OSTERWEIS CAPITAL MANAGEMENT INC
Position in AFRM — Affirm Holdings, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,852,687
+$10,068,664 QoQ
Shares Held
157,605
+159.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#104
of 654 holders
Holding Since
Jun 2025
5 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, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $62,156,992 across 3 Credit Services names. AFRM ranks #2 (20.7% of the industry book) .
All Filings in AFRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,852,687 | 157,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,784,023 | 60,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,439,335 | 46,209 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,641,968 | 63,519 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,908,343 | 128,845 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||