DISCIPLINED GROWTH INVESTORS INC /MN
Position in SPSC — Sps Commerce Inc
CIK 1050442
MINNEAPOLIS, MN
Position in SPSC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,422,276
+$76,277,358 QoQ
Shares Held
2,123,881
+161.9% QoQ
Ownership
5.90%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#3
of 315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $677,210,364 across 10 Software - Application names. SPSC ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
3,585,614 | $167,519,886 | |
| 2 | IDCC |
InterDigital, Inc.
|
510,096 | $144,423,480 | |
| 3 | SPSC |
Sps Commerce Inc
This page
|
2,123,881 | $121,422,276 | |
| 4 | MNDY |
monday.com Ltd.
|
1,263,335 | $91,452,820 | |
| 5 | ADSK |
Autodesk, Inc.
|
309,345 | $60,142,854 | |
| 6 | DT |
Dynatrace, Inc.
|
908,550 | $39,894,430 | |
| 7 | INTU |
Intuit Inc.
|
86,019 | $22,450,959 | |
| 8 | PAYX |
Paychex Inc
|
151,732 | $14,919,807 |
All Filings in SPSC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,422,276 | 2,123,881 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $121,422,276 | 2,123,881 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||