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Disclosery

Spyglass Capital Management LLC: AAON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spyglass Capital Management LLC on AAON, newest first. How the timeline and the estimate are built.

Spyglass Capital Management LLC held 776,629 AAON shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776,629 shares
    Change vs previous 13F -82,211 shares

    5.33% of the 13F portfolio, value $98,523,155.

    13F-HR 0001172661-26-003494 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 858,840 shares
    Change vs previous 13F -340,081 shares

    5.03% of the 13F portfolio, value $71,069,010.

    13F-HR/A 0001172661-26-002427 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,198,921 shares
    Change vs previous 13F +130,062 shares

    4.57% of the 13F portfolio, value $91,417,726.

    13F-HR 0001172661-26-000853 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,068,859 shares
    Change vs previous 13F +356,503 shares

    5.33% of the 13F portfolio, value $99,874,185.

    13F-HR 0001172661-25-004841 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 712,356 shares
    Change vs previous 13F +91,461 shares

    3.1% of the 13F portfolio, value $52,536,255.

    13F-HR 0001172661-25-003124 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 620,895 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $48,510,526.

    13F-HR 0001172661-25-002179 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).