Here’s Why CoStar Group (CSGP) Faces Slow Momentum
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Walleye Capital Will England | 132,625 | $3,755,940 | -76% | 0.01% |
| 2. | 60,300 | $1,707,696 | -8% | 0.01% | |
| 3. | Skylands Capital Charles Paquelet | 52,150 | $1,476,888 | +63% | 0.18% |
| 4. | 50,000 | $1,416,000 | 0.15% | ||
| 5. | 17,300 | $489,936 | -79% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.89 | 83,300 | $2,489,837.00 | 1,806,165 | 2026-08-04 | Filing | |
| $35.82 | 3,100 | $111,042.00 | 1,722,865 | 2026-05-01 | Filing | |
| $35.17 | 68,330 | $2,403,166.10 | 1,719,765 | 2026-05-01 | Filing | |
| $48.36 | 1,000 | $48,360.00 | 20,409 | 2026-03-06 | Filing | |
| $44.94 | 1,000 | $44,940.00 | 4,157 | 2026-03-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $68.68 | 2,250 | $154,530.00 | 18,231 | 2025-11-13 | Filing | |
| $68.79 | 1,841 | $126,642.39 | 23,211 | 2025-11-13 | Filing | |
| $90.33 | 25,000 | $2,258,250.00 | 293,103 | 2025-08-28 | Filing | |
| $93.23 | 25,000 | $2,330,750.00 | 319,539 | 2025-07-28 | Filing | |
| $92.85 | 2,033 | $188,764.05 | 25,771 | 2025-07-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,759,314 | $248,063,762 | 2.14% | |
| 2. | 3,790,794 | $107,356,012 | 0.05% | |
| 3. | 2,983,969 | $84,506,002 | 0.03% | |
| 4. | 1,700,000 | $49,844,000 | 0.39% | |
| 5. | 1,535,584 | $43,487,752 | 0.01% |