
SPS Commerce, Inc. · Technology · Software - Application
19Détenteurs suivis
+2Δ détenteurs
15.87MActions détenues
$2.16BValeur déclarée
+2Nouvelles positions
−0Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +11.8% ·
flux d'actions +0.3% ·
nouvelles positions nettes +10.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q2 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 5.76M | — | $784.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 4.70M | — | $638.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 1.47M | -0.5% | $199.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.23M | — | $167.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.23M | — | $167.96M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.23M | — | $167.96M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.23M | — | $167.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passif) | 975.89K | +1.2% | $132.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passif) | 975.89K | +1.2% | $132.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Norges Bank ✦ (passif) | 422.81K | -13.0% | $57.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 215.02K | -20.0% | $29.26M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 215.02K | -20.0% | $29.26M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Capital World Investors ✦ | 214.47K | Nouveau | $29.19M | 0.0% | New | 1 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 212.18K | -15.0% | $28.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Wellington Management ✦ | 185.80K | -25.0% | $25.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 137.52K | -33.6% | $18.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Millennium Management ✦ | 122.14K | +381.4% | $16.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 112.33K | -1.0% | $15.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 36.24K | +156.4% | $4.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 29.00K | Nouveau | $3.95M | 0.0% | New | 1 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 16.66K | -59.7% | $2.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Marshall Wace ✦ | 15.75K | +53.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Marshall Wace ✦ | 15.75K | +53.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 10.06K | -41.0% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Gotham Asset Management ✦ | 5.56K | -20.0% | $757,205 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Capital World Investors | $29.19M | 0.0% |
| Two Sigma Investments | $3.95M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 325 détenteurs, 37.98M actions, $2.04B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2025 ·
Méthodologie ·
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