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Defined Financial Planning’s SPS Commerce SPSC Stock Holding History

Defined Financial Planning’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
-1,144
Closed -$210K – 92
2024
Q4 		$210K Buy
+1,144
New +$215K 0.22% 71

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Defined Financial Planning's SPSC Position: Q1 2025 in Review

Defined Financial Planning sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 1,144 shares — an estimated $210K sold.

Defined Financial Planning first reported a position in SPSC in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

  • Defined Financial Planning reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 1,144 SPS Commerce shares in Q1 2025, an estimated $210K.
  • Defined Financial Planning first reported a position in SPS Commerce in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's SPS Commerce position peaked at $210K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.