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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.8 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $3.12 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 102.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for SPS Commerce, Inc. (SPSC)
Major holders include Cliff Asness ($6.4 M), Renaissance Technologies (RenTech) ($5.53 M), Steven Cohen ($418,805). According to the latest reported data, 4 tracked investment managers collectively hold approximately 228,974 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.12 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited SPSC. The total reported sell value was $6.81 M.
Yes, 3 managers opened new positions in SPSC, and 2 increased their existing holdings. The total reported buy value was $9.92 M.