Spyglass Exited nCino (NCNO) as Confidence Weakens
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. | Long Path Partners William Brennan And Brian Nelson | 3,639,442 | $59,504,877 | -18% | 25.36% |
| 2. | 9,000 | $147,150 | 0% | ||
| 3. | 5,100 | $83,385 | 0% | ||
| 4. | Walleye Capital Will England | 30 | $491 | 0% | |
| 5. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.47 | 8,064 | $140,878.08 | 1,262,492 | 2026-07-06 | Filing | |
| $16.26 | 8,064 | $131,120.64 | 1,262,492 | 2026-06-03 | Filing | |
| $18.04 | 3,695 | $66,657.80 | 50,876 | 2026-05-05 | Filing | |
| $18.04 | 16,589 | $299,265.56 | 1,262,492 | 2026-05-05 | Filing | |
| $18.02 | 1,486 | $26,770.29 | 54,571 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,120,465 | $34,669,603 | 0.75% | |
| 2. | 724,955 | $11,853,014 | 0% | |
| 3. | 370,368 | $6,055,517 | 1.21% | |
| 4. | 319,578 | $5,225,096 | 0.01% | |
| 5. | 288,948 | $4,724,300 | 0.09% |