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Henshaw Capital’s SPS Commerce SPSC Stock Holding History

Henshaw Capital’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
-3,421
Closed -$356K – 253
2025
Q3 		$356K Sell
3,421
-1,239
-27% -$147K 0.01% 214
2025
Q2 		$634K Hold
4,660
– – 0.03% 205
2025
Q1 		$619K Buy
4,660
+588
+14% +$92.4K 0.03% 199
2024
Q4 		$749K Hold
4,072
– – 0.03% 152
2024
Q3 		$791K Buy
4,072
+350
+9% +$68.7K 0.03% 158
2024
Q2 		$700K Buy
3,722
+72
+2% +$13.2K 0.03% 140
2024
Q1 		$675K Hold
3,650
– – 0.03% 144
2023
Q4 		$708K Buy
3,650
+314
+9% +$54.8K 0.04% 131
2023
Q3 		$569K Buy
3,336
+1,708
+105% +$303K 0.03% 140
2023
Q2 		$313K Hold
1,628
– – 0.02% 173
2023
Q1 		$248K Hold
1,628
– – 0.02% 203
2022
Q4 		$209K Hold
1,628
– – 0.01% 228
2022
Q3 		$202K Buy
+1,628
New +$197K 0.01% 281

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

Henshaw Capital's SPSC Position: Q4 2025 in Review

Henshaw Capital sold out of SPS Commerce (SPSC) in Q4 2025, closing a stake of 3,421 shares — an estimated $356K sold.

Henshaw Capital first reported a position in SPSC in Q3 2022 and held it in 13 quarters. The position peaked at $791K in Q3 2024. 367 funds tracked by Wall St. Rank hold SPSC as of Q4 2025.

  • Henshaw Capital reported no remaining SPS Commerce position as of Q4 2025 after selling out during the quarter.
  • Henshaw Capital sold 3,421 SPS Commerce shares in Q4 2025, an estimated $356K.
  • Henshaw Capital first reported a position in SPS Commerce in Q3 2022 and held it in 13 quarters.
  • Henshaw Capital's SPS Commerce position peaked at $791K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.