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Irenic Capital Management’s SPS Commerce SPSC Stock Holding History

Irenic 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
Q2 		$34.2M Hold
597,704
– – 1.64% 18
2026
Q1 		$33.3M Buy
597,704
+145,638
+32% +$10.5M 2.17% 16
2025
Q4 		$40.3M Buy
+452,066
New +$41.9M 2.71% 10

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

Irenic Capital Management's SPSC Position: Q2 2026 in Review

Irenic Capital Management held its SPS Commerce (SPSC) position steady in Q2 2026 at 597,704 shares worth $34.2M. The position accounts for 1.64% of the portfolio, ranked #18.

Irenic Capital Management first reported a position in SPSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.3M in Q4 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Irenic Capital Management held 597,704 shares of SPS Commerce worth $34.2M as of Q2 2026.
  • Irenic Capital Management left its SPS Commerce share count unchanged in Q2 2026.
  • SPS Commerce made up 1.64% of Irenic Capital Management's portfolio in Q2 2026, its #18 holding.
  • Irenic Capital Management first reported a position in SPS Commerce in Q4 2025 and has held it in 3 quarters since.
  • Irenic Capital Management's SPS Commerce position peaked at $40.3M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Irenic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.