Divisadero Street Capital Management, LP
Position in AFRM — Affirm Holdings, Inc.
CIK 1901865
MIAMI, FL
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,704,239
+$4,348,086 QoQ
Shares Held
106,735
+12.3% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#137
of 654 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Divisadero Street Capital Management, LP holds $366,028,169 across 7 Credit Services names. AFRM ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEZL |
Sezzle Inc.
|
1,649,531 | $283,109,005 | |
| 2 | ENVA |
Enova International, Inc.
|
146,238 | $35,203,873 | |
| 3 | KLAR |
Klarna Group plc
|
1,032,328 | $20,894,318 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
59,500 | $12,871,040 | |
| 5 | AFRM |
Affirm Holdings, Inc.
This page
|
106,735 | $8,704,239 | |
| 6 | EZPW |
Ezcorp Inc
|
82,602 | $2,855,551 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
67,461 | $2,390,143 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,704,239 | 106,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,356,153 | 95,071 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $9,956,857 | 136,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,519,405 | 65,366 | Shares | Sole | 2025-08-14 | |
| 2022-03-31 | $3,980,080 | 86,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||