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 459 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
402
shares
|
$16,932
0.0% of portfolio
|
Q3 2024
Reduced 90.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
400
shares
|
$16,848
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
400
shares
|
$16,848
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
399
shares
|
$16,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
365
shares
|
$15,373
0.0% of portfolio
|
Q2 2024
Added 225.89%
|
|
|
Amundi
Paris, I0 |
Aug 14, 2024 Q2 2024 |
336
shares
|
$14,152
0.0% of portfolio
|
Q2 2024
Reduced 99.88%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
330
shares
|
$13,899
0.01% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
318
shares
|
$13,394
0.0% of portfolio
|
Q1 2024
Reduced 48.54%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
315
shares
|
$13,267
0.0% of portfolio
|
Q2 2022
Added 530.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
314
shares
|
$13,225
0.01% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
304
shares
|
$12,804
0.0% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
287
shares
|
$12,088
0.0% of portfolio
|
Q3 2024
Added 131.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
253
shares
|
$10,656
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
207
shares
|
$8,718
0.01% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
200
shares
|
$8,424
0.0% of portfolio
|
Q3 2024
Reduced 83.87%
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
200
shares
|
$8,424
0.0% of portfolio
|
Q1 2022
Reduced 92.72%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
200
shares
|
$8,424
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
183
shares
|
$7,707
0.0% of portfolio
|
Q2 2024
Added 6000.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
177
shares
|
$7,455
0.0% of portfolio
|
Q3 2024
Added 365.79%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
167
shares
|
$7,034
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
160
shares
|
$6,739
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
145
shares
|
$6,107
0.0% of portfolio
|
Q2 2024
Added 2800.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
123
shares
|
$5,180
0.0% of portfolio
|
Q1 2024
Reduced 12.14%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
120
shares
|
$5,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
115
shares
|
$4,843
0.0% of portfolio
|
Q3 2022
Reduced 72.29%
|