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

Other funds holding SPSC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Bayesian Capital Management's SPSC Position: Q2 2025 in Review

Bayesian Capital Management sold out of SPS Commerce (SPSC) in Q2 2025, closing a stake of 1,609 shares — an estimated $214K sold.

Bayesian Capital Management first reported a position in SPSC in Q2 2018 and held it in 11 quarters. The position peaked at $1.24M in Q3 2018. 451 funds tracked by Wall St. Rank hold SPSC as of Q2 2025.

Bayesian Capital Management reported no remaining SPS Commerce position as of Q2 2025 after selling out during the quarter.
Bayesian Capital Management sold 1,609 SPS Commerce shares in Q2 2025, an estimated $214K.
Bayesian Capital Management first reported a position in SPS Commerce in Q2 2018 and held it in 11 quarters.
Bayesian Capital Management's SPS Commerce position peaked at $1.24M in Q3 2018.
451 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2025.

Based on Bayesian Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.