Position in SPSC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$33,274,181
-$7,018,461 QoQ
Shares Held
597,704
+32.2% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Irenic Capital Management LP holds $152,914,110 across 6 Software - Application names. SPSC ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALKT |
Alkami Technology, Inc.
|
2,675,151 | $41,919,616 | |
| 2 | DBD |
DIEBOLD NIXDORF, Inc
|
480,557 | $36,253,220 | |
| 3 | SPSC |
Sps Commerce Inc
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|
597,704 | $33,274,181 | |
| 4 | WK |
Workiva Inc
|
552,010 | $32,916,356 | |
| 5 | ADEA |
Adeia Inc.
|
199,900 | $4,803,597 | |
| 6 | BLND |
Blend Labs, Inc.
|
2,204,200 | $3,747,140 |
All Filings in SPSC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,274,181 | 597,704 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $40,292,642 | 452,066 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||