Gladstone Institutional Advisory LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1766530
Bedminster, NJ
Position in AFRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,113,891
+$295,592 QoQ
Shares Held
13,659
-23.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#310
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $23,605,136 across 9 Credit Services names. AFRM ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
22,149 | $7,599,100 | |
| 2 | AXP |
American Express Co
|
20,596 | $6,966,597 | |
| 3 | MA |
Mastercard Inc
|
9,662 | $4,962,403 | |
| 4 | AFRM |
Affirm Holdings, Inc.
This page
|
13,659 | $1,113,891 | |
| 5 | COF |
Capital One Financial Corp
|
4,973 | $997,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,947 | $731,771 | |
| 7 | SYF |
Synchrony Financial
|
6,981 | $530,905 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
25,957 | $465,409 |
All Filings in AFRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,891 | 13,659 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $818,299 | 17,859 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,329,245 | 17,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,549,953 | 21,209 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,318,154 | 19,065 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,180,588 | 26,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,764,333 | 28,971 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||