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David Shaw’s SPS Commerce SPSC Stock Holding History

David Shaw’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
2014
Q1 		– Sell
-123,400
Closed -$4.03M – 4596
2013
Q4 		$4.03M Sell
123,400
-48,600
-28% -$1.65M 0.01% 1880
2013
Q3 		$5.75M Buy
172,000
+38,400
+29% +$1.22M 0.01% 1471
2013
Q2 		$3.67M Buy
+133,600
New +$3.23M 0.01% 1587

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

David Shaw's SPSC Position: Q2 2026 in Review

David Shaw reduced its SPS Commerce (SPSC) stake by 63% in Q2 2026, selling an estimated $17M and leaving 182,792 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #1772.

David Shaw first reported a position in SPSC in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.3M in Q4 2025. 317 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • David Shaw held 182,792 shares of SPS Commerce worth $10.5M as of Q2 2026.
  • David Shaw sold 308,039 SPS Commerce shares in Q2 2026, an estimated $17M.
  • SPS Commerce made up 0.01% of David Shaw's portfolio in Q2 2026, its #1772 holding.
  • David Shaw first reported a position in SPS Commerce in Q2 2013 and has held it in 53 quarters since.
  • David Shaw's SPS Commerce position peaked at $40.3M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.