Oak Ridge Investments’s SPS Commerce SPSC Stock Holding History

Oak Ridge Investments’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 Q1	–	Sell	-12,834	Closed	-$2.36M	–	170
2024 Q4	$2.36M	Sell	12,834 -10,286	-44%	-$1.93M	0.19%	83
2024 Q3	$4.49M	Sell	23,120 -751	-3%	-$147K	0.39%	56
2024 Q2	$4.49M	Sell	23,871 -10,028	-30%	-$1.83M	0.43%	51
2024 Q1	$6.27M	Sell	33,899 -1,477	-4%	-$273K	0.63%	39
2023 Q4	$6.86M	Sell	35,376 -2,384	-6%	-$416K	0.79%	32
2023 Q3	$6.44M	Sell	37,760 -1,099	-3%	-$195K	0.82%	30
2023 Q2	$7.46M	Sell	38,859 -1,096	-3%	-$177K	0.92%	26
2023 Q1	$6.09M	Sell	39,955 -2,074	-5%	-$294K	0.82%	38
2022 Q4	$5.4M	Sell	42,029 -783	-2%	-$101K	0.8%	37
2022 Q3	$5.32M	Buy	42,812 +627	+1%	+$76K	0.81%	32
2022 Q2	$4.77M	Sell	42,185 -2,461	-6%	-$278K	0.69%	46
2022 Q1	$5.86M	Sell	44,646 -7,428	-14%	-$930K	0.65%	46
2021 Q4	$7.41M	Buy	52,074 +8,219	+19%	+$1.23M	0.63%	56
2021 Q3	$7.07M	Buy	+43,855	New	+$5.4M	0.62%	57

Other funds holding SPSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return