UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 861177
NEW YORK, NY
Position in AFRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,575,658
+$52,812,370 QoQ
Shares Held
1,245,563
+17.0% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 654 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $12,976,120,533 across 36 Credit Services names. AFRM ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,720,068 | $5,393,398,122 | |
| 2 | MA |
Mastercard Inc
|
6,987,990 | $3,589,031,658 | |
| 3 | AXP |
American Express Co
|
5,053,409 | $1,709,315,591 | |
| 4 | COF |
Capital One Financial Corp
|
6,524,225 | $1,308,890,014 | |
| 5 | SYF |
Synchrony Financial
|
4,174,429 | $317,465,319 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,593,196 | $284,694,198 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
1,245,563 | $101,575,658 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
4,925,068 | $88,306,463 |
All Filings in AFRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,575,658 | 1,245,563 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $48,763,288 | 1,064,236 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $78,143,010 | 1,049,886 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $68,704,769 | 940,131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,656,885 | 1,007,476 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,569,783 | 720,730 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $40,457,632 | 664,329 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,697,280 | 605,029 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,814,654 | 688,999 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,497,746 | 335,420 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,482,536 | 335,420 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,402,213 | 348,012 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,092,187 | 266,940 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,008,412 | 266,940 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,256,018 | 543,539 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,127,096 | 593,129 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,261,977 | 678,958 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,617,188 | 510,311 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,878,150 | 307,062 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,348,584 | 86,868 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,133,522 | 120,765 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||