Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$33,498,701
+$17,838,754 QoQ
Shares Held
410,775
+20.2% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 654 holders
Holding Since
Sep 2021
20 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,040,141,654 across 23 Credit Services names. AFRM ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,920,611 | $1,345,122,427 | |
| 2 | MA |
Mastercard Inc
|
1,834,080 | $941,983,488 | |
| 3 | COF |
Capital One Financial Corp
|
1,603,895 | $321,773,414 | |
| 4 | AXP |
American Express Co
|
732,160 | $247,653,120 | |
| 5 | AFRM |
Affirm Holdings, Inc.
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|
410,775 | $33,498,701 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
150,327 | $32,518,736 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
596,281 | $25,747,413 | |
| 8 | SYF |
Synchrony Financial
|
290,045 | $22,057,922 |
All Filings in AFRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,498,701 | 410,775 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,659,947 | 341,771 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,653,009 | 237,176 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,184,908 | 235,152 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,888,940 | 186,418 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,334,482 | 184,432 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,130,852 | 18,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,654,369 | 89,524 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,072,659 | 101,710 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,921,913 | 105,258 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,664,662 | 115,276 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,726,962 | 128,207 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,038,519 | 263,439 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,187,012 | 105,325 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,171,510 | 121,149 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $667,293 | 35,570 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $639,847 | 35,429 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,195,412 | 25,830 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,257,974 | 22,454 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,202,498 | 10,094 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||