Updated
SPS CommerceSPSC · Technology
$81.91-0.81%
Market cap$2.9B
IndustrySoftware - Application
SPS Commerce (SPSC) Superinvestor holders
14 of the superinvestors we track hold SPS Commerce (SPSC) in their latest 13F filings, $150M in total.
Summary
The largest holder is Arnaud Ajdler (Engine Capital), with $52M, 5.1% of the portfolio.
In their latest quarter: 3 opened a new position, 3 added, 6 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Arnaud Ajdler Engine Capital |
New position | 916,380 | $52M | 5.1% | Q2 2026 |
| Adam Katz Irenic Capital Management |
Held | 597,704 | $34M | 2.5% | Q2 2026 |
| Arrowstreet Capital | Added | 509,490 | $29M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 207,870 | $12M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 182,792 | $10M | 0.0% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 55,180 | $3M | 0.0% | Q2 2026 |
| Eddie Brown Brown Capital Management |
Trimmed | 22,783 | $2M | 0.4% | Q3 2026 |
| Ray Dalio Bridgewater Associates |
New position | 32,794 | $2M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 23,926 | $1M | 0.0% | Q2 2026 |
| Alec Litowitz Magnetar Capital |
New position | 23,710 | $1M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 18,010 | $1M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 15,030 | $859,265 | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 8,232 | $470,623 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Held | 2,675 | $152,930 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 15 |
| Q1 2026 | 17 |
| Q4 2025 | 18 |
| Q3 2025 | 21 |
| Q2 2025 | 21 |
| Q1 2025 | 22 |
| Q4 2024 | 20 |
| Q3 2024 | 19 |
Questions about SPS Commerce
Which superinvestors own SPS Commerce?
14 of the superinvestors we track hold SPS Commerce (SPSC) in their latest 13F filings, $150M in total. Arnaud Ajdler, Adam Katz, Arrowstreet Capital, Cliff Asness, David Shaw, Alger.
Who is the largest superinvestor holder of SPSC?
The largest holder is Arnaud Ajdler (Engine Capital), with $52M, 5.1% of the portfolio.
From SPS Commerce's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.