Intellectus Partners, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1677253 SAN FRANCISCO, CA

Position in AFRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$241,877

+$19,630 QoQ

Shares Held

2,966

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#468

of 654 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $9,646,177 across 6 Credit Services names. AFRM ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,491	$3,599,357
2	AXP	American Express Co	7,011	$2,371,470
3	MA	Mastercard Inc	3,312	$1,701,043
4	UPST	Upstart Holdings, Inc.	27,250	$965,467
5	PYPL	PayPal Holdings, Inc.	17,762	$766,963
6	AFRM	Affirm Holdings, Inc. This page	2,966	$241,877

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,877	2,966	-0.7%	Shares	Sole	2026-08-12
2025-12-31	$222,247	2,986	-29.7%	Shares	Sole	2026-02-10
2025-09-30	$310,590	4,250	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.