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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
Q2 		– Sell
-33,108
Closed -$1.84M – 664
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

TwinBeech Capital's SPSC Position: Q2 2026 in Review

TwinBeech Capital sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 33,108 shares — an estimated $1.84M sold.

TwinBeech Capital first reported a position in SPSC in Q1 2021 and held it in 7 quarters. The position peaked at $7.74M in Q3 2024. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • TwinBeech Capital reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 33,108 SPS Commerce shares in Q2 2026, an estimated $1.84M.
  • TwinBeech Capital first reported a position in SPS Commerce in Q1 2021 and held it in 7 quarters.
  • TwinBeech Capital's SPS Commerce position peaked at $7.74M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.