Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,261,918
+$1,346,001 QoQ
Shares Held
39,999
-4.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 654 holders
Holding Since
Sep 2024
5 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, 2026Baird Financial Group, Inc. holds $798,404,042 across 14 Credit Services names. AFRM ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,151,707 | $395,139,152 | |
| 2 | MA |
Mastercard Inc
|
528,506 | $271,440,681 | |
| 3 | AXP |
American Express Co
|
155,145 | $52,477,796 | |
| 4 | COF |
Capital One Financial Corp
|
249,039 | $49,962,203 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
322,949 | $13,944,936 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
19,150 | $3,816,020 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
39,999 | $3,261,918 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
170,770 | $3,061,906 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,261,918 | 39,999 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,915,917 | 41,814 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,855,027 | 51,794 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,395,004 | 46,456 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $476,695 | 11,678 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||