AFRM — AFFIRM HOLDINGS

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in AFFIRM HOLDINGS (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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,769 +1,490 +28.2% 0.00% $495K $73.08
2025 Q2 REDUCED 5,279 -14,213 -72.9% 0.00% $365K $69.14
2025 Q1 ADDED 19,492 +8,534 +77.9% 0.01% $881K $45.19
2024 Q4 INITIATED 10,958 — — 0.01% $667K $60.90
% 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% CATALYST PRIVATE WEALTH, LLC 3Y 4.1% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 3.68% Foxhaven Asset Management, LP 3Y 7Y 3.5% Steadview Capital Management LLC 3Y 3.19%
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