Position in AFRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,067,815
+$508,353 QoQ
Shares Held
13,094
+7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#318
of 657 holders
Holding Since
Dec 2023
10 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, 2026Caprock Group, LLC holds $69,969,102 across 14 Credit Services names. AFRM ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
74,657 | $25,614,070 | |
| 2 | MA |
Mastercard Inc
|
28,684 | $14,732,102 | |
| 3 | AXP |
American Express Co
|
26,807 | $9,067,467 | |
| 4 | COF |
Capital One Financial Corp
|
33,331 | $6,686,865 | |
| 5 | SYF |
Synchrony Financial
|
76,300 | $5,802,615 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
170,937 | $3,064,900 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
38,252 | $1,651,721 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
13,094 | $1,067,815 |
All Filings in AFRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,815 | 13,094 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $559,462 | 12,210 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $948,684 | 12,746 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $937,251 | 12,825 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $453,346 | 10,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $562,716 | 9,240 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $345,745 | 8,470 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $235,335 | 7,790 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $292,565 | 7,852 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $384,176 | 7,818 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||