Guru Ownership Trend
Guru Analysis for SPS Commerce, Inc. (SPSC)
SPS Commerce, Inc. (SPSC), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.54 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $1.27 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 154.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for SPS Commerce, Inc. (SPSC)
Major holders include Cliff Asness ($11.88 M), Ray Dalio ($1.87 M), Joel Greenblatt ($1.03 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 258,674 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.27 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited SPSC. The total reported sell value was $6.53 M.
Yes, 1 managers opened new positions in SPSC, and 2 increased their existing holdings. The total reported buy value was $7.81 M.