Kennedy Capital Management’s SPS Commerce SPSC Stock Holding History

Kennedy 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	$1.66M	Buy	29,040 +20,072	+224%	+$1.11M	0.03%	466
2026 Q1	$499K	Sell	8,968 -90	-1%	-$6.49K	0.01%	514
2025 Q4	$807K	Sell	9,058 -21,249	-70%	-$1.97M	0.02%	498
2025 Q3	$3.16M	Buy	30,307 +17,608	+139%	+$2.1M	0.07%	373
2025 Q2	$1.73M	Sell	12,699 -706	-5%	-$97.8K	0.04%	458
2025 Q1	$1.78M	Sell	13,405 -662	-5%	-$104K	0.04%	444
2024 Q4	$2.59M	Sell	14,067 -110	-0.8%	-$20.6K	0.06%	469
2024 Q3	$2.75M	Sell	14,177 -2,291	-14%	-$450K	0.06%	450
2024 Q2	$3.1M	Buy	+16,468	New	+$3.01M	0.07%	442

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Kennedy Capital Management increased its SPS Commerce (SPSC) stake by 224% in Q2 2026, buying an estimated $1.11M and bringing the position to 29,040 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #466.

Kennedy Capital Management first reported a position in SPSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.16M in Q3 2025. 319 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

Kennedy Capital Management held 29,040 shares of SPS Commerce worth $1.66M as of Q2 2026.
Kennedy Capital Management bought 20,072 SPS Commerce shares in Q2 2026, an estimated $1.11M.
SPS Commerce made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #466 holding.
Kennedy Capital Management first reported a position in SPS Commerce in Q2 2024 and has held it in 9 quarters since.
Kennedy Capital Management's SPS Commerce position peaked at $3.16M in Q3 2025.
319 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

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