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Van Berkom & Associates’s SPS Commerce SPSC Stock Holding History

Van Berkom & Associates’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 		$36M Sell
630,329
-47,907
-7% -$2.64M 1.16% 43
2026
Q1 		$37.8M Buy
678,236
+61,350
+10% +$4.42M 1.23% 41
2025
Q4 		$55M Buy
616,886
+118,732
+24% +$11M 1.59% 40
2025
Q3 		$51.9M Buy
+498,154
New +$59.3M 1.5% 41

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 $3.38T AUM 44.17% 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

Van Berkom & Associates's SPSC Position: Q2 2026 in Review

Van Berkom & Associates reduced its SPS Commerce (SPSC) stake by 7.1% in Q2 2026, selling an estimated $2.64M and leaving 630,329 shares worth $36M. The position accounts for 1.16% of the portfolio, ranked #43.

Van Berkom & Associates first reported a position in SPSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $55M in Q4 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Van Berkom & Associates held 630,329 shares of SPS Commerce worth $36M as of Q2 2026.
  • Van Berkom & Associates sold 47,907 SPS Commerce shares in Q2 2026, an estimated $2.64M.
  • SPS Commerce made up 1.16% of Van Berkom & Associates's portfolio in Q2 2026, its #43 holding.
  • Van Berkom & Associates first reported a position in SPS Commerce in Q3 2025 and has held it in 4 quarters since.
  • Van Berkom & Associates's SPS Commerce position peaked at $55M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Van Berkom & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.