rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

SPS Commerce, Inc.

SPSC · Nasdaq

TechnologySoftwareIn trend

SPSC stood above a rising 150-day average in 5 of the last 52 weekly readings, including each of the last 5 weeks. It is 38.3% above that average now. Software: 44% of its 234 stocks in an uptrend (+3 points in four weeks); Technology: 28% (−6 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
5 in a row
Industry in uptrend
44% +3 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$3.4M
Officials’ trades on record
9
Institutions holding
294 (-10)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 52 weeks.

23 Apr – 22 Oct
10%27%44%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$7.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

9 disclosed lines: House 8, Senate 1, executive 0; 4 people.

WhoDidAmountTraded
Peter Welch House: U.S. House ClerkVT00sold$1k–$15k19 May 2020filed 8 Jun 2020
Peter Welch House: U.S. House ClerkVT00sold$1k–$15k8 May 2020filed 8 Jun 2020
Donna E. Shalala House: U.S. House ClerkFL27sold$1k–$15k24 Jun 2019filed 27 Apr 2020
Peter Welch House: U.S. House ClerkVT00bought$1k–$15k1 May 2019filed 4 Jun 2019
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k26 Apr 2017filed 9 May 2017
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k5 Feb 2016filed 25 Feb 2016
Thom Tillis Senate: U.S. Senate eFDSenatorsoldjoint$1k–$15k13 Feb 2015filed 26 Feb 2015
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k25 Apr 2014filed 2 May 2014
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k25 Apr 2014filed 2 May 2014

Insiders

Buy orders, 12 months0
Sale orders, 12 months8
Buyers · sellers0 · 4
WhoDidSharesTraded
Marty M. ReaumeDirectorsold1,000at $57.037 May 2026filed 11 May 2026
Marty M. ReaumeDirectorsold1,000at $57.907 Apr 2026filed 9 Apr 2026
Marty M. ReaumeDirectorsold1,000at $62.739 Mar 2026filed 11 Mar 2026
Jamie ThingelstadEVP, Chief Technology Officersold1,900at $54.8024 Feb 2026filed 24 Feb 2026
Jamie ThingelstadEVP, Chief Technology Officersold518at $55.4724 Feb 2026filed 24 Feb 2026
Kimberly K. NelsonEVP & CFOsold3,700at $58.0920 Feb 2026filed 24 Feb 2026
Kimberly K. NelsonEVP & CFOsold1,200at $59.1920 Feb 2026filed 24 Feb 2026
Kimberly K. NelsonEVP & CFOsold1,400at $59.7020 Feb 2026filed 24 Feb 2026
Chadwick CollinsChief Executive Officersold7,776at $58.0920 Feb 2026filed 24 Feb 2026
Chadwick CollinsChief Executive Officersold2,806at $59.1820 Feb 2026filed 24 Feb 2026
Chadwick CollinsChief Executive Officersold2,802at $59.7220 Feb 2026filed 24 Feb 2026
Marty M. ReaumeDirectorsold1,000at $79.929 Feb 2026filed 11 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders294-10 on the quarter
New · exited60 · 69
Reported value$2.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20265,934,211$339.3M+105,575+1.8%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20262,914,709$166.6M-44,130−1.5%
DISCIPLINED GROWTH INVESTORS INCadded · filed 14 Aug 20262,123,881$121.4M+1,312,943+161.9%
NEUBERGER BERMAN GROUP LLCreduced · filed 13 Aug 20261,780,876$101.8M-9,422−0.5%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20261,598,383$91.4M-99,740−5.9%
STATE STREET CORPadded · filed 7 Aug 20261,545,696$88.4M+45,886+3.1%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,266,247$72.4M+268,288+26.9%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 20261,107,434$63.3M+38,218+3.6%
MORGAN STANLEYadded · filed 13 Aug 2026997,970$57.1M+37,090+3.9%
Jupiter Topco LLCnew · filed 14 Aug 2026984,427$56.3M+984,427
31 Mar 2023 – 30 Jun 2026
298353408Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Anne Sempowski Ward Company insiderDirector · last 28 May 20260 · 0
Fumbi F. Chima Company insiderDirector · last 28 May 20260 · 0
Mark Partin Company insiderDirector · last 28 May 20260 · 0
Marty M. Reaume Company insiderDirector · last 28 May 20260 · 8
Michael J. McConnell Company insiderDirector · last 28 May 20260 · 0
Philip Soran Company insiderDirector · last 28 May 20264 · 21
Razat Gaurav Company insiderDirector · last 28 May 20260 · 0
Tami Reller Company insiderDirector · last 28 May 20260 · 0
Jamie Thingelstad Company insiderEVP, Chief Technology Officer · last 8 May 20260 · 6
Joseph Del Preto Company insiderEXECUTIVE VP AND CFO · last 7 May 20260 · 0
Chadwick Collins Company insiderChief Executive Officer · last 20 Feb 20260 · 5
Eduardo Rosini Company insiderEVP, Chief Commercial Officer · last 20 Feb 20260 · 0

Same industry

TEAM AtlassianLeading+84%
APPN AppianLeading+78%
AMPL AmplitudeLeading+75%
RSKD RiskifiedLeading+61%
GTLB GitLabLeading+58%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202569.2%
Operating profit marginFY 2025 · to 31 Dec 202515.7%
Free cash flow marginFY 2025 · to 31 Dec 202520.3%
Return on capital employedFY 2025 · to 31 Dec 202511.6%
Cash conversionFY 2025 · to 31 Dec 2025192%
Research spendFY 2025 · to 31 Dec 20259.1%
Share count trendFY 2025 · to 12 Feb 2026-0.3%
Cash and equivalentsFY 2025 · to 31 Dec 2025$151.4M
Free cash flowFY 2025 · to 31 Dec 2025$152.3M

Analyst forecasts

No analyst forecasts yet.