AGF Management’s SPS Commerce SPSC Stock Holding History

AGF Management’s Portfolio SPSC Stock Details SPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-63,804	Closed	-$3.55M	–	728
2026 Q1	$3.55M	Buy	63,804 +25,458	+66%	+$1.83M	0.02%	345
2025 Q4	$3.42M	Buy	+38,346	New	+$3.56M	0.01%	307

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGF Management's SPSC Position: Q2 2026 in Review

AGF Management sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 63,804 shares — an estimated $3.55M sold.

AGF Management first reported a position in SPSC in Q4 2025 and held it in 2 quarters. The position peaked at $3.55M in Q1 2026. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

AGF Management reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
AGF Management sold 63,804 SPS Commerce shares in Q2 2026, an estimated $3.55M.
AGF Management first reported a position in SPS Commerce in Q4 2025 and held it in 2 quarters.
AGF Management's SPS Commerce position peaked at $3.55M in Q1 2026.
318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.