Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,918,972
+$9,380,429 QoQ
Shares Held
133,893
+298.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#117
of 641 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $560,093,475 across 38 Credit Services names. AFRM ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
707,677 | $242,796,900 | |
| 2 | AXP |
American Express Co
|
309,203 | $104,587,912 | |
| 3 | MA |
Mastercard Inc
|
191,042 | $98,119,170 | |
| 4 | COF |
Capital One Financial Corp
|
202,022 | $40,529,650 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
485,130 | $20,947,911 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
931,407 | $16,700,125 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
133,893 | $10,918,972 | |
| 8 | SEZL |
Sezzle Inc.
|
37,000 | $6,350,309 |
All Filings in AFRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,918,972 | 133,893 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,538,543 | 33,578 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,413,177 | 59,293 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,511,911 | 75,423 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,222,834 | 75,540 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $3,804,454 | 84,188 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,703,814 | 60,818 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,743,142 | 67,201 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,094,396 | 69,328 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,911,717 | 78,146 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,418,126 | 69,559 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,805,990 | 84,908 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,408,699 | 91,892 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,064,954 | 94,495 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $839,341 | 86,799 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,235,942 | 65,882 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,495,869 | 82,828 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,968,440 | 64,141 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,798,549 | 37,774 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $5,444,595 | 45,703 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $731,350 | 10,859 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $473,325 | 6,693 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||