Position in AFRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,422,731
+$35,912,691 QoQ
Shares Held
691,879
+54.6% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#51
of 654 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,309,395,042 across 25 Credit Services names. AFRM ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,000,800 | $1,029,544,471 | |
| 2 | MA |
Mastercard Inc
|
1,314,796 | $675,279,225 | |
| 3 | COF |
Capital One Financial Corp
|
1,334,600 | $267,747,451 | |
| 4 | AXP |
American Express Co
|
349,260 | $118,137,194 | |
| 5 | AFRM |
Affirm Holdings, Inc.
This page
|
691,879 | $56,422,731 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
469,497 | $50,869,999 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
133,122 | $28,796,950 | |
| 8 | KLAR |
Klarna Group plc
|
1,157,643 | $23,430,693 |
All Filings in AFRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,422,731 | 691,879 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,510,040 | 447,622 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $82,175,780 | 1,104,068 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,887,653 | 436,339 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,278,400 | 336,685 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,175,120 | 26,004 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,599,781 | 26,269 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,065,523 | 26,103 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $799,023 | 26,449 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $983,253 | 26,389 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,457,098 | 29,652 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $214,677 | 10,093 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||