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 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8New |
$286 - $553
|
8
$612
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.84K+ 6.97% |
$245K - $473K
|
105K
$8.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
3.54KNew |
$127K - $245K
|
3.54K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306New |
$10.9K - $21.2K
|
306
$23.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.13% |
$71.5 - $138
|
1.52K
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.54KNew |
$90.7K - $175K
|
2.54K
$194K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.6KNew |
$1.06M - $2.05M
|
29.6K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-242- 67.79% |
$8.65K - $16.7K
|
115
$8.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.04KNew |
$109K - $210K
|
3.04K
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.64K+ 9.36% |
$58.5K - $113K
|
19.1K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
134+ 515.38% |
$4.79K - $9.26K
|
160
$12.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.84KNew |
$137K - $265K
|
3.84K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.6K+ 26.12% |
$129K - $249K
|
17.4K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.63KNew |
$166K - $320K
|
4.63K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4+ 9.3% |
$143 - $277
|
47
$3.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.14K+ 8.94% |
$148K - $286K
|
50.5K
$3.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.1K- 7.02% |
$74.9K - $145K
|
27.7K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-17.7K- 16.98% |
$633K - $1.22M
|
86.5K
$6.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
65+ 1.05% |
$2.32K - $4.49K
|
6.27K
$480K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
47New |
$1.68K - $3.25K
|
47
$3.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.13KNew |
$219K - $424K
|
6.13K
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.42K+ 50.48% |
$50.8K - $98.2K
|
4.24K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-323- 7.38% |
$11.5K - $22.3K
|
4.05K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.06K+ 3.68% |
$109K - $211K
|
86.2K
$6.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-227- 93.03% |
$8.12K - $15.7K
|
17
$1.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.01K+ 4.53% |
$36K - $69.6K
|
23.2K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
610+ 11.14% |
$21.8K - $42.2K
|
6.09K
$466K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 15.89% |
$320K - $619K
|
47.4K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 1.08% |
$71K - $137K
|
186K
$14.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
404New |
$14.4K - $27.9K
|
404
$30.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
55K+ 17.19% |
$1.97M - $3.8M
|
375K
$28.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
375+ 468.75% |
$13.4K - $25.9K
|
455
$34.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
547New |
$19.6K - $37.8K
|
547
$41.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$393 - $761
|
11
$842
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.26KNew |
$116K - $225K
|
3.26K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-98- 1.3% |
$3.5K - $6.78K
|
7.46K
$571K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.2K+ 12.6% |
$43K - $83.1K
|
10.7K
$823K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$787 - $1.52K
|
22
$1.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10+ 0.15% |
$358 - $691
|
6.62K
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-7- 87.5% |
$250 - $484
|
1
$76.6
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
126K+ 121.74% |
$4.51M - $8.72M
|
230K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
26+ 0.44% |
$930 - $1.8K
|
5.87K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.4% |
$715 - $1.38K
|
5.08K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-250- 94.34% |
$8.94K - $17.3K
|
15
$1.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.6K+ 19.05% |
$272K - $525K
|
47.5K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.7K- 23.68% |
$132K - $256K
|
11.9K
$912K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
696+ 134.62% |
$24.9K - $48.1K
|
1.21K
$92.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-292K- 59.57% |
$10.5M - $20.2M
|
198K
$15.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$126K - $244K
|
3.52K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.08K- 83.9% |
$217K - $421K
|
1.17K
$89.3K
|