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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
44
shares
|
$3,406
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
41
shares
|
$3,174
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$3,097
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
35
shares
|
$2,710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
35
shares
|
$2,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
35
shares
|
$2,710
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33
shares
|
$2,555
0.0% of portfolio
|
Q4 2022
Added 43.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
28
shares
|
$2,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,935
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
24
shares
|
$1,858
0.0% of portfolio
|
Q2 2025
Added 41.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
23
shares
|
$1,780
0.0% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
22
shares
|
$1,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,703
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$1,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
21
shares
|
$1,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
21
shares
|
$1,626
0.0% of portfolio
|
Q2 2025
Reduced 51.16%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
20
shares
|
$1,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
19
shares
|
$1,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
17
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Reduced 93.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
15
shares
|
$1,161
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
15
shares
|
$1,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,161
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$1,084
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$1,006
0.0% of portfolio
|
Q2 2025
Reduced 40.91%
|