Counterpoint Mutual Funds’s SPS Commerce SPSC Stock Holding History

Counterpoint Mutual Funds’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 Q2	$589K	Sell	10,300 -81,501	-89%	-$4.5M	0.06%	146
2026 Q1	$5.11M	Buy	+91,801	New	+$6.61M	0.77%	6
2023 Q4	–	Sell	-560	Closed	-$95.5K	–	273
2023 Q3	$95.5K	Buy	+560	New	+$99.4K	0.08%	234
2023 Q2	–	Sell	-737	Closed	-$112K	–	466
2023 Q1	$112K	Buy	+737	New	+$105K	0.1%	118
2021 Q4	–	Sell	-128	Closed	-$21K	–	234
2021 Q3	$21K	Buy	+128	New	+$15.8K	0.02%	44

Other funds holding SPSC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Counterpoint Mutual Funds's SPSC Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its SPS Commerce (SPSC) stake by 89% in Q2 2026, selling an estimated $4.5M and leaving 10,300 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #146.

Counterpoint Mutual Funds first reported a position in SPSC in Q3 2021 and has held it in 5 quarters since. The position peaked at $5.11M in Q1 2026. 319 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

Counterpoint Mutual Funds held 10,300 shares of SPS Commerce worth $589K as of Q2 2026.
Counterpoint Mutual Funds sold 81,501 SPS Commerce shares in Q2 2026, an estimated $4.5M.
SPS Commerce made up 0.06% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #146 holding.
Counterpoint Mutual Funds first reported a position in SPS Commerce in Q3 2021 and has held it in 5 quarters since.
Counterpoint Mutual Funds's SPS Commerce position peaked at $5.11M in Q1 2026.
319 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.