Spyglass Capital Management’s CoStar Group CSGP Stock Holding History

Spyglass Capital Management’s Portfolio CSGP Stock Details CSGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.8M	Sell	1,111,224 -467,225	-30%	-$24.3M	3.17%	19
2025 Q4	$106M	Buy	1,578,449 +575,732	+57%	+$40.8M	5.31%	5
2025 Q3	$84.6M	Buy	1,002,717 +199,435	+25%	+$17.6M	4.51%	9
2025 Q2	$64.6M	Buy	803,282 +307,424	+62%	+$23.9M	3.81%	13
2025 Q1	$39.3M	Sell	495,858 -725,749	-59%	-$55.2M	2.7%	23
2024 Q4	$87.5M	Buy	1,221,607 +392,603	+47%	+$29.6M	4.92%	6
2024 Q3	$62.5M	Sell	829,004 -12,300	-1%	-$933K	4.11%	10
2024 Q2	$62.4M	Buy	841,304 +35,111	+4%	+$2.98M	4.57%	8
2024 Q1	$77.9M	Buy	806,193 +148,396	+23%	+$12.8M	5.19%	4
2023 Q4	$57.5M	Buy	+657,797	New	+$53.2M	4.14%	13

Other funds holding CSGP

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Spyglass Capital Management reduced its CoStar Group (CSGP) stake by 30% in Q1 2026, selling an estimated $24.3M and leaving 1,111,224 shares worth $44.8M. The position accounts for 3.17% of the portfolio, ranked #19.

Spyglass Capital Management first reported a position in CSGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $106M in Q4 2025. 795 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

Spyglass Capital Management held 1,111,224 shares of CoStar Group worth $44.8M as of Q1 2026.
Spyglass Capital Management sold 467,225 CoStar Group shares in Q1 2026, an estimated $24.3M.
CoStar Group made up 3.17% of Spyglass Capital Management's portfolio in Q1 2026, its #19 holding.
Spyglass Capital Management first reported a position in CoStar Group in Q4 2023 and has held it in 10 quarters since.
Spyglass Capital Management's CoStar Group position peaked at $106M in Q4 2025.
795 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

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