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BCM
Bayesian Capital Management’s
SPS Commerce
SPSC
Stock Holding History
Bayesian Capital 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
2025
Q2
–
Sell
-1,609
Closed
-$214K
–
855
2025
Q1
$214K
Sell
1,609
-1,100
-41%
-$173K
0.04%
478
2024
Q4
$498K
Buy
+2,709
New
+$508K
0.06%
370
2024
Q1
–
Sell
-1,046
Closed
-$203K
–
1099
2023
Q4
$203K
Buy
+1,046
New
+$182K
0.02%
599
2020
Q2
–
Sell
-6,432
Closed
-$299K
–
767
2020
Q1
$299K
Buy
6,432
+1,100
+21%
+$58K
0.06%
453
2019
Q4
$295K
Sell
5,332
-2,400
-31%
-$128K
0.05%
429
2019
Q3
$364K
Buy
7,732
+3,400
+78%
+$172K
0.07%
327
2019
Q2
$221K
Sell
4,332
-4,820
-53%
-$251K
0.05%
424
2019
Q1
$485K
Sell
9,152
-15,000
-62%
-$735K
0.09%
295
2018
Q4
$995K
Sell
24,152
-800
-3%
-$34.9K
0.2%
160
2018
Q3
$1.24M
Buy
24,952
+16,600
+199%
+$744K
0.2%
135
2018
Q2
$307K
Buy
+8,352
New
+$296K
0.07%
390
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$107B AUM
24.58%
1-Year Est. Return
CCA
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Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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