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F/M Investments’s SPS Commerce SPSC Stock Holding History

F/M Investments’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
Q4 		– Sell
-15,123
Closed -$1.57M – 458
2025
Q3 		$1.57M Sell
15,123
-134
-0.9% -$15.9K 0.06% 270
2025
Q2 		$2.08M Buy
15,257
+12
+0.1% +$1.66K 0.08% 237
2025
Q1 		$2.02M Sell
15,245
-564
-4% -$88.7K 0.08% 227
2024
Q4 		$2.91M Sell
15,809
-42,668
-73% -$8M 0.11% 177
2024
Q3 		$11.4M Sell
58,477
-15,232
-21% -$2.99M 0.36% 89
2024
Q2 		$13.9M Buy
+73,709
New +$13.5M 0.5% 49

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

F/M Investments's SPSC Position: Q4 2025 in Review

F/M Investments sold out of SPS Commerce (SPSC) in Q4 2025, closing a stake of 15,123 shares — an estimated $1.57M sold.

F/M Investments first reported a position in SPSC in Q2 2024 and held it in 6 quarters. The position peaked at $13.9M in Q2 2024. 367 funds tracked by Wall St. Rank hold SPSC as of Q4 2025.

  • F/M Investments reported no remaining SPS Commerce position as of Q4 2025 after selling out during the quarter.
  • F/M Investments sold 15,123 SPS Commerce shares in Q4 2025, an estimated $1.57M.
  • F/M Investments first reported a position in SPS Commerce in Q2 2024 and held it in 6 quarters.
  • F/M Investments's SPS Commerce position peaked at $13.9M in Q2 2024.
  • 367 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.