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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,232
shares
|
$327,683
0.05% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,229
shares
|
$327,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,225
shares
|
$327,141
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,109
shares
|
$318,159
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
4,052
shares
|
$313,746
0.11% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,045
shares
|
$313,204
0.01% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
4,038
shares
|
$312,662
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
4,020
shares
|
$311,268
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,840
shares
|
$297,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
3,824
shares
|
$296,092
0.0% of portfolio
|
Q2 2025
Reduced 90.42%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,773
shares
|
$292,143
0.05% of portfolio
|
Q4 2021
Reduced 65.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,766
shares
|
$291,601
0.02% of portfolio
|
Q2 2025
Reduced 77.24%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,751
shares
|
$290,439
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,738
shares
|
$289,433
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,667
shares
|
$283,935
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,634
shares
|
$281,380
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,626
shares
|
$280,761
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,581
shares
|
$277,276
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,580
shares
|
$277,199
0.0% of portfolio
|
Q2 2025
Added 117.89%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
3,541
shares
|
$274,179
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,540
shares
|
$274,102
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
3,523
shares
|
$272,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,501
shares
|
$271,082
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,475
shares
|
$269,069
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,472
shares
|
$268,836
0.01% of portfolio
|
Q2 2025
New holding
|