Ellevest, Inc.

Position in AFRM — Affirm Holdings, Inc.

CIK 1644128 NEW YORK, NY

Position in AFRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$598,658

+$245,707 QoQ

Shares Held

7,341

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#373

of 654 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $6,845,544 across 5 Credit Services names. AFRM ranks #5 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,019	$2,751,238
2	MA	Mastercard Inc	3,149	$1,617,326
3	AXP	American Express Co	3,664	$1,239,348
4	COF	Capital One Financial Corp	3,185	$638,974
5	AFRM	Affirm Holdings, Inc. This page	7,341	$598,658

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598,658	7,341	-4.7%	Shares	Sole	2026-08-10
2026-03-31	$352,951	7,703	-4.3%	Shares	Sole	2026-05-11
2025-12-31	$599,384	8,053	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$602,544	8,245	-6.9%	Shares	Sole	2025-11-14
2025-06-30	$612,372	8,857	-2.7%	Shares	Sole	2025-08-05
2025-03-31	$411,364	9,103	-32.2%	Shares	Sole	2025-05-14
2024-12-31	$817,399	13,422	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$554,988	13,596	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$400,796	13,267	-13.9%	Shares	Sole	2024-08-14
2024-03-31	$574,139	15,409	-11.1%	Shares	Sole	2024-05-13
2023-12-31	$852,136	17,341	+64.3%	Shares	Sole	2024-02-06
2023-09-30	$224,441	10,552	-49.5%	Shares	Sole	2023-11-09
2023-06-30	$320,458	20,904	-6.5%	Shares	Sole	2023-08-09
2023-03-31	$252,076	22,367	-80.6%	Shares	Sole	2023-05-04
2022-12-31	$1,114,554	115,259	+5.0%	Shares	Sole	2023-02-03
2022-09-30	$2,060,185	109,818	+11.7%	Shares	Sole	2022-11-02
2022-06-30	$1,774,828	98,274	+7.0%	Shares	Sole	2022-07-18
2022-03-31	$4,251,836	91,872	+338.2%	Shares	Sole	2022-04-19
2021-12-31	$2,108,441	20,967	+623.5%	Shares	Sole	2022-01-24
2021-09-30	$345,238	2,898	-27.6%	Shares	Sole	2021-10-19
2021-06-30	$269,736	4,005	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.