AFRM β€” AFFIRM HLDGS INC

Ownership history in SpiderRock Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

SpiderRock Advisors, LLC reported AFFIRM HLDGS INC (AFRM) in 2 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows AFRM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SpiderRock Advisors, LLC's position in AFFIRM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

AFRM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SpiderRock Advisors, LLC held AFRM β€” position size vs. price
% of Fund (quarterly)    AFRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 24,471 +10 +0.0% 0.01% $739K 2024-08-12 $25.17
2024 Q1 INITIATED 24,461 β€” β€” 0.02% $837K 2024-04-30 $31.88

FAQ About SpiderRock Advisors, LLC and AFRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SpiderRock Advisors, LLC reported owning AFRM?

SpiderRock Advisors, LLC reported AFRM across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported AFRM position in SpiderRock Advisors, LLC's portfolio?

The largest reported portfolio weight for AFRM was 0.02% in 2024 Q1.

What is the latest reported AFRM position on this page?

The most recent filing on this page is 2024 Q2, when SpiderRock Advisors, LLC reported 24,471 shares, equal to 0.01% of portfolio, with an estimated market value of $739K.

What does the chart on this AFRM ownership page compare?

The chart compares SpiderRock Advisors, LLC's quarterly AFRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to SpiderRock Advisors, LLC Holdings