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Disclosery

12 West Capital Management LP: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12 West Capital Management LP on AFRM, newest first. How the timeline and the estimate are built.

12 West Capital Management LP held 460,000 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 460,000 shares
    Change vs previous 13F -75,000 shares

    7.02% of the 13F portfolio, value $37,513,000.

    13F-HR 0001540531-26-000005 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 535,000 shares
    Change vs previous 13F +185,000 shares

    4.14% of the 13F portfolio, value $24,513,700.

    13F-HR 0001540531-26-000003 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 350,000 shares
    Change vs previous 13F 0 shares

    3.1% of the 13F portfolio, value $26,050,500.

    13F-HR 0001540531-26-000002 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 350,000 shares
    Change vs previous 13F 0 shares

    2.65% of the 13F portfolio, value $25,578,000.

    13F-HR 0001540531-25-000009 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 350,000 shares
    Change vs previous 13F +25,000 shares

    2.56% of the 13F portfolio, value $24,199,000.

    13F-HR 0001540531-25-000006 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 325,000 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $14,686,750.

    13F-HR 0002009911-25-000005 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).