Spyglass Capital Management LLC: APP position timeline

Spyglass Capital Management LLC held 191,028 APP 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 191,028 shares

   Change vs previous 13F +24,471 shares

   5.33% of the 13F portfolio, value $98,423,356.

   13F-HR 0001172661-26-003494 filed by Spyglass Capital Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 166,557 shares

   Change vs previous 13F +45,919 shares

   4.69% of the 13F portfolio, value $66,289,686.

   13F-HR/A 0001172661-26-002427 filed by Spyglass Capital Management LLC
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 120,638 shares

   Change vs previous 13F -55,279 shares

   4.07% of the 13F portfolio, value $81,288,297.

   13F-HR 0001172661-26-000853 filed by Spyglass Capital Management LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 175,917 shares

   Change vs previous 13F -79,270 shares

   6.74% of the 13F portfolio, value $126,403,401.

   13F-HR 0001172661-25-004841 filed by Spyglass Capital Management LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 255,187 shares

   Change vs previous 13F -47,037 shares

   5.27% of the 13F portfolio, value $89,335,865.

   13F-HR 0001172661-25-003124 filed by Spyglass Capital Management LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 302,224 shares

   Change vs previous 13F -12,837 shares

   5.5% of the 13F portfolio, value $80,080,293.

   13F-HR 0001172661-25-002179 filed by Spyglass Capital Management LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 315,061 shares

   Change vs previous 13F -503,048 shares

   5.74% of the 13F portfolio, value $102,026,204.

   13F-HR 0001172661-25-001035 filed by Spyglass Capital Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 818,109 shares

   Change vs previous 13F not available

   7.01% of the 13F portfolio, value $106,804,130.

   13F-HR 0001172661-24-004790 filed by Spyglass Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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