Institutional Ownership Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM). We have compiled data on the 599 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,378
shares
|
$744,462
0.0% of portfolio
|
Q1 2025
Added 103.94%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,366
shares
|
$743,677
0.04% of portfolio
|
Q3 2024
Reduced 28.15%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,267
shares
|
$737,199
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
11,237
shares
|
$735,236
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,052
shares
|
$723,132
0.0% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
10,950
shares
|
$716,458
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,852
shares
|
$710,046
0.02% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
10,770
shares
|
$704,681
0.14% of portfolio
|
Q4 2021
Added 81.8%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
10,525
shares
|
$688,650
0.0% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
10,309
shares
|
$674,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
10,200
shares
|
$667,386
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,032
shares
|
$656,393
0.01% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Diker Management LLC
New York, NY |
May 22, 2025 Q1 2025 |
10,000
shares
|
$654,300
0.56% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
9,964
shares
|
$651,944
0.07% of portfolio
|
Q1 2025
Added 53.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,805
shares
|
$641,541
0.01% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,799
shares
|
$641,148
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,633
shares
|
$630,287
0.0% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
9,542
shares
|
$624,333
0.08% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
9,258
shares
|
$605,750
0.0% of portfolio
|
Q1 2025
Reduced 34.7%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
9,103
shares
|
$595,609
0.03% of portfolio
|
Q1 2025
Reduced 32.18%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,658
shares
|
$566,492
0.03% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
8,626
shares
|
$564,399
0.02% of portfolio
|
Q1 2025
Added 92.24%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
8,582
shares
|
$561,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
8,475
shares
|
$554,519
0.17% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,401
shares
|
$549,677
0.0% of portfolio
|
Q1 2025
Added 5.83%
|