# EDGAR Filing Document

**Accession Number:** 0001654344
**File Stem:** 0001172661-25-003970
**Filing Date:** 2025-8
**Character Count:** 10959
**Document Hash:** c833a43e1055a11ed920d9211e4396bb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003970.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001172661-25-003970

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Spyglass Capital Management LLC
- **CENTRAL INDEX KEY:** 0001654344

**ORGANIZATION NAME:**
- **EIN:** 320462594
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19348
- **FILM NUMBER:** 251277300

**BUSINESS ADDRESS:**
- **STREET 1:** ONE LETTERMAN DRIVE
- **STREET 2:** BLDG. A, SUITE 4800
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94129
- **BUSINESS PHONE:** 415-318-2366

**MAIL ADDRESS:**
- **STREET 1:** ONE LETTERMAN DRIVE
- **STREET 2:** BLDG. A, SUITE 4800
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94129

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001654344

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Spyglass Capital Management LLC

**Address:** ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129

**Telephone number:** 415-318-2362

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-19348

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                    | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AAON, Inc.                    | 000360206 | 05/13/2025     | Proposal to approve, on an advisory basis, a resolution on the compensation of AAON's named executive officers as set forth in the Proxy Statement. | SECTION 14A SAY-ON-PAY VOTES |         622996 |                0 | FOR         |                                   622996 | FOR                         |  |
| ACV Auctions Inc.             | 00091G104 | 05/28/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers;                                                        | SECTION 14A SAY-ON-PAY VOTES |        3113509 |                0 | FOR         |                                  3113509 | FOR                         |  |
| Affirm Holdings, Inc.         | 00827B106 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                      | SECTION 14A SAY-ON-PAY VOTES |        2343826 |                0 | FOR         |                                  2343826 | FOR                         |  |
| APi Group Corporation         | 00187Y100 | 05/16/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                 | SECTION 14A SAY-ON-PAY VOTES |        2006457 |                0 | FOR         |                                  2006457 | FOR                         |  |
| CoStar Group, Inc.            | 22160N109 | 06/26/2025     | Proposal to approve, on an advisory basis, the Company's executive compensation.                                                                    | SECTION 14A SAY-ON-PAY VOTES |         496064 |                0 | FOR         |                                   496064 | FOR                         |  |
| DoorDash, Inc.                | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |         245166 |                0 | FOR         |                                   245166 | FOR                         |  |
| Duolingo, Inc.                | 26603R106 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                         | SECTION 14A SAY-ON-PAY VOTES |          42872 |                0 | FOR         |                                    42872 | FOR                         |  |
| Exact Sciences Corporation    | 30063P105 | 06/12/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                 | SECTION 14A SAY-ON-PAY VOTES |        1569122 |                0 | FOR         |                                  1569122 | FOR                         |  |
| GoDaddy Inc.                  | 380237107 | 06/04/2025     | Company Proposal - Advisory, non-binding vote to approve named executive officer compensation                                                       | SECTION 14A SAY-ON-PAY VOTES |         133507 |                0 | WITHOLD     |                                   133507 | NONE                        |  |
| Hubspot, Inc.                 | 443573100 | 06/04/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                    | SECTION 14A SAY-ON-PAY VOTES |          90702 |                0 | FOR         |                                    90702 | FOR                         |  |
| Illumina, Inc.                | 452327109 | 05/21/2025     | To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement.                             | SECTION 14A SAY-ON-PAY VOTES |         559103 |                0 | FOR         |                                   559103 | FOR                         |  |
| Kinsale Capital Group, Inc.   | 49714P108 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         151433 |                0 | FOR         |                                   151433 | FOR                         |  |
| Medpace Holdings, Inc.        | 58506Q109 | 05/16/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. | SECTION 14A SAY-ON-PAY VOTES |         254595 |                0 | FOR         |                                   254595 | FOR                         |  |
| MongoDB, Inc.                 | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                     | SECTION 14A SAY-ON-PAY VOTES |         269300 |                0 | FOR         |                                   269300 | FOR                         |  |
| MongoDB, Inc.                 | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.           | SECTION 14A SAY-ON-PAY VOTES |         269300 |                0 | ONE YEAR    |                                   269300 | FOR                         |  |
| Procore Technologies, Inc.    | 74275K108 | 06/05/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                           | SECTION 14A SAY-ON-PAY VOTES |         931459 |                0 | FOR         |                                   931459 | FOR                         |  |
| Robinhood Markets, Inc.       | 770700102 | 06/25/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                       | SECTION 14A SAY-ON-PAY VOTES |        1407774 |                0 | FOR         |                                  1407774 | FOR                         |  |
| Shift4 Payments, Inc.         | 82452J109 | 06/13/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                        | SECTION 14A SAY-ON-PAY VOTES |        1001900 |                0 | FOR         |                                  1001900 | FOR                         |  |
| Snowflake Inc.                | 833445109 | 07/02/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                      | SECTION 14A SAY-ON-PAY VOTES |         405095 |                0 | FOR         |                                   405095 | FOR                         |  |
| Sweetgreen, Inc.              | 87043Q108 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.     | SECTION 14A SAY-ON-PAY VOTES |        3378854 |                0 | FOR         |                                  3378854 | FOR                         |  |
| WillScot Holdings Corporation | 971378104 | 06/06/2025     | To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.                | SECTION 14A SAY-ON-PAY VOTES |        1675024 |                0 | WITHOLD     |                                  1675024 | NONE                        |  |

## N-PX: Signature Block

**Reporting Person:** Spyglass Capital Management LLC

**By (Signature):** Sean Kreiger

**By (Printed Signature):** Sean Kreiger

**By (Title):** Chief Compliance Officer

**Date:** 08/29/2025