Redwood Investments’s SPS Commerce SPSC Stock Holding History

Redwood 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	$1.64M	Sell	12,351 -103	-0.8%	-$16.2K	0.61%	58
2024 Q4	$2.29M	Buy	12,454 +21	+0.2%	+$3.94K	0.61%	46
2024 Q3	$2.41M	Sell	12,433 -2,850	-19%	-$559K	0.72%	42
2024 Q2	$2.86M	Sell	15,283 -4,534	-23%	-$830K	0.97%	32
2024 Q1	$3.61M	Sell	19,817 -3,976	-17%	-$734K	1.06%	33
2023 Q4	$4.61M	Sell	23,793 -61,786	-72%	-$10.8M	1.2%	22
2023 Q3	$14.6M	Buy	85,579 +12,412	+17%	+$2.2M	1.97%	12
2023 Q2	$14.1M	Buy	+73,167	New	+$11.8M	1.72%	19

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

Redwood Investments's SPSC Position: Q1 2025 in Review

Redwood Investments reduced its SPS Commerce (SPSC) stake by 0.83% in Q1 2025, selling an estimated $16.2K and leaving 12,351 shares worth $1.64M. The position accounts for 0.61% of the portfolio, ranked #58.

Redwood Investments first reported a position in SPSC in Q2 2023 and has held it in 8 quarters since. The position peaked at $14.6M in Q3 2023. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

Redwood Investments held 12,351 shares of SPS Commerce worth $1.64M as of Q1 2025.
Redwood Investments sold 103 SPS Commerce shares in Q1 2025, an estimated $16.2K.
SPS Commerce made up 0.61% of Redwood Investments's portfolio in Q1 2025, its #58 holding.
Redwood Investments first reported a position in SPS Commerce in Q2 2023 and has held it in 8 quarters since.
Redwood Investments's SPS Commerce position peaked at $14.6M in Q3 2023.
448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.