Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-2.61K- 2.08% |
$114K - $212K
|
123K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
87+ 7.13% |
$3.8K - $7.05K
|
1.31K
$100K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 11.41% |
$49.5K - $91.7K
|
11.1K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
155+ 1.95% |
$6.77K - $12.6K
|
8.1K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
46.6K+ 148.24% |
$2.04M - $3.78M
|
78.1K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
150+ 1.83% |
$6.56K - $12.1K
|
8.35K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
234New |
$10.2K - $18.9K
|
234
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
19.3K+ 232.53% |
$843K - $1.56M
|
27.6K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.4K- 1.76% |
$367K - $680K
|
468K
$35.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
29.4K+ 26.21% |
$1.29M - $2.38M
|
142K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-580K- 33.93% |
$25.4M - $47M
|
1.13M
$86.5M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.6KNew |
$637K - $1.18M
|
14.6K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.4KNew |
$629K - $1.17M
|
14.4K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-100- 33.33% |
$4.37K - $8.1K
|
200
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.43KNew |
$237K - $440K
|
5.43K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Valliance Asset Management LTD
|
BUY
|
- |
25KNew |
$1.09M - $2.02M
|
25K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5New |
$219 - $405
|
5
$383
|
|
|
May 07, 2025
Q1 2025
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
66.9KNew |
$2.92M - $5.42M
|
66.9K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
193KNew |
$8.42M - $15.6M
|
193K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20New |
$874 - $1.62K
|
20
$1.53K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-153- 2.72% |
$6.69K - $12.4K
|
5.47K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
192+ 20.13% |
$8.39K - $15.5K
|
1.15K
$87.7K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 16.67% |
$43.7 - $81
|
5
$383
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-623- 11.93% |
$27.2K - $50.5K
|
4.6K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$961 - $1.78K
|
22
$1.68K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
50.7K+ 171.89% |
$2.21M - $4.1M
|
80.2K
$6.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.62KNew |
$114K - $212K
|
2.62K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$8.74K - $16.2K
|
200
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
8.12KNew |
$355K - $658K
|
8.12K
$622K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 2.88% |
$1.75K - $3.24K
|
1.35K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.66KNew |
$116K - $215K
|
2.66K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
164New |
$7.17K - $13.3K
|
164
$12.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$699 - $1.3K
|
16
$1.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-735- 99.32% |
$32.1K - $59.5K
|
5
$383
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.2KNew |
$227K - $421K
|
5.2K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$175 - $324
|
4
$306
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.18K- 42.28% |
$314K - $582K
|
9.81K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 5.56% |
$43.7 - $81
|
19
$1.45K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.11K+ 16.37% |
$48.3K - $89.5K
|
7.86K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.99KNew |
$393K - $728K
|
8.99K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Rja Asset Management LLC
Stamford, CT |
BUY
|
- |
156K+ 39.35% |
$6.83M - $12.7M
|
554K
$42.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$131 - $243
|
3
$230
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.5K+ 5.93% |
$153K - $283K
|
62.5K
$4.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 14.29% |
$43.7 - $81
|
8
$612
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.65M - $3.07M
|
37.9K
$2.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$393 - $729
|
9
$689
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6KNew |
$507K - $940K
|
11.6K
$889K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-142- 8.02% |
$6.21K - $11.5K
|
1.63K
$125K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$385 - $729
|
10
$766
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
259New |
$9.97K - $18.9K
|
259
$19.8K
|
|