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 603 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29
shares
|
$1,897
0.0% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
28
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
26
shares
|
$1,701
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25
shares
|
$1,635
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24
shares
|
$1,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
22
shares
|
$1,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,439
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$1,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
20
shares
|
$1,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
19
shares
|
$1,243
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
17
shares
|
$1,112
0.0% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
16
shares
|
$1,046
0.0% of portfolio
|
Q1 2025
Added 128.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
15
shares
|
$981
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$916
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$850
0.0% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
12
shares
|
$785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
11
shares
|
$719
0.0% of portfolio
|
Q4 2024
Reduced 64.52%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
11
shares
|
$719
0.0% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$654
0.0% of portfolio
|
Q2 2024
New holding
|