AFRM
Affirm Holdings Inc
3 super-investors hold AFRM worth a combined $446M. The largest position: Henry Ellenbogen at 2.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 22 — ranked #613 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own AFRM
Henry Ellenbogen is the primary conviction holder here, with AFRM sitting at 2.7% of his portfolio — a $259M position he added to in 2026Q1. Joel Greenblatt also carries a meaningful dollar position ($187M) though it registers at just 0.1% of his larger book, and Polen Capital holds a negligible stake. The cohort count tells a cautious story: ownership has oscillated between one and two managers over the past eight quarters, and Stephen Mandel exited entirely this quarter, keeping the group at three with no new entrants. With Ellenbogen the sole manager adding and the broader cohort remaining thin and historically unstable, interest is narrow rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.7% | 12q | $259M | 5,649,434 |
| 2 | Joel Greenblatt | 0.1% | 20q | $187M | 4,071,115 |
| 3 | Polen Capital Management | <0.1% | 4q | $218K | 4,763 |
Owners of AFRM also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 2.7% | +53% | $259M | May 15, 2026 |
| Stephen Mandel | EXIT | 2.1% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 00827B106. Not investment advice.