Spyglass Capital Management LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1654344
San Francisco, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,410,852
+$49,243,121 QoQ
Shares Held
1,537,840
-7.5% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
6.79%
of 13F equity value
Holder Rank
#23
of 654 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spyglass Capital Management LLC holds $125,410,852 across 1 Credit Services name. AFRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
1,537,840 | $125,410,852 |
All Filings in AFRM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,410,852 | 1,537,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,167,731 | 1,662,325 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $107,445,659 | 1,443,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $73,359,384 | 1,003,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $120,323,166 | 1,740,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $85,970,585 | 1,902,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $103,652,043 | 1,702,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,849,237 | 2,348,095 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,880,385 | 2,147,646 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,210,988 | 1,642,807 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $65,813,840 | 1,339,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $63,679,912 | 2,993,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $45,247,215 | 2,951,547 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,083,068 | 3,201,692 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,410,271 | 3,351,631 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $58,814,982 | 3,135,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,500,566 | 3,294,605 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $109,944,248 | 2,375,632 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $142,042,407 | 1,412,514 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $164,848,400 | 1,383,769 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||