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Leverty Financial Group’s SPS Commerce SPSC Stock Holding History

Leverty Financial Group’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
Q3 		– Sell
-1,901
Closed -$259K – 46
2025
Q2 		$259K Buy
1,901
+7
+0.4% +$970 0.08% 35
2025
Q1 		$251K Sell
1,894
-65
-3% -$10.2K 0.1% 34
2024
Q4 		$360K Sell
1,959
-28
-1% -$5.25K 0.18% 23
2024
Q3 		$386K Buy
1,987
+5
+0.3% +$982 0.21% 22
2024
Q2 		$373K Sell
1,982
-2
-0.1% -$366 0.22% 20
2024
Q1 		$367K Buy
1,984
+14
+0.7% +$2.58K 0.22% 21
2023
Q4 		$382K Buy
1,970
+5
+0.3% +$872 0.24% 20
2023
Q3 		$335K Buy
1,965
+4
+0.2% +$710 0.24% 16
2023
Q2 		$377K Buy
1,961
+194
+11% +$31.3K 0.27% 15
2023
Q1 		$269K Buy
1,767
+5
+0.3% +$709 0.21% 22
2022
Q4 		$226K Buy
1,762
+5
+0.3% +$644 0.19% 25
2022
Q3 		$218K Buy
+1,757
New +$213K 0.21% 22
2022
Q2 		– Sell
-1,611
Closed -$211K – 25
2022
Q1 		$211K Buy
1,611
+427
+36% +$53.5K 0.17% 22
2021
Q4 		$168K Buy
+1,184
New +$177K 0.13% 18

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leverty Financial Group's SPSC Position: Q3 2025 in Review

Leverty Financial Group sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 1,901 shares — an estimated $259K sold.

Leverty Financial Group first reported a position in SPSC in Q4 2021 and held it in 14 quarters. The position peaked at $386K in Q3 2024. 402 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

  • Leverty Financial Group reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
  • Leverty Financial Group sold 1,901 SPS Commerce shares in Q3 2025, an estimated $259K.
  • Leverty Financial Group first reported a position in SPS Commerce in Q4 2021 and held it in 14 quarters.
  • Leverty Financial Group's SPS Commerce position peaked at $386K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on Leverty Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.