Compound Planning, Inc.

Position in AFRM — Affirm Holdings, Inc.

CIK 1978879 NEW YORK, NY

Position in AFRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,413,275

+$1,438,159 QoQ

Shares Held

41,855

-2.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#199

of 654 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. AFRM ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,346	$8,695,958
2	MA	Mastercard Inc	13,485	$6,925,895
3	AXP	American Express Co	11,276	$3,814,107
4	AFRM	Affirm Holdings, Inc. This page	41,855	$3,413,275
5	COF	Capital One Financial Corp	12,296	$2,466,822
6	SYF	Synchrony Financial	10,808	$821,947
7	SOFI	SoFi Technologies, Inc.	38,730	$694,428
8	PYPL	PayPal Holdings, Inc.	10,608	$458,053

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,413,275	41,855	-2.9%	Shares	Sole	2026-08-04
2026-03-31	$1,975,116	43,106	-10.2%	Shares	Sole	2026-05-14
2025-12-31	$3,572,044	47,992	-3.4%	Shares	Defined	2026-02-19
2025-09-30	$3,629,152	49,660	-9.1%	Shares	Sole	2025-11-10
2025-06-30	$3,776,979	54,628	-4.8%	Shares	Sole	2025-08-14
2025-03-31	$2,594,357	57,410	-11.4%	Shares	Sole	2025-05-14
2024-12-31	$3,946,076	64,796	-7.0%	Shares	Sole	2025-01-17
2024-09-30	$2,845,113	69,699	-2.4%	Shares	Sole	2024-10-08
2024-06-30	$2,157,567	71,419	+1.1%	Shares	Sole	2024-07-26
2024-03-31	$2,633,015	70,666	+24.4%	Shares	Sole	2024-05-07
2023-12-31	$2,791,102	56,799	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.