MOODY ALDRICH PARTNERS LLC SPSC — SPS Commerce, Inc

Ownership history in MOODY ALDRICH PARTNERS LLC  ·  14 quarters on record

AI Ownership Summary

MOODY ALDRICH PARTNERS LLC reported SPS Commerce, Inc (SPSC) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.46% in 2024 Q2. The latest visible filing shows SPSC at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY ALDRICH PARTNERS LLC's position in SPS Commerce, Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPSC was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPSC stock page MOODY ALDRICH PARTNERS LLC fund profile MOODY ALDRICH PARTNERS LLC full holdings
How MOODY ALDRICH PARTNERS LLC held SPSC — position size vs. price
% of Fund (quarterly)    SPSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 16.2% -11.9% ✅ 30,418 -5,885 -16.2% 0.60% $3.2M 2025-10-21 $113.04
2025 Q2 REDUCED — — — 36,303 -559 -1.5% 0.96% $4.9M 2025-08-04 $107.09
2025 Q1 REDUCED — — — 36,862 -1,177 -3.1% 1.02% $4.9M 2025-04-29 $142.00
2024 Q4 REDUCED — — — 38,039 -1,055 -2.7% 1.30% $7.0M 2025-01-23 $197.40
2024 Q3 REDUCED — — — 39,094 -689 -1.7% 1.38% $7.6M 2024-10-22 $191.43
2024 Q2 REDUCED 5.8% +3.2% ❌ 39,783 -2,463 -5.8% 1.46% $7.5M 2024-07-24 $205.36
2024 Q1 ADDED — — — 42,246 +4,323 +11.4% 1.33% $7.8M 2024-04-30 $173.87
2023 Q4 REDUCED 36.9% -5.0% ✅ 37,923 -22,154 -36.9% 1.32% $7.4M 2024-01-26 $186.60
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPSC

As of 2026 Q1 — sorted by position size

Lightrock Netherlands B.V. 5.25% Sovereign's Capital Management, LLC 2.87% Anson Funds Management LP 3Y 7Y 2.81% Irenic Capital Management LP 3Y 2.17% Van Berkom & Associates Inc. 3Y 7Y 1.25% BUCKHEAD CAPITAL MANAGEMENT LLC 3Y 7Y 1.2% Palisades Investment Partners, LLC 3Y 7Y 1.19% Laurus Global Equity Management Inc. 3Y 0.96% Summit Creek Advisors LLC 3Y 7Y 0.94% Ballast Asset Management, LP 0.93%

FAQ About MOODY ALDRICH PARTNERS LLC and SPSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY ALDRICH PARTNERS LLC reported owning SPSC?

MOODY ALDRICH PARTNERS LLC reported SPSC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPSC position in MOODY ALDRICH PARTNERS LLC's portfolio?

The largest reported portfolio weight for SPSC was 1.46% in 2024 Q2.

What is the latest reported SPSC position on this page?

The most recent filing on this page is 2025 Q3, when MOODY ALDRICH PARTNERS LLC reported 30,418 shares, equal to 0.60% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SPSC ownership page compare?

The chart compares MOODY ALDRICH PARTNERS LLC's quarterly SPSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY ALDRICH PARTNERS LLC time their SPSC position?

Based on 13F filing dates vs. subsequent SPSC price moves, MOODY ALDRICH PARTNERS LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on SPSC relative to SPY over the holding period was -21.6%.

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