Spyglass Capital Management’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
1,740,283
-162,142
| -9% | -$11.2M | 7.1% | 1 |
|
|
2025
Q1 | $86M | Buy |
1,902,425
+200,421
| +12% | +$9.06M | 5.9% | 1 |
|
|
2024
Q4 | $104M | Sell |
1,702,004
-646,091
| -28% | -$39.3M | 5.83% | 1 |
|
|
2024
Q3 | $95.8M | Buy |
2,348,095
+200,449
| +9% | +$8.18M | 6.29% | 3 |
|
|
2024
Q2 | $64.9M | Buy |
2,147,646
+504,839
| +31% | +$15.3M | 4.75% | 6 |
|
|
2024
Q1 | $61.2M | Buy |
1,642,807
+303,494
| +23% | +$11.3M | 4.08% | 12 |
|
|
2023
Q4 | $65.8M | Sell |
1,339,313
-1,654,571
| -55% | -$81.3M | 4.73% | 5 |
|
|
2023
Q3 | $63.7M | Buy |
2,993,884
+42,337
| +1% | +$901K | 4.99% | 5 |
|
|
2023
Q2 | $45.2M | Sell |
2,951,547
-250,145
| -8% | -$3.83M | 3.27% | 16 |
|
|
2023
Q1 | $36.1M | Sell |
3,201,692
-149,939
| -4% | -$1.69M | 2.72% | 21 |
|
|
2022
Q4 | $32.4M | Buy |
3,351,631
+216,504
| +7% | +$2.09M | 2.6% | 22 |
|
|
2022
Q3 | $58.8M | Sell |
3,135,127
-159,478
| -5% | -$2.99M | 4.16% | 14 |
|
|
2022
Q2 | $59.5M | Buy |
3,294,605
+918,973
| +39% | +$16.6M | 3.31% | 18 |
|
|
2022
Q1 | $110M | Buy |
2,375,632
+963,118
| +68% | +$44.6M | 3.76% | 14 |
|
|
2021
Q4 | $142M | Buy |
1,412,514
+28,745
| +2% | +$2.89M | 3.77% | 13 |
|
|
2021
Q3 | $165M | Buy |
+1,383,769
| New | +$165M | 3.78% | 14 |
|