SCM
EXAS

Spyglass Capital Management’s Exact Sciences EXAS Stock Holding History

Spyglass Capital Management’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-539,886
Closed -$54.8M – 27
2025
Q4 		$54.8M Sell
539,886
-1,585,549
-75% -$127M 2.74% 22
2025
Q3 		$116M Buy
2,125,435
+766,772
+56% +$38.3M 6.2% 2
2025
Q2 		$72.2M Sell
1,358,663
-217,971
-14% -$11.1M 4.26% 8
2025
Q1 		$68.3M Buy
1,576,634
+37,198
+2% +$1.88M 4.69% 9
2024
Q4 		$86.5M Buy
1,539,436
+142,343
+10% +$8.86M 4.87% 8
2024
Q3 		$95.2M Sell
1,397,093
-21,498
-2% -$1.21M 6.25% 4
2024
Q2 		$59.9M Buy
1,418,591
+357,943
+34% +$19.7M 4.39% 10
2024
Q1 		$73.2M Buy
1,060,648
+302,050
+40% +$19.1M 4.88% 5
2023
Q4 		$56.1M Buy
758,598
+209,173
+38% +$13.7M 4.04% 16
2023
Q3 		$37.5M Sell
549,425
-112,505
-17% -$9.55M 2.94% 22
2023
Q2 		$62.2M Sell
661,930
-379,516
-36% -$29.6M 4.49% 9
2023
Q1 		$70.6M Sell
1,041,446
-227,757
-18% -$14.6M 5.32% 5
2022
Q4 		$62.8M Sell
1,269,203
-604,665
-32% -$24.7M 5.05% 7
2022
Q3 		$60.9M Sell
1,873,868
-315,142
-14% -$13M 4.31% 13
2022
Q2 		$86.2M Sell
2,189,010
-190,943
-8% -$10.2M 4.79% 8
2022
Q1 		$166M Sell
2,379,953
-289,763
-11% -$21.2M 5.69% 4
2021
Q4 		$208M Buy
2,669,716
+413,713
+18% +$36.5M 5.51% 3
2021
Q3 		$215M Buy
2,256,003
+604,182
+37% +$63.8M 4.94% 7
2021
Q2 		$205M Buy
1,651,821
+108,666
+7% +$13M 4.57% 10
2021
Q1 		$203M Buy
1,543,155
+203,632
+15% +$27.9M 5.36% 3
2020
Q4 		$177M Buy
1,339,523
+212,168
+19% +$25.7M 5.45% 2
2020
Q3 		$115M Buy
1,127,355
+196,351
+21% +$17M 5.31% 2
2020
Q2 		$80.9M Buy
931,004
+208,133
+29% +$16.6M 5.01% 5
2020
Q1 		$41.9M Buy
722,871
+335,754
+87% +$27.3M 4.74% 5
2019
Q4 		$35.8M Buy
387,117
+260,397
+205% +$22.9M 4.6% 8
2019
Q3 		$11.5M Buy
126,720
+54,567
+76% +$6.22M 3.04% 19
2019
Q2 		$8.52M Buy
72,153
+13,351
+23% +$1.35M 2.69% 22
2019
Q1 		$5.09M Sell
58,802
-30,718
-34% -$2.61M 1.97% 24
2018
Q4 		$5.65M Buy
+89,520
New +$6.14M 4.23% 11

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

Spyglass Capital Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 539,886 shares — an estimated $54.8M sold.

Spyglass Capital Management first reported a position in EXAS in Q4 2018 and held it in 29 quarters. The position peaked at $215M in Q3 2021. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Spyglass Capital Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Spyglass Capital Management sold 539,886 Exact Sciences shares in Q1 2026, an estimated $54.8M.
  • Spyglass Capital Management first reported a position in Exact Sciences in Q4 2018 and held it in 29 quarters.
  • Spyglass Capital Management's Exact Sciences position peaked at $215M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

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