Which hedge funds own SPSC? SPS COMMERCE INC, Q2 2026 13F holders
42 tracked hedge funds disclosed a position in SPSC (SPS COMMERCE INC) in their Q2 2026 13F filings, worth $311.1m in total. The largest holder by portfolio weight is Engine Capital Management, LP at 5.1% of its book. 16 opened a new position this quarter: Engine Capital Management, LP, Long Path Partners LP, Occam Crest Management LP, Ewing Morris & Co. Investment Partners Ltd.. 12 exited: Twinbeech Capital LP, Y-Intercept (Hong Kong) Ltd, Voloridge Investment Management, LLC.
- 42
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $78.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $33.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $311m
- Combined value Sum of the holders' reported positions in the security.
- 3.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Twinbeech Capital LP | 0.2% | $1.8m |
| Y-Intercept (Hong Kong) Ltd | 0.09% | $4.9m |
| Voloridge Investment Management, LLC | 0.06% | $14.0m |
| Aquatic Capital Management LLC | 0.02% | $629k |
| FORA Capital, LLC | 0.01% | $201k |
| Entropy Technologies, LP | 0.01% | $277k |
| Select Equity Group, L.P. | 0.01% | $2.3m |
| Renaissance Technologies LLC | 0.01% | $5.5m |
| Two Sigma Investments, LP | 0.0% | $3.0m |
| Point72 Asset Management, L.P. | 0.0% | $419k |
| Freestone Grove Partners LP | 0.0% | $52.2k |
| Quarry LP | 0.0% | $1.4k |
Ownership over time
Who discovered SPSC first? Beta
The run: Q3 2011 → Q3 2024, ×24
| Legion Partners Asset Management, LLC high conviction | Q1 2018 | – | +1.8 pts |
| Tensile Capital Management LP | Q4 2017 | – | +1.7 pts |
| Hound Partners, LLC | Q4 2016 | – | +0.4 pts |
| Shannon River Fund Management LLC | Q3 2021 | – | +0.3 pts |
| Manatuck Hill Partners, LLC | Q2 2014 | – | −0.1 pts |
| Southpoint Capital Advisors LP | Q1 2017 | – | −0.1 pts |
| Semanteon Capital Management, LP | Q4 2024 | – | −0.3 pts |
| Irenic Capital Management LP high conviction | Q4 2025 | – | −1.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.