FIG
Figma Inc-cl A
2 super-investors hold FIG worth a combined $61M. The largest position: Joel Greenblatt at 0.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 5 — ranked #724 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own FIG
Interest in FIG within the cohort is thin and quietly contracting. Only two super-investors hold the stock — Joel Greenblatt at roughly $60M and Chase Coleman at $1M — yet both positions register at effectively 0.0% of their respective portfolios, signaling incidental rather than high-conviction exposure. The headline move this quarter was Henry Ellenbogen's full exit, trimming the owner count from two to one on the prior-quarter trend line and continuing a trajectory that has seen cohort participation hold flat or decline over the past eight quarters. No manager added or initiated a position in 2026Q1. The overall picture is one of fading, low-intensity interest with no visible catalyst drawing new buyers from the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 3q | $60M | 2,832,743 |
| 2 | Chase Coleman | <0.1% | 3q | $1M | 60,000 |
Owners of FIG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | EXIT | 0.6% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 316841105. Not investment advice.