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Disclosery

Spyglass Capital Management LLC: AFRM position timeline

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

Spyglass Capital Management LLC held 1,537,840 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 1,537,840 shares
    Change vs previous 13F -124,485 shares

    6.79% of the 13F portfolio, value $125,410,852.

    13F-HR 0001172661-26-003494 filed by Spyglass Capital 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/A 1,662,325 shares
    Change vs previous 13F +218,745 shares

    5.39% of the 13F portfolio, value $76,167,732.

    13F-HR/A 0001172661-26-002427 filed by Spyglass Capital 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 1,443,580 shares
    Change vs previous 13F +439,757 shares

    5.38% of the 13F portfolio, value $107,445,659.

    13F-HR 0001172661-26-000853 filed by Spyglass Capital 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 1,003,823 shares
    Change vs previous 13F -736,460 shares

    3.91% of the 13F portfolio, value $73,359,385.

    13F-HR 0001172661-25-004841 filed by Spyglass Capital 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 1,740,283 shares
    Change vs previous 13F -162,142 shares

    7.1% of the 13F portfolio, value $120,323,167.

    13F-HR 0001172661-25-003124 filed by Spyglass Capital 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 1,902,425 shares
    Change vs previous 13F +200,421 shares

    5.9% of the 13F portfolio, value $85,970,586.

    13F-HR 0001172661-25-002179 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,702,004 shares
    Change vs previous 13F -646,091 shares

    5.83% of the 13F portfolio, value $103,652,044.

    13F-HR 0001172661-25-001035 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,348,095 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $95,849,238.

    13F-HR 0001172661-24-004790 filed by Spyglass Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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