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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 102.47% |
$208K - $401K
|
11.5K
$878K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-17.7K- 59.08% |
$633K - $1.22M
|
12.3K
$939K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.11KNew |
$147K - $284K
|
4.11K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 7.26% |
$787 - $1.52K
|
325
$24.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-234K- 26.09% |
$8.37M - $16.2M
|
663K
$50.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40+ 11.05% |
$1.43K - $2.77K
|
402
$30.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.16K+ 6.03% |
$220K - $426K
|
108K
$8.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.13K+ 3.78% |
$40.5K - $78.3K
|
31.1K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 19.9% |
$42.3K - $81.9K
|
4.77K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
115New |
$4.11K - $7.95K
|
115
$8.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
45+ 81.82% |
$1.61K - $3.11K
|
100
$7.66K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-349K- 35.2% |
$12.5M - $24.1M
|
643K
$49.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.7K+ 150.16% |
$347K - $670K
|
16.2K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$322 - $622
|
9
$689
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$110K - $213K
|
3.09K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.63K+ 33.22% |
$94K - $182K
|
10.5K
$807K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.99K- 16.38% |
$71.2K - $138K
|
10.2K
$778K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
305KNew |
$10.9M - $21.1M
|
305K
$23.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.23KNew |
$151K - $292K
|
4.23K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
146+ 3.34% |
$5.22K - $10.1K
|
4.52K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-154- 14.81% |
$5.51K - $10.6K
|
886
$67.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 7.69% |
$215 - $415
|
84
$6.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.31KNew |
$154K - $298K
|
4.31K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 0.48% |
$1K - $1.94K
|
5.89K
$451K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
900+ 17.23% |
$32.2K - $62.2K
|
6.12K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11KNew |
$391K - $757K
|
11K
$838K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.5K+ 5.09% |
$89.4K - $173K
|
51.6K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.32K- 15.28% |
$47.1K - $91.1K
|
7.31K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 7.64% |
$429 - $830
|
169
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.09K+ 23.14% |
$146K - $283K
|
21.8K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.62K- 46.84% |
$201K - $388K
|
6.38K
$488K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
926+ 7.64% |
$33.1K - $64K
|
13K
$998K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
385+ 1.97% |
$13.8K - $26.6K
|
20K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 28.57% |
$143 - $277
|
10
$766
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
45.8K+ 4.81% |
$1.64M - $3.17M
|
998K
$76.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 66.67% |
$71.5 - $138
|
5
$383
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.35K+ 117.72% |
$299K - $577K
|
15.4K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$128K - $248K
|
3.58K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
30K+ 221.22% |
$1.07M - $2.07M
|
43.5K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$107 - $207
|
4
$306
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.01% |
$35.8 - $69.1
|
17.5K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
113+ 10.15% |
$4.04K - $7.81K
|
1.23K
$93.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
38.6KNew |
$1.38M - $2.67M
|
38.6K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.23KNew |
$116K - $224K
|
3.23K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.88KNew |
$174K - $337K
|
4.88K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3KNew |
$107K - $207K
|
3K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
10.6K+ 97.58% |
$379K - $734K
|
21.5K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$423K - $818K
|
11.8K
$906K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-44.5K- 96.51% |
$1.59M - $3.08M
|
1.61K
$123K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
32+ 266.67% |
$1.14K - $2.21K
|
44
$3.37K
|