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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
313
shares
|
$24,235
0.0% of portfolio
|
Q2 2025
Added 979.31%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
310
shares
|
$24,003
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
306
shares
|
$23,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
286
shares
|
$22,144
0.0% of portfolio
|
Q2 2025
Added 1044.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
275
shares
|
$21,293
0.0% of portfolio
|
Q2 2025
Added 605.13%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
259
shares
|
$20,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
253
shares
|
$19,589
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$18,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
220
shares
|
$17,034
0.0% of portfolio
|
Q2 2025
Added 77.42%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
200
shares
|
$15,486
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
200
shares
|
$15,486
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
200
shares
|
$15,486
0.0% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
182
shares
|
$14,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
175
shares
|
$13,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
169
shares
|
$13,085
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
167
shares
|
$12,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
164
shares
|
$12,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
160
shares
|
$12,388
0.0% of portfolio
|
Q2 2025
Added 515.38%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
160
shares
|
$12,388
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
157
shares
|
$12,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
145
shares
|
$11,227
0.0% of portfolio
|
Q2 2025
Reduced 57.1%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
130
shares
|
$10,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
124
shares
|
$9,601
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
123
shares
|
$9,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
123
shares
|
$9,523
0.01% of portfolio
|
Q1 2024
Reduced 12.14%
|