AFRM
Affirm Holdings Inc
3 of the 83 super-investors we track hold AFRM, worth a combined $463M per their latest 13F filings. The largest position: Henry Ellenbogen at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 19 of 100 (how strongly the cohort backs it) — ranked #668 of 742 stocks.
Why super-investors own AFRM
AFRM is held by 3 super-investors in our cohort, with a combined position value of $463M. The highest-conviction owner is Henry Ellenbogen at 3.5% of their portfolio. Cohort ownership has shrunk from 4 to 3 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q2How 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 | 3.5% | 13q | $361M | 4,425,406 |
| 2 | Joel Greenblatt | 0.1% | 21q | $102M | 1,248,374 |
| 3 | Polen Capital Management | <0.1% | 5q | $731K | 8,958 |
Owners of AFRM also hold
Congress is trading AFRM
Congress tracker →- Daniel Goldmanbought$1,001 - $15,000 · 2023-04-10
- Thomas Suozzisold$1,001 - $15,000 · 2022-03-04 · late
- Josh Gottheimersold$1,001 - $15,000 · 2022-02-11
- Josh Gottheimersold$1,001 - $15,000 · 2021-12-28
- Thomas Suozzibought$15,001 - $50,000 · 2021-10-13
- Josh Gottheimerbought$1,001 - $15,000 · 2021-10-12
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 3.5% | -22% | $361M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 00827B106. Not investment advice.