DISCIPLINED GROWTH INVESTORS INC /MN
Position in SPSC — Sps Commerce Inc
CIK 1050442
MINNEAPOLIS, MN
Position in SPSC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,144,918
-$30,135,438 QoQ
Shares Held
810,938
-4.0% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.06107495270909.ToString("F0")%
Shared 0.ToString("F0")%
None 5.9389250472909145.ToString("F0")%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $543,947,860 across 11 Software - Application names. SPSC ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
556,788 | $168,149,976 | |
| 2 | ALRM |
Alarm.com Holdings, Inc.
|
3,268,986 | $141,187,505 | |
| 3 | ADSK |
Autodesk, Inc.
|
301,757 | $72,240,625 | |
| 4 | SPSC |
Sps Commerce Inc
This page
|
810,938 | $45,144,918 | |
| 5 | INTU |
Intuit Inc.
|
87,126 | $37,671,539 | |
| 6 | MNDY |
monday.com Ltd.
|
403,888 | $27,912,699 | |
| 7 | DT |
Dynatrace, Inc.
|
658,723 | $24,359,576 | |
| 8 | PAYX |
Paychex Inc
|
143,000 | $13,173,160 |
All Filings in SPSC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,144,918 | 810,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,280,356 | 844,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,528,034 | 792,472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $57,855,397 | 425,126 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,594,531 | 147,627 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,480,548 | 154,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,745,605 | 168,644 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $31,738,264 | 168,677 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $31,464,617 | 170,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,464,323 | 167,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,534,644 | 190,696 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $37,236,400 | 193,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,504,014 | 200,289 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,781,166 | 200,741 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,982,777 | 201,101 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,764,652 | 201,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,334,070 | 200,717 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,828,152 | 202,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,345,035 | 206,714 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,831,006 | 208,623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,157,196 | 192,903 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,871,882 | 219,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,473,411 | 237,234 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,189,256 | 242,136 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,662,149 | 250,745 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||