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Disclosery

Spyglass Capital Management LLC: IOT position timeline

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

Spyglass Capital Management LLC held 3,085,655 IOT 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 3,085,655 shares
    Change vs previous 13F +139,009 shares

    5.42% of the 13F portfolio, value $100,067,792.

    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 2,946,646 shares
    Change vs previous 13F +599,651 shares

    6.61% of the 13F portfolio, value $93,379,212.

    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 2,346,995 shares
    Change vs previous 13F +146,830 shares

    4.16% of the 13F portfolio, value $83,200,973.

    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 2,200,165 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $81,956,146.

    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).