Cliff Asness's SPSC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 207,870 shares of SPS Commerce, Inc. (SPSC) worth $11.88 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SPSC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 101,532 shares. Largest reduction occurred in Q4 2019, reducing 95,945 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's SPS Commerce (SPSC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SPS Commerce (SPSC) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +92,857 | Add 80.74% | 207,870 | $57.17 |
| Q1 2026 | +58,145 | Add 102.25% | 115,013 | $55.67 |
| Q4 2025 | +34,274 | Add 151.70% | 56,868 | $89.13 |
| Q3 2025 | -13,646 | Reduce 37.65% | 22,594 | $104.14 |
| Q2 2025 | +22,106 | Add 156.40% | 36,240 | $136.09 |
| Q1 2025 | +275 | Add 1.98% | 14,134 | $132.73 |
| Q4 2024 | +71 | Add 0.51% | 13,859 | $183.99 |
| Q3 2024 | -1,068 | Reduce 7.19% | 13,788 | $194.17 |
| Q2 2024 | +2,391 | Add 19.18% | 14,856 | $188.16 |
| Q1 2024 | -758 | Reduce 5.73% | 12,465 | $184.90 |
| Q4 2023 | +832 | Add 6.71% | 13,223 | $193.84 |
| Q3 2023 | -332 | Reduce 2.61% | 12,391 | $170.61 |
| Q2 2023 | +2,188 | Add 20.77% | 12,723 | $192.06 |
| Q1 2023 | -834 | Reduce 7.34% | 10,535 | $152.30 |
| Q4 2022 | +146 | Add 1.30% | 11,369 | $128.43 |
| Q3 2022 | +37 | Add 0.33% | 11,223 | $124.21 |
| Q2 2022 | -12,673 | Reduce 53.12% | 11,186 | $113.09 |
| Q1 2022 | -963 | Reduce 3.88% | 23,859 | $131.19 |
| Q4 2021 | +341 | Add 1.39% | 24,822 | $142.33 |
| Q3 2021 | -1,095 | Reduce 4.28% | 24,481 | $161.31 |
| Q2 2021 | +293 | Add 1.16% | 25,576 | $99.86 |
| Q1 2021 | -17,896 | Reduce 41.45% | 25,283 | $99.32 |
| Q4 2020 | -12,500 | Reduce 22.45% | 43,179 | $108.59 |
| Q3 2020 | -32,771 | Reduce 37.05% | 55,679 | $77.87 |
| Q2 2020 | -39,616 | Reduce 30.93% | 88,450 | $75.12 |
| Q1 2020 | -41,993 | Reduce 24.69% | 128,066 | $46.51 |
| Q4 2019 | -95,945 | Reduce 36.07% | 170,059 | $55.42 |
| Q3 2019 | -27,904 | Reduce 9.49% | 266,004 | $47.07 |
| Q2 2019 | -25,544 | Reduce 8.00% | 293,908 | $51.10 |
| Q1 2019 | +11,684 | Add 3.80% | 319,452 | $53.03 |
| Q4 2018 | +71,650 | Add 30.34% | 307,768 | $41.19 |
| Q3 2018 | +90,690 | Add 62.36% | 236,118 | $49.62 |
| Q2 2018 | +34,106 | Add 30.64% | 145,428 | $36.74 |
| Q1 2018 | +1,548 | Add 1.41% | 111,322 | $32.03 |
| Q4 2017 | +101,532 | Add 1231.89% | 109,774 | $24.30 |
| Q3 2017 | -5,622 | Reduce 40.55% | 8,242 | $28.39 |
| Q2 2017 | +13,864 | New Buy | 13,864 | $31.88 |
| Q4 2016 | -19,946 | Sold Out | 0 | $0.00 |
| Q3 2016 | +5,818 | Add 41.18% | 19,946 | $36.70 |
| Q2 2016 | +4,302 | Add 43.78% | 14,128 | $30.29 |
| Q1 2016 | -2,922 | Reduce 22.92% | 9,826 | $21.47 |
| Q4 2015 | -1,750 | Reduce 12.07% | 12,748 | $35.14 |
| Q3 2015 | +726 | Add 5.27% | 14,498 | $33.94 |
| Q2 2015 | +7,418 | Add 116.75% | 13,772 | $32.89 |
| Q1 2015 | +6,354 | New Buy | 6,354 | $33.52 |
| Q4 2014 | -9,154 | Sold Out | 0 | $0.00 |
| Q3 2014 | -18,400 | Reduce 66.78% | 9,154 | $26.55 |
| Q2 2014 | -2,600 | Reduce 8.62% | 27,554 | $31.61 |
| Q1 2014 | +2,600 | Add 9.44% | 30,154 | $30.71 |
| Q3 2013 | +208 | Add 0.76% | 27,554 | $33.46 |
| Q2 2013 | +27,346 | Add 0.00% | 27,346 | $27.50 |
| Q4 2012 | +13,958 | Add 0.00% | 13,958 | $18.63 |
Cliff Asness's SPS Commerce Investment FAQs
Cliff Asness first purchased SPS Commerce, Inc. (SPSC) in Q4 2012, acquiring 13,958 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held SPS Commerce, Inc. (SPSC) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to SPS Commerce, Inc. (SPSC) was in Q4 2017, adding 109,774 shares worth $2.67 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 207,870 shares of SPS Commerce, Inc. (SPSC), valued at approximately $11.88 M.
As of the Q2 2026 filing, SPS Commerce, Inc. (SPSC) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in SPS Commerce, Inc. (SPSC) was 319,452 shares, as reported at the end of Q1 2019.