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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
Q2 		$98.5M Sell
776,629
-82,211
-10% -$9.63M 5.33% 4
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spyglass Capital Management's AAON Position: Q2 2026 in Review

Spyglass Capital Management reduced its Aaon (AAON) stake by 9.6% in Q2 2026, selling an estimated $9.63M and leaving 776,629 shares worth $98.5M. The position accounts for 5.33% of the portfolio, ranked #4.

Spyglass Capital Management first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. The position peaked at $99.9M in Q3 2025. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Spyglass Capital Management held 776,629 shares of Aaon worth $98.5M as of Q2 2026.
  • Spyglass Capital Management sold 82,211 Aaon shares in Q2 2026, an estimated $9.63M.
  • Aaon made up 5.33% of Spyglass Capital Management's portfolio in Q2 2026, its #4 holding.
  • Spyglass Capital Management first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • Spyglass Capital Management's Aaon position peaked at $99.9M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Spyglass Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.