TCM
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Tran Capital Management’s SPS Commerce SPSC Stock Holding History

Tran 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
2026
Q2 		– Sell
-89,538
Closed -$4.98M – 77
2026
Q1 		$4.98M Buy
+89,538
New +$6.45M 0.68% 30
2025
Q4 		– Sell
-147,591
Closed -$15.4M – 78
2025
Q3 		$15.4M Buy
+147,591
New +$17.6M 1.84% 21

Other funds holding SPSC

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Tran Capital Management's SPSC Position: Q2 2026 in Review

Tran Capital Management sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 89,538 shares — an estimated $4.98M sold.

Tran Capital Management first reported a position in SPSC in Q3 2025 and held it in 2 quarters. The position peaked at $15.4M in Q3 2025. 23 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Tran Capital Management reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
  • Tran Capital Management sold 89,538 SPS Commerce shares in Q2 2026, an estimated $4.98M.
  • Tran Capital Management first reported a position in SPS Commerce in Q3 2025 and held it in 2 quarters.
  • Tran Capital Management's SPS Commerce position peaked at $15.4M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.