Geode Capital Management’s SPS Commerce SPSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.6M | Buy |
997,959
+26,564
| +3% | +$1.91M | ﹤0.01% | 1436 |
|
|
2025
Q4 | $86.6M | Buy |
971,395
+1,665
| +0.2% | +$154K | 0.01% | 1174 |
|
|
2025
Q3 | $101M | Sell |
969,730
-6,160
| -0.6% | -$733K | 0.01% | 1062 |
|
|
2025
Q2 | $133M | Buy |
975,890
+12,046
| +1% | +$1.67M | 0.01% | 849 |
|
|
2025
Q1 | $128M | Buy |
963,844
+26,549
| +3% | +$4.17M | 0.01% | 830 |
|
|
2024
Q4 | $173M | Sell |
937,295
-26
| -0% | -$4.88K | 0.01% | 689 |
|
|
2024
Q3 | $182M | Buy |
937,321
+14,174
| +2% | +$2.78M | 0.01% | 657 |
|
|
2024
Q2 | $174M | Buy |
923,147
+43,904
| +5% | +$8.03M | 0.02% | 643 |
|
|
2024
Q1 | $163M | Buy |
879,243
+34,816
| +4% | +$6.43M | 0.02% | 678 |
|
|
2023
Q4 | $164M | Buy |
844,427
+36,593
| +5% | +$6.38M | 0.02% | 620 |
|
|
2023
Q3 | $138M | Buy |
807,834
+32,575
| +4% | +$5.78M | 0.02% | 631 |
|
|
2023
Q2 | $149M | Buy |
775,259
+40,493
| +6% | +$6.54M | 0.02% | 597 |
|
|
2023
Q1 | $112M | Buy |
734,766
+62,850
| +9% | +$8.92M | 0.01% | 687 |
|
|
2022
Q4 | $86.3M | Buy |
671,916
+21,658
| +3% | +$2.79M | 0.01% | 794 |
|
|
2022
Q3 | $80.8M | Buy |
650,258
+12,868
| +2% | +$1.56M | 0.01% | 775 |
|
|
2022
Q2 | $72.1M | Sell |
637,390
-1,816
| -0.3% | -$205K | 0.01% | 876 |
|
|
2022
Q1 | $83.9M | Sell |
639,206
-24,176
| -4% | -$3.03M | 0.01% | 892 |
|
|
2021
Q4 | $94.4M | Buy |
663,382
+14,272
| +2% | +$2.14M | 0.01% | 865 |
|
|
2021
Q3 | $105M | Sell |
649,110
-12,320
| -2% | -$1.52M | 0.01% | 767 |
|
|
2021
Q2 | $66M | Buy |
661,430
+15,200
| +2% | +$1.5M | 0.01% | 1075 |
|
|
2021
Q1 | $64.2M | Buy |
646,230
+45,653
| +8% | +$4.82M | 0.01% | 1029 |
|
|
2020
Q4 | $65.2M | Buy |
600,577
+52,124
| +10% | +$4.89M | 0.01% | 928 |
|
|
2020
Q3 | $42.7M | Sell |
548,453
-15,666
| -3% | -$1.19M | 0.01% | 1002 |
|
|
2020
Q2 | $42.4M | Buy |
564,119
+14,391
| +3% | +$877K | 0.01% | 985 |
|
|
2020
Q1 | $25.6M | Buy |
549,728
+31,306
| +6% | +$1.65M | 0.01% | 1137 |
|
|
2019
Q4 | $28.7M | Buy |
518,422
+24,475
| +5% | +$1.3M | 0.01% | 1320 |
|
|
2019
Q3 | $23.2M | Sell |
493,947
-7,387
| -1% | -$375K | 0.01% | 1381 |
|
|
2019
Q2 | $25.6M | Buy |
501,334
+64,814
| +15% | +$3.38M | 0.01% | 1317 |
|
|
2019
Q1 | $23.1M | Buy |
436,520
+36,918
| +9% | +$1.81M | 0.01% | 1319 |
|
|
2018
Q4 | $16.5M | Buy |
399,602
+27,476
| +7% | +$1.2M | 0.01% | 1421 |
|
|
2018
Q3 | $18.5M | Buy |
372,126
+10,980
| +3% | +$492K | 0.01% | 1470 |
|
|
2018
Q2 | $13.3M | Buy |
361,146
+33,904
| +10% | +$1.2M | ﹤0.01% | 1651 |
|
|
2018
Q1 | $10.5M | Buy |
327,242
+10,014
| +3% | +$283K | ﹤0.01% | 1732 |
|
|
2017
Q4 | $7.71M | Buy |
317,228
+13,972
| +5% | +$359K | ﹤0.01% | 1926 |
|
|
2017
Q3 | $8.6M | Buy |
303,256
+7,268
| +2% | +$214K | ﹤0.01% | 1835 |
|
|
2017
Q2 | $9.44M | Buy |
295,988
+17,862
| +6% | +$530K | ﹤0.01% | 1703 |
|
|
2017
Q1 | $8.13M | Buy |
278,126
+13,018
| +5% | +$400K | ﹤0.01% | 1760 |
|
|
2016
Q4 | $9.26M | Buy |
265,108
+15,878
| +6% | +$543K | ﹤0.01% | 1633 |
|
|
2016
Q3 | $9.15M | Buy |
249,230
+11,572
| +5% | +$380K | ﹤0.01% | 1555 |
|
|
2016
Q2 | $7.2M | Buy |
237,658
+4,544
| +2% | +$118K | ﹤0.01% | 1666 |
|
|
2016
Q1 | $5K | Buy |
233,114
+14,164
| +6% | +$356K | ﹤0.01% | 1867 |
|
|
2015
Q4 | $7.69M | Buy |
218,950
+2,800
| +1% | +$102K | ﹤0.01% | 1566 |
|
|
2015
Q3 | $7.34M | Buy |
216,150
+3,376
| +2% | +$118K | ﹤0.01% | 1565 |
|
|
2015
Q2 | $7M | Buy |
212,774
+8,598
| +4% | +$289K | ﹤0.01% | 1673 |
|
|
2015
Q1 | $6.85M | Buy |
204,176
+8,064
| +4% | +$257K | ﹤0.01% | 1665 |
|
|
2014
Q4 | $5.55M | Buy |
196,112
+11,780
| +6% | +$337K | ﹤0.01% | 1746 |
|
|
2014
Q3 | $4.9M | Buy |
184,332
+934
| +0.5% | +$25.9K | ﹤0.01% | 1782 |
|
|
2014
Q2 | $5.79M | Buy |
183,398
+10,936
| +6% | +$306K | ﹤0.01% | 1695 |
|
|
2014
Q1 | $5.3M | Buy |
172,462
+14,296
| +9% | +$468K | ﹤0.01% | 1733 |
|
|
2013
Q4 | $5.16M | Buy |
158,166
+24,728
| +19% | +$841K | ﹤0.01% | 1674 |
|
|
2013
Q3 | $4.46M | Buy |
133,438
+14,198
| +12% | +$452K | ﹤0.01% | 1644 |
|
|
2013
Q2 | $3.28M | Buy |
+119,240
| New | +$2.88M | ﹤0.01% | 1727 |
|
Other funds holding SPSC
VPM
VCM
AFM
Geode Capital Management's SPSC Position: Q1 2026 in Review
Geode Capital Management increased its SPS Commerce (SPSC) stake by 2.7% in Q1 2026, buying an estimated $1.91M and bringing the position to 997,959 shares worth $55.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.
Geode Capital Management first reported a position in SPSC in Q2 2013 and has held it in 52 quarters since. The position peaked at $182M in Q3 2024. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.
- Geode Capital Management held 997,959 shares of SPS Commerce worth $55.6M as of Q1 2026.
- Geode Capital Management bought 26,564 SPS Commerce shares in Q1 2026, an estimated $1.91M.
- SPS Commerce made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1436 holding.
- Geode Capital Management first reported a position in SPS Commerce in Q2 2013 and has held it in 52 quarters since.
- Geode Capital Management's SPS Commerce position peaked at $182M in Q3 2024.
- 328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.
Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.