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 664 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,279
shares
|
$408,752
0.0% of portfolio
|
Q2 2025
Reduced 72.92%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,253
shares
|
$406,739
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
5,082
shares
|
$393,499
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,044
shares
|
$390,556
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,006
shares
|
$387,614
0.0% of portfolio
|
Q2 2025
Added 139.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,000
shares
|
$387,150
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,999
shares
|
$387,072
0.02% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
4,973
shares
|
$385,059
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,931
shares
|
$381,807
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,907
shares
|
$379,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,881
shares
|
$377,935
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,850
shares
|
$375,535
0.02% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
4,785
shares
|
$370,502
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,766
shares
|
$369,031
0.0% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,631
shares
|
$358,578
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,556
shares
|
$352,771
0.01% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,519
shares
|
$349,906
0.01% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
4,511
shares
|
$349,286
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
4,482
shares
|
$347,041
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,380
shares
|
$339,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,328
shares
|
$335,117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,305
shares
|
$333,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
4,305
shares
|
$333,336
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
4,237
shares
|
$328,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,236
shares
|
$327,993
0.03% of portfolio
|
Q2 2025
Added 50.48%
|