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Johnson Investment Counsel’s SPS Commerce SPSC Stock Holding History

Johnson Investment Counsel’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 		– Sell
-15,345
Closed -$854K – 858
2026
Q1 		$854K Buy
15,345
+990
+7% +$71.3K 0.01% 464
2025
Q4 		$1.28M Sell
14,355
-13,202
-48% -$1.22M 0.01% 372
2025
Q3 		$2.87M Buy
27,557
+10,765
+64% +$1.28M 0.02% 243
2025
Q2 		$2.29M Buy
16,792
+3,110
+23% +$431K 0.02% 278
2025
Q1 		$1.82M Buy
+13,682
New +$2.15M 0.02% 308

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

Johnson Investment Counsel's SPSC Position: Q2 2026 in Review

Johnson Investment Counsel sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 15,345 shares — an estimated $854K sold.

Johnson Investment Counsel first reported a position in SPSC in Q1 2025 and held it in 5 quarters. The position peaked at $2.87M in Q3 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Johnson Investment Counsel reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 15,345 SPS Commerce shares in Q2 2026, an estimated $854K.
  • Johnson Investment Counsel first reported a position in SPS Commerce in Q1 2025 and held it in 5 quarters.
  • Johnson Investment Counsel's SPS Commerce position peaked at $2.87M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.