Should You Hold SPS Commerce (SPSC)?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 212,175 | $28,874,895 | -15% | 0.01% |
| 2. | Squarepoint Ops LLC Maxime Fortin (Cio) | 194,167 | $26,424,187 | -14% | 0.03% |
| 3. | Walleye Capital Will England | 148,800 | $20,250,192 | 0.08% | |
| 4. | D E Shaw D. E. Shaw | 137,521 | $18,715,233 | -34% | 0.01% |
| 5. | Millennium Management Israel Englander | 122,144 | $16,622,577 | +382% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.76 | 143 | $5,399.68 | 1,924 | 2013-03-05 | Filing | |
| $31.36 | 164 | $5,143.04 | 2,232 | 2012-07-03 | Filing | |
| $27.16 | 291 | $7,903.56 | 2,068 | 2012-06-20 | Filing | |
| $24.93 | 722 | $17,999.46 | 722 | 2012-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.34 | 1,254 | $174,734.74 | 151,752 | 2025-02-26 | Filing | |
| $138.33 | 1,095 | $151,473.43 | 153,006 | 2025-02-26 | Filing | |
| $137.03 | 495 | $67,830.25 | 154,101 | 2025-02-26 | Filing | |
| $136.29 | 2,646 | $360,615.40 | 154,596 | 2025-02-26 | Filing | |
| $145.20 | 185 | $26,862.00 | 36,364 | 2025-02-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,281,511 | $133,456,556 | 2.14% | |
| 2. | 471,225 | $49,073,377 | 0.83% | |
| 3. | 236,886 | $24,669,308 | 0.13% | |
| 4. | 159,801 | $16,641,624 | 0.11% | |
| 5. | 147,591 | $15,370,127 | 1.84% |