OSTERWEIS CAPITAL MANAGEMENT INC

Position in V — Visa Inc.

CIK 1007524 SAN FRANCISCO, CA

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,791,857

+$5,299,220 QoQ

Shares Held

142,213

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

#558

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $62,156,992 across 3 Credit Services names. V ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	142,213	$48,791,857
2	AFRM	Affirm Holdings, Inc.	157,605	$12,852,687
3	AXP	American Express Co	1,515	$512,448

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,791,857	142,213	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$43,492,637	143,901	+1.9%	Shares	Sole	2026-05-15
2025-12-31	$49,534,981	141,242	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$48,507,024	142,091	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$49,730,432	140,066	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$48,350,512	137,963	-6.0%	Shares	Sole	2025-06-05
2024-12-31	$46,360,539	146,692	+0.9%	Shares	Sole	2025-06-05
2024-09-30	$39,969,205	145,369	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$37,512,999	142,923	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$39,209,623	140,496	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$36,931,948	141,855	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$32,388,627	140,814	-7.0%	Shares	Sole	2023-11-14
2023-06-30	$35,975,132	151,487	+2.4%	Shares	Sole	2023-08-14
2023-03-31	$33,357,031	147,951	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$30,957,071	149,004	+49.9%	Shares	Sole	2023-02-14
2022-09-30	$17,659,475	99,406	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$19,629,341	99,697	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$22,392,559	100,972	-51.4%	Shares	Other	2022-05-16
2021-12-31	$45,061,593	207,935	+19.6%	Shares	Other	2022-02-14
2021-09-30	$38,726,869	173,858	-0.5%	Shares	Other	2021-11-15
2021-06-30	$40,870,099	174,793	+1.2%	Shares	Other	2021-08-16
2021-03-31	$36,582,708	172,780	+1.5%	Shares	Other	2021-05-14
2020-12-31	$37,223,908	170,182	-9.3%	Shares	Other	2021-02-12
2020-09-30	$37,510,572	187,581	-2.1%	Shares	Other	2020-11-13
2020-06-30	$36,999,009	191,536	-0.4%	Shares	Other	2020-08-14
2020-03-31	$30,980,636	192,283	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.