Root Financial Partners’s SPS Commerce SPSC Stock Holding History

Root Financial Partners’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	–	Sell	-183	Closed	-$10.2K	–	2788
2026 Q1	$10.2K	Buy	+183	New	+$13.2K	﹤0.01%	1680
2025 Q4	–	Sell	-1	Closed	-$104	–	2520
2025 Q3	$104	Buy	+1	New	+$119	﹤0.01%	2239

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Root Financial Partners's SPSC Position: Q2 2026 in Review

Root Financial Partners sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 183 shares — an estimated $10.2K sold.

Root Financial Partners first reported a position in SPSC in Q3 2025 and held it in 2 quarters. The position peaked at $10.2K in Q1 2026. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

Root Financial Partners reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 183 SPS Commerce shares in Q2 2026, an estimated $10.2K.
Root Financial Partners first reported a position in SPS Commerce in Q3 2025 and held it in 2 quarters.
Root Financial Partners's SPS Commerce position peaked at $10.2K in Q1 2026.
318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.