SEC 13F Intelligence

Gillson Capital LP / AFRM

Gillson Capital LP’s Affirm Hldgs Inc Position

Does Gillson Capital LP own Affirm Hldgs Inc (AFRM)? Yes — 329.8K shares worth $15M (+1.24% of its 13F portfolio) as of Q1 2026, up from 265.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
329.8K
% of Portfolio
+1.24%
Quarters Held
5
currently held

Position History AFRM

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’25: $5MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026329.8K$15M+1.24%
Q4 2025265.1K$20M+1.29%
Q3 2025122.1K$9M+0.77%
Q2 202575.8K$5M+0.40%
Q1 2023157.9K$2M+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of AFRM.