Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,024,512
+$630,048 QoQ
Shares Held
12,563
+45.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 654 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $177,526,212 across 11 Credit Services names. AFRM ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
206,145 | $70,726,288 | |
| 2 | MA |
Mastercard Inc
|
108,224 | $55,583,846 | |
| 3 | AXP |
American Express Co
|
59,984 | $20,289,588 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
298,803 | $12,902,313 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
420,977 | $7,548,117 | |
| 6 | COF |
Capital One Financial Corp
|
21,424 | $4,298,082 | |
| 7 | ENVA |
Enova International, Inc.
|
14,006 | $3,371,664 | |
| 8 | EZPW |
Ezcorp Inc
|
34,473 | $1,191,731 |
All Filings in AFRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,512 | 12,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $394,464 | 8,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $939,232 | 12,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $922,050 | 12,617 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $902,346 | 13,051 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $582,815 | 12,897 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $879,700 | 14,445 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,972,340 | 48,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,203,474 | 39,837 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,566,521 | 42,043 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,706,484 | 34,727 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $810,153 | 38,089 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $492,752 | 32,143 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $166,333 | 14,759 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $199,381 | 10,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,321 | 11,092 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $246,117 | 5,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,170,015 | 11,635 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $206,333 | 1,732 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||