AFRM — AFFIRM HLDGS INC

Ownership history in CATALYST PRIVATE WEALTH, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which CATALYST PRIVATE WEALTH, LLC reported a position in AFFIRM HLDGS INC (AFRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.5% (2021 Q3)
Avg. % of fund
3.94%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 126,211 -2,534 -2.0% 4.10% $9.4M $74.43
2025 Q3 REDUCED 128,745 -7,331 -5.4% 4.13% $9.4M $73.08
2025 Q2 REDUCED 136,076 -1,775 -1.3% 4.19% $9.4M $69.14
2025 Q1 REDUCED 137,851 -16,427 -10.6% 3.03% $6.2M $45.19
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AFRM price (monthly, adj. close)

Other funds also holding AFRM

As of 2025 Q4 — sorted by position size

Abdiel Capital Advisors, LP 3Y 7Y 15.11% ThornTree Capital Partners LP 3Y 7Y 9.56% ALLEN OPERATIONS LLC 3Y 7Y 6.72% Spyglass Capital Management LLC 3Y 7Y 5.38% Leo Wealth, LLC 4.99% Capital Impact Advisors, LLC 3Y 7Y 4.26% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 3.68% Foxhaven Asset Management, LP 3Y 7Y 3.5% Steadview Capital Management LLC 3Y 3.19% 12 West Capital Management LP 3Y 7Y 3.1%
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