Cambridge Investment Research Advisors, Inc.

Position in AFRM — Affirm Holdings, Inc.

CIK 1419186 FAIRFIELD, IA

Position in AFRM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$808,405

+$394,055 QoQ

Shares Held

9,913

+9.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#340

of 654 holders

Holding Since

Sep 2021

10 quarters on record

Financial Services · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $267,876,638 across 19 Credit Services names. AFRM ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	379,555	$130,221,524
2	MA	Mastercard Inc	117,936	$60,571,929
3	AXP	American Express Co	129,287	$43,731,327
4	COF	Capital One Financial Corp	58,573	$11,750,915
5	PYPL	PayPal Holdings, Inc.	148,415	$6,408,559
6	SOFI	SoFi Technologies, Inc.	276,218	$4,952,588
7	OMF	OneMain Holdings, Inc.	25,053	$1,527,481
8	SYF	Synchrony Financial	19,844	$1,509,136

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,405	9,913	+9.6%	Shares	Sole	2026-07-30
2026-03-31	$414,350	9,043	-20.1%	Shares	Sole	2026-04-30
2025-12-31	$842,622	11,321	+34.1%	Shares	Sole	2026-02-05
2025-09-30	$616,941	8,442	+37.8%	Shares	Sole	2025-11-12
2025-06-30	$423,551	6,126	-42.4%	Shares	Sole	2025-07-31
2024-12-31	$647,184	10,627	+111.8%	Shares	Sole	2025-02-14
2023-12-31	$246,535	5,017	-39.6%	Shares	Sole	2024-02-09
2022-03-31	$384,540	8,309	-79.1%	Shares	Sole	2022-05-12
2021-12-31	$3,995,148	39,729	+91.6%	Shares	Sole	2022-02-03
2021-09-30	$2,470,756	20,740	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.