Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s SPS Commerce SPSC Stock Holding History

Kayne Anderson Rudnick Investment 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
2025
Q4 		– Sell
-555,644
Closed -$57.9M – 1049
2025
Q3 		$57.9M Sell
555,644
-279,571
-33% -$33.3M 0.14% 125
2025
Q2 		$114M Sell
835,215
-52,400
-6% -$7.26M 0.27% 101
2025
Q1 		$118M Buy
887,615
+225,848
+34% +$35.5M 0.29% 92
2024
Q4 		$122M Sell
661,767
-49,840
-7% -$9.35M 0.28% 93
2024
Q3 		$138M Sell
711,607
-96,660
-12% -$19M 0.31% 89
2024
Q2 		$152M Sell
808,267
-60,781
-7% -$11.1M 0.37% 78
2024
Q1 		$161M Sell
869,048
-27,704
-3% -$5.11M 0.37% 78
2023
Q4 		$174M Sell
896,752
-60,736
-6% -$10.6M 0.43% 68
2023
Q3 		$163M Sell
957,488
-43,845
-4% -$7.78M 0.47% 63
2023
Q2 		$192M Sell
1,001,333
-1,718
-0.2% -$277K 0.54% 57
2023
Q1 		$153M Sell
1,003,051
-32,407
-3% -$4.6M 0.45% 65
2022
Q4 		$133M Sell
1,035,458
-121,622
-11% -$15.7M 0.41% 73
2022
Q3 		$144M Sell
1,157,080
-3,879
-0.3% -$470K 0.48% 67
2022
Q2 		$131M Sell
1,160,959
-62,151
-5% -$7.03M 0.41% 76
2022
Q1 		$160M Sell
1,223,110
-109,863
-8% -$13.8M 0.43% 74
2021
Q4 		$190M Sell
1,332,973
-38,400
-3% -$5.75M 0.44% 77
2021
Q3 		$221M Sell
1,371,373
-54,915
-4% -$6.77M 0.54% 67
2021
Q2 		$142M Sell
1,426,288
-72,470
-5% -$7.16M 0.35% 93
2021
Q1 		$149M Sell
1,498,758
-109,688
-7% -$11.6M 0.4% 84
2020
Q4 		$175M Buy
1,608,446
+1,194
+0.1% +$112K 0.5% 68
2020
Q3 		$125M Buy
1,607,252
+125,135
+8% +$9.51M 0.45% 71
2020
Q2 		$111M Buy
1,482,117
+1,286,967
+659% +$78.4M 0.46% 63
2020
Q1 		$9.08M Buy
+195,150
New +$10.3M 0.05% 183

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 $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SPSC Position: Q4 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of SPS Commerce (SPSC) in Q4 2025, closing a stake of 555,644 shares — an estimated $57.9M sold.

Kayne Anderson Rudnick Investment Management first reported a position in SPSC in Q1 2020 and held it in 23 quarters. The position peaked at $221M in Q3 2021. 367 funds tracked by Wall St. Rank hold SPSC as of Q4 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining SPS Commerce position as of Q4 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 555,644 SPS Commerce shares in Q4 2025, an estimated $57.9M.
  • Kayne Anderson Rudnick Investment Management first reported a position in SPS Commerce in Q1 2020 and held it in 23 quarters.
  • Kayne Anderson Rudnick Investment Management's SPS Commerce position peaked at $221M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.