SPSC
SPS COMMERCE, INC.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $193 | $53 | -73% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $193 | $53 | -73% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $193 | $53 | -73% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $193 | $53 | -73% |
| Two Sigma Investments re-entered | Q4 2024(8Q snapshot) | 6Q | $180 | $53 | -70% |
| Renaissance Technologies re-entered | Q2 2025(8Q snapshot) | 4Q | $150 | $53 | -65% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $51 | $53 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 2× in & out | Q4 2025 | Q2 2026 | → $51 | -38% |
| Maverick Capital 3× in & out | Q1 2024 | Q3 2024 | → $193 | -2% |
| Elliott Management | Q3 2016 | Q4 2016 | → $33 | -2% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SPS COMMERCE INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-039571Jun 1, 2026
- Form 40001628280-26-039570Jun 1, 2026
- Form 40001628280-26-039568Jun 1, 2026
- Form 40001628280-26-039566Jun 1, 2026
- Form 40001628280-26-039564Jun 1, 2026
- Form 40001628280-26-039563Jun 1, 2026
- Form 40001628280-26-039561Jun 1, 2026
- Form 40001628280-26-039559Jun 1, 2026
- Form 40001628280-26-033436May 11, 2026
- Form 40001628280-26-033434May 11, 2026
- Form 40001628280-26-033426May 11, 2026
- Form 40001628280-26-024537Apr 9, 2026
- Form 40001628280-26-018821Mar 17, 2026
- Form 40001628280-26-016858Mar 11, 2026
- Form 40001628280-26-011176Feb 24, 2026
Fundamentals
XBRL · SPS COMMERCE, INC.Annual figures sourced directly from SPS COMMERCE, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SPS COMMERCE INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 14, 2026
- 8-KMaterial eventApr 14, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 12, 2026
- 8-KMaterial eventFeb 12, 2026
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KMaterial eventAug 20, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventMay 13, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $51 | $53 | +4% |
| Renaissance Technologies | Q2 2026 | open | $50 | $53 | +6% |
| Citadel Advisors | Q1 2026 | open | $60 | $53 | -12% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $82 | $51 | -38% |
| Two Sigma Investments | Q3 2025 | open | $114 | $53 | -53% |
| Renaissance Technologies | Q2 2025 | Q4 2025 | $150 | $82 | -45% |
| Two Sigma Investments | Q4 2024 | Q1 2025 | $180 | $146 | -19% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $193 | $187 | -3% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $193 | $82 | -58% |
| D.E. Shaw | Q3 2024 | open | $193 | $53 | -73% |
| AQR Capital Management | Q3 2024 | open | $193 | $53 | -73% |
| Millennium Management | Q3 2024 | open | $193 | $53 | -73% |
| Maverick Capital | Q1 2024 | Q3 2024 | $196 | $193 | -2% |
| Maverick Capital | Q2 2021 | Q3 2021 | $94 | $120 | +28% |
| Maverick Capital | Q3 2020 | Q4 2020 | $77 | $92 | +18% |
| Elliott Management | Q3 2016 | Q4 2016 | $33 | $33 | -2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.