AFRM — AFFIRM HLDGS INC

Ownership history in Leo Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Leo 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
8.76% (2025 Q3)
Avg. % of fund
5.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 924,705 -65 -0.0% 4.99% $68.8M $74.43
2025 Q3 REDUCED 924,770 -73,321 -7.3% 8.76% $67.6M $73.08
2025 Q2 ADDED 998,091 +45,786 +4.8% 5.37% $69.0M $69.14
2025 Q1 REDUCED 952,305 -73,208 -7.1% 6.19% $43.0M $45.19
5 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% 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% 12 West Capital Management LP 3Y 7Y 3.1%
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