SPS Commerce, Inc.
US ˙ NasdaqGS ˙ US78463M1071

SecuritySPSC / SPS Commerce, Inc.
InstitutionRenaissance Group Llc
Latest Disclosed Ownership94,724 shares
Latest Disclosed Value $ 5,273,285
Renaissance Group Llc reports 58.03% increase in ownership of SPSC / SPS Commerce, Inc.

On May 13, 2026 - Renaissance Group Llc filed a 13F-HR form disclosing ownership of 94,724 shares of SPS Commerce, Inc. (US:SPSC) valued at $5,273,285 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 59,941 shares of SPS Commerce, Inc.. This represents a change in shares of 58.03% during the quarter. The current value of the position is $5,254,340 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SPS COMM COM 78463M107 94,724 34,783 58.03 5,273 -1.29 0.2207
2026-02-11 2025-12-31 13F SPS COMM COM 78463M107 59,941 -16,172 -21.25 5,343 -32.60 0.2145
2025-11-05 2025-09-30 13F SPS COMM COM 78463M107 76,113 26,659 53.91 7,926 17.77 0.2990
2025-08-11 2025-06-30 13F SPS COMM COM 78463M107 49,454 11,650 30.82 6,730 34.14 0.2622
2025-05-13 2025-03-31 13F SPS COMM COM 78463M107 37,804 17,379 85.09 5,018 33.54 0.2212
2025-02-13 2024-12-31 13F SPS COMM COM 78463M107 20,425 2,040 11.10 3,758 5.27 0.1558
2024-11-12 2024-09-30 13F SPS COMM COM 78463M107 18,385 1,219 7.10 3,570 10.53 0.1470
2024-08-14 2024-06-30 13F SPS COMM COM 78463M107 17,166 1,683 10.87 3,230 12.82 0.1260
2024-04-26 2024-03-31 13F SPS COMMERCE COM 78463M107 15,483 2,849 22.55 2,863 16.96 0.1082
2024-02-09 2023-12-31 13F SPS COMMERCE COM 78463M107 12,634 762 6.42 2,448 20.84 0.1014
2023-11-13 2023-09-30 13F SPS COMMERCE COM 78463M107 11,872 -1,189 -9.10 2,025 -19.26 0.0925
2023-08-10 2023-06-30 13F SPS COMMERCE COM 78463M107 13,061 732 5.94 2,508 33.62 0.1084
2023-05-12 2023-03-31 13F SPS COMMERCE COM 78463M107 12,329 831 7.23 1,878 27.17 0.0861
2023-02-14 2022-12-31 13F SPS COMMERCE COM 78463M107 11,498 180 1.59 1,477 4.98 0.0724
2022-11-14 2022-09-30 13F SPS COMMERCE COM 78463M107 11,318 368 3.36 1,406 13.57 0.0756
2022-08-15 2022-06-30 13F SPS COMMERCE COM 78463M107 10,950 10,950 1,238 0.0639
2021-11-12 2021-09-30 13F SPS COMMERCE COM 78463M107 0 -11,431 -100.00 0 -100.00
2021-08-13 2021-06-30 13F SPS COMMERCE COM 78463M107 11,431 65 0.57 1,141 1.06 0.0478
2021-05-13 2021-03-31 13F SPS COMMERCE COM 78463M107 11,366 -2,135 -15.81 1,129 -22.99 0.0477
2021-02-12 2020-12-31 13F SPS COMMERCE COM 78463M107 13,501 165 1.24 1,466 41.23 0.0630
2020-11-12 2020-09-30 13F SPS COMMERCE COM 78463M107 13,336 -162 -1.20 1,038 2.37 0.0480
2020-08-12 2020-06-30 13F SPS COMMERCE COM 78463M107 13,498 130 0.97 1,014 63.02 0.0483
2020-05-06 2020-03-31 13F SPS COMMERCE COM 78463M107 13,368 1,204 9.90 622 -7.72 0.0346
2020-02-12 2019-12-31 13F SPS COMMERCE COM 78463M107 12,164 12,164 674 0.0277
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.