SPSC Institutional Ownership Changes & 13F Activity
SPS COMMERCE INC (SPSC) institutional ownership data tracks hedge funds, asset managers, pension funds, and institutional investors holding Amazon shares based on recent SEC 13F filings (Q4 2025). Recent filings show notable position changes from firms including Disciplined Growth Investors, Torray Fund, Renaissance Technologies LLC, Sequoia Financial Advisors, and Sequoia Fund. This page analyzes institutional buying and selling activity, increased and reduced positions, new holdings, and sold-out positions to help investors understand institutional sentiment, portfolio allocation trends, and hedge fund conviction in SPS COMMERCE INC stock.
Key Insights:
- Q4 2025 SEC 13F filings show notable institutional position changes in SPSC.
- Disciplined Growth Investors, Torray Fund, Renaissance Technologies LLC, Sequoia Financial Advisors, and Sequoia Fund were among firms reporting significant share count changes.
- Institutional ownership trends can help investors monitor hedge fund sentiment and long-term conviction in SPSC stock.
Related SPSC Insights:
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2016 | Disciplined Growth Investors | Sell | -2,225 | 138,075 | $10,136 |
| Q2 2016 | Mairs & Power Growth Fund | Sell | -19,400 | 43,550 | $2,639 |
| Q2 2016 | Renaissance Technologies LLC | Sell | -65,500 | 113,800 | $6,896 |
| Q2 2016 | Disciplined Growth Investors | Sell | -1,425 | 140,300 | $8,502 |
| Q1 2016 | Mairs & Power Growth Fund | Buy | 6,200 | 62,950 | $2,703 |
| Q1 2016 | Renaissance Technologies LLC | Buy | 80,000 | 179,300 | $7,699 |
| Q1 2016 | Disciplined Growth Investors | Buy | 141,725 | 141,725 | $6,086 |
| Q4 2015 | Mairs & Power Growth Fund | Buy | 2,300 | 56,750 | $3,984 |
| Q4 2015 | Renaissance Technologies LLC | Sell | -2,300 | 99,300 | $6,972 |
| Q3 2015 | Mairs & Power Growth Fund | Buy | 1,740 | 54,450 | $3,697 |
| Q3 2015 | Renaissance Technologies LLC | Buy | 17,686 | 101,600 | $6,898 |
| Q2 2015 | Mairs & Power Growth Fund | Sell | -4,490 | 52,710 | $3,468 |
| Q2 2015 | Renaissance Technologies LLC | Sell | -38,622 | 83,914 | $5,522 |
| Q1 2015 | Mairs & Power Growth Fund | Buy | 5,300 | 57,200 | $3,838 |
| Q1 2015 | Renaissance Technologies LLC | Buy | 105,043 | 122,536 | $8,222 |
| Q4 2014 | Mairs & Power Growth Fund | Buy | 18,000 | 51,900 | $2,939 |
| Q4 2014 | Renaissance Technologies LLC | Buy | 12,493 | 17,493 | $991 |
| Q3 2014 | Renaissance Technologies LLC | Sell | -13,000 | 5,000 | $266 |
| Q2 2014 | Mairs & Power Growth Fund | Buy | 7,500 | 33,900 | $2,142 |
| Q1 2014 | Mairs & Power Growth Fund | Buy | 6,100 | 26,400 | $1,622 |
| Q1 2014 | Renaissance Technologies LLC | Buy | 900 | 18,000 | $1,106 |
| Q4 2013 | Mairs & Power Growth Fund | Buy | 5,900 | 20,300 | $1,326 |
| Q4 2013 | Renaissance Technologies LLC | Buy | 10,500 | 17,100 | $1,117 |
| Q3 2013 | Renaissance Technologies LLC | Buy | 6,600 | 6,600 | $442 |
| Q2 2013 | Mairs & Power Growth Fund | Buy | 14,400 | 14,400 | $792 |
Frequently asked questions about SPSC activity
Which institutional owners are buying SPSC?
Institutional owners buying SPSC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPSC activity?
"Buy" means an investor increased their reported position in SPSC compared to the prior reporting period. This reflects growing exposure to SPS COMMERCE INC (SPSC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPSC increasing?
Institutional interest in SPSC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.