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Voleon Capital Management’s SPS Commerce SPSC Stock Holding History

Voleon 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 		$3.99M Sell
69,759
-13,988
-17% -$772K 0.07% 255
2026
Q1 		$4.66M Buy
83,747
+923
+1% +$66.5K 0.1% 213
2025
Q4 		$7.38M Buy
82,824
+70,398
+567% +$6.53M 0.16% 139
2025
Q3 		$1.29M Buy
12,426
+7,278
+141% +$866K 0.03% 381
2025
Q2 		$701K Sell
5,148
-1,354
-21% -$188K 0.04% 281
2025
Q1 		$863K Sell
6,502
-2,452
-27% -$385K 0.07% 215
2024
Q4 		$1.65M Buy
+8,954
New +$1.68M 0.12% 163

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

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

Voleon Capital Management reduced its SPS Commerce (SPSC) stake by 17% in Q2 2026, selling an estimated $772K and leaving 69,759 shares worth $3.99M. The position accounts for 0.07% of the portfolio, ranked #255.

Voleon Capital Management first reported a position in SPSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.38M in Q4 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Voleon Capital Management held 69,759 shares of SPS Commerce worth $3.99M as of Q2 2026.
  • Voleon Capital Management sold 13,988 SPS Commerce shares in Q2 2026, an estimated $772K.
  • SPS Commerce made up 0.07% of Voleon Capital Management's portfolio in Q2 2026, its #255 holding.
  • Voleon Capital Management first reported a position in SPS Commerce in Q4 2024 and has held it in 7 quarters since.
  • Voleon Capital Management's SPS Commerce position peaked at $7.38M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

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