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 ($103.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.57. Options: 13 managers hold calls ($26.3m notional), 10 hold puts ($14.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 49 |
| Q4 2023 | 51 |
| Q1 2024 | 68 |
| Q2 2024 | 71 |
| Q3 2024 | 70 |
| Q4 2024 | 86 |
| Q1 2025 | 94 |
| Q2 2025 | 101 |
| Q3 2025 | 98 |
| Q4 2025 | 104 |
| Q1 2026 | 108 |
| Q2 2026 | 130 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 38 | 27 |
| Q4 2024 | 44 | 26 |
| Q1 2025 | 57 | 32 |
| Q2 2025 | 74 | 24 |
| Q3 2025 | 47 | 40 |
| Q4 2025 | 52 | 45 |
| Q1 2026 | 62 | 41 |
| Q2 2026 | 95 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $10.4m | $10.8m | 1.04 |
| Q4 2025 | $5.0m | $7.0m | 1.40 |
| Q1 2026 | $8.4m | $8.9m | 1.06 |
| Q2 2026 | $26.3m | $14.4m | 0.55 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | New | +1.4m |
| Science & Technology Partners, L.P. | New | +1.2m |
| 325 CAPITAL LLC | Added | +1.1m |
| STATE STREET CORP | Added | +1.0m |
| BlackRock, Inc. | Added | +846.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. | New | +681.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +418.6k |
| D. E. Shaw & Co., Inc. | Added | +399.7k |
| Driehaus Capital Management LLC | New | +370.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +341.2k |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -283.4k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -231.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -188.3k |
| Jump Financial, LLC | Sold out | -178.8k |
| Lane Generational LLC | Reduced | -133.1k |
| Nuveen, LLC | Reduced | -113.5k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -97.7k |
| HERALD INVESTMENT MANAGEMENT Ltd | Reduced | -87.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -55.6k |
| Shay Capital LLC | Sold out | -43.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.7m577.1k shares |
| IMC-Chicago, LLC | Added | $3.4m182.6k shares |
| GROUP ONE TRADING LLC | Added | $2.8m151.7k shares |
| CITADEL ADVISORS LLC | Added | $2.7m146.3k shares |
| JANE STREET GROUP, LLC | Added | $1.8m96.6k shares |
| PEAK6 LLC | Added | $1.7m91.7k shares |
| D. E. Shaw & Co., Inc. | New | $1.3m70.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m61.2k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $370.1k199 shares |
| Point72 Asset Management, L.P. | New | $225.1k12.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.2m333.0k shares |
| CITADEL ADVISORS LLC | Added | $3.4m182.3k shares |
| IMC-Chicago, LLC | Added | $1.5m82.3k shares |
| JANE STREET GROUP, LLC | Added | $1.5m82.1k shares |
| GROUP ONE TRADING LLC | Added | $892.8k48.0k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $370.1k199 shares |
| SIMPLEX TRADING, LLC | Reduced | $212.0k11.4k shares |
| Walleye Capital LLC | Reduced | $187.9k10.1k shares |
| Walleye Trading LLC | Added | $122.8k6.6k shares |
| Point72 Asset Management, L.P. | New | $5.6k300 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $1.4m | $1.4m |
| Q1 2025 | 0 | — | 4 | $3.4m | $3.4m |
| Q2 2025 | 0 | — | 3 | $2.0m | $1.9m |
| Q3 2025 | 0 | — | 2 | $2.7m | $2.7m |
| Q4 2025 | 0 | — | 2 | $1.8m | $1.8m |
| Q1 2026 | 0 | — | 4 | $1.2m | $1.2m |
| Q2 2026 | 0 | — | 5 | $1.1m | $1.1m |
| Q3 2026 | 0 | — | 6 | $807.5k | $554.6k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-24 | Messer Stephen Director | Sold | $252.9k18.0k shares |
| 2026-08-20 | Condor Theresa Chief Executive Officer, director | Sold plan | $317.1k22.5k shares |
| 2026-08-20 | Platzer Peter Executive Chairman, director | Sold plan | $71.9k5.1k shares |
| 2026-08-20 | Pelez Perez Celia Chief Operating Officer | Sold plan | $63.2k4.5k shares |
| 2026-08-20 | ENGEL ALISON K Chief Financial Officer | Sold plan | $60.4k4.3k shares |
| 2026-08-20 | Oehme Johann Gabriel Chief Technology Officer | Sold plan | $42.1k3.0k shares |
| 2026-05-20 | Condor Theresa Chief Executive Officer, director | Sold plan | $470.0k24.6k shares |
| 2026-05-20 | ENGEL ALISON K Chief Financial Officer | Sold plan | $242.4k12.7k shares |
| 2026-05-20 | Platzer Peter Executive Chairman, director | Sold plan | $137.1k7.2k shares |
| 2026-05-20 | Pelez Perez Celia Chief Operating Officer | Sold plan | $88.9k4.7k shares |
| 2026-05-20 | Oehme Johann Gabriel Chief Technology Officer | Sold plan | $59.3k3.1k shares |
| 2026-04-20 | Platzer Peter Executive Chairman, director | Sold plan | $33.0k1.8k shares |
| 2026-04-20 | Condor Theresa Chief Executive Officer, director | Sold plan | $22.0k1.2k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| 325 CAPITAL LLC 13.16% of their portfolio | 3.0m $55.2m | Added +1.1m |
| BlackRock, Inc. 0.00% of their portfolio | 2.6m $48.1m | Added +846.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $29.4m | Added +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $27.6m | Added +341.2k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 1.4m $26.2m | New |
| Science & Technology Partners, L.P. 3.63% of their portfolio | 1.2m $21.5m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 828.7k $15.4m | Added +111.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 681.2k $12.7m | New |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 650.4k $12.1m | Added +80.4k |
| Lane Generational LLC 10.17% of their portfolio | 622.8k $11.6m | Reduced -133.1k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 542.1k $10.1m | Added +23.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 488.6k $9.1m | Added +418.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 467.5k $8.7m | Added +399.7k |
| UBS Group AG 0.00% of their portfolio | 413.8k $7.7m | Added +332.5k |
| AWM Investment Company, Inc. 0.67% of their portfolio | 413.5k $7.7m | Reduced -15.3k |
| Driehaus Capital Management LLC 0.04% of their portfolio | 370.4k $6.9m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 358.5k $6.7m | Added +185.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 357.8k $6.7m | Added +255.9k |
| Penserra Capital Management LLC 0.05% of their portfolio | 349.7k $6.5m | Added +105.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 256.2k $4.8m | Added +36.7k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.64% of their portfolio | 253.0k $4.7m | Reduced -87.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 248.1k $4.6m | Added +37.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 235.0k $4.1m | Added +83.5k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 208.5k $3.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 191.1k $3.6m | Reduced -113.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 190.9k $3.6m | Reduced -97.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 178.3k $3.3m | Added +31.0k |
| Granahan Investment Management, LLC 0.11% of their portfolio | 159.1k $3.0m | New |
| Defiance ETFs, LLC 0.04% of their portfolio | 156.4k $2.9m | Added +60.7k |
| Bleichroeder LP 0.45% of their portfolio | 135.0k $2.5m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 114.1k $2.1m | Added +110.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 112.3k $2.1m | Added +44.0k |
| MORGAN STANLEY 0.00% of their portfolio | 106.6k $2.0m | Added +64.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 97.6k $1.8m | Added +19.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 93.4k $1.7m | Added +34.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 82.1k $1.5m | Added +6.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 74.3k $1.4m | Reduced -4.3k |
| Manatuck Hill Partners, LLC 0.43% of their portfolio | 70.0k $1.3m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 54.9k $1.0m | Added +41.1k |
| Informed Momentum Co LLC 0.08% of their portfolio | 47.8k $888.6k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 46.5k $864.0k | Added +34.5k |
| Calamos Advisors LLC 0.00% of their portfolio | 45.4k $844.7k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 41.4k $769.9k | Reduced -188.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 40.8k $759.2k | Reduced -55.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 40.6k $510.7k | Added +29.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 38.4k $714.6k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 37.1k $690.8k | Added +1.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.0k $669.2k | New |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 33.4k $622.1k | Reduced -231.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 32.3k $570.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 31.3k $582.6k | Added +17.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 30.0k $558.0k | Reduced -22.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.7k $552.2k | Added +2.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.03% of their portfolio | 27.4k $509.0k | New |
| Auxano Advisors, LLC 0.09% of their portfolio | 26.9k $499.4k | Reduced -6.8k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 26.8k $499.0k | New |
| FORA Capital, LLC 0.03% of their portfolio | 26.4k $489.6k | New |
| Diametric Capital, LP 0.05% of their portfolio | 26.2k $487.9k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 25.9k $481.5k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.0k $465.0k | Added +6.3k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 24.8k $461.2k | Reduced -27.5k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 24.7k $458.8k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 22.2k $413.8k | Added +8.8k |
| Valmark Advisers, Inc. 0.00% of their portfolio | 22.1k $410.9k | New |
| Creative Planning 0.00% of their portfolio | 21.7k $403.3k | Added +7.0k |
| STRS OHIO 0.00% of their portfolio | 20.8k $386.9k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.6k $327.8k | Added +2.0k |
| Invesco Ltd. 0.00% of their portfolio | 16.4k $305.8k | Added +5.2k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 15.9k $296.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 15.0k $278.1k | Added +13.4k |
| XTX Topco Ltd 0.00% of their portfolio | 13.6k $253.7k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 11.2k $208.5k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 10.6k $197.7k | New |
| Granite Investment Partners, LLC 0.01% of their portfolio | 10.3k $190.8k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 9.9k $184.4k | New |
| Parvin Asset Management, LLC 0.14% of their portfolio | 9.7k $179.6k | Reduced -2.1k |
| BARCLAYS PLC 0.00% of their portfolio | 8.2k $153.0k | Reduced -29.4k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 8.2k $133.6k | Added +3.2k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 8.0k $148.4k | Added +2.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 7.5k $139.5k | Unchanged |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.03% of their portfolio | 5.8k $108.4k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 5.7k $105.1k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.0k $93.9k | Added +2.8k |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 5.0k $93.7k | Added +1.3k |
| Walleye Trading LLC 0.00% of their portfolio | 4.8k $90.1k | New |
| FMR LLC 0.00% of their portfolio | 3.9k $73.2k | Reduced -534 |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 3.2k $58.8k | New |
| Atlantic Private Wealth, LLC 0.03% of their portfolio | 3.0k $55.8k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 2.9k $54.8k | Added +449 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $51.3k | Added +574 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.7k $50.9k | Added +417 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.7k $49.4k | Unchanged |
| Quantbot Technologies LP 0.00% of their portfolio | 1.9k $34.8k | Added +1.6k |
| State of Wyoming 0.00% of their portfolio | 1.7k $32.4k | New |
| Persistent Asset Partners Ltd 0.01% of their portfolio | 1.6k $29.3k | New |
| Elequin Capital, LP 0.00% of their portfolio | 1.5k $28.0k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 1.3k $23.6k | Added +262 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.1k $20.9k | Added +813 |
| Walleye Capital LLC 0.00% of their portfolio | 1.0k $18.8k | Reduced -7.0k |
| GAMMA Investing LLC 0.00% of their portfolio | 901 $16.8k | Reduced -25 |