Oak Thistle LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1755987 NEW YORK, NY

Position in AFRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,934,821

+$2,542,144 QoQ

Shares Held

35,988

+319.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#211

of 654 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oak Thistle LLC holds $14,943,516 across 5 Credit Services names. AFRM ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	44,237	$8,874,826
2	AFRM	Affirm Holdings, Inc. This page	35,988	$2,934,821
3	SLM	SLM Corp	44,679	$1,158,973
4	PYPL	PayPal Holdings, Inc.	26,560	$1,146,860
5	AXP	American Express Co	2,448	$828,036

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,934,821	35,988	+319.9%	Shares	Sole	2026-07-21
2026-03-31	$392,677	8,570	+52.5%	Shares	Sole	2026-04-13
2025-06-30	$388,635	5,621	+4.2%	Shares	Sole	2025-08-08
2024-12-31	$328,677	5,397	-81.3%	Shares	Sole	2025-01-14
2024-09-30	$1,176,554	28,823	+71.4%	Shares	Sole	2024-11-12
2024-06-30	$507,920	16,813	-13.4%	Shares	Sole	2024-08-06
2023-12-31	$954,544	19,425	-63.2%	Shares	Sole	2024-01-22
2023-06-30	$809,362	52,796	+162.1%	Shares	Sole	2023-07-26
2022-12-31	$194,802	20,145	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.