Position in AFRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,805,435
+$710,337 QoQ
Shares Held
22,139
-7.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,850
PutShares
200
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, 2026HighTower Advisors, LLC holds $1,026,040,198 across 22 Credit Services names. AFRM ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,483,966 | $509,133,894 | |
| 2 | MA |
Mastercard Inc
|
491,676 | $252,524,793 | |
| 3 | AXP |
American Express Co
|
456,856 | $154,531,542 | |
| 4 | COF |
Capital One Financial Corp
|
382,910 | $76,819,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
140,355 | $6,060,528 | |
| 6 | ENVA |
Enova International, Inc.
|
22,295 | $5,367,075 | |
| 7 | NNI |
Nelnet Inc
|
35,785 | $4,771,214 | |
| 8 | ALLY |
Ally Financial Inc.
|
67,663 | $3,109,114 |
All Filings in AFRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,805,435 | 22,139 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,095,098 | 23,900 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,932,351 | 25,962 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,850 | 200 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $2,176,541 | 29,783 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,620 | 1,100 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $1,901,903 | 27,508 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,183,119 | 26,181 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,800 | 80,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $1,691,984 | 27,783 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $49,555 | 17,000 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $2,563,945 | 62,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,025 | 1,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $1,349,118 | 44,658 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,006 | 30,000 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $1,320 | 800 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $1,563,355 | 41,958 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $126,795 | 124,400 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $1,842,307 | 37,491 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,128,245 | 53,044 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $682,721 | 44,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $557,842 | 49,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $423,555 | 43,801 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $913,218 | 48,679 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $731,195 | 40,487 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,649,604 | 35,644 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,950,430 | 29,340 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,037,480 | 17,103 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,436,777 | 21,333 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $341,648 | 4,831 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||