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Sequoia Financial Advisors’s SPS Commerce SPSC Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-1,623
Closed -$299K – 1463
2024
Q4 		$299K Buy
1,623
+39
+2% +$7.32K ﹤0.01% 1023
2024
Q3 		$308K Hold
1,584
– – ﹤0.01% 957
2024
Q2 		$298K Buy
1,584
+26
+2% +$4.76K ﹤0.01% 895
2024
Q1 		$288K Sell
1,558
-16
-1% -$2.95K ﹤0.01% 878
2023
Q4 		$305K Buy
1,574
+108
+7% +$18.8K ﹤0.01% 925
2023
Q3 		$250K Buy
1,466
+35
+2% +$6.21K ﹤0.01% 766
2023
Q2 		$275K Buy
1,431
+91
+7% +$14.7K ﹤0.01% 733
2023
Q1 		$204K Buy
+1,340
New +$190K ﹤0.01% 760

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sequoia Financial Advisors's SPSC Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 1,623 shares — an estimated $299K sold.

Sequoia Financial Advisors first reported a position in SPSC in Q1 2023 and held it in 8 quarters. The position peaked at $308K in Q3 2024. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,623 SPS Commerce shares in Q1 2025, an estimated $299K.
  • Sequoia Financial Advisors first reported a position in SPS Commerce in Q1 2023 and held it in 8 quarters.
  • Sequoia Financial Advisors's SPS Commerce position peaked at $308K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.