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SPSC icon

Numerai’s SPS Commerce SPSC Stock Holding History

Numerai’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 		$2.86M Buy
50,078
+24,514
+96% +$1.35M 0.23% 121
2026
Q1 		$1.42M Buy
25,564
+4,785
+23% +$345K 0.14% 227
2025
Q4 		$1.85M Sell
20,779
-38,465
-65% -$3.57M 0.22% 138
2025
Q3 		$6.17M Buy
59,244
+49,831
+529% +$5.93M 0.87% 17
2025
Q2 		$1.28M Sell
9,413
-19,236
-67% -$2.67M 0.18% 155
2025
Q1 		$3.8M Buy
28,649
+20,725
+262% +$3.26M 0.72% 26
2024
Q4 		$1.46M Buy
7,924
+6,573
+487% +$1.23M 0.4% 80
2024
Q3 		$262K Buy
1,351
+282
+26% +$55.4K 0.07% 291
2024
Q2 		$201K Buy
+1,069
New +$196K 0.07% 289

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Numerai's SPSC Position: Q2 2026 in Review

Numerai increased its SPS Commerce (SPSC) stake by 96% in Q2 2026, buying an estimated $1.35M and bringing the position to 50,078 shares worth $2.86M. The position accounts for 0.23% of the portfolio, ranked #121.

Numerai first reported a position in SPSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.17M in Q3 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Numerai held 50,078 shares of SPS Commerce worth $2.86M as of Q2 2026.
  • Numerai bought 24,514 SPS Commerce shares in Q2 2026, an estimated $1.35M.
  • SPS Commerce made up 0.23% of Numerai's portfolio in Q2 2026, its #121 holding.
  • Numerai first reported a position in SPS Commerce in Q2 2024 and has held it in 9 quarters since.
  • Numerai's SPS Commerce position peaked at $6.17M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.