$SGP

$29.91 +$1.43 (5.02%) Close

$SGP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.4M shares outstanding

Who owns SGP?

By type of holder

Institutions 78.1% Insiders 21.9% Everyone else 0.0%

Concentration Top 10 holders own 226.7%

Peter Kolchinsky 24.0% · Rajeev Shah 24.0%

Institutional ownership

78.1%

+2.3 pts vs last qtr

Institutional holders

+17 vs last qtr

Net shares bought

+769.5K

by institutions in Q2 2026

New / sold out

22 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +567.0K
Aberdeen Group plc +272.6K

Biggest sellers in Q2 2026

First Light Asset Management, LLC SOLD OUT −375.0K
Affinity Asset Advisors, LLC −118.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for SpyGlass Pharma Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+24.0%

+23.98% a year

Each share's claim on the business

−19.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.45M vs $4.28M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

4.5%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting SGP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RC Ra Capital Management, L.P. 13D · 24.1%	8.0M	23.98%	Unchanged	Q1 '26	1.6%
Shares held by quarter Peak holding8.0M (Q1'26) Change over 8 quarters+8.0M Share of the company23.980% Disclosed stake13D · 24.1% Ra Capital Management, L.P.'s full portfolio →
NM NEA Management Company, LLC	7.4M	22.10%	Unchanged	Q1 '26	10.4%
Shares held by quarter Peak holding7.4M (Q1'26) Change over 8 quarters+7.4M Share of the company22.100% NEA Management Company, LLC's full portfolio →

Ra Capital Management, L.P.

13D · 24.1%

8.0M

% of company

23.98%

Change vs last qtr

Unchanged

Held since

Q1 '26

NEA Management Company, LLC

7.4M

% of company

22.10%

Change vs last qtr

Unchanged

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding SpyGlass Pharma Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SGP on Form N-PORT; together they hold 8.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.06M	317.1K	0.95%	0.00%	June 30, 2026
JS JPMorgan Small Cap Growth Fund JPMorgan Trust II	$6.48M	291.3K	0.87%	0.25%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.06M

% of company

0.95%

% of the fund

0.00%

As of

June 30, 2026

JPMorgan Small Cap Growth Fund

JPMorgan Trust II

Position value

$6.48M

% of company

0.87%

% of the fund

0.25%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SpyGlass Pharma Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PK Peter Kolchinsky 5%+ holder 13D · 24.1%	8.0M	23.99%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company23.990% Disclosed stake13D · 24.1% View the 13D/G filing →
RS Rajeev Shah 5%+ holder 13D · 24.1%	8.0M	23.99%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company23.990% Disclosed stake13D · 24.1% View the 13D/G filing →

Peter Kolchinsky

5%+ holder13D · 24.1%

8.0M

% of company

23.99%

Change vs last qtr

—

Held since

—

Rajeev Shah

5%+ holder13D · 24.1%

8.0M

% of company

23.99%

Change vs last qtr

—

Held since

—

27 more holders behind a free account

See every insider and 5%+ holder of SpyGlass Pharma Inc.

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