Applied Fundamental Research’s FIGS FIGS Stock Holding History

Applied Fundamental Research’s Portfolio FIGS Stock Details FIGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.13M	Buy	697,247 +181,678	+35%	+$2.39M	8.44%	6
2026 Q1	$7.61M	Sell	515,569 -360,250	-41%	-$4.62M	10.05%	6
2025 Q4	$9.95M	Sell	875,819 -398,999	-31%	-$3.74M	9.88%	4
2025 Q3	$8.53M	Sell	1,274,818 -317,962	-20%	-$2.1M	8.29%	8
2025 Q2	$8.98M	Sell	1,592,780 -221,469	-12%	-$1.02M	7.96%	7
2025 Q1	$8.33M	Sell	1,814,249 -672,699	-27%	-$3.57M	6.98%	8
2024 Q4	$15.4M	Sell	2,486,948 -161,333	-6%	-$940K	12.04%	4
2024 Q3	$18.1M	Buy	2,648,281 +152,900	+6%	+$891K	11.96%	2
2024 Q2	$13.3M	Hold	2,495,381	–	–	9.78%	7
2024 Q1	$12.4M	Buy	2,495,381 +511,794	+26%	+$2.94M	9.2%	6
2023 Q4	$13.8M	Sell	1,983,587 -175,213	-8%	-$1.16M	9.95%	3
2023 Q3	$12.7M	Buy	2,158,800 +550,000	+34%	+$3.66M	9.26%	5
2023 Q2	$13.3M	Buy	1,608,800 +70,000	+5%	+$532K	8.34%	6
2023 Q1	$9.53M	Buy	1,538,800 +27,500	+2%	+$212K	6.86%	9
2022 Q4	$10.2M	Buy	+1,511,300	New	+$10.9M	7.32%	9

Other funds holding FIGS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Applied Fundamental Research's FIGS Position: Q2 2026 in Review

Applied Fundamental Research increased its FIGS (FIGS) stake by 35% in Q2 2026, buying an estimated $2.39M and bringing the position to 697,247 shares worth $7.13M. The position accounts for 8.44% of the portfolio, ranked #6.

Applied Fundamental Research first reported a position in FIGS in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1M in Q3 2024. 241 funds tracked by Wall St. Rank hold FIGS as of Q2 2026.

Applied Fundamental Research held 697,247 shares of FIGS worth $7.13M as of Q2 2026.
Applied Fundamental Research bought 181,678 FIGS shares in Q2 2026, an estimated $2.39M.
FIGS made up 8.44% of Applied Fundamental Research's portfolio in Q2 2026, its #6 holding.
Applied Fundamental Research first reported a position in FIGS in Q4 2022 and has held it in 15 quarters since.
Applied Fundamental Research's FIGS position peaked at $18.1M in Q3 2024.
241 funds tracked by Wall St. Rank held FIGS as of Q2 2026.

Based on Applied Fundamental Research's 13F filing for Q2 2026, filed 13 Aug 2026.