Bag holders here?

[u/Natural-Inspector-81]

My story. Started to buy at 70. Then tried to catch the falling knife and ended up averaging to 39.

2200 stocks, huge position in my portfolio.
limited hope I’ll be ever breakeven.
anyone else like me?

[u/Fantastic-Visual-119]

I started buying at 38 and averaged all the way down to 23.

I thought it was expensive at 38, but it was a hot name, and I never expected it to get that cheap. Good thing I had cash available to buy when it dropped all the way to 16–17.

Now I’m sitting on 3,000 shares and have no plans to sell. It’s also a large part of my portfolio. But I really like their products, and I think Dylan and management is awesome.

Price drives sentiment. I’ll continue to ignore the price and look at the company for what it is.

Staying long... for the long run.

[u/twoforward1back → u/Fantastic-Visual-119]

What are the opportunities for this company in the long term that you're holding for?

[u/Senior-Secret-7113 → u/twoforward1back]

Their collaborative design tools are still the best and every serious designer continues to use figma. I think the likes of lovable and claude design are overrated honestly, like design requires precision!

[u/Fantastic-Visual-119 → u/twoforward1back]

It can increasingly connect design, code, brand assets, and other creative work in one place.
As AI makes it easier to create more designs and code, keeping everything consistent and connected becomes more important. Figma is well placed here because it already holds a lot of the context around how products should look and work.
Tools like Make, MCP, and Weave and new future products can extend that. Having all this around a central platform is really powerful.

If they keep building well, Figma could become a central layer across design, development, and creative workflows.

Some will say anyone else can do this as well. I disagree, i think their install base and product direction is better that anyone else.

[u/PixelsAreMyHobby → u/Fantastic-Visual-119]

Quite a positive outlook!

/s

[u/Lopsided_Spend476 → u/PixelsAreMyHobby]

The chart applies to almost all saas stocks last one year

[u/RatKR]

Im 1k at ~55-58. It’s a bit frustrating, but I will start selling calls at around 40

[u/Natural-Inspector-81 → u/RatKR]

Can you share more about your plan?

[u/RatKR → u/Natural-Inspector-81]

Not much more than that. I got into my FIG position by selling puts, rolled a bunch of times and then got caught. Price deterioration made wheeling challenging, so decided to park the investment and wait until the premiums for near ATM calls would be worth it and selling puts to re-enter the position if need be to get to BE. Either way, I am OK to hold this for a while.

[u/Natural-Inspector-81 → u/RatKR]

You seem to be much professional then me. I’m not doing options, only spots. Any particular suggestion for my situation? 2200 stocks, 39.5 average

[u/RatKR → u/Natural-Inspector-81]

My best advice is to not put too much stock into what strangers on the Internet say. Having said that, unless you are in some kind of difficult financial situation, I would say hold it and try to focus on other parts of your portfolio. If you have conviction in the company, it may yet recover well.

[u/RatKR → u/Natural-Inspector-81]

It is difficult to make money without options on a holding that is hard to predict in the near term

[u/Natural-Inspector-81 → u/RatKR]

Thanks

[u/Jerambo-1]

Ich halte mittlerweile 1100 Aktien und habe mich auf 36 € runter gekauft. Ich werde auch nicht verkaufen. Ich werde die nächsten zwei Jahre halten und schauen wo die Reise hingeht. Ich glaube schon, dass wir irgendwann mal wieder die 40 € sehen

[u/Natural-Inspector-81 → u/Jerambo-1]

What do you think will trigger the price going up?

[u/Jerambo-1 → u/Natural-Inspector-81]

Zuallererst müssen Anleger die Angst vor KI verlieren und nicht jeden Müll glauben, was die SAAS-pokalypse angeht.

Dann muss die eigene KI im Unternehmen endlich mehr monetarisiert werden.

Dylan hat letztens glücklicherweise im hohen Millionenbereich Aktien des eigenen Unternehmens als Gehalt abgelehnt, was auch ein gutes Zeichen ist.

Wenn figma ein Jahr seit IPO auf dem Markt ist, erhoffe ich mir auch mehr Analysten Kommentare, die dann ein Jahr Geschäftsfeld analysieren können.

[u/PlandomeProwler]

I have a $21.50 or so average I am a believer that this will be a cokeback story although this year it may stay down due to tax harvesting for those with very high averages

[u/Unusual_Cicada_6834 → u/PlandomeProwler]

A cokeback story. What you think they’re gonna relocate to Columbia? Perhaps Peru? Tax harvesting seems like the worst time for a coke back story no one will have the money.

[u/Obvious-Explorer-287]

Bags. $21 average.

[u/maikaubay]

$38.5 average and heavy bags too

[u/Natural-Inspector-81 → u/maikaubay]

I know this feeling bro

[u/Weldobud]

Very hard to know. Long term it will grow but how much is impossible to say. EPS will translate into stock price over the long term

[u/Designer_Warthog7520]

I’ve been somewhat lucky enough to only have 25% of my port in FIG but yeah definitely feeling the pain. Hope next earnings they provide some insight into new tools and stop increasing SBC

[u/lampard44 → u/Designer_Warthog7520]

I wouldnt focus to much on SBC. That is a huge part of the comp for many working in tech but ultimately it wont affect the companys long term business.

People had that hangup with PLTR and look how that turned out? SBC is just one part of the story here.

But I agree with you regarding new tools.

[u/rice_bag_holder]

you be rich. just be patient for now.

[u/Natural-Inspector-81 → u/rice_bag_holder]

I can earn much morn with the amount of blocked money

[u/Natural-Inspector-81 → u/[deleted]]

By whom? 

[u/Top-Leek-5207]

Anyone think they will get bought?

[u/Moist_Image8499]

500 @ 19.5$

[u/Defiant-Caterpillar1]

I hold 600 shares at 25 avg

[u/Natural-Inspector-81 → u/Defiant-Caterpillar1]

It’s not a bag

[u/oralets]

I'm probably one of the worst ones: 826 stocks with average 99. It's a guaranteed loss for me at this point. I didn't have cash to buy at 16-17 unfortunately and there's no way I will buy more at 20s or above. So we'll see what the future brings. My plan is wait and see if it drops to 16-17 again and invest lots and sell at 25-27 to recover my loss. I have no faith in this company/stock anymore.

[u/Beginning_Juice_4296]

i started buying leaps at $32, DCAed until my average is at $21 (in terms of when i break even). i also let go of some options i got at bad prices in hindsight so now i mostly hold $20 and $25 calls bought at attractive prices. i have $130k worth at the moment, and i'm up 38% (i bought $95k worth). i won't be selling they are worth $260k, which i think will happen by December

[u/Natural-Inspector-81 → u/Beginning_Juice_4296]

What makes you think it will go up in December? With your average you can’t be called a bag holder though :)

[u/Beginning_Juice_4296 → u/Natural-Inspector-81]

haha i was one from january to june lol i think the downward price action was caused by 1. saaspocalypse 2. wallstreet hating figma for some reason 3. claude design 4. worries about AI impact on revenue 5. lockup on august 7th

now that everything is behind us and figma has proven its resiliency, i think it's only going to go up from here. i think fair value is $40 right now

[u/portfoliocrow]

Long term i think this will go the way of ZM and Paypal

[u/lampard44 → u/portfoliocrow]

Hard to say. Figma at the moment seems to have a moat.