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 592 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $9.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
8,200
shares
|
$393,190
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,037
shares
|
$385,374
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,985
shares
|
$382,880
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
7,965
shares
|
$381,921
0.16% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
7,942
shares
|
$380,818
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,938
shares
|
$380,627
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
7,827
shares
|
$375,304
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,737
shares
|
$370,989
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
7,689
shares
|
$368,687
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
7,674
shares
|
$367,968
0.03% of portfolio
|
Q4 2024
Added 147.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,668
shares
|
$367,680
0.01% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,667
shares
|
$367,632
0.51% of portfolio
|
Q1 2024
Reduced 25.28%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
7,230
shares
|
$346,678
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
7,057
shares
|
$338,383
0.36% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
7,000
shares
|
$335,650
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,921
shares
|
$331,861
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,751
shares
|
$323,710
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,704
shares
|
$321,456
0.0% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
6,507
shares
|
$312,010
0.08% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
6,501
shares
|
$311,722
0.02% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,461
shares
|
$309,804
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
6,400
shares
|
$306,880
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,348
shares
|
$304,386
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
6,341
shares
|
$304,050
0.14% of portfolio
|
Q4 2024
Reduced 91.05%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,205
shares
|
$297,529
0.07% of portfolio
|
Q3 2024
New holding
|