POLEN CAPITAL MANAGEMENT LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1034524 Boca Raton, FL

Position in AFRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$730,524

+$512,284 QoQ

Shares Held

8,958

+88.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#352

of 654 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $1,207,905,693 across 4 Credit Services names. AFRM ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,805,617	$619,489,136
2	MA	Mastercard Inc	1,141,958	$586,509,628
3	SOFI	SoFi Technologies, Inc.	65,611	$1,176,405
4	AFRM	Affirm Holdings, Inc. This page	8,958	$730,524

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,524	8,958	+88.1%	Shares	Sole	2026-08-04
2026-03-31	$218,240	4,763	-85.6%	Shares	Sole	2026-05-14
2025-12-31	$2,453,882	32,969	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$2,418,655	33,096	+10.2%	Shares	Sole	2025-11-12
2025-06-30	$2,076,066	30,027	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.