CAPTRUST FINANCIAL ADVISORS

Position in AFRM — Affirm Holdings, Inc.

CIK 1512024 RALEIGH, NC

Position in AFRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,279,974

+$1,074,679 QoQ

Shares Held

27,958

+6.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#234

of 654 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $798,159,291 across 22 Credit Services names. AFRM ranks #10 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	640,793	$329,111,284
2	V	Visa Inc.	839,642	$288,072,773
3	AXP	American Express Co	202,593	$68,527,082
4	AGM	Federal Agricultural Mortgage Corp	327,467	$65,254,349
5	COF	Capital One Financial Corp	103,091	$20,682,116
6	PYPL	PayPal Holdings, Inc.	107,853	$4,657,092
7	FCFS	FirstCash Holdings, Inc.	13,999	$3,028,263
8	ALLY	Ally Financial Inc.	60,074	$2,760,400

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,279,974	27,958	+6.3%	Shares	Sole	2026-08-13
2026-03-31	$1,205,295	26,305	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$1,962,495	26,367	-8.2%	Shares	Sole	2026-02-17
2025-09-30	$2,099,953	28,735	+4.6%	Shares	Sole	2025-11-19
2025-06-30	$1,899,414	27,472	+6.4%	Shares	Sole	2025-08-15
2025-03-31	$1,167,302	25,831	+555.3%	Shares	Sole	2025-05-15
2024-12-31	$240,067	3,942	-65.7%	Shares	Sole	2025-02-14
2023-12-31	$565,503	11,508	+214.6%	Shares	Sole	2024-02-14
2022-06-30	$66,063	3,658	+783.6%	Shares	Sole	2022-08-23
2022-03-31	$19,159	414	+29.4%	Shares	Sole	2022-05-16
2021-12-31	$32,179	320	+190.9%	Shares	Sole	2022-02-14
2021-09-30	$13,104	110	+175.0%	Shares	Sole	2021-11-16
2021-06-30	$2,694	40	-80.0%	Shares	Sole	2021-08-16
2021-03-31	$14,144	200	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.