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SPSC in the 13F filings

SPS Comm Inc · CUSIP 78463M107

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
4,143,124
combined, among listed positions
Reported value
$369m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +49,407.

Managers listing SPSC in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Neuberger Berman Group LLC1,415,289$126m0.09%Added+115,15727 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)651,109$58munder 0.1%Added+23,48717 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.452,519$40munder 0.1%Added+144,28617 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC286,760$26m0.09%Added+17,30617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC263,042$23munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc213,564$19munder 0.1%Trimmed-3,42517 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd156,453$14munder 0.1%Added+55,34217 Feb 2026 (the filing on sec.gov)
Invesco Ltd133,027$12munder 0.1%Added+22,70419 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC84,970$7.6munder 0.1%Added+52,95113 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP78,866$7.0munder 0.1%Trimmed-2,24017 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP65,572$5.8munder 0.1%Added+36,41313 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC56,868$5.1munder 0.1%Added+34,27417 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP45,078$4.0munder 0.1%Added+24,87313 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC43,013$3.8munder 0.1%Trimmed-56,36312 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP42,809$3.8munder 0.1%Trimmed-7,12817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP33,378$3.0munder 0.1%Trimmed-66,56417 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP25,129$2.2m0.07%Trimmed-28,59910 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC24,749$2.2munder 0.1%Trimmed-104,15513 Feb 2026 (the filing on sec.gov)
Man Group PLC18,556$1.7munder 0.1%Trimmed-28,30017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP12,373$1.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp10,798$962kunder 0.1%Trimmed-59,59117 Feb 2026 (the filing on sec.gov)
Millennium Management LLC9,659$861kunder 0.1%Trimmed-59,92617 Feb 2026 (the filing on sec.gov)
Woodline Partners LP7,685$685kunder 0.1%Added+3,13117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP6,415$572kunder 0.1%Trimmed-4,01317 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP2,743$244kunder 0.1%Trimmed-62317 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

02468split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SPSC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$38mn.a.n.a.
Q3 20131$38mn.a.n.a.
Q4 20131$23mn.a.n.a.
Q1 20142$13mn.a.n.a.
Q2 20141$16mn.a.n.a.
Q3 20141$23mn.a.n.a.
Q4 20141$27mn.a.n.a.
Q1 20151$31mn.a.n.a.
Q2 20151$32mn.a.n.a.
Q3 20151$34mn.a.n.a.
Q4 20151$34mn.a.n.a.
Q1 20162$17mn.a.n.a.
Q2 20162$35mn.a.n.a.
Q3 20162$28mn.a.n.a.
Q4 20162$24mn.a.n.a.
Q1 20172$2.9mn.a.n.a.
Q2 20172$61mn.a.n.a.
Q3 20172$85mn.a.n.a.
Q4 20173$96mn.a.n.a.
Q1 20182$93mn.a.n.a.
Q2 20182$97mn.a.n.a.
Q3 20187$124mn.a.n.a.
Q4 20185$31mn.a.n.a.
Q1 20197$115mn.a.n.a.
Q2 20195$68mn.a.n.a.
Q3 2019 (split)4$31mn.a.n.a.
Q4 20192$14mn.a.n.a.
Q1 20205$75mn.a.n.a.
Q2 20207$226mn.a.n.a.
Q3 20206$223mn.a.n.a.
Q4 20204$275mn.a.n.a.
Q1 20214$254mn.a.n.a.
Q2 20214$261mn.a.n.a.
Q3 20215$451mn.a.n.a.
Q4 20213$351mn.a.n.a.
Q1 20222$290mn.a.n.a.
Q2 20222$242mn.a.n.a.
Q3 20221$252mn.a.n.a.
Q4 20222$345mn.a.n.a.
Q1 20232$432mn.a.n.a.
Q2 20232$498mn.a.n.a.
Q3 20232$448mn.a.n.a.
Q4 20234$495m22
Q1 20244$461m22
Q2 20243$450m13
Q3 20245$459m32
Q4 20246$452m42
Q1 20254$250m31
Q2 20257$229m53
Q3 20256$210m41
Q4 20255$164m1319
Q1 20265$144m2210
Q2 20264$173m1118

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SPSC and GOOGL →SPSC and AMZN →SPSC and MSFT →Choose a stock to compare with SPSC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SPSC, latest filings →Back to the 13F Explorer →