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Disclosery

Spyglass Capital Management LLC: ACVA position timeline

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

Spyglass Capital Management LLC held 0 ACVA shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,113,017 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,113,017 shares
    Change vs previous 13F -44,113 shares

    1.65% of the 13F portfolio, value $30,849,998.

    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).

  3. period ended2025-06-30
    13F 3,157,130 shares
    Change vs previous 13F +39,502 shares

    3.02% of the 13F portfolio, value $51,208,649.

    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).

  4. period ended2025-03-31
    13F 3,117,628 shares
    Change vs previous 13F +201,042 shares

    3.02% of the 13F portfolio, value $43,927,379.

    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).

  5. period ended2024-12-31
    13F 2,916,586 shares
    Change vs previous 13F +302,341 shares

    3.54% of the 13F portfolio, value $62,998,258.

    13F-HR 0001172661-25-001035 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 ended2024-09-30
    13F 2,614,245 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $53,147,601.

    13F-HR 0001172661-24-004790 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).