AFRM — AFFIRM HLDGS INC

Ownership history in Left Brain Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Left Brain 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
0.25% (2024 Q4)
Avg. % of fund
0.18%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,725 — 0% 0.15% $491K $73.08
2025 Q2 REDUCED 6,725 -1,750 -20.6% 0.16% $465K $69.14
2025 Q1 REDUCED 8,475 -2,250 -21.0% 0.17% $383K $45.19
2024 Q4 INITIATED 10,725 — — 0.25% $653K $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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