Position in AFRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$263,814
-$2,350,858 QoQ
Shares Held
3,235
-94.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#460
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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Leonteq Securities AG holds $18,196,206 across 15 Credit Services names. AFRM ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
162,095 | $6,999,262 | |
| 2 | V |
Visa Inc.
|
9,415 | $3,230,192 | |
| 3 | MA |
Mastercard Inc
|
5,593 | $2,872,564 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
101,166 | $1,813,906 | |
| 5 | COF |
Capital One Financial Corp
|
8,146 | $1,634,250 | |
| 6 | AXP |
American Express Co
|
1,595 | $539,508 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
14,240 | $504,523 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
3,235 | $263,814 |
All Filings in AFRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,814 | 3,235 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,614,672 | 57,064 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $517,065 | 6,947 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $443,303 | 6,066 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $76,607 | 1,108 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $28,605 | 633 | Shares | Sole | 2026-02-23 | |
| 2024-12-31 | $4,445 | 73 | Shares | Sole | 2026-02-23 | |
| 2024-09-30 | $7,225 | 177 | Shares | Sole | 2026-03-04 | |
| 2024-06-30 | $448,920 | 14,860 | Shares | Sole | 2026-03-04 | |
| 2024-03-31 | $41,656 | 1,118 | Shares | Sole | 2026-03-11 | |
| 2023-12-31 | $2,555 | 52 | Shares | Sole | 2026-03-11 | |
| 2023-09-30 | $144,487 | 6,793 | Shares | Sole | 2026-03-11 | |
| 2023-06-30 | $147,137 | 9,598 | Shares | Sole | 2026-03-11 | |
| 2023-03-31 | $128,275 | 11,382 | Shares | Sole | 2026-03-11 | |
| 2022-12-31 | $98,005 | 10,135 | Shares | Sole | 2026-03-26 | |
| 2022-09-30 | $165,857 | 8,841 | Shares | Sole | 2026-03-26 | |
| 2022-06-30 | $167,416 | 9,270 | Shares | Sole | 2026-03-26 | |
| 2022-03-31 | $266,619 | 5,761 | Shares | Sole | 2026-03-26 | |
| 2021-12-31 | $140,482 | 1,397 | Shares | Sole | 2026-03-26 | |
| 2021-09-30 | $254,938 | 2,140 | Shares | Sole | 2026-03-26 | |
| 2021-06-30 | $344,225 | 5,111 | Shares | Sole | 2026-03-26 | |
| 2021-03-31 | $119,516 | 1,690 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||