SPYGLASS PHARMA INC SGP
COM SHS · Common Stock · CUSIP 85220G109
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersIrvine, CA
- FilingsSEC EDGAR
52
institutional holders
+17 vs Q1 2026
26.1m
shares reported held*
78.1%
of all shares outstanding*
$581.1mreported value*
22 new
17 added
6 reduced
5 sold out
net bought ≈ $17.1m (+769.5k shares)
* 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. Shares outstanding: 33.4m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.25.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 35 |
| Q2 2026 | 52 |
Biggest buyers
| BlackRock, Inc. | Added | +567.0k |
| Aberdeen Group plc | Added | +272.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +150.8k |
| STATE STREET CORP | Added | +100.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +72.1k |
| NORTHERN TRUST CORP | Added | +61.6k |
| JPMORGAN CHASE & CO | Added | +52.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +38.5k |
| ALPS ADVISORS INC | New | +33.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +26.1k |
Biggest sellers
| First Light Asset Management, LLC | Sold out | -375.0k |
| Affinity Asset Advisors, LLC | Reduced | -118.4k |
| Monashee Investment Management LLC | Sold out | -95.0k |
| FRANKLIN RESOURCES INC | Reduced | -66.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -30.3k |
| MARSHALL WACE, LLP | Sold out | -29.3k |
| GOLDMAN SACHS GROUP INC | Sold out | -19.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -16.8k |
| Squarepoint Ops LLC | Sold out | -7.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -390 |
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 |
|---|---|
RA CAPITAL MANAGEMENT, L.P.
13D · may seek influence
new · filed 2026-02-17
Stated purposeThe Reporting Persons acquired the common stock reported herein for investment purposes and not with an intent, purpose or effect of changing control of the Issuer. Although the Reporting Persons currently have no plan or proposal to acquire any additional Issuer securities or to dispose of any of the Issuer securities reported herein, the Reporting Persons may, from time to time, acquire additional equity securities or debt securities of the Issuer, which debt securities may be convertible or non-convertible, secured or unsecured, and could involve the monetization of potential revenue streams deriving from development-stage or commercial programs of the Issuer, or dispose of Issuer securities they beneficially own, on the open market or in private transactions or otherwise (including by … Full filing |
24.1% |
New Enterprise Associates 17, L.P.
13D · may seek influence
new · filed 2026-02-13
Stated purposeThe Funds acquired the Firm Shares for investment purposes. Depending on market conditions, its continuing evaluation of the business and prospects of the Issuer and other factors, the Funds and the other Reporting Persons may dispose of or acquire additional shares of the Issuer. Except as set forth above, none of the Reporting Persons has any present plans which relate to or would result in: (a) The acquisition by any person of additional securities of the Issuer, or the disposition of securities of the Issuer; (b) An extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the Issuer or any of its subsidiaries; (c) A sale or transfer of a material amount of assets of the Issuer or any of its subsidiaries; (d) Any change in the present board of … Full filing |
22.2% |
Vensana Capital I GP, LLC
13D · may seek influence
new · filed 2026-02-10
Stated purposeThe information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other conditions, acquire additional shares of Common Stock or other securities of the Issuer, dispose of any such securities, or engage in discussions with the Issuer concerning such acquisitions or dispositions or further investments in the Issuer. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price and availability of shares of Common Stock or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospe… Full filing |
9.9% |
| Sands Capital Life Sciences Pulse Fund III (DE), L.P. 13G · passive investor new · filed 2026-02-13 | 7.8% |
Gilde Healthcare Holding B.V.
13D · may seek influence
new · filed 2026-02-13
Stated purposeThe information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other conditions, acquire additional shares of Common Stock or other securities of the Issuer, dispose of any such securities, or engage in discussions with the Issuer concerning such acquisitions or dispositions or further investments in the Issuer. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price and availability of shares of Common Stock or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospe… Full filing |
6.6% |
| Samsara BioCapital, L.P. 13G · passive investor new · filed 2026-02-17 | 6.3% |
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)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 5 | $83.8m | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. 1.55% of their portfolio | 8.0m $178.6m | Unchanged |
| NEA Management Company, LLC 10.36% of their portfolio | 7.4m $164.6m | Unchanged |
| Sands Capital Alternatives, LLC 9.07% of their portfolio | 2.5m $55.7m | Unchanged |
| SAMSARA BIOCAPITAL, LLC 3.86% of their portfolio | 2.1m $47.0m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 711.7k $15.8m | Added +567.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 674.1k $15.0m | Reduced -30.3k |
| Vestal Point Capital, LP 0.35% of their portfolio | 670.0k $14.9m | Added +3.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 629.7k $13.6m | Added +52.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.13% of their portfolio | 550.0k $12.2m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 507.3k $11.3m | Added +38.5k |
| Aberdeen Group plc 0.02% of their portfolio | 493.1k $11.0m | Added +272.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 434.4k $9.7m | Reduced -390 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 277.3k $6.2m | Added +150.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 233.4k $5.2m | Reduced -66.6k |
| Affinity Asset Advisors, LLC 0.14% of their portfolio | 131.6k $2.9m | Reduced -118.4k |
| STATE STREET CORP 0.00% of their portfolio | 117.6k $2.6m | Added +100.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 85.7k $1.9m | Added +26.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 82.5k $1.8m | Added +61.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 75.8k $1.7m | Added +72.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 68.5k $1.5m | Added +8.7k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 57.0k $1.3m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 47.6k $1.1m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 45.7k $1.0m | Added +1.2k |
| ALPS ADVISORS INC 0.00% of their portfolio | 33.9k $755.3k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 23.9k $533.0k | New |
| Virtus Investment Advisers, LLC 0.09% of their portfolio | 17.7k $395.0k | New |
| Nuveen, LLC 0.00% of their portfolio | 14.6k $326.1k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 12.5k $278.3k | Added +634 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.8k $263.6k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 11.2k $249.6k | Reduced -16.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.0k $244.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.9k $219.3k | New |
| MORGAN STANLEY 0.00% of their portfolio | 8.9k $198.6k | Added +4.7k |
| UBS Group AG 0.00% of their portfolio | 7.9k $176.9k | Added +7.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.0k $155.5k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.4k $120.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 5.2k $115.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.1k $113.6k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.6k $103.0k | Reduced -300 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.3k $72.7k | New |
| BARCLAYS PLC 0.00% of their portfolio | 2.2k $49.2k | Added +2.1k |
| STRS OHIO 0.00% of their portfolio | 2.2k $49.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.0k $44.9k | New |
| FMR LLC 0.00% of their portfolio | 1.5k $33.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.1k $24.1k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.0k $22.4k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 886 $19.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 750 $16.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 589 $13.0k | Added +504 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 153 $3.4k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 97 $2.2k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 10 $223 | New |