Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

AFRM

Affirm Holdings, Inc.Financial ServicesMkt Cap $28.1B

Distillfolio Position

2026-07-11

Short #6

Score −0.1541

Weight 3.7%

2026-04-10 → 2026-07-10

Analyst

Insider

BullishBearish

1 month

+32.8%

2 months

+25.5%

3 months

+71.9%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 35 funds

LONE PINE CAPITAL LLC
$284.1M → exited
-$284.1M
Jericho Capital Asset Management L.P.
$268.0M → exited
-$268.0M
MARSHALL WACE, LLP
$322.6M → $124.1M
-$198.5M
CITADEL ADVISORS LLC
$31.1M → $186.5M
+$155.4M
MILLENNIUM MANAGEMENT LLC
$3.6M → $63.3M
+$59.7M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 59 managers

VANGUARD GROUP INC
$1.8B → exited
-$1.8B
Capital Research Global Investors
$1.7B → $1.1B
-$596.1M
Capital World Investors
$1.6B → $1.0B
-$584.4M
BlackRock, Inc.
$1.4B → $858.3M
-$546.5M
Invesco Ltd.
$303.0M → $22.8M
-$280.3M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 48 institutions

MORGAN STANLEY
Bank
$1.7B → $995.0M
-$717.6M
NORGES BANK
Bank
$282.0M → exited
-$282.0M
STATE STREET CORP
Bank
$435.2M → $276.3M
-$158.9M
JPMORGAN CHASE & CO
Bank
$138.1M → $227.9M
+$89.8M
JANE STREET GROUP, LLC
Other
$3.0M → $47.5M
+$44.6M

Analyst Ratings

2026-07-08 · 60d ·11 Bullish0 Bearish1 Neutral

Bullish
Wells Fargo
2026-07-08
Overweight
Bullish
JP Morgan
2026-07-08
Overweight
Bullish
Barclays
2026-07-08
Overweight
Bullish
TD Cowen
2026-07-07
Buy
Bullish
Citigroup
2026-07-01
Buy

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
+32.8%
3 months
from 2026-04-10
+71.9%
6 months
from 2026-01-08
+2.2%
9 months
from 2025-10-08
+10.9%
12 months
from 2025-07-10
+21.7%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
18.49M shares short
4.15d
+0.40d
2026-05-29
18.90M shares short
3.75d
+0.48d
2026-05-15
18.90M shares short
3.26d
-0.66d
2026-04-30
19.10M shares short
3.92d
+0.05d
2026-04-15
18.51M shares short
3.87d

Insider Transactions

2026-06-26 · 3 most recent transactions

SellCOO
Linford Michael
2026-06-26
$8.0M
SellDir
Watson Noel Bertram
2026-05-13
$130K
SellDir
Watson Noel Bertram
2026-04-14
$110K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF