Position in AFRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$559,462
-$389,222 QoQ
Shares Held
12,210
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Caprock Group, LLC holds $56,973,913 across 10 Credit Services names. AFRM ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,236 | $22,134,848 | |
| 2 | MA |
Mastercard Inc
|
28,731 | $14,355,731 | |
| 3 | COF |
Capital One Financial Corp
|
35,217 | $6,424,637 | |
| 4 | SYF |
Synchrony Financial
|
79,855 | $5,431,737 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
86,165 | $3,897,242 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
194,420 | $3,087,389 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
12,210 | $559,462 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,788 | $540,903 |
All Filings in AFRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||