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Disclosery

Dorsey Asset Management, LLC: AER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dorsey Asset Management, LLC on AER, newest first. How the timeline and the estimate are built.

Dorsey Asset Management, LLC held 766,828 AER 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 766,828 shares
    Change vs previous 13F -356,661 shares

    7.16% of the 13F portfolio, value $111,788,186.

    13F-HR 0001398344-26-014470 filed by Dorsey Asset Management, LLC
    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 1,123,489 shares
    Change vs previous 13F -91,570 shares

    12.27% of the 13F portfolio, value $154,120,221.

    13F-HR 0001398344-26-009218 filed by Dorsey Asset Management, LLC
    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 1,215,059 shares
    Change vs previous 13F -48,939 shares

    15.18% of the 13F portfolio, value $174,676,882.

    13F-HR 0001398344-26-003214 filed by Dorsey Asset Management, LLC
    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 1,263,998 shares
    Change vs previous 13F -97,120 shares

    13.75% of the 13F portfolio, value $152,943,758.

    13F-HR 0001398344-25-020887 filed by Dorsey Asset Management, LLC
    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 1,361,118 shares
    Change vs previous 13F +222,576 shares

    14.28% of the 13F portfolio, value $159,250,806.

    13F-HR 0001398344-25-015394 filed by Dorsey Asset Management, LLC
    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 1,138,542 shares
    Change vs previous 13F not available

    12.33% of the 13F portfolio, value $116,324,836.

    13F-HR 0001398344-25-009457 filed by Dorsey Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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