SPS Commerce Inc: which funds bought and sold
Institutions that bought and sold SPS Commerce shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 171 institutions that filed 13F reports for both quarters added to or opened positions in SPS Commerce, and 175 cut or closed them. Together they sold a net 958K shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 819K shares (+7.8%); index fund managers were net buyers of 351K shares (+2.5%). 56 opened a new position and 64 sold out entirely.
Bought, Q2 2026 171 institutions, 56 of them new holders Sold, Q2 2026 175 institutions, 64 of them sold out
Net change, all compared −958K shares (−2.5%)
Net change, active managers +819K shares (+7.8%), 22 bought, 30 sold
Buyers versus sellers
171 bought 30 175 sold
Active managers and hedge funds 22 bought · 30 sold · +819K
Index fund managers 6 bought · 5 sold · +351K
Other institutions 143 bought · 140 sold · −2.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Disciplined Growth Investors Inc Active manager | +1.3M +161.9% | 2.1M | $121M |
| Engine Capital Management, LP Hedge fund | +916K New position | 916K | $52.4M |
| Invenomic Capital Management LP Hedge fund | +605K +229.2% | 869K | $49.7M |
| Geode Capital Management, LLC Index funds | +268K +26.9% | 1.3M | $72.4M |
| Long Path Partners LP | +181K New position | 181K | $10.3M |
| Lightrock Netherlands B.V. | +172K +38.8% | 613K | $35.1M |
| Federated Hermes, Inc. Active manager | +163K +22.0% | 902K | $51.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +155K +43.7% | 509K | $29.1M |
| Pacer Advisors, Inc. | +108K +7665.2% | 110K | $6.3M |
| Perry Creek Capital LP | +106K New position | 106K | $6.1M |
| Blackrock, Inc. Index funds | +106K +1.8% | 5.9M | $339M |
| AQR Capital Management LLC Hedge fund | +93K +80.7% | 208K | $11.9M |
| UBS Group AG | +77K +77.9% | 176K | $10M |
| Barclays PLC | +69K +34.9% | 267K | $15.3M |
| Diametric Capital, LP | +60K New position | 60K | $3.4M |
| Northern Trust Corp Index funds | +53K +12.0% | 495K | $28.3M |
| Occam Crest Management LP | +52K New position | 52K | $3.6M |
| Nomura Asset Management International Inc. | +51K +14.1% | 412K | $23.6M |
| BNP Paribas Asset Management Holding S.A. | +50K +7.1% | 761K | $43.5M |
| Verition Fund Management LLC Hedge fund | +50K +1082.8% | 55K | $3.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Disciplined Growth Investors Inc Active manager | +1.3M +161.9% | 2.1M | $121M |
| Engine Capital Management, LP Hedge fund | +916K New position | 916K | $52.4M |
| Invenomic Capital Management LP Hedge fund | +605K +229.2% | 869K | $49.7M |
| Federated Hermes, Inc. Active manager | +163K +22.0% | 902K | $51.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +155K +43.7% | 509K | $29.1M |
| AQR Capital Management LLC Hedge fund | +93K +80.7% | 208K | $11.9M |
| Verition Fund Management LLC Hedge fund | +50K +1082.8% | 55K | $3.1M |
| Bridgewater Associates, LP Hedge fund | +33K New position | 33K | $1.9M |
| Magnetar Financial LLC Hedge fund | +24K New position | 24K | $1.4M |
| Victory Capital Management Inc Active manager | +21K +46.1% | 68K | $3.9M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Van Berkom & Associates Inc. | −726K −53.5% | 630K | $36M |
| Bank Of America Corp | −620K −62.1% | 379K | $21.6M |
| Nordea Investment Management AB | −538K Sold out | 0 | — |
| Anson Funds Management LP Hedge fund | −405K −35.2% | 745K | $42.6M |
| Riverbridge Partners LLC Active manager | −383K −94.0% | 24K | $1.4M |
| D. E. Shaw & Co., Inc. Hedge fund | −308K −62.8% | 183K | $10.5M |
| Walleye Capital LLC Hedge fund | −277K −60.6% | 180K | $10.3M |
| Voloridge Investment Management, LLC Hedge fund | −252K Sold out | 0 | — |
| Fil Ltd Active manager | −204K −99.1% | 1,842 | $105,307 |
| Local Pensions Partnership Investment Ltd | −186K Sold out | 0 | — |
| Congress Asset Management Co Active manager | −175K Sold out | 0 | — |
| Assenagon Asset Management S.A. | −162K −76.5% | 50K | $2.8M |
| Dimensional Fund Advisors LP | −160K −31.8% | 344K | $19.7M |
| Jpmorgan Chase & Co | −145K −56.6% | 111K | $6.5M |
| Vanguard Capital Management LLC Index funds | −100K −5.9% | 1.6M | $91.4M |
| Renaissance Technologies LLC Hedge fund | −99K Sold out | 0 | — |
| Tran Capital Management, L.P. | −90K Sold out | 0 | — |
| Y-Intercept (Hong Kong) Ltd | −89K Sold out | 0 | — |
| Counterpoint Mutual Funds LLC | −82K −88.8% | 10K | $588,851 |
| Balyasny Asset Management L.P. Hedge fund | −72K −79.3% | 19K | $1.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Anson Funds Management LP Hedge fund | −405K −35.2% | 745K | $42.6M |
| Riverbridge Partners LLC Active manager | −383K −94.0% | 24K | $1.4M |
| D. E. Shaw & Co., Inc. Hedge fund | −308K −62.8% | 183K | $10.5M |
| Walleye Capital LLC Hedge fund | −277K −60.6% | 180K | $10.3M |
| Voloridge Investment Management, LLC Hedge fund | −252K Sold out | 0 | — |
| Fil Ltd Active manager | −204K −99.1% | 1,842 | $105,307 |
| Congress Asset Management Co Active manager | −175K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −99K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −72K −79.3% | 19K | $1.1M |
| Edgestream Partners, L.P. Hedge fund | −65K −89.4% | 7,741 | $442,553 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Engine Capital Management, LPHedge fund | 916K | $52.4M |
| Long Path Partners LP | 181K | $10.3M |
| Perry Creek Capital LP | 106K | $6.1M |
| Occam Crest Management LP | 52K | $3.6M |
| Diametric Capital, LP | 60K | $3.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 35K | $2M |
| Bridgewater Associates, LPHedge fund | 33K | $1.9M |
| Elo Mutual Pension Insurance Co | 28K | $1.6M |
| Magnetar Financial LLCHedge fund | 24K | $1.4M |
| State Of New Jersey Common Pension Fund D | 21K | $1.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Nordea Investment Management AB | 538K | $30M |
| Voloridge Investment Management, LLCHedge fund | 252K | $14M |
| Local Pensions Partnership Investment Ltd | 186K | $10.3M |
| Congress Asset Management CoActive manager | 175K | $9.7M |
| Renaissance Technologies LLCHedge fund | 99K | $5.5M |
| Tran Capital Management, L.P. | 90K | $5M |
| Y-Intercept (Hong Kong) Ltd | 89K | $4.9M |
| AGF Management Ltd | 64K | $3.6M |
| Caisse De Depot Et Placement Du Quebec | 59K | $3.3M |
| Two Sigma Investments, LPHedge fund | 55K | $3M |
Who holds the shares
- Institutions reporting
- 316
- Ten largest holders
- 51.9% of 13F-reported shares
- Index fund managers
- 37.5% of 13F-reported shares
- Active managers and hedge funds
- 28.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 22 | 30 | 8 | 8 | +819K | +7.8% |
| Index fund managers | 6 | 5 | 0 | 0 | +351K | +2.5% |
| Other institutions | 143 | 140 | 48 | 56 | −2.1M | −14.9% |