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Semanteon Capital Management’s SPS Commerce SPSC Stock Holding History

Semanteon Capital Management’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
Q4 		– Sell
-3,552
Closed -$370K – 153
2025
Q3 		$370K Sell
3,552
-1,699
-32% -$202K 0.46% 124
2025
Q2 		$715K Buy
+5,251
New +$728K 1.08% 37
2025
Q1 		– Sell
-8,003
Closed -$1.47M – 350
2024
Q4 		$1.47M Buy
+8,003
New +$1.5M 0.79% 14
2024
Q3 		– Sell
-1,260
Closed -$237K – 297
2024
Q2 		$237K Buy
+1,260
New +$231K 0.17% 181

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Semanteon Capital Management's SPSC Position: Q4 2025 in Review

Semanteon Capital Management sold out of SPS Commerce (SPSC) in Q4 2025, closing a stake of 3,552 shares — an estimated $370K sold.

Semanteon Capital Management first reported a position in SPSC in Q2 2024 and held it in 4 quarters. The position peaked at $1.47M in Q4 2024. 367 funds tracked by Wall St. Rank hold SPSC as of Q4 2025.

  • Semanteon Capital Management reported no remaining SPS Commerce position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 3,552 SPS Commerce shares in Q4 2025, an estimated $370K.
  • Semanteon Capital Management first reported a position in SPS Commerce in Q2 2024 and held it in 4 quarters.
  • Semanteon Capital Management's SPS Commerce position peaked at $1.47M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.