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Disclosery

Spyglass Capital Management LLC: SG position timeline

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

Spyglass Capital Management LLC held 0 SG shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,056,570 shares

    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).

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

  2. period ended2025-09-30
    13F 4,056,570 shares
    Change vs previous 13F +156,757 shares

    1.73% of the 13F portfolio, value $32,371,429.

    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).

  3. period ended2025-06-30
    13F 3,899,813 shares
    Change vs previous 13F +513,643 shares

    3.42% of the 13F portfolio, value $58,029,217.

    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).

  4. period ended2025-03-31
    13F 3,386,170 shares
    Change vs previous 13F +1,089,276 shares

    5.82% of the 13F portfolio, value $84,721,973.

    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).

  5. period ended2024-12-31
    13F 2,296,894 shares
    Change vs previous 13F +246,283 shares

    4.14% of the 13F portfolio, value $73,638,422.

    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).

  6. period ended2024-09-30
    13F 2,050,611 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $72,694,160.

    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).