§ EQUITY
USDSGP
SPYGLASS PHARMA INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
40 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 8.0M | 2.2% | n/a |
| NEA Management Company, LLC | 7.4M | 10.9% | n/a |
| Sands Capital Alternatives, LLC | 2.5M | 15.4% | n/a |
| SAMSARA BIOCAPITAL, LLC | 2.1M | 5.3% | n/a |
| Vestal Point Capital, LP | 667K | 0.5% | n/a |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 550K | 0.2% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SGP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.9% · 16 holders
DEALER / BANK2.6% · 9 holders
QUALITY / COMPOUNDER2.2% · 3 holders
TACTICAL / MACRO1.8% · 1 holder
PASSIVE / INDEX1.3% · 3 holders
SYSTEMATIC / QUANT0.1% · 2 holders
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SGP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SGP yet.