TwinBeech Capital’s SPS Commerce SPSC Stock Holding History

TwinBeech Capital’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 Q1	$1.84M	Buy	+33,108	New	+$2.39M	0.19%	156
2024 Q4	–	Sell	-39,850	Closed	-$7.74M	–	911
2024 Q3	$7.74M	Buy	39,850 +3,419	+9%	+$671K	0.15%	173
2024 Q2	$6.85M	Buy	36,431 +24,521	+206%	+$4.49M	0.13%	187
2024 Q1	$2.2M	Buy	+11,910	New	+$2.2M	0.05%	327
2023 Q2	–	Sell	-2,127	Closed	-$324K	–	841
2023 Q1	$324K	Sell	2,127 -19,886	-90%	-$2.82M	0.01%	537
2022 Q4	$2.83M	Buy	+22,013	New	+$2.84M	0.05%	363
2021 Q2	–	Sell	-2,500	Closed	-$248K	–	637
2021 Q1	$248K	Buy	+2,500	New	+$264K	0.04%	406

Other funds holding SPSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TwinBeech Capital's SPSC Position: Q1 2026 in Review

TwinBeech Capital opened a new position in SPS Commerce (SPSC) in Q1 2026: 33,108 shares worth $1.84M. The stake represents 0.19% of the portfolio and ranks #156 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in SPSC as recently as Q3 2024.

TwinBeech Capital first reported a position in SPSC in Q1 2021 and has held it in 7 quarters since. The position peaked at $7.74M in Q3 2024. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

TwinBeech Capital held 33,108 shares of SPS Commerce worth $1.84M as of Q1 2026.
SPS Commerce was a new TwinBeech Capital position in Q1 2026.
SPS Commerce made up 0.19% of TwinBeech Capital's portfolio in Q1 2026, its #156 holding.
TwinBeech Capital first reported a position in SPS Commerce in Q1 2021 and has held it in 7 quarters since.
TwinBeech Capital's SPS Commerce position peaked at $7.74M in Q3 2024.
328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.