← Super investors
AFRM
Affirm Holdings Inc
3 super-investor ownerscombined $446Mlargest position 2.7%
1 ADD1 EXIT
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 3
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 |
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.