Allspring Global Investments Holdings LLC boosted its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,950 shares of the software maker's stock after purchasing an additional 12,506 shares

Assenagon Asset Management S.A. decreased its holdings in shares of SPS Commerce, Inc. (NASDAQ: SPSC) by 23.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,987 shares of the software maker's stock after selling 11,162 shares during the quarter.

Nordea Investment Management AB trimmed its stake in SPS Commerce, Inc. (NASDAQ: SPSC) by 5.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,216,642 shares of the software maker's stock after selling 75,414 shares during the quarter. Nordea Investment Management AB owned approximately 3.23% of

Granahan Investment Management sold 368,776 shares of SPS Commerce, an estimated $34.19 million trade based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $38.82 million, reflecting both share sales and price changes.

Fisher Asset Management LLC reduced its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 81.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,100 shares of the software maker's stock after selling 172,075 shares during the quarter. Fisher Asset Management

I'm upgrading SPS Commerce to a Buy at around $64, since I'm anticipating a stronger H2 2026 despite recent revenue headwinds. SPSC maintains a disciplined cost structure, robust free cash flow, and shareholder-friendly capital allocation, including a recently expanded $300 million buyback authorization. AI-driven MAX platform rollout and retail enablement programs are expected to drive customer adds and client value-add in late 2026.

SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

MINNEAPOLIS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 AM P.T.

Irenic Capital acquired 452,066 shares of SPS Commerce in the fourth quarter. The quarter-end position value for SPS Commerce was $40.29 million, reflecting a new position established in the quarter.

SPS Commerce, Inc. (SPSC) Q4 2025 Earnings Call Transcript