SPIRE GLOBAL INC SPIR
COM CL A NEW · Common Stock · CUSIP 848560306 · ISIN US8485603067
Space-to-cloud data and analytics company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.00. Options: 11 managers hold calls ($8.1m notional), 6 hold puts ($3.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 49 |
| Q4 2023 | 51 |
| Q1 2024 | 68 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 26 | 19 |
| Q1 2024 | 47 | 17 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $1.8m | $321.0k | 0.18 |
| Q4 2023 | $3.2m | $556.2k | 0.17 |
| Q1 2024 | $8.1m | $3.6m | 0.44 |
Biggest buyers
| Ancora Advisors LLC | Added | +267.2k |
| CVI Holdings, LLC | New | +260.9k |
| GOLDMAN SACHS GROUP INC | New | +241.0k |
| MORGAN STANLEY | Added | +211.8k |
| MARSHALL WACE, LLP | New | +210.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +157.4k |
| HERALD INVESTMENT MANAGEMENT Ltd | New | +150.0k |
| VANGUARD GROUP INC | Added | +144.0k |
| STIFEL FINANCIAL CORP | Added | +110.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +102.8k |
Biggest sellers
| DNB Asset Management AS | Reduced | -41.9k |
| Cubist Systematic Strategies, LLC | Sold out | -30.5k |
| Shay Capital LLC | Sold out | -23.6k |
| LMR Partners LLP | Sold out | -18.7k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -17.2k |
| Verition Fund Management LLC | Sold out | -14.4k |
| Lane Generational LLC | Reduced | -14.3k |
| PDT Partners, LLC | Sold out | -12.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP | Sold out | -10.4k |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold out | -10.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.5m372.5k shares |
| GROUP ONE TRADING LLC | Reduced | $1.4m120.0k shares |
| PEAK6 Investments LLC | New | $778.8k64.9k shares |
| CITADEL ADVISORS LLC | Added | $591.6k49.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $356.0k29.7k shares |
| D. E. Shaw & Co., Inc. | New | $140.4k11.7k shares |
| JANE STREET GROUP, LLC | New | $133.2k11.1k shares |
| Walleye Capital LLC | New | $126.0k10.5k shares |
| Walleye Trading LLC | New | $44.4k3.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m148.5k shares |
| CITADEL ADVISORS LLC | Added | $1.6m132.6k shares |
| FIFTH LANE CAPITAL, LP | New | $120.0k10.0k shares |
| Walleye Trading LLC | New | $52.8k4.4k shares |
| Walleye Capital LLC | New | $9.6k800 shares |
| Cutler Group LLC / CA | New | $1.0k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.4 pts · filed 2026-07-30 | 6.5% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $5.0k | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $6.7k | — |
| Q1 2023 | 0 | — | 3 | — | — |
| Q2 2023 | 0 | — | 4 | — | — |
| Q3 2023 | 0 | — | 4 | — | — |
| Q4 2023 | 1 | $49.2k | 3 | $182.0k | $182.0k |
| Q1 2024 | 0 | — | 2 | $444.2k | $444.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-22 | Platzer Peter Chief Executive Officer, director | Sold plan | $159.7k14.6k shares |
| 2024-02-22 | Condor Theresa Chief Operating Officer, director | Sold plan | $74.8k6.9k shares |
| 2024-02-21 | Platzer Peter Chief Executive Officer, director | Sold plan | $142.8k12.5k shares |
| 2024-02-21 | Condor Theresa Chief Operating Officer, director | Sold plan | $66.9k5.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 768.3k $9.2m | Added +144.0k |
| Lane Generational LLC 5.79% of their portfolio | 408.7k $4.9m | Reduced -14.3k |
| Ancora Advisors LLC 0.09% of their portfolio | 329.5k $4.0m | Added +267.2k |
| MORGAN STANLEY 0.00% of their portfolio | 269.3k $3.2m | Added +211.8k |
| CVI Holdings, LLC 2.95% of their portfolio | 260.9k $3.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 241.0k $2.9m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 210.8k $2.5m | New |
| Jump Financial, LLC 0.06% of their portfolio | 193.8k $2.3m | Reduced -6.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 190.6k $2.3m | Added +157.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 177.3k $2.1m | Added +16.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 169.0k $2.0m | Added +102.8k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.29% of their portfolio | 150.0k $1.8m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 136.8k $1.6m | Added +110.5k |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 108.3k $1.3m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 84.2k $1.0m | Added +35.3k |
| CITIGROUP INC 0.00% of their portfolio | 82.6k $991.6k | Added +24.5k |
| NewGen Asset Management Ltd 0.52% of their portfolio | 80.0k $960.0k | New |
| LA FINANCIERE DE L'ECHIQUIER 0.04% of their portfolio | 77.0k $924.0k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 71.1k $853.2k | Added +49.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 66.3k $795.7k | Added +6.3k |
| Informed Momentum Co LLC 0.12% of their portfolio | 64.0k $768.3k | New |
| BlackRock Inc. 0.00% of their portfolio | 64.0k $767.9k | Reduced -7.2k |
| 1492 Capital Management LLC 0.41% of their portfolio | 62.0k $744.2k | New |
| STATE STREET CORP 0.00% of their portfolio | 60.5k $726.5k | Added +12.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 53.8k $645.0k | Added +13.9k |
| Lynwood Capital Management Inc. 3.56% of their portfolio | 50.0k $600.0k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 49.9k $598.0k | New |
| DNB Asset Management AS 0.00% of their portfolio | 48.6k $583.3k | Reduced -41.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 37.6k $450.8k | Reduced -443 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 34.8k $417.9k | Added +5.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 32.3k $376.2k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 29.1k $349.0k | Added +27.6k |
| Marathon Trading Investment Management LLC 0.12% of their portfolio | 24.9k $298.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 23.4k $281.0k | Reduced -6.9k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 22.8k $273.9k | New |
| Walleye Capital LLC 0.00% of their portfolio | 19.6k $235.5k | New |
| Diametric Capital, LP 0.11% of their portfolio | 16.6k $199.2k | New |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 16.0k $192.5k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 15.8k $189.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.7k $188.4k | Added +339 |
| K.J. Harrison & Partners Inc 0.03% of their portfolio | 14.7k $175.8k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 10.5k $126.0k | Added +4.9k |
| FIFTH LANE CAPITAL, LP 0.16% of their portfolio | 10.5k $126.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 9.4k $113.1k | Added +8.9k |
| Walleye Trading LLC 0.00% of their portfolio | 8.8k $105.5k | New |
| UBS Group AG 0.00% of their portfolio | 6.0k $71.9k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.9k $71.1k | New |
| Pathway Financial Advisers, LLC 0.01% of their portfolio | 2.3k $27.5k | Added +162 |
| Catalyst Funds Management Pty Ltd 0.01% of their portfolio | 2.0k $23.4k | First filing |
| SABBY MANAGEMENT, LLC 0.12% of their portfolio | 1.5k $18.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.2k $14.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1k $13.0k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 668 $8 | New |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 500 $6.0k | Unchanged |
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 500 $6.0k | New |
| TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio | 375 $4.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 266 $3.2k | Added +8 |
| Sandy Spring Bank 0.00% of their portfolio | 187 $2.2k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 100 $1.2k | Reduced -4.2k |
| Cutler Group LLC / CA 0.00% of their portfolio | 100 $1.0k | Added +25 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 76 $912 | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 72 $865 | New |
| AlphaQuest LLC 0.00% of their portfolio | 46 $552 | New |
| CLEAR STREET LLC 0.00% of their portfolio | 12 $144 | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 4 $48 | Unchanged |
| Pacifica Partners Inc. 0.00% of their portfolio | 2 $25 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1 $12 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |