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SCM
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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