Walleye Capital
SPSC icon

Walleye Capital’s SPS Commerce SPSC Stock Holding History

Walleye 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 		$25.5M Buy
457,635
+432,886
+1,749% +$31.2M 0.11% 128
2025
Q4 		$2.21M Sell
24,749
-104,155
-81% -$9.66M 0.01% 1783
2025
Q3 		$13.4M Sell
128,904
-19,896
-13% -$2.37M 0.05% 408
2025
Q2 		$20.3M Buy
+148,800
New +$20.6M 0.08% 228
2024
Q4 		– Sell
-3,525
Closed -$684K – 5516
2024
Q3 		$684K Sell
3,525
-3,911
-53% -$768K ﹤0.01% 3010
2024
Q2 		$1.4M Buy
7,436
+2,459
+49% +$450K ﹤0.01% 2483
2024
Q1 		$920K Buy
+4,977
New +$919K ﹤0.01% 2669
2021
Q3 		– Sell
-2,477
Closed -$247 – 1795
2021
Q2 		$247 Buy
+2,477
New +$245K 0.01% 1003

Other funds holding SPSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walleye Capital's SPSC Position: Q1 2026 in Review

Walleye Capital increased its SPS Commerce (SPSC) stake by 1,749% in Q1 2026, buying an estimated $31.2M and bringing the position to 457,635 shares worth $25.5M. The position accounts for 0.11% of the portfolio, ranked #128.

Walleye Capital first reported a position in SPSC in Q2 2021 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

  • Walleye Capital held 457,635 shares of SPS Commerce worth $25.5M as of Q1 2026.
  • Walleye Capital bought 432,886 SPS Commerce shares in Q1 2026, an estimated $31.2M.
  • SPS Commerce made up 0.11% of Walleye Capital's portfolio in Q1 2026, its #128 holding.
  • Walleye Capital first reported a position in SPS Commerce in Q2 2021 and has held it in 8 quarters since.
  • 328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.