Position in AFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,275
+$4,548 QoQ
Shares Held
126
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
of 654 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Dec 31, 2022CallValue
$96
CallShares
10
PutValue
$384
PutShares
40
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Covestor Ltd holds $1,768,107 across 32 Credit Services names. AFRM ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
949 | $487,406 | |
| 2 | V |
Visa Inc.
|
551 | $189,042 | |
| 3 | WU |
Western Union CO
|
16,872 | $129,914 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,909 | $125,610 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
1,907 | $116,269 | |
| 6 | SYF |
Synchrony Financial
|
1,436 | $109,207 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
882 | $95,564 | |
| 8 | ENVA |
Enova International, Inc.
|
393 | $94,606 |
All Filings in AFRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,275 | 126 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,727 | 125 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,970 | 228 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,662 | 228 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $21,433 | 310 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,054 | 311 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,818 | 309 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,654 | 310 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,485 | 314 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,625 | 312 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,850 | 465 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,911 | 466 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,174 | 468 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,263 | 467 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4 | 475 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $384 | 40 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $96 | 10 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $5,757 | 307 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,995 | 1,827 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,943 | 647 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||