Position in SPSC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,704,169
+$35,002,001 QoQ
Shares Held
869,410
+229.2% QoQ
Ownership
2.42%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#14
of 317 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Invenomic Capital Management LP holds $291,205,606 across 13 Software - Application names. SPSC ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
476,106 | $58,284,896 | |
| 2 | SPSC |
Sps Commerce Inc
This page
|
869,410 | $49,704,169 | |
| 3 | LYFT |
Lyft, Inc.
|
2,350,081 | $34,334,683 | |
| 4 | BILL |
BILL Holdings, Inc.
|
908,775 | $32,861,304 | |
| 5 | CRM |
Salesforce, Inc.
|
193,300 | $30,282,378 | |
| 6 | INTU |
Intuit Inc.
|
106,609 | $27,824,949 | |
| 7 | MNDY |
monday.com Ltd.
|
290,707 | $21,044,279 | |
| 8 | HUBS |
Hubspot Inc
|
65,146 | $11,889,796 |
All Filings in SPSC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,704,169 | 869,410 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,702,168 | 264,095 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||