BIT Capital’s SPS Commerce SPSC Stock Holding History

BIT Capital’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 Q1	–	Sell	-4,239	Closed	-$780K	–	142
2024 Q4	$780K	Buy	+4,239	New	+$795K	0.06%	82
2022 Q3	–	Sell	-8,878	Closed	-$1M	–	170
2022 Q2	$1M	Buy	+8,878	New	+$1M	0.14%	52

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BIT Capital's SPSC Position: Q1 2025 in Review

BIT Capital sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 4,239 shares — an estimated $780K sold.

BIT Capital first reported a position in SPSC in Q2 2022 and held it in 2 quarters. The position peaked at $1M in Q2 2022. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

BIT Capital reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
BIT Capital sold 4,239 SPS Commerce shares in Q1 2025, an estimated $780K.
BIT Capital first reported a position in SPS Commerce in Q2 2022 and held it in 2 quarters.
BIT Capital's SPS Commerce position peaked at $1M in Q2 2022.
448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on BIT Capital's 13F filing for Q1 2025, filed 9 May 2025.