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Geneva Capital Management’s SPS Commerce SPSC Stock Holding History

Geneva Capital 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
Q1 		– Sell
-281,354
Closed -$25.1M – 125
2025
Q4 		$25.1M Sell
281,354
-198,633
-41% -$18.4M 0.47% 63
2025
Q3 		$50M Sell
479,987
-139,044
-22% -$16.5M 0.86% 45
2025
Q2 		$84.2M Buy
619,031
+43,330
+8% +$6.01M 1.41% 22
2025
Q1 		$76.4M Sell
575,701
-6,100
-1% -$959K 1.43% 20
2024
Q4 		$107M Buy
581,801
+138,014
+31% +$25.9M 1.86% 18
2024
Q3 		$86.2M Buy
443,787
+1,994
+0.5% +$391K 1.44% 23
2024
Q2 		$83.1M Sell
441,793
-11,312
-2% -$2.07M 1.51% 21
2024
Q1 		$83.8M Sell
453,105
-2,546
-0.6% -$470K 1.47% 23
2023
Q4 		$88.3M Sell
455,651
-772
-0.2% -$135K 1.67% 19
2023
Q3 		$77.9M Buy
456,423
+2,286
+0.5% +$406K 1.64% 21
2023
Q2 		$87.2M Sell
454,137
-1,821
-0.4% -$294K 1.72% 17
2023
Q1 		$69.4M Buy
455,958
+8,062
+2% +$1.14M 1.41% 23
2022
Q4 		$57.5M Buy
447,896
+67,149
+18% +$8.65M 1.29% 28
2022
Q3 		$47.3M Buy
380,747
+76,386
+25% +$9.26M 1.09% 32
2022
Q2 		$34.4M Buy
304,361
+60,227
+25% +$6.81M 0.79% 52
2022
Q1 		$32M Buy
+244,134
New +$30.6M 0.62% 66

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geneva Capital Management's SPSC Position: Q1 2026 in Review

Geneva Capital Management sold out of SPS Commerce (SPSC) in Q1 2026, closing a stake of 281,354 shares — an estimated $25.1M sold.

Geneva Capital Management first reported a position in SPSC in Q1 2022 and held it in 16 quarters. The position peaked at $107M in Q4 2024. 329 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

  • Geneva Capital Management reported no remaining SPS Commerce position as of Q1 2026 after selling out during the quarter.
  • Geneva Capital Management sold 281,354 SPS Commerce shares in Q1 2026, an estimated $25.1M.
  • Geneva Capital Management first reported a position in SPS Commerce in Q1 2022 and held it in 16 quarters.
  • Geneva Capital Management's SPS Commerce position peaked at $107M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on Geneva Capital Management's 13F filing for Q1 2026, filed 6 May 2026.