Position in AFRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,498,793
-$3,912,607 QoQ
Shares Held
54,535
-36.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,603,700
PutShares
35,000
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 Mar 31, 2026Jefferies Financial Group Inc. holds $162,027,014 across 14 Credit Services names. AFRM ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
227,064 | $113,454,798 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
1,134,805 | $18,020,703 | |
| 3 | AXP |
American Express Co
|
39,502 | $11,948,564 | |
| 4 | SYF |
Synchrony Financial
|
89,001 | $6,053,848 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
58,900 | $4,411,021 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
54,535 | $2,498,793 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
32,726 | $1,480,196 | |
| 8 | COF |
Capital One Financial Corp
|
7,183 | $1,310,394 |
All Filings in AFRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,498,793 | 54,535 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $1,603,700 | 35,000 | Put | Defined | 2026-05-08 | |
| 2025-12-31 | $6,411,400 | 86,140 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $12,516,338 | 171,269 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $938,921 | 13,580 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,411,847 | 186,144 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $736,463 | 12,093 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $257,043 | 6,297 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $15,649,200 | 420,000 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,009,852 | 508,951 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $377,118 | 24,600 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $299,612 | 26,585 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,458,236 | 150,800 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $2,773,172 | 286,781 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $10,637 | 1,100 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||