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Disclosery

Spyglass Capital Management LLC: EXAS position timeline

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

Spyglass Capital Management LLC held 0 EXAS shares at 2026-03-31 per its 13F-HR/A filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -539,886 shares

    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).

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

  2. period ended2025-12-31
    13F 539,886 shares
    Change vs previous 13F -1,585,549 shares

    2.74% of the 13F portfolio, value $54,830,822.

    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).

  3. period ended2025-09-30
    13F 2,125,435 shares
    Change vs previous 13F +766,772 shares

    6.2% of the 13F portfolio, value $116,282,549.

    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).

  4. period ended2025-06-30
    13F 1,358,663 shares
    Change vs previous 13F -217,971 shares

    4.26% of the 13F portfolio, value $72,199,352.

    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).

  5. period ended2025-03-31
    13F 1,576,634 shares
    Change vs previous 13F +37,198 shares

    4.69% of the 13F portfolio, value $68,252,486.

    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).

  6. period ended2024-12-31
    13F 1,539,436 shares
    Change vs previous 13F +142,343 shares

    4.87% of the 13F portfolio, value $86,500,909.

    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).

  7. period ended2024-09-30
    13F 1,397,093 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $95,169,975.

    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).