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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
265
shares
|
$17,338
0.0% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
253
shares
|
$16,553
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
244
shares
|
$15,964
0.0% of portfolio
|
Q1 2025
Added 1335.29%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$15,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
234
shares
|
$15,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
220
shares
|
$14,394
0.0% of portfolio
|
Q2 2025
Added 77.42%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
200
shares
|
$13,086
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
200
shares
|
$13,086
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
200
shares
|
$13,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
175
shares
|
$11,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
167
shares
|
$10,926
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
166
shares
|
$10,861
0.0% of portfolio
|
Q1 2025
Added 137.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
164
shares
|
$10,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
160
shares
|
$10,468
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
157
shares
|
$10,272
0.0% of portfolio
|
Q3 2024
Added 82.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
151
shares
|
$9,879
0.0% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
147
shares
|
$9,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
145
shares
|
$9,487
0.0% of portfolio
|
Q2 2025
Reduced 57.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
135
shares
|
$8,833
0.0% of portfolio
|
Q4 2024
Reduced 96.65%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
130
shares
|
$8,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
123
shares
|
$8,047
0.01% of portfolio
|
Q1 2024
Reduced 12.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
123
shares
|
$8,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
120
shares
|
$7,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
110
shares
|
$7,197
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
103
shares
|
$6,739
0.0% of portfolio
|
Q2 2025
Reduced 63.73%
|