SPS Commerce
SPSC
460 hedge funds and large institutions have $6.96B invested in SPS Commerce in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 178 reducing their positions, and 50 closing their positions.
69% more call options, than puts
Call options by funds: $18M | Put options by funds: $10.7M
12% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 50
1.16% more ownership
Funds ownership: 99.47% → 100.63% (+1.2%)
0% more funds holding
Funds holding: 460 → 460 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 178
3% less capital invested
Capital invested by funds: $7.15B → $6.96B (-$196M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 2 |
JP Morgan Chase
New York
|
+$47.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$36M |
| 4 |
Goldman Sachs
New York
|
+$35M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$110M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$59.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$23.9M |
| 5 |
Millennium Management
New York
|
-$21.6M |
SPSC Hedge Fund Activity: Q4 2024 in Review
460 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in SPS Commerce (SPSC) for Q4 2024, worth a combined $6.96B — down 2.7% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SPSC positions and 50 closed out — a net gain of 6 holders — while 177 added to existing stakes and 178 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was APG Asset Management, cutting an estimated $110M.
- 460 institutional investors held SPS Commerce (SPSC) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $6.96B of SPS Commerce stock for Q4 2024, down 2.7% quarter-over-quarter.
- 56 funds opened new SPS Commerce positions in Q4 2024 and 50 closed out, a net change of +6 holders.
- The largest SPS Commerce buyer in Q4 2024 was Fidelity Investments, an estimated $139M added.
- The largest SPS Commerce seller in Q4 2024 was APG Asset Management, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2024.