Security record · archived quarter
SPSC
SPS Commerce, Inc. · Technology · Software - Application
111Tracked holders
-1Δ holders
30.16MShares held
$2.69BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow -0.4% ·
net new positions 0.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.72M | +1.2% | $509.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 4.93M | -0.4% | $439.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 4.93M | -0.4% | $439.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 4.93M | -0.4% | $439.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 4.93M | -0.4% | $439.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 4.93M | -0.4% | $439.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 1.47M | +0.6% | $130.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 1.42M | — | $126.14M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 1.42M | — | $126.14M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 1.30M | — | $115.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.30M | — | $115.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 1.30M | — | $115.45M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Nordea Investment Management Ab | 1.22M | — | $108.79M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Nordea Investment Management Ab | 1.22M | — | $108.79M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Nordea Investment Management Ab | 1.22M | — | $108.79M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Nordea Investment Management Ab | 1.22M | — | $108.79M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 971.39K | +0.2% | $86.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passive) | 971.39K | +0.2% | $86.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 967.19K | — | $86.21M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 872.02K | -10.4% | $77.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | BNP Paribas Asset Management… | 739.76K | — | $65.94M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | BNP Paribas Asset Management… | 739.76K | — | $65.94M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | BNP Paribas Asset Management… | 739.76K | — | $65.94M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | BNP Paribas Asset Management… | 739.76K | — | $65.94M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 661.61K | +69.1% | $58.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 661.61K | +69.1% | $58.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 651.11K | +3.7% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 651.11K | +3.7% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 651.11K | +3.7% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 651.11K | +3.7% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Norges Bank ✦ (passive) | 559.67K | New | $49.88M | 0.0% | New | 1 | SEC ↗ |
| 66 | Nomura Asset Management… | 546.64K | — | $48.72M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Charles Schwab Investment… | 488.82K | — | $43.57M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 478.50K | -48.5% | $42.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 452.52K | +46.8% | $40.33M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 452.05K | — | $40.29M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 430.30K | — | $38.35M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 430.30K | — | $38.35M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 430.30K | — | $38.35M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 430.30K | — | $38.35M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Dimensional Fund Advisors Lp | 430.30K | — | $38.35M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Nomura Holdings Inc | 303.91K | — | $27.09M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 274.41K | — | $24.46M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Nuveen, LLC | 268.15K | — | $23.90M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Nuveen, LLC | 268.15K | — | $23.90M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $49.88M | 0.0% |
Exited
| Capital World Investors | $22.33M | was 0.0% |
| Fisher Asset Management | $4.18M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 325 holders, 37.98M shares, $2.04B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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