Balyasny Asset Management
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Balyasny Asset Management’s SPS Commerce SPSC Stock Holding History

Balyasny Asset 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
Q1 		$5.04M Buy
+90,598
New +$6.53M 0.01% 1356
2025
Q4 		– Sell
-39,777
Closed -$4.14M – 3522
2025
Q3 		$4.14M Buy
39,777
+787
+2% +$93.7K 0.01% 1452
2025
Q2 		$5.31M Buy
38,990
+8,051
+26% +$1.12M 0.01% 1260
2025
Q1 		$4.11M Sell
30,939
-12,039
-28% -$1.89M 0.01% 1348
2024
Q4 		$7.91M Buy
+42,978
New +$8.06M 0.01% 1067
2024
Q3 		– Sell
-9,449
Closed -$1.78M – 3135
2024
Q2 		$1.78M Sell
9,449
-11,379
-55% -$2.08M ﹤0.01% 1577
2024
Q1 		$3.85M Buy
20,828
+4,894
+31% +$903K 0.01% 1320
2023
Q4 		$3.09M Sell
15,934
-15,228
-49% -$2.66M 0.01% 1304
2023
Q3 		$5.32M Buy
31,162
+19,259
+162% +$3.42M 0.01% 1085
2023
Q2 		$2.29M Sell
11,903
-8,597
-42% -$1.39M 0.01% 1335
2023
Q1 		$3.12M Sell
20,500
-491
-2% -$69.7K 0.01% 1271
2022
Q4 		$2.7M Buy
20,991
+15,172
+261% +$1.96M 0.01% 1279
2022
Q3 		$723K Buy
+5,819
New +$705K ﹤0.01% 1931
2021
Q2 		– Sell
-11,155
Closed -$1.11M – 2324
2021
Q1 		$1.11M Buy
+11,155
New +$1.18M 0.01% 1211
2020
Q4 		– Sell
-4,536
Closed -$353K – 1676
2020
Q3 		$353K Sell
4,536
-9,035
-67% -$687K ﹤0.01% 1151
2020
Q2 		$1.02M Buy
+13,571
New +$827K 0.01% 827
2019
Q3 		– Sell
-15,012
Closed -$767K – 1555
2019
Q2 		$767K Buy
15,012
+2,308
+18% +$120K ﹤0.01% 1142
2019
Q1 		$674K Buy
+12,704
New +$622K ﹤0.01% 1122
2018
Q2 		– Sell
-14,002
Closed -$449K – 2121
2018
Q1 		$449K Buy
14,002
+1,978
+16% +$56K ﹤0.01% 1474
2017
Q4 		$292K Sell
12,024
-4,796
-29% -$123K ﹤0.01% 1751
2017
Q3 		$477K Buy
+16,820
New +$496K ﹤0.01% 1371
2016
Q2 		– Sell
-15,500
Closed -$333K – 1428
2016
Q1 		$333K Buy
+15,500
New +$389K ﹤0.01% 987

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management's SPSC Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in SPS Commerce (SPSC) in Q1 2026: 90,598 shares worth $5.04M. The stake represents 0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in SPSC as recently as Q3 2025.

Balyasny Asset Management first reported a position in SPSC in Q1 2016 and has held it in 22 quarters since. The position peaked at $7.91M in Q4 2024. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

  • Balyasny Asset Management held 90,598 shares of SPS Commerce worth $5.04M as of Q1 2026.
  • SPS Commerce was a new Balyasny Asset Management position in Q1 2026.
  • SPS Commerce made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1356 holding.
  • Balyasny Asset Management first reported a position in SPS Commerce in Q1 2016 and has held it in 22 quarters since.
  • Balyasny Asset Management's SPS Commerce position peaked at $7.91M in Q4 2024.
  • 328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.