ThornTree Capital Partners LP: AFRM position timeline

ThornTree Capital Partners LP held 568,524 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 568,524 shares

   Change vs previous 13F -265,765 shares

   6.34% of the 13F portfolio, value $46,363,132.

   13F-HR 0001172661-26-003754 filed by ThornTree Capital Partners LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 834,289 shares

   Change vs previous 13F +66,535 shares

   6.78% of the 13F portfolio, value $38,227,122.

   13F-HR 0001172661-26-002253 filed by ThornTree Capital Partners LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 767,754 shares

   Change vs previous 13F +352,155 shares

   9.56% of the 13F portfolio, value $57,143,930.

   13F-HR 0001172661-26-001146 filed by ThornTree Capital Partners LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 415,599 shares

   Change vs previous 13F -175,477 shares

   4.65% of the 13F portfolio, value $30,371,975.

   13F-HR 0001172661-25-005051 filed by ThornTree Capital Partners LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 591,076 shares

   Change vs previous 13F -71,765 shares

   6.8% of the 13F portfolio, value $40,866,995.

   13F-HR 0001172661-25-003503 filed by ThornTree Capital Partners LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 662,841 shares

   Change vs previous 13F -11,240 shares

   6.61% of the 13F portfolio, value $29,953,785.

   13F-HR 0001172661-25-002153 filed by ThornTree Capital Partners LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 674,081 shares

   Change vs previous 13F -42,634 shares

   6.89% of the 13F portfolio, value $41,051,533.

   13F-HR 0001172661-25-001163 filed by ThornTree Capital Partners LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 716,715 shares

   Change vs previous 13F not available

   6.11% of the 13F portfolio, value $29,256,306.

   13F-HR 0001172661-24-005153 filed by ThornTree Capital Partners LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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