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Fenimore Asset Management’s SPS Commerce SPSC Stock Holding History

Fenimore Asset Management’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 		$11.2M Sell
195,806
-1,235
-0.6% -$68.2K 0.23% 70
2026
Q1 		$11M Buy
197,041
+32,157
+20% +$2.32M 0.24% 66
2025
Q4 		$14.7M Buy
164,884
+18,996
+13% +$1.76M 0.31% 59
2025
Q3 		$15.2M Buy
145,888
+22,036
+18% +$2.62M 0.3% 59
2025
Q2 		$16.9M Sell
123,852
-63
-0.1% -$8.73K 0.34% 56
2025
Q1 		$16.4M Buy
123,915
+38,463
+45% +$6.05M 0.35% 54
2024
Q4 		$15.7M Sell
85,452
-434
-0.5% -$81.4K 0.33% 59
2024
Q3 		$16.7M Sell
85,886
-460
-0.5% -$90.3K 0.34% 61
2024
Q2 		$16.2M Buy
86,346
+150
+0.2% +$27.4K 0.36% 57
2024
Q1 		$15.9M Buy
86,196
+35
+0% +$6.46K 0.34% 61
2023
Q4 		$16.7M Buy
86,161
+350
+0.4% +$61K 0.39% 58
2023
Q3 		$14.6M Sell
85,811
-5,998
-7% -$1.06M 0.38% 53
2023
Q2 		$17.6M Sell
91,809
-49
-0.1% -$7.91K 0.44% 51
2023
Q1 		$14M Buy
91,858
+60
+0.1% +$8.51K 0.37% 56
2022
Q4 		$11.8M Sell
91,798
-840
-0.9% -$108K 0.32% 60
2022
Q3 		$11.5M Buy
92,638
+1,140
+1% +$138K 0.33% 60
2022
Q2 		$10.3M Buy
91,498
+875
+1% +$99K 0.29% 67
2022
Q1 		$11.9M Buy
90,623
+2,715
+3% +$340K 0.29% 62
2021
Q4 		$12.5M Sell
87,908
-12,395
-12% -$1.86M 0.28% 61
2021
Q3 		$16.2M Sell
100,303
-3,050
-3% -$376K 0.4% 54
2021
Q2 		$10.3M Buy
103,353
+195
+0.2% +$19.3K 0.25% 67
2021
Q1 		$10.2M Buy
103,158
+395
+0.4% +$41.7K 0.26% 64
2020
Q4 		$11.2M Buy
102,763
+250
+0.2% +$23.5K 0.31% 57
2020
Q3 		$7.98M Hold
102,513
– – 0.26% 61
2020
Q2 		$7.7M Buy
102,513
+37,668
+58% +$2.3M 0.27% 61
2020
Q1 		$3.02M Buy
+64,845
New +$3.42M 0.12% 75

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

Fenimore Asset Management's SPSC Position: Q2 2026 in Review

Fenimore Asset Management reduced its SPS Commerce (SPSC) stake by 0.63% in Q2 2026, selling an estimated $68.2K and leaving 195,806 shares worth $11.2M. The position accounts for 0.23% of the portfolio, ranked #70.

Fenimore Asset Management first reported a position in SPSC in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.6M in Q2 2023. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Fenimore Asset Management held 195,806 shares of SPS Commerce worth $11.2M as of Q2 2026.
  • Fenimore Asset Management sold 1,235 SPS Commerce shares in Q2 2026, an estimated $68.2K.
  • SPS Commerce made up 0.23% of Fenimore Asset Management's portfolio in Q2 2026, its #70 holding.
  • Fenimore Asset Management first reported a position in SPS Commerce in Q1 2020 and has held it in 26 quarters since.
  • Fenimore Asset Management's SPS Commerce position peaked at $17.6M in Q2 2023.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Fenimore Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.