Marco Investment Management’s SPS Commerce SPSC Stock Holding History

Marco 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 Q3	–	Sell	-1,500	Closed	-$204K	–	227
2025 Q2	$204K	Buy	+1,500	New	+$208K	0.02%	214
2025 Q1	–	Sell	-1,400	Closed	-$258K	–	227
2024 Q4	$258K	Hold	1,400	–	–	0.02%	184
2024 Q3	$272K	Hold	1,400	–	–	0.02%	178
2024 Q2	$263K	Hold	1,400	–	–	0.02%	177
2024 Q1	$259K	Sell	1,400 -170	-11%	-$31.4K	0.02%	183
2023 Q4	$304K	Sell	1,570 -390	-20%	-$68K	0.03%	166
2023 Q3	$334K	Hold	1,960	–	–	0.04%	152
2023 Q2	$376K	Hold	1,960	–	–	0.04%	152
2023 Q1	$299K	Hold	1,960	–	–	0.03%	162
2022 Q4	$252K	Hold	1,960	–	–	0.03%	171
2022 Q3	$243K	Sell	1,960 -190	-9%	-$23K	0.03%	169
2022 Q2	$243K	Hold	2,150	–	–	0.03%	172
2022 Q1	$282K	Hold	2,150	–	–	0.03%	175
2021 Q4	$306K	Hold	2,150	–	–	0.03%	174
2021 Q3	$347K	Hold	2,150	–	–	0.04%	169
2021 Q2	$215K	Sell	2,150 -100	-4%	-$9.88K	0.03%	194
2021 Q1	$223K	Sell	2,250 -400	-15%	-$42.2K	0.03%	182
2020 Q4	$288K	Hold	2,650	–	–	0.04%	152
2020 Q3	$206K	Buy	+2,650	New	+$201K	0.03%	168

Other funds holding SPSC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marco Investment Management's SPSC Position: Q3 2025 in Review

Marco Investment Management sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 1,500 shares — an estimated $204K sold.

Marco Investment Management first reported a position in SPSC in Q3 2020 and held it in 19 quarters. The position peaked at $376K in Q2 2023. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

Marco Investment Management reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
Marco Investment Management sold 1,500 SPS Commerce shares in Q3 2025, an estimated $204K.
Marco Investment Management first reported a position in SPS Commerce in Q3 2020 and held it in 19 quarters.
Marco Investment Management's SPS Commerce position peaked at $376K in Q2 2023.
403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on Marco Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.