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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.31KNew |
$154K - $298K
|
4.31K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
591+ 11.13% |
$21.1K - $40.9K
|
5.9K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 69.66% |
$766K - $1.48M
|
52.2K
$4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.79K- 20.77% |
$99.6K - $193K
|
10.6K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 12.67% |
$91.3K - $177K
|
22.7K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-44- 10.58% |
$1.57K - $3.04K
|
372
$28.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
21.2KNew |
$758K - $1.47M
|
21.2K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 12.73% |
$501 - $968
|
124
$9.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$151K - $292K
|
4.23K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 25.71% |
$644 - $1.24K
|
88
$6.74K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-17.2K- 9.93% |
$615K - $1.19M
|
156K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.3K- 35.77% |
$548K - $1.06M
|
27.5K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.8KNew |
$315K - $608K
|
8.8K
$674K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.49K+ 25.37% |
$53.3K - $103K
|
7.37K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24KNew |
$151K - $293K
|
4.24K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.63KNew |
$130K - $251K
|
3.63K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.02K+ 11.24% |
$251K - $485K
|
69.5K
$5.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16.3KNew |
$583K - $1.13M
|
16.3K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1KNew |
$35.8K - $69.1K
|
1K
$76.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Holding Inc
|
SELL
|
- |
-250- 0.1% |
$8.94K - $17.3K
|
255K
$19.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-15.8K- 7.87% |
$564K - $1.09M
|
185K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
34+ 20.48% |
$1.22K - $2.35K
|
200
$15.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-23- 0.4% |
$822 - $1.59K
|
5.71K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-30.5K- 67.57% |
$1.09M - $2.11M
|
14.6K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.38KNew |
$157K - $303K
|
4.38K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
236+ 41.92% |
$8.44K - $16.3K
|
799
$61.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14+ 155.56% |
$501 - $968
|
23
$1.76K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7.24K- 19.7% |
$259K - $501K
|
29.5K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
280+ 190.48% |
$10K - $19.4K
|
427
$32.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-1.47M- 16.34% |
$52.6M - $102M
|
7.53M
$577M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 31.8% |
$395K - $764K
|
45.8K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.93K- 48.1% |
$248K - $479K
|
7.48K
$573K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-271- 1.62% |
$9.69K - $18.7K
|
16.5K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-977- 8.67% |
$34.9K - $67.5K
|
10.3K
$788K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15+ 75.0% |
$536 - $1.04K
|
35
$2.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47KNew |
$124K - $240K
|
3.47K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$3.43K - $6.64K
|
96
$7.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.8K- 38.3% |
$64.4K - $124K
|
2.9K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.9K+ 22.72% |
$2.25M - $4.35M
|
339K
$26M
|
|
|
Aug 06, 2025
Q2 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
22.6KNew |
$808K - $1.56M
|
22.6K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 225.0% |
$1.29K - $2.49K
|
52
$3.98K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
16.4K+ 333.19% |
$587K - $1.14M
|
21.4K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
4.04KNew |
$144K - $279K
|
4.04K
$309K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-771- 3.8% |
$27.6K - $53.3K
|
19.5K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.3K- 3.87% |
$46.4K - $89.7K
|
32.3K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.69KNew |
$275K - $532K
|
7.69K
$589K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62K- 14.59% |
$2.22M - $4.29M
|
363K
$27.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
183K+ 611.0% |
$6.55M - $12.7M
|
213K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-246- 2.7% |
$8.79K - $17K
|
8.86K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
336+ 633.96% |
$12K - $23.2K
|
389
$29.8K
|