Pacific Heights Asset Management LLC / AFRM
Pacific Heights Asset Management LLC’s Affirm Hldgs Inc Position
Does Pacific Heights Asset Management LLC own Affirm Hldgs Inc (AFRM)? Yes — 675.0K shares worth $31M (+1.04% of its 13F portfolio) as of Q1 2026, up from 525.0K shares the prior filed quarter.
Position Value
$31M
Q1 2026
Shares
675.0K
% of Portfolio
+1.04%
Quarters Held
21
currently held
Position History AFRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 675.0K | $31M | +1.04% |
| Q4 2025 | 525.0K | $39M | +1.46% |
| Q3 2025 | 440.0K | $32M | +1.42% |
| Q2 2025 | 375.0K | $26M | +1.38% |
| Q1 2025 | 320.0K | $14M | +0.98% |
| Q4 2024 | 315.0K | $19M | +1.31% |
| Q3 2024 | 315.0K | $13M | +0.96% |
| Q2 2024 | 315.0K | $10M | +0.75% |
| Q1 2024 | 315.0K | $12M | +0.96% |
| Q4 2023 | 315.0K | $15M | +1.33% |
| Q3 2023 | 315.0K | $7M | +0.63% |
| Q2 2023 | 315.0K | $5M | +0.44% |
| Q1 2023 | 315.0K | $4M | +0.33% |
| Q4 2022 | 315.0K | $3M | +0.30% |
| Q3 2022 | 411.0K | $8M | +0.82% |
| Q2 2022 | 411.0K | $7M | +0.76% |
| Q1 2022 | 336.0K | $16M | +1.33% |
| Q4 2021 | 161.0K | $16M | +1.36% |
| Q3 2021 | 135.0K | $16M | +1.53% |
| Q2 2021 | 135.0K | $9M | +0.83% |
| Q1 2021 | 110.0K | $8M | +0.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pacific Heights Asset Management LLC’s full portfolio or all institutional holders of AFRM.