Cravens & Co Advisors, LLC AFRM — AFFIRM HLDGS INC

Ownership history in Cravens & Co Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Cravens & Co Advisors, LLC reported AFFIRM HLDGS INC (AFRM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2025 Q2. The latest visible filing shows AFRM at 0.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cravens & Co 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
2026 Q1

AFRM was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

AFRM stock page Cravens & Co Advisors, LLC fund profile Cravens & Co Advisors, LLC full holdings
How Cravens & Co Advisors, LLC held AFRM — position size vs. price
% of Fund (quarterly)    AFRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,270 +575 +6.6% 0.28% $425K 2026-05-14 $67.57
2025 Q4 ADDED — — — 8,695 +42 +0.5% 0.43% $661K 2026-02-10 $59.65
2025 Q3 REDUCED 23.7% +3.3% ❌ 8,653 -2,690 -23.7% 0.43% $632K 2025-10-29 $72.66
2025 Q2 REDUCED — — — 11,343 -253 -2.2% 0.59% $784K 2025-08-12 $76.89
2025 Q1 REDUCED — — — 11,596 -537 -4.4% 0.41% $524K 2025-05-14 $56.55
2024 Q4 REDUCED — — — 12,133 -230 -1.9% 0.56% $739K 2025-02-13 $79.28
2024 Q3 REDUCED 9.8% +53.4% ❌ 12,363 -1,349 -9.8% 0.39% $505K 2024-11-13 $54.82
2024 Q2 ADDED — — — 13,712 +1,890 +16.0% 0.31% $414K 2024-08-01 $26.42
2024 Q1 REDUCED — — — 11,822 -95 -0.8% 0.37% $440K 2024-04-02 $34.09
2023 Q4 REDUCED — — — 11,917 -38 -0.3% 0.51% $586K 2024-02-09 $43.86
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AFRM

As of 2026 Q1 — sorted by position size

Abdiel Capital Advisors, LP 3Y 7Y 11.86% Islander Capital Partners, L.P. 11.83% Islander Capital Partners, L.P. 8.48% ThornTree Capital Partners LP 3Y 7Y 6.78% Q Fund Management (Hong Kong) Ltd 6.02% Spyglass Capital Management LLC 3Y 7Y 5.73% ALLEN OPERATIONS LLC 3Y 7Y 4.94% Karl Kapital LLC 4.45% RJA Asset Management LLC 3Y 4.14% 12 West Capital Management LP 3Y 7Y 4.14%

FAQ About Cravens & Co 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 Cravens & Co Advisors, LLC reported owning AFRM?

Cravens & Co Advisors, LLC reported AFRM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AFRM position in Cravens & Co Advisors, LLC's portfolio?

The largest reported portfolio weight for AFRM was 0.59% in 2025 Q2.

What is the latest reported AFRM position on this page?

The most recent filing on this page is 2026 Q1, when Cravens & Co Advisors, LLC reported 9,270 shares, equal to 0.28% of portfolio, with an estimated market value of $425K.

What does the chart on this AFRM ownership page compare?

The chart compares Cravens & Co 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.

How well did Cravens & Co Advisors, LLC time their AFRM position?

Based on 13F filing dates vs. subsequent AFRM price moves, Cravens & Co Advisors, LLC correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on AFRM relative to SPY over the holding period was +36.0%.

← Back to Cravens & Co Advisors, LLC Holdings