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Spyglass Capital Management’s Aaon AAON Stock Holding History

Spyglass Capital Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.1M Sell
858,840
-340,081
-28% -$30.9M 5.03% 6
2025
Q4 		$91.4M Buy
1,198,921
+130,062
+12% +$12M 4.57% 7
2025
Q3 		$99.9M Buy
1,068,859
+356,503
+50% +$29.2M 5.33% 5
2025
Q2 		$52.5M Buy
712,356
+91,461
+15% +$8.02M 3.1% 20
2025
Q1 		$48.5M Buy
+620,895
New +$64M 3.33% 16

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Spyglass Capital Management's AAON Position: Q1 2026 in Review

Spyglass Capital Management reduced its Aaon (AAON) stake by 28% in Q1 2026, selling an estimated $30.9M and leaving 858,840 shares worth $71.1M. The position accounts for 5.03% of the portfolio, ranked #6.

Spyglass Capital Management first reported a position in AAON in Q1 2025 and has held it in 5 quarters since. The position peaked at $99.9M in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Spyglass Capital Management held 858,840 shares of Aaon worth $71.1M as of Q1 2026.
  • Spyglass Capital Management sold 340,081 Aaon shares in Q1 2026, an estimated $30.9M.
  • Aaon made up 5.03% of Spyglass Capital Management's portfolio in Q1 2026, its #6 holding.
  • Spyglass Capital Management first reported a position in Aaon in Q1 2025 and has held it in 5 quarters since.
  • Spyglass Capital Management's Aaon position peaked at $99.9M in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.