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Disciplined Growth Investors’s SPS Commerce SPSC Stock Holding History

Disciplined Growth Investors’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
Q1 		$45.1M Sell
810,938
-33,675
-4% -$2.43M 0.92% 33
2025
Q4 		$75.3M Buy
844,613
+52,141
+7% +$4.83M 1.44% 27
2025
Q3 		$82.5M Buy
792,472
+367,346
+86% +$43.7M 1.5% 23
2025
Q2 		$57.9M Buy
425,126
+277,499
+188% +$38.5M 1.11% 30
2025
Q1 		$19.6M Sell
147,627
-7,167
-5% -$1.13M 0.41% 47
2024
Q4 		$28.5M Sell
154,794
-13,850
-8% -$2.6M 0.54% 41
2024
Q3 		$32.7M Sell
168,644
-33
-0% -$6.48K 0.62% 41
2024
Q2 		$31.7M Sell
168,677
-1,494
-0.9% -$273K 0.6% 41
2024
Q1 		$31.5M Buy
170,171
+2,691
+2% +$497K 0.57% 40
2023
Q4 		$32.5M Sell
167,480
-23,216
-12% -$4.05M 0.71% 36
2023
Q3 		$32.5M Sell
190,696
-3,183
-2% -$565K 0.77% 33
2023
Q2 		$37.2M Sell
193,879
-6,410
-3% -$1.03M 0.84% 33
2023
Q1 		$30.5M Sell
200,289
-452
-0.2% -$64.1K 0.78% 35
2022
Q4 		$25.8M Sell
200,741
-360
-0.2% -$46.4K 0.66% 38
2022
Q3 		$25M Sell
201,101
-267
-0.1% -$32.4K 0.69% 37
2022
Q2 		$22.8M Buy
201,368
+651
+0.3% +$73.7K 0.61% 41
2022
Q1 		$26.3M Sell
200,717
-1,799
-0.9% -$225K 0.57% 44
2021
Q4 		$28.8M Sell
202,516
-4,198
-2% -$629K 0.58% 43
2021
Q3 		$33.3M Sell
206,714
-1,909
-0.9% -$235K 0.66% 43
2021
Q2 		$20.8M Buy
208,623
+15,720
+8% +$1.55M 0.4% 51
2021
Q1 		$19.2M Sell
192,903
-26,932
-12% -$2.84M 0.39% 52
2020
Q4 		$23.9M Sell
219,835
-17,399
-7% -$1.63M 0.46% 51
2020
Q3 		$18.5M Sell
237,234
-4,902
-2% -$373K 0.43% 53
2020
Q2 		$18.2M Sell
242,136
-8,609
-3% -$525K 0.44% 51
2020
Q1 		$11.7M Sell
250,745
-30,196
-11% -$1.59M 0.27% 55
2019
Q4 		$15.6M Sell
280,941
-1,217
-0.4% -$64.7K 0.26% 54
2019
Q3 		$13.3M Buy
282,158
+754
+0.3% +$38.3K 0.25% 60
2019
Q2 		$14.4M Sell
281,404
-4,898
-2% -$255K 0.27% 56
2019
Q1 		$15.2M Buy
286,302
+2,626
+0.9% +$129K 0.27% 56
2018
Q4 		$11.7M Sell
283,676
-1,790
-0.6% -$78.1K 0.24% 59
2018
Q3 		$14.2M Sell
285,466
-4,374
-2% -$196K 0.24% 59
2018
Q2 		$10.6M Sell
289,840
-450
-0.2% -$16K 0.2% 63
2018
Q1 		$9.3M Sell
290,290
-722
-0.2% -$20.4K 0.18% 64
2017
Q4 		$7.07M Buy
291,012
+6,862
+2% +$176K 0.14% 69
2017
Q3 		$8.06M Sell
284,150
-13,300
-4% -$392K 0.17% 68
2017
Q2 		$9.48M Buy
297,450
+900
+0.3% +$26.7K 0.2% 63
2017
Q1 		$8.67M Sell
296,550
-2,150
-0.7% -$66.1K 0.19% 63
2016
Q4 		$10.4M Buy
298,700
+22,550
+8% +$771K 0.24% 59
2016
Q3 		$10.1M Sell
276,150
-4,450
-2% -$146K 0.24% 57
2016
Q2 		$8.5M Sell
280,600
-2,850
-1% -$73.8K 0.21% 61
2016
Q1 		$6.09M Buy
+283,450
New +$7.11M 0.15% 63

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Growth Investors's SPSC Position: Q1 2026 in Review

Disciplined Growth Investors reduced its SPS Commerce (SPSC) stake by 4% in Q1 2026, selling an estimated $2.43M and leaving 810,938 shares worth $45.1M. The position accounts for 0.92% of the portfolio, ranked #33.

Disciplined Growth Investors first reported a position in SPSC in Q1 2016 and has held it in 41 quarters since. The position peaked at $82.5M in Q3 2025. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

  • Disciplined Growth Investors held 810,938 shares of SPS Commerce worth $45.1M as of Q1 2026.
  • Disciplined Growth Investors sold 33,675 SPS Commerce shares in Q1 2026, an estimated $2.43M.
  • SPS Commerce made up 0.92% of Disciplined Growth Investors's portfolio in Q1 2026, its #33 holding.
  • Disciplined Growth Investors first reported a position in SPS Commerce in Q1 2016 and has held it in 41 quarters since.
  • Disciplined Growth Investors's SPS Commerce position peaked at $82.5M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.