Sps Commerce Inc
$85.25-1.8%
+$309.2M
Net Activity
+10.91% total shares
Institutions Holding
321
Popularity Rank
#1974
Avg Weight
0.14%
Total Value
$2.3B
Market Cap
$3.2B
321 institutions currently hold SPSC, with 182 net buyers and 188 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
188
Net Buying Institutions
182
Top 5 by Value
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Across its top 20 institutional holders, SPSC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 39/100).
SPSC ranks #1974 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SPSC is a top-conviction position for Lightrock Netherlands B.V. — at 6.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SPSC belongs to BlackRock, Inc., but the position matters far more to Lightrock Netherlands B.V., who has 6.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fenimore Asset Management Inc has added to its SPSC position for two straight quarters, increasing it by $5.2M to reach $16.1M today.
State of Alaska, Department of Revenue has trimmed its SPSC position for two straight quarters, cutting it by $496.0K while still holding $639.0K.
SPSC is down 1.8% today, but institutions show net buying of $309.2M this quarter — a divergence between today's price move and the underlying institutional flow.
SPSC posted net income of $78.0M over the trailing twelve months, and currently trades at a P/E of 41.5.
+$429.6M
Total Buy Value
$346.9M
Total Sell Value
182
Net Buyers
188
Net Sellers
SPSC
Q2 2026
Top 5 Institutional Movers
+$76.3M
+$56.3M
+$52.4M
+$35.0M
SPSC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
SPS Commerce filed an 8-K on July 30, 2026, to disclose its operating results for the three and six months ended June 30, 2026. The actual numbers are in the attached press release (Exhibit 99.1), which isn't reproduced in this excerpt. The forward-looking statements reference a share repurchase program and upcoming leadership transitions.
View Full Filing (SEC EDGAR)78463M107, 78463m107
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Access SPSC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SPSCCLI
npx alphasmo stocks get SPSC