Edgestream Partners, L.P.

Position in SPSC — Sps Commerce Inc

CIK 1535061 Princeton, NJ

Position in SPSC

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,069,644

-$2,209,921 QoQ

Shares Held

73,103

+3.8% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Edgestream Partners, L.P. holds $100,864,032 across 29 Software - Application names. SPSC ranks #8 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APPF	Appfolio Inc	70,110	$11,064,760
2	ROP	Roper Technologies Inc	25,912	$9,169,220
3	DBD	DIEBOLD NIXDORF, Inc	112,805	$8,510,009
4	PAYX	Paychex Inc	69,763	$6,426,567
5	DUOL	Duolingo, Inc.	60,827	$5,995,717
6	FRSH	Freshworks Inc.	620,537	$4,982,912
7	MANH	Manhattan Associates Inc	36,326	$4,835,717
8	SPSC	Sps Commerce Inc This page	73,103	$4,069,644

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,069,644	73,103	+3.8%	Shares	Sole	2026-05-18
2025-12-31	$6,279,565	70,454	+12.6%	Shares	Sole	2026-02-13
2025-09-30	$6,515,519	62,565	-6.2%	Shares	Sole	2025-11-12
2025-06-30	$9,081,285	66,730	+79.7%	Shares	Sole	2025-08-13
2025-03-31	$4,927,468	37,124	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$6,907,352	37,542	-10.1%	Shares	Sole	2025-02-07
2024-09-30	$8,107,956	41,757	+17.5%	Shares	Sole	2024-11-14
2024-06-30	$6,689,652	35,553	+399.1%	Shares	Sole	2024-08-09
2024-03-31	$1,317,042	7,123	+47.1%	Shares	Sole	2024-05-10
2023-12-31	$938,379	4,841	+116.2%	Shares	Sole	2024-02-14
2023-09-30	$381,995	2,239	-69.8%	Shares	Sole	2023-11-15
2023-06-30	$1,424,893	7,419	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.