SPS Commerce, Inc. (NASDAQ:SPSC) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the SPS Commerce, Inc. Q4 2025 Earnings Conference Call. All participants will be in listen-only mode.
Sps Commerce Inc (SPSC)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 452,519 | $40,333,018 | +47% | 0.02% |
| 2. | Irenic Capital Management Adam Katz And Andy Dodge | 452,066 | $40,292,643 | 2.71% | |
| 3. | Citadel Investment Group Ken Griffin | 263,042 | $23,444,933 | 0% | |
| 4. | Voleon Capital Management Michael Kharitonov And Jon David Mcauliffe | 82,824 | $7,382,103 | +567% | 0.16% |
| 5. | Select Equity Group Robert Joseph Caruso | 66,972 | $5,969,214 | +2% | 0.03% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $59.72 | 2,802 | $167,329.84 | 72,241 | 2026-02-20 | Filing | |
| $59.18 | 2,806 | $166,061.61 | 75,043 | 2026-02-20 | Filing | |
| $58.09 | 7,776 | $451,736.61 | 77,849 | 2026-02-20 | Filing | |
| $59.70 | 1,400 | $83,583.78 | 145,452 | 2026-02-20 | Filing | |
| $59.19 | 1,200 | $71,022.48 | 146,852 | 2026-02-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,717,985 | $509,644,005 | 0.01% | |
| 2. | 4,925,441 | $439,004,555 | 0.01% | |
| 3. | 1,468,312 | $130,870,649 | 0% | |
| 4. | 1,415,289 | $126,144,708 | 0.09% | |
| 5. | 1,295,267 | $115,447,148 | 0.02% |
News See All
SPS Commerce (SPSC) Fell Following Muted Outlook
Fenimore Asset Management, an investment management company, released its Q4 2025 investor letter. A copy of the same can be downloaded here. The stock market was solid in 2025 but volatile.
SPS Commerce, Inc. (SPSC): A Bull Case Theory
We came across a bullish thesis on SPS Commerce, Inc. on Heavy Moat Investments’s Substack.
Balanced Analyst Sentiment on SPS Commerce Highlights Diverging Views Ahead of 2026
As of December 5, analyst views for SPS Commerce, Inc. (NASDAQ:SPSC) are balanced with an equal number of Buys and Hold ratings.
10 Best Logistics-Tech Stocks to Buy Now
Since the pandemic, demand for automation has tracked with online volume: the U.S.
SPS Commerce, Inc. (NASDAQ:SPSC) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the SPS Commerce Q3 2025 Earnings Conference Call.[Operator Instructions] Please note this event is being recorded.
SPS Commerce (SPSC) Fell Despite Reporting Strong Results
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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.
DA Davidson Asserts ‘Neutral’ Rating on SPS Commerce Inc. (SPSC) Amid Organic Growth Push
SPS Commerce Inc. (NASDAQ:SPSC) is one of the best beaten-down technology stocks to buy, according to analysts.
10 Best Beaten Down Technology Stocks to Buy According to Analysts
Technology stocks have been the bright spot in an equity market that continues to edge higher while shrugging off a series of headwinds.