NewEdge Wealth’s SPS Commerce SPSC Stock Holding History

NewEdge Wealth’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	-6,733	Closed	-$733K	–	1060
2025 Q2	$733K	Buy	+6,733	New	+$933K	0.01%	603
2025 Q1	–	Sell	-1,255	Closed	-$231K	–	981
2024 Q4	$231K	Buy	1,255 +43	+4%	+$8.07K	﹤0.01%	847
2024 Q3	$235K	Buy	+1,212	New	+$238K	﹤0.01%	794
2024 Q2	–	Sell	-1,144	Closed	-$208K	–	813
2024 Q1	$208K	Buy	+1,144	New	+$211K	﹤0.01%	760

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 $3.37T AUM 44.26% 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

NewEdge Wealth's SPSC Position: Q3 2025 in Review

NewEdge Wealth sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 6,733 shares — an estimated $733K sold.

NewEdge Wealth first reported a position in SPSC in Q1 2024 and held it in 4 quarters. The position peaked at $733K in Q2 2025. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

NewEdge Wealth reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
NewEdge Wealth sold 6,733 SPS Commerce shares in Q3 2025, an estimated $733K.
NewEdge Wealth first reported a position in SPS Commerce in Q1 2024 and held it in 4 quarters.
NewEdge Wealth's SPS Commerce position peaked at $733K in Q2 2025.
403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.