Spyglass Capital Management LLC: MDB position timeline

Spyglass Capital Management LLC held 223,226 MDB 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 223,226 shares

   Change vs previous 13F -29,948 shares

   4.06% of the 13F portfolio, value $74,981,613.

   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 253,174 shares

   Change vs previous 13F -12,089 shares

   4.39% of the 13F portfolio, value $61,969,400.

   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 265,263 shares

   Change vs previous 13F -74,460 shares

   5.57% of the 13F portfolio, value $111,328,228.

   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 339,723 shares

   Change vs previous 13F -5,404 shares

   5.62% of the 13F portfolio, value $105,443,225.

   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 345,127 shares

   Change vs previous 13F +75,532 shares

   4.27% of the 13F portfolio, value $72,473,219.

   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 269,595 shares

   Change vs previous 13F +19,912 shares

   3.25% of the 13F portfolio, value $47,286,963.

   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 249,683 shares

   Change vs previous 13F +13,712 shares

   3.27% of the 13F portfolio, value $58,128,699.

   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 235,971 shares

   Change vs previous 13F not available

   4.19% of the 13F portfolio, value $63,794,760.

   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).