SPSC

SPS Commerce Inc

SPSC.US spscommerce.com
82.68
+5.45 (+7.06%)
USD · NASDAQ
52-week range
49.04
114.87
Trading at 51% of the 52-week range
Market Cap
2.98B
P/E Ratio
39.75
Forward P/E
68.03
Book Value
25.93
Div. Yield
N/A
% Institutions
114.31%
% Insiders
1.03%

1 Year

-26.4%

3 Year

-53.9%

10 Year

+146.5%
Description

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

Company Information

Company Name
SPS Commerce Inc
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US78463M1071
CIK: 0001092699
CUSIP: 78463M107
Currency: USD
Full Time Employees: 2,948
Phone: 612 435 9400
Fiscal Year End: December
IPO Date: Apr 22, 2010
Description:

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

Address:

333 South Seventh Street, Minneapolis, MN, United States, 55402

People

Directors & Officers

Name Title Year Born
Mr. Chadwick Collins CEO & Director 1977
Mr. Jamie Thingelstad Executive VP & CTO 1972
Mr. Eduardo Rosini Executive VP & Chief Commercial Officer 1968
Mr. Joseph M. Del Preto II Executive VP & CFO 1975
Ms. Maria Pergolino Senior VP & Chief Marketing Officer NA
Ms. Erica Koenig Senior VP & Chief Human Resources Officer NA
Mr. Michael Svatek Senior VP & Chief Product Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 07, 2026 Marty M Reaume N/A Sale 1.00K $57.90 $57.90K
Feb 24, 2026 Jamie Thingelstad N/A Sale 2.42K $54.94 $132.84K
Feb 20, 2026 Chadwick Collins N/A Sale 13.38K $58.66 $785.11K
Feb 20, 2026 Kimberly K Nelson N/A Sale 6.30K $58.66 $369.56K
Feb 09, 2026 Marty M Reaume N/A Sale 1.00K $79.92 $79.92K
Jan 07, 2026 Marty M Reaume N/A Sale 1.73K $92.26 $159.79K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.83M Mar 31, 2026 15.88% $0.01 1.94%
Vanguard Portfolio Management, LLC 2.96M Mar 31, 2026 8.06% $0.01 0.00%
Disciplined Growth Investors Inc 2.12M Jun 30, 2026 5.79% $2.06 161.90%
Neuberger Berman Group LLC 1.79M Mar 31, 2026 4.88% $0.08 26.50%
Vanguard Capital Management, LLC 1.70M Mar 31, 2026 4.63% $0.00 0.00%
State Street Corp 1.50M Mar 31, 2026 4.09% $0.00 2.15%
Anson Funds Management LP 1.15M Mar 31, 2026 3.13% $2.80 0.00%
The Goldman Sachs Group Inc 1.07M Mar 31, 2026 2.91% $0.01 61.61%
Bank of America Corp 998.62K Mar 31, 2026 2.72% $0.00 3.25%
Geode Capital Management, LLC 997.96K Mar 31, 2026 2.72% $0.00 2.73%
Morgan Stanley - Brokerage Accounts 960.88K Mar 31, 2026 2.62% $0.00 10.19%
Engine Capital Management LP 916.38K Jun 30, 2026 2.50% $5.10 0.00%
Citadel Advisors Llc 913.24K Mar 31, 2026 2.49% $0.01 247.18%
Federated Hermes Inc 901.63K Jun 30, 2026 2.46% $0.07 22.02%
BNP Paribas Investment Partners SA 710.34K Mar 31, 2026 1.93% $0.05 -3.98%
Van Berkom and Associates Inc 630.33K Jun 30, 2026 1.72% $1.16 -53.53%
Irenic Capital Management LP 597.70K Mar 31, 2026 1.63% $2.17 32.22%
Charles Schwab Investment Management Inc 500.81K Mar 31, 2026 1.36% $0.00 2.45%
Walleye Trading Advisors, LLC 457.64K Mar 31, 2026 1.25% $0.11 1,749.11%
Northern Trust Corp 441.72K Mar 31, 2026 1.20% $0.00 -2.29%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 2.24M 6.09% ▼ 0.10% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 1.12M 3.04% ▲ 0.43% Jul 31, 2026
3 Neuberger Genesis Inv 1.02M 2.77% ▼ 1.65% Jun 30, 2026
4 iShares Russell 2000 ETF 959.41K 2.61% ▼ 0.57% Aug 31, 2026
5 Vanguard Information Technology ETF 956.15K 2.60% ▲ 0.41% Jul 31, 2026
6 Vanguard Small Cap Index 799.63K 2.18% ▲ 0.21% Jul 31, 2026
7 Van Berkom Sm-Cap Eq 630.33K 1.72% ▼ 7.06% Jun 30, 2026
8 Janus Henderson Hrzn Glb SC E2 USD 604.87K 1.65% ▲ 105.19% Jun 30, 2026
9 Disciplined Growth - Mid Cap Growth 565.00K 1.54% ▲ 167.52% Jun 30, 2026
10 Lightrock Global Small-Cap R EUR Acc 552.67K 1.51% ▲ 5.94% May 31, 2026

Financial Highlights

Market Cap: $2.98B
EBITDA: $183.20M
P/E Ratio: $39.75
PEG Ratio: $4.71
Book Value: $25.93
Earnings/Share: $2.08
Profit Margin: 10.10%
Operating Margin: 16.11%
ROA (TTM): 6.81%
ROE (TTM): 8.26%
Revenue (TTM): $772.49M
Revenue/Share (TTM): $20.67
Earnings Growth (YOY): -63.90%
Revenue Growth (YOY): 5.60%

Valuation Metrics

Enterprise Value: $2.61B
Trailing P/E: 39.75
Forward P/E: 68.03

Shares Statistics

Shares Outstanding: 36.00M
Shares Float: 35.56M
% Insiders: 1.03%
% Institutions: 114.31%
Short % Float: 10.98%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$751.51M
Cost of Goods Sold
adjust
$-231.63M
Gross Profit
subtotal
$519.88M
SG&A
adjust
$-126.59M
R&D
adjust
$-68.68M
Other Operating Expense
adjust
$-206.30M
Operating Income
subtotal
$118.30M
Other / Non-Operating Items
adjust
$-24.96M
Net Income
subtotal
$93.34M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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