Orion Portfolio Solutions’s SPS Commerce SPSC Stock Holding History

Orion Portfolio Solutions’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	$353K	Sell	2,662 -420	-14%	-$66K	﹤0.01%	1558
2024 Q4	$567K	Sell	3,082 -143	-4%	-$26.8K	0.01%	1297
2024 Q3	$626K	Sell	3,225 -40	-1%	-$7.85K	0.01%	1249
2024 Q2	$614K	Sell	3,265 -177	-5%	-$32.4K	0.01%	1204
2024 Q1	$636K	Buy	3,442 +121	+4%	+$22.3K	0.01%	1174
2023 Q4	$598K	Sell	3,321 -1,111	-25%	-$194K	0.01%	1142
2023 Q3	$756K	Buy	4,432 +475	+12%	+$84.3K	0.01%	1049
2023 Q2	$760K	Buy	3,957 +559	+16%	+$90.2K	0.01%	1055
2023 Q1	$518K	Buy	+3,398	New	+$482K	0.01%	1128
2020 Q3	–	Sell	-2	Closed	–	–	1818
2020 Q2	$0	Buy	+2	New	+$122	﹤0.01%	2442

Other funds holding SPSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CCA

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

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

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

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

CAM

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

Orion Portfolio Solutions's SPSC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its SPS Commerce (SPSC) stake by 14% in Q1 2025, selling an estimated $66K and leaving 2,662 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Orion Portfolio Solutions first reported a position in SPSC in Q2 2020 and has held it in 10 quarters since. The position peaked at $760K in Q2 2023. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

Orion Portfolio Solutions held 2,662 shares of SPS Commerce worth $353K as of Q1 2025.
Orion Portfolio Solutions sold 420 SPS Commerce shares in Q1 2025, an estimated $66K.
SPS Commerce made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1558 holding.
Orion Portfolio Solutions first reported a position in SPS Commerce in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's SPS Commerce position peaked at $760K in Q2 2023.
448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.