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 514 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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
986
shares
|
$62,305
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
962
shares
|
$60,788
0.0% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
961
shares
|
$60,725
0.0% of portfolio
|
Q4 2023
Reduced 49.71%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
960
shares
|
$60,662
0.0% of portfolio
|
Q3 2022
Reduced 5.33%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
900
shares
|
$56,871
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
896
shares
|
$56,618
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
795
shares
|
$50,236
0.0% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
780
shares
|
$49,288
0.0% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
737
shares
|
$46,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
701
shares
|
$44,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
521
shares
|
$32,921
0.0% of portfolio
|
Q1 2023
Added 52000.0%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
513
shares
|
$32,416
0.0% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
485
shares
|
$30,647
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
461
shares
|
$29,130
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
457
shares
|
$28,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
450
shares
|
$28,435
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$26,982
0.0% of portfolio
|
Q1 2023
Added 447.44%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
425
shares
|
$26,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
402
shares
|
$25,402
0.0% of portfolio
|
Q3 2024
Reduced 90.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
400
shares
|
$25,276
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
400
shares
|
$25,276
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
370
shares
|
$23,380
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
345
shares
|
$21,800
0.0% of portfolio
|
Q3 2024
Reduced 38.94%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
330
shares
|
$20,852
0.01% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
318
shares
|
$20,094
0.0% of portfolio
|
Q1 2024
Reduced 48.54%
|