AFRM — AFFIRM HLDGS INC

Ownership history in Integris Wealth Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, 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
0.44% (2025 Q4)
Avg. % of fund
0.33%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,857 +3,597 +16.2% 0.44% $1.9M $74.43
2025 Q3 ADDED 22,260 +488 +2.2% 0.40% $1.6M $73.08
2025 Q2 ADDED 21,772 +4,091 +23.1% 0.39% $1.5M $69.14
2025 Q1 ADDED 17,681 +5,371 +43.6% 0.23% $799K $45.19
1 older quarter 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% 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%
← Back to Integris Wealth Management, LLC Holdings