Gillson Capital LP

Position in AFRM — Affirm Holdings, Inc.

CIK 1698055 CHICAGO, IL

Position in AFRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,728,663

-$383,231 QoQ

Shares Held

180,609

-45.2% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#99

of 654 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gillson Capital LP holds $138,758,083 across 4 Credit Services names. AFRM ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	322,039	$64,607,464
2	MA	Mastercard Inc	64,172	$32,958,739
3	V	Visa Inc.	77,132	$26,463,217
4	AFRM	Affirm Holdings, Inc. This page	180,609	$14,728,663

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,728,663	180,609	-45.2%	Shares	Sole	2026-08-14
2026-03-31	$15,111,894	329,810	+24.4%	Shares	Sole	2026-05-15
2025-12-31	$19,729,308	265,072	+117.1%	Shares	Sole	2026-02-17
2025-09-30	$8,923,068	122,100	+61.0%	Shares	Sole	2025-11-14
2025-06-30	$5,243,508	75,839	-52.0%	Shares	Sole	2025-08-14
2023-03-31	$1,779,273	157,877	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.