Position in AFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,279,792
+$6,561,028 QoQ
Shares Held
211,892
-9.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$407,750
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $2,245,849,544 across 30 Credit Services names. AFRM ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,996,401 | $1,028,035,219 | |
| 2 | MA |
Mastercard Inc
|
1,068,427 | $548,744,107 | |
| 3 | AXP |
American Express Co
|
947,552 | $320,509,464 | |
| 4 | COF |
Capital One Financial Corp
|
611,273 | $122,633,589 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,992,786 | $53,660,652 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
608,608 | $26,279,693 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
98,996 | $21,414,814 | |
| 8 | CACC |
Credit Acceptance Corp
|
28,029 | $17,847,185 |
All Filings in AFRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,750 | 5,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $17,279,792 | 211,892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,718,764 | 233,932 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,713,421 | 157,375 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,154,373 | 166,316 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,310,973 | 120,205 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,690,034 | 81,656 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,377,735 | 71,884 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,985,117 | 48,631 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,159,550 | 38,383 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,574,256 | 69,089 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,686,531 | 75,021 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,387,718 | 65,243 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $766,990 | 50,032 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $500,602 | 44,419 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $431,610 | 44,634 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,043,224 | 55,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,204,204 | 66,678 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,558,376 | 76,888 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,626,011 | 125,557 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,524,874 | 96,742 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,251,375 | 33,428 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,006,699 | 14,235 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||