Neo Ivy Capital Management

Position in AFRM — Affirm Holdings, Inc.

CIK 1727783 NEW YORK, NY

Position in AFRM

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

Position Value

$2,263,420

+$1,664,187 QoQ

Shares Held

27,755

+112.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#235

of 654 holders

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Neo Ivy Capital Management holds $4,234,876 across 6 Credit Services names. AFRM ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc. This page	27,755	$2,263,420
2	COF	Capital One Financial Corp	3,976	$797,665
3	BFH	Bread Financial Holdings, Inc.	6,396	$693,006
4	V	Visa Inc.	1,164	$399,356
5	PYPL	PayPal Holdings, Inc.	1,225	$52,895
6	SLM	SLM Corp	1,100	$28,534

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,263,420	27,755	+112.2%	Shares	Sole	2026-08-14
2026-03-31	$599,233	13,078	-72.8%	Shares	Sole	2026-05-15
2025-12-31	$3,575,766	48,042	+12.1%	Shares	Sole	2026-02-13
2025-09-30	$3,131,478	42,850	-50.4%	Shares	Sole	2025-11-12
2024-06-30	$2,611,110	86,432	+864220.0%	Shares	Sole	2024-07-19
2023-12-31	$491	10	-100.0%	Shares	Sole	2024-02-26
2023-06-30	$461,555	30,108	+13401.3%	Shares	Sole	2023-08-16
2022-09-30	$4,183	223	—	Shares	Sole	2022-11-16
No filing history on record for this holder in this stock.