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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,358
shares
|
$546,863
0.01% of portfolio
|
Q1 2021
Reduced 69.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
8,350
shares
|
$546,340
0.18% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
8,266
shares
|
$540,844
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,097
shares
|
$529,786
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
8,007
shares
|
$523,898
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,910
shares
|
$517,551
0.0% of portfolio
|
Q1 2025
Added 115.3%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,856
shares
|
$514,018
0.06% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,737
shares
|
$506,231
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
7,694
shares
|
$503,418
0.1% of portfolio
|
Q1 2025
Added 94.34%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,667
shares
|
$501,651
0.51% of portfolio
|
Q1 2024
Reduced 25.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,555
shares
|
$494,323
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
7,464
shares
|
$488,369
0.0% of portfolio
|
Q1 2025
Reduced 75.76%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
7,396
shares
|
$483,920
0.29% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,250
shares
|
$474,367
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,230
shares
|
$473,058
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
7,012
shares
|
$458,795
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
7,000
shares
|
$458,010
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
6,970
shares
|
$456,047
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,866
shares
|
$449,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
6,800
shares
|
$444,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,734
shares
|
$440,605
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
6,713
shares
|
$439,231
0.05% of portfolio
|
Q1 2025
Reduced 85.72%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
6,612
shares
|
$432,623
0.01% of portfolio
|
Q1 2025
Reduced 27.72%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
6,511
shares
|
$426,014
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,467
shares
|
$423,135
0.0% of portfolio
|
Q1 2025
Reduced 91.38%
|