Position in AFRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,347,124
+$569,376 QoQ
Shares Held
16,519
-2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 177 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2026CallValue
$4,582
CallShares
100
PutValue
$0
PutShares
0
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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. AFRM ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
16,519 | $1,347,124 |
All Filings in AFRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,124 | 16,519 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $777,748 | 16,974 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $4,582 | 100 | Call | Sole | 2026-04-30 | |
| 2025-12-31 | $1,005,326 | 13,507 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $797,448 | 10,912 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $795,524 | 11,506 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $529,265 | 11,712 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $719,107 | 11,808 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $482,696 | 11,825 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $306,903 | 10,159 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $327,589 | 8,792 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,155,772 | 23,520 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $157,623 | 10,282 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||