Van Hulzen Asset Management’s SPS Commerce SPSC Stock Holding History

Van Hulzen Asset 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	$677K	Sell	11,835 -4,051	-26%	-$224K	0.05%	219
2026 Q1	$884K	Sell	15,886 -1,087	-6%	-$78.3K	0.07%	183
2025 Q4	$1.51M	Sell	16,973 -5,208	-23%	-$483K	0.11%	124
2025 Q3	$2.31M	Buy	22,181 +11,323	+104%	+$1.35M	0.17%	94
2025 Q2	$1.48M	Sell	10,858 -499	-4%	-$69.2K	0.12%	123
2025 Q1	$1.51M	Sell	11,357 -416	-4%	-$65.4K	0.14%	122
2024 Q4	$2.17M	Buy	11,773 +1,082	+10%	+$203K	0.16%	105
2024 Q3	$2.08M	Buy	10,691 +525	+5%	+$103K	0.15%	113
2024 Q2	$1.91M	Buy	10,166 +4,220	+71%	+$772K	0.13%	116
2024 Q1	$1.1M	Buy	5,946 +805	+16%	+$149K	0.07%	159
2023 Q4	$997K	Buy	5,141 +175	+4%	+$30.5K	0.07%	158
2023 Q3	$847K	Buy	4,966 +1,436	+41%	+$255K	0.07%	172
2023 Q2	$678K	Buy	+3,530	New	+$570K	0.06%	151

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Van Hulzen Asset Management's SPSC Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its SPS Commerce (SPSC) stake by 26% in Q2 2026, selling an estimated $224K and leaving 11,835 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #219.

Van Hulzen Asset Management first reported a position in SPSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.31M in Q3 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

Van Hulzen Asset Management held 11,835 shares of SPS Commerce worth $677K as of Q2 2026.
Van Hulzen Asset Management sold 4,051 SPS Commerce shares in Q2 2026, an estimated $224K.
SPS Commerce made up 0.05% of Van Hulzen Asset Management's portfolio in Q2 2026, its #219 holding.
Van Hulzen Asset Management first reported a position in SPS Commerce in Q2 2023 and has held it in 13 quarters since.
Van Hulzen Asset Management's SPS Commerce position peaked at $2.31M in Q3 2025.
318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.