Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  SPS Commerce, Inc. (SPSC)
← All SPSC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,078 <0.01 Add 63.09% <0.01 $52.56–96.54 · VW $68.43i $394,032 SEC
2025   Q4 4,340 <0.01 Reduce 36.73% <0.01 $73.05–114.87 · VW $86.70i $386,824 SEC
2025   Q3 6,859 <0.01 Add 23.27% <0.01 $102.05–143.55 · VW $112.15i $714,296 SEC
2025   Q2 5,564 <0.01 Reduce 20.00% <0.01 $120.09–153.16 · VW $138.93i $757,205 SEC
2025   Q1 6,955 <0.01 Add 10.19% <0.01 $122.58–197.59 · VW $150.28i $923,137 SEC
2024   Q4 6,312 0.01 Reduce 0.61% <0.01 $164.75–201.06 · VW $182.94i $1,161,345 SEC
2024   Q3 6,351 0.01 Reduce 18.62% <0.01 $183.45–218.61 · VW $200.64i $1,233,174 SEC
2024   Q2 7,804 0.02 Add 3.04% <0.01 $160.58–200.44 · VW $182.01i $1,468,401 SEC
2024   Q1 7,574 0.02 Add 19.01% <0.01 $172.54–218.74 · VW $187.55i $1,400,433 SEC
2023   Q4 6,364 0.02 Reduce 0.75% <0.01 $151.96–198.35 · VW $174.29i $1,233,598 SEC
2023   Q3 6,412 0.02 Reduce 1.08% <0.01 $162.58–196.39 · VW $179.08i $1,093,951 SEC
2023   Q2 6,482 0.03 Reduce 0.37% <0.01 $140.00–192.67 · VW $164.80i $1,244,933 SEC
2023   Q1 6,506 0.02 Reduce 27.35% <0.01 $120.66–157.46 · VW $144.01i $990,864 SEC
2022   Q4 8,955 0.03 Add 6.40% <0.01 $116.58–146.81 · VW $130.89i $1,150,091 SEC
2022   Q3 8,416 0.03 Reduce 10.43% <0.01 $100.06–133.37 · VW $120.45i $1,046,000 SEC
2022   Q2 9,396 0.03 Reduce 13.06% <0.01 $96.41–137.15 · VW $113.75i $1,062,000 SEC
2022   Q1 10,807 0.04 Add 24.19% <0.01 $112.36–142.40 · VW $126.81i $1,418,000 SEC
2021   Q4 8,702 0.04 Reduce 11.76% <0.01 $130.21–174.42 · VW $147.31i $1,239,000 SEC
2021   Q3 9,862 0.06 Reduce 29.39% 0.02 $94.84–169.15 · VW $136.19i $1,591,000 SEC
2021   Q2 13,967 0.06 Reduce 8.19% <0.01 $91.05–109.33 · VW $99.25i $1,395,000 SEC
2021   Q1 15,213 0.07 Reduce 12.03% <0.01 $93.40–118.06 · VW $103.05i $1,511,000 SEC
2020   Q4 17,293 0.06 Reduce 40.46% 0.03 $78.10–111.63 · VW $95.74i $1,878,000 SEC
2020   Q3 29,042 0.07 Reduce 36.25% 0.04 $69.39–83.85 · VW $76.76i $2,262,000 SEC
2020   Q2 45,559 0.10 Reduce 52.93% 0.07 $43.12–76.85 · VW $62.13i $3,422,000 SEC
2020   Q1 96,781 0.13 Reduce 23.70% 0.03 $31.28–62.26 · VW $50.29i $4,501,000 SEC
2019   Q4 126,837 0.13 Reduce 8.72% 0.01 $45.62–59.04 · VW $54.06i $7,029,000 SEC
2019   Q3 138,959 0.12 Reduce 8.55% 0.01 $44.07–59.14 · VW $51.13i $6,541,000 SEC
2019   Q2 151,954 0.12 Reduce 17.11% 0.02 $49.29–57.50 · VW $52.12i $7,766,000 SEC
2019   Q1 183,312 0.14 Add 16.77% 0.02 $39.91–56.65 · VW $49.25i $9,721,000 SEC
2018   Q4 156,990 0.10 Add 192.74% 0.07 $37.92–49.88 · VW $44.04i $6,466,000 SEC
2018   Q3 53,628 0.04 Buy 0.04 $36.44–50.34 · VW $45.75i $2,661,000 SEC
2017   Q4 0 0.00 Sell 100.00% <0.01 $22.51–30.48 · VW $24.86i SEC
2017   Q3 18,108 <0.01 Add 55.59% <0.01 $27.33–32.20 · VW $29.57i $513,000 SEC
2017   Q2 11,638 <0.01 Buy <0.01 $27.00–32.42 · VW $29.46i $371,000 SEC
2015   Q1 0 0.00 Sell 100.00% <0.01 $26.42–35.19 · VW $32.08i SEC
2014   Q4 8,318 <0.01 Buy <0.01 $24.72–32.00 · VW $28.65i $236,000 SEC
2014   Q2 0 0.00 Sell 100.00% <0.01 $21.92–32.05 · VW $27.45i SEC
2014   Q1 11,158 <0.01 Buy <0.01 $29.18–35.91 · VW $32.59i $343,000 SEC
Price snapshot:
Current price$63.33
Avg. buy price$79.46
+/- since buy-20.30%
52-week low$49.04
52-week high$143.55