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Disclosery

Spyglass Capital Management LLC: FOUR position timeline

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

Spyglass Capital Management LLC held 1,833,803 FOUR 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 1,833,803 shares
    Change vs previous 13F +82,663 shares

    4.83% of the 13F portfolio, value $89,196,178.

    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 1,751,140 shares
    Change vs previous 13F +53,220 shares

    5.42% of the 13F portfolio, value $76,577,352.

    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 1,697,920 shares
    Change vs previous 13F +455,707 shares

    5.35% of the 13F portfolio, value $106,918,022.

    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 1,242,213 shares
    Change vs previous 13F +214,230 shares

    5.13% of the 13F portfolio, value $96,147,286.

    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 1,027,983 shares
    Change vs previous 13F +25,653 shares

    6.01% of the 13F portfolio, value $101,883,395.

    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 1,002,330 shares
    Change vs previous 13F +20,471 shares

    5.62% of the 13F portfolio, value $81,900,384.

    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).

  7. period ended2024-12-31
    13F 981,859 shares
    Change vs previous 13F +181,539 shares

    5.73% of the 13F portfolio, value $101,897,327.

    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).

  8. period ended2024-09-30
    13F 800,320 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $70,908,352.

    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).