Cypress Point Wealth Management, LLC - AFFIRM HLDGS INC ownership

AFFIRM HLDGS INC's ticker is AFRM and the CUSIP is 00827B106. A total of 350 filers reported holding AFFIRM HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of AFFIRM HLDGS INC
ValueSharesWeighting
Q3 2023$1,007,816
-28.0%
47,382
-48.1%
0.88%
-40.6%
Q2 2023$1,399,905
+36.0%
91,3180.0%1.49%
+2.8%
Q1 2023$1,029,154
+16.5%
91,3180.0%1.45%
+4.8%
Q4 2022$883,045
-48.5%
91,3180.0%1.38%
-56.5%
Q3 2022$1,713,000
+3.9%
91,3180.0%3.18%
+10.0%
Q2 2022$1,649,000
-61.0%
91,3180.0%2.89%
-32.6%
Q1 2022$4,226,000
-54.0%
91,3180.0%4.29%
-49.6%
Q4 2021$9,183,000
-68.9%
91,318
-63.1%
8.51%
-19.1%
Q3 2021$29,500,000
+253.8%
247,636
+100.0%
10.52%
+77.5%
Q2 2021$8,339,000
+932.1%
123,818
+983.5%
5.93%
+605.0%
Q1 2021$808,00011,4280.84%
Other shareholders
AFFIRM HLDGS INC shareholders Q2 2022
NameSharesValueWeighting ↓
CATALYST PRIVATE WEALTH, LLC 175,348$8,616,6014.05%
Renaissance Capital LLC 143,795$7,066,0863.47%
HARBOR CAPITAL ADVISORS, INC. 88,620$4,354,7870.84%
EXCHANGE TRADED CONCEPTS, LLC 36,951$1,815,7720.05%
Versant Capital Management, Inc 2,216$108,8940.03%
Global Wealth Strategies & Associates 500$24,5700.01%
Diversified Trust Co 4,643$228,1560.01%
OPTIMUM INVESTMENT ADVISORS 330$16,2160.01%
MASSMUTUAL TRUST CO FSB/ADV 24$1,1790.00%
View complete list of AFFIRM HLDGS INC shareholders