SpyGlass Pharma, Inc. (SGP) shareholders
SGPNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
$32.88−0.44 (-1.32%)
Close on Nov 13, 2026Market cap $1.10BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.1%
26M of 33M shares
Institutional holders
52
22 new, 5 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
17 buys · 0 sales
Net bought $221.48M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Rajeev Shah Joint filing with RA Capital Management, L.P. (24.10%), Peter Kolchinsky (24.10%) and 2 more | 8,022,639 | 24.10% | 13D (active) | Feb 9, 2026 |
| Ali Behbahani Joint filing with New Enterprise Associates 17, L.P. (22.20%), NEA Partners 17, L.P. (22.20%) and 12 more | 7,393,823 | 22.20% | 13D (active) | Feb 9, 2026 |
| Kirk Nielsen Joint filing with Vensana Capital I GP, LLC (9.90%), Vensana Capital I, L.P. (9.90%) and 1 more | 3,312,141 | 9.90% | 13D (active) | Feb 9, 2026 |
| Sands Frank M. Joint filing with Sands Capital Life Sciences Pulse Fund III-Holdings, L.P. (6.50%) | 2,500,012 | 7.80% | 13G (passive) | Feb 6, 2026 |
| Martemanshurk B.V. Joint filing with Manapouri B.V. (6.57%), Gilde Healthcare Holding B.V. (6.57%) and 2 more | 2,187,513 | 6.57% | 13D (active) | Feb 9, 2026 |
| Srinivas Akkaraju | 2,109,953 | 6.30% | 13G (passive) | Feb 9, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SGP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ra Capital Management, L.P. | 8,021,117 | 23.98% | $178.55M | – | 1.55% |
| NEA Management Company, LLC | 7,392,301 | 22.10% | $164.55M | – | 10.36% |
| Sands Capital Ventures, LLC | 2,500,012 | 7.47% | $55.65M | – | 9.07% |
| Samsara BioCapital, LLC | 2,109,953 | 6.31% | $46.97M | – | 3.86% |
| BlackRock, Inc. | 711,712 | 2.13% | $15.84M | +566,973 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 674,143 | 2.02% | $15.01M | −30,297 | 0.00% |
| Vestal Point Capital, LP | 670,000 | 2.00% | $14.91M | +3,240 | 0.35% |
| JPMorgan Chase & Co | 629,739 | 1.88% | $13.63M | +52,630 | 0.00% |
| Deerfield Management Company, L.P. (Series C) | 550,000 | 1.64% | $12.24M | – | 0.13% |
| Millennium Management LLC | 507,257 | 1.52% | $11.29M | +38,463 | 0.00% |
| abrdn plc | 493,076 | 1.47% | $10.98M | +272,622 | 0.02% |
| Vanguard Capital Management LLC | 434,423 | 1.30% | $9.67M | −390 | 0.00% |
| Geode Capital Management, LLC | 277,325 | 0.83% | $6.18M | +150,785 | 0.00% |
| Franklin Resources Inc | 233,412 | 0.70% | $5.20M | −66,588 | 0.00% |
| Affinity Asset Advisors, LLC | 131,586 | 0.39% | $2.93M | −118,414 | 0.13% |
| State Street Corp | 117,561 | 0.35% | $2.62M | +100,311 | 0.00% |
| Charles Schwab Investment Management Inc | 85,681 | 0.26% | $1.91M | +26,071 | 0.00% |
| Northern Trust Corp | 82,451 | 0.25% | $1.84M | +61,589 | 0.00% |
| Vanguard Portfolio Management LLC | 75,812 | 0.23% | $1.69M | +72,132 | 0.00% |
| Vanguard Fiduciary Trust Co | 68,498 | 0.20% | $1.52M | +8,716 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | 26M | 78.1% | 22 / 17 | 6 / 5 | 2M | 1M |
| Q1 2026 | 35 | 25M | 75.8% | 35 / 0 | 0 / 0 | 25M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SGP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 317,053 | 0.95% | $7.06M | 0.00% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 291,272 | 0.87% | $6.48M | 0.25% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 247,196 | 0.74% | $5.50M | 0.05% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 238,609 | 0.71% | $5.31M | 0.01% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 229,706 | 0.69% | $5.11M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 121,342 | 0.36% | $2.73M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 107,984 | 0.32% | $2.40M | 0.00% | Jun 30, 2026 |
| JPMorgan Small Cap Blend Fund | 92,581 | 0.28% | $2.06M | 0.12% | Jun 30, 2026 |
| Franklin Biotechnology Discovery Fund | 84,708 | 0.25% | $1.91M | 0.17% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 71,664 | 0.21% | $1.60M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 50,479 | 0.15% | $972.23K | 0.00% | May 31, 2026 |
| Multi-Manager Small Cap Equity Strategies Fund | 46,164 | 0.14% | $889.12K | 0.07% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 45,951 | 0.14% | $885.02K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 37,133 | 0.11% | $826.58K | 0.05% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 33,267 | 0.10% | $740.52K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Patrick H. Mooney | Chief Executive Officer, Director | 183,153 | 0.55% | Feb 9, 2026 |
| Malik Y. Kahook | See remarks, Director | 873,978 | 2.61% | Feb 9, 2026 |
| Chetan Pratap Pujara | Chief R&D Officer | – | – | Feb 9, 2026 |
| James Robert Dennewill Jr. | Chief Operating Officer | 96,022 | 0.29% | Feb 9, 2026 |
| Jean-Frederic Viret | Chief Financial Officer | – | – | Feb 9, 2026 |
| Ali Behbahani | Director, 10% owner | 2,574,230 | 7.70% | Feb 11, 2026 |
| Capital Healthcare Fund LP RA | Director, 10% owner | 2,524,473 | 7.55% | Feb 11, 2026 |
| Rajeev M. Shah | Director, 10% owner | – | – | Feb 11, 2026 |
| RA Capital Nexus Fund III, L.P. | Director | – | – | Feb 11, 2026 |
| Peter Kolchinsky | Director, 10% owner | – | – | Feb 11, 2026 |
| Ra Capital Management, L.P. | Director, 10% owner | – | – | Feb 11, 2026 |
| Geoffrey B. Pardo | Director | 2,187,513 | 6.54% | Feb 11, 2026 |
| Kirk G. Nielsen | Director | 3,310,619 | 9.90% | Feb 11, 2026 |
| Bilal Arshad Khan | Director | 276,877 | 0.83% | Feb 11, 2026 |
| Elizabeth G. O'Farrell | Director | – | – | Feb 9, 2026 |
| Zachary Scheiner | Director | – | – | Feb 9, 2026 |
| Habib J. Dable | Director | – | – | Feb 9, 2026 |
| Michael Dybbs | Director | – | – | Feb 9, 2026 |
| Nea 17 Gp, Llc | 10% owner | 5,097,538 | 15.24% | Feb 11, 2026 |
| Rick Yang | 10% owner | 6,035,038 | 18.04% | Feb 11, 2026 |
| Carmen Chang | 10% owner | 2,574,230 | 7.70% | Feb 11, 2026 |
| Scott D. Sandell | 10% owner | 2,574,230 | 7.70% | Feb 11, 2026 |
| Mohamad Makhzoumi | 10% owner | 5,716,839 | 17.09% | Feb 11, 2026 |
| Anthony A. Florence Jr. | 10% owner | 3,944,398 | 11.79% | Feb 11, 2026 |
| Paul Edward Walker | 10% owner | 7,392,301 | 22.10% | Feb 11, 2026 |
| New Enterprise Associates 17, L.P. | 10% owner | – | – | Feb 11, 2026 |
| NEA Partners 17, L.P. | 10% owner | – | – | Feb 11, 2026 |
| Edward T. Mathers | 10% owner | 1,619,240 | 4.84% | Feb 11, 2026 |
| Forest Baskett | 10% owner | 4,346,671 | 13.00% | Feb 11, 2026 |
| Vensana Capital I GP, LLC | 10% owner | 2,786,364 | 8.33% | Feb 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +402,273 | – | – | 1,357,263 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +954,990 | – | – | 954,990 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Mohamad Makhzoumi 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Rick Yang 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Rick Yang 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Rick Yang 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Rick Yang 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Rick Yang 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +402,273 | – | – | 1,357,263 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Paul Edward Walker 10% owner | Feb 9, 2026 | Conversion | +954,990 | – | – | 954,990 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +402,273 | – | – | 1,357,263 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +954,990 | – | – | 954,990 |
| Forest Baskett 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Forest Baskett 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Capital Healthcare Fund LP RA Director, 10% owner | Feb 9, 2026 | Conversion | +2,524,473 | – | – | 2,524,473 |
| Capital Healthcare Fund LP RA Director, 10% owner | Feb 9, 2026 | Conversion | +1,806,644 | – | – | 1,806,644 |
| Capital Healthcare Fund LP RA Director, 10% owner | Feb 9, 2026 | Buy | +3,441,966 | $16.00 | $55.07M | 5,966,439 |
| Capital Healthcare Fund LP RA Director, 10% owner | Feb 9, 2026 | Buy | +248,034 | $16.00 | $3.97M | 2,054,678 |
| Nea 17 Gp, Llc 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Nea 17 Gp, Llc 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Nea 17 Gp, Llc 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Nea 17 Gp, Llc 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Nea 17 Gp, Llc 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Bilal Arshad Khan Director | Feb 9, 2026 | Buy | +115,000 | $16.00 | $1.84M | 251,427 |
| Bilal Arshad Khan Director | Feb 9, 2026 | Buy | +20,000 | $16.00 | $320.00K | 25,450 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +954,990 | – | – | 954,990 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Ali Behbahani Director, 10% owner | Feb 9, 2026 | Conversion | +402,273 | – | – | 1,357,263 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +954,990 | – | – | 954,990 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Carmen Chang 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +402,273 | – | – | 1,357,263 |
| Carmen Chang 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Edward T. Mathers 10% owner | Feb 9, 2026 | Conversion | +1,619,240 | – | – | 1,619,240 |
| Edward T. Mathers 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Edward T. Mathers 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Edward T. Mathers 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Edward T. Mathers 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
| Anthony A. Florence Jr. 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 2,989,408 |
| Anthony A. Florence Jr. 10% owner | Feb 9, 2026 | Conversion | +1,370,168 | – | – | 4,359,576 |
| Anthony A. Florence Jr. 10% owner | Feb 9, 2026 | Conversion | +737,962 | – | – | 5,097,538 |
| Anthony A. Florence Jr. 10% owner | Feb 9, 2026 | Buy | +937,500 | $16.00 | $15.00M | 6,035,038 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.45%
1M shares short
Days to cover
12.1
At 0M shares a day
Change since last report
-5.2%
From 1M shares
Short volume, 20 days
47.4%
Of volume reported to FINRA
Shares sold short, last 9 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of SpyGlass Pharma's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,785 shares on Aug 27, 2026 over the last 90 days.
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