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Congress Wealth Management’s SPS Commerce SPSC Stock Holding History

Congress Wealth 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 		$6.65M Sell
48,828
-77,379
-61% -$10.7M 0.06% 330
2025
Q1 		$16.8M Sell
126,207
-11,766
-9% -$1.85M 0.2% 130
2024
Q4 		$25.4M Sell
137,973
-5,581
-4% -$1.05M 0.35% 72
2024
Q3 		$27.9M Buy
143,554
+2,624
+2% +$515K 0.37% 63
2024
Q2 		$26.5M Buy
140,930
+541
+0.4% +$99K 0.42% 50
2024
Q1 		$26M Sell
140,389
-1,564
-1% -$289K 0.45% 51
2023
Q4 		$27.5M Sell
141,953
-348
-0.2% -$60.7K 0.51% 44
2023
Q3 		$24.3M Buy
142,301
+3,064
+2% +$544K 0.5% 43
2023
Q2 		$26.7M Sell
139,237
-4,323
-3% -$698K 0.62% 33
2023
Q1 		$21.9M Sell
143,560
-448
-0.3% -$63.6K 0.53% 38
2022
Q4 		$18.5M Sell
144,008
-10,089
-7% -$1.3M 0.48% 47
2022
Q3 		$19.1M Sell
154,097
-5,575
-3% -$676K 0.52% 39
2022
Q2 		$18.1M Sell
159,672
-7,055
-4% -$798K 0.46% 49
2022
Q1 		$21.9M Buy
166,727
+3,395
+2% +$425K 0.48% 52
2021
Q4 		$23.2M Buy
+163,332
New +$24.5M 0.46% 54

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Congress Wealth Management's SPSC Position: Q2 2025 in Review

Congress Wealth Management reduced its SPS Commerce (SPSC) stake by 61% in Q2 2025, selling an estimated $10.7M and leaving 48,828 shares worth $6.65M. The position accounts for 0.06% of the portfolio, ranked #330.

Congress Wealth Management first reported a position in SPSC in Q4 2021 and has held it in 15 quarters since. The position peaked at $27.9M in Q3 2024. 451 funds tracked by Wall St. Rank hold SPSC as of Q2 2025.

  • Congress Wealth Management held 48,828 shares of SPS Commerce worth $6.65M as of Q2 2025.
  • Congress Wealth Management sold 77,379 SPS Commerce shares in Q2 2025, an estimated $10.7M.
  • SPS Commerce made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #330 holding.
  • Congress Wealth Management first reported a position in SPS Commerce in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's SPS Commerce position peaked at $27.9M in Q3 2024.
  • 451 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.