Position in AFRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$652,563
+$237,388 QoQ
Shares Held
8,002
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 654 holders
Holding Since
Mar 2021
21 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, 2026IEQ CAPITAL, LLC holds $181,910,576 across 15 Credit Services names. AFRM ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
195,446 | $67,055,567 | |
| 2 | MA |
Mastercard Inc
|
81,773 | $41,998,612 | |
| 3 | COF |
Capital One Financial Corp
|
177,220 | $35,553,876 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
206,590 | $8,920,555 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
140,363 | $8,557,932 | |
| 6 | ECPG |
Encore Capital Group Inc
|
59,694 | $5,568,853 | |
| 7 | WRLD |
World Acceptance Corp
|
22,520 | $5,040,651 | |
| 8 | ALLY |
Ally Financial Inc.
|
101,022 | $4,641,960 |
All Filings in AFRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,563 | 8,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $415,175 | 9,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,096 | 6,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,534,979 | 62,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,090,903 | 44,705 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,575,956 | 34,874 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,839,119 | 30,199 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,242,764 | 30,445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,372,289 | 45,425 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $842,746 | 22,618 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,337,934 | 27,227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $459,176 | 21,588 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $330,944 | 21,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $323,966 | 28,746 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $225,281 | 23,297 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $437,258 | 23,308 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $430,357 | 9,299 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $878,793 | 8,739 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,241,215 | 10,419 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $458,182 | 6,803 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $210,179 | 2,972 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||