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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
4,433
shares
|
$290,051
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,376
shares
|
$286,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,375
shares
|
$286,256
0.08% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,373
shares
|
$286,125
0.01% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,232
shares
|
$276,899
0.05% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,045
shares
|
$264,664
0.01% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,946
shares
|
$258,186
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,773
shares
|
$246,867
0.05% of portfolio
|
Q4 2021
Reduced 65.62%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,581
shares
|
$234,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,501
shares
|
$229,070
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,475
shares
|
$227,369
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,327
shares
|
$217,685
0.0% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,312
shares
|
$216,704
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,272
shares
|
$214,086
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,250
shares
|
$212,647
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,163
shares
|
$206,955
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,147
shares
|
$205,908
0.0% of portfolio
|
Q1 2025
Added 15635.0%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$196,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,815
shares
|
$184,185
0.01% of portfolio
|
Q1 2025
Added 352.57%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,741
shares
|
$179,343
0.06% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,678
shares
|
$175,221
0.0% of portfolio
|
Q1 2025
Added 42.6%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,670
shares
|
$174,698
0.03% of portfolio
|
Q1 2025
Added 1290.63%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,658
shares
|
$173,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
2,617
shares
|
$171,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,397
shares
|
$156,835
0.03% of portfolio
|
Q4 2024
Added 4.35%
|