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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$6,543
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
100
shares
|
$6,543
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$6,543
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$6,543
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
98
shares
|
$6,412
0.0% of portfolio
|
Q1 2023
Reduced 98.91%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
80
shares
|
$5,234
0.0% of portfolio
|
Q4 2021
Added 60.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
78
shares
|
$5,103
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
70
shares
|
$4,580
0.0% of portfolio
|
Q4 2023
Reduced 30.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
69
shares
|
$4,514
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$4,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
64
shares
|
$4,187
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
55
shares
|
$3,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
55
shares
|
$3,598
0.0% of portfolio
|
Q1 2023
Reduced 64.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
55
shares
|
$3,598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
53
shares
|
$3,467
0.0% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$3,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
44
shares
|
$2,878
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
43
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
43
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
41
shares
|
$2,682
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$2,617
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
39
shares
|
$2,551
0.0% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
35
shares
|
$2,290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
35
shares
|
$2,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33
shares
|
$2,159
0.0% of portfolio
|
Q4 2022
Added 43.48%
|