Purchases and Sales Made in Q2 2025 in Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM) during Q2 2025. The information is specifically focused on institutions that hold shares of Affirm Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.72K+ 5.67% |
$240K - $465K
|
125K
$9.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38KNew |
$228K - $441K
|
6.38K
$488K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.16K+ 6.03% |
$220K - $426K
|
108K
$8.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.13KNew |
$219K - $424K
|
6.13K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97KNew |
$213K - $413K
|
5.97K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.92K+ 106.51% |
$212K - $409K
|
11.5K
$879K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.83K+ 36.79% |
$208K - $403K
|
21.7K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 102.47% |
$208K - $401K
|
11.5K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.74K+ 3.35% |
$205K - $397K
|
177K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.65KNew |
$202K - $391K
|
5.65K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
5.62KNew |
$201K - $389K
|
5.62K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.35K+ 4.9% |
$191K - $370K
|
115K
$8.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.25KNew |
$188K - $363K
|
5.25K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5K+ 3.92% |
$179K - $346K
|
132K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.91KNew |
$175K - $339K
|
4.91K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.88KNew |
$174K - $337K
|
4.88K
$374K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.79KNew |
$171K - $331K
|
4.79K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.78K+ 178.49% |
$171K - $330K
|
7.46K
$571K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.73K+ 172.46% |
$169K - $327K
|
7.47K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.63KNew |
$166K - $320K
|
4.63K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.51KNew |
$161K - $312K
|
4.51K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.48KNew |
$160K - $310K
|
4.48K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.38KNew |
$157K - $303K
|
4.38K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.33KNew |
$155K - $299K
|
4.33K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.31KNew |
$154K - $298K
|
4.31K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.31KNew |
$154K - $298K
|
4.31K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24KNew |
$151K - $293K
|
4.24K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.23KNew |
$151K - $292K
|
4.23K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$151K - $292K
|
4.23K
$323K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.14K+ 8.94% |
$148K - $286K
|
50.5K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.13K+ 5.97% |
$148K - $286K
|
73.4K
$5.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.11KNew |
$147K - $284K
|
4.11K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.09K+ 23.14% |
$146K - $283K
|
21.8K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
4.04KNew |
$144K - $279K
|
4.04K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4.02KNew |
$144K - $278K
|
4.02K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.84KNew |
$137K - $265K
|
3.84K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.74KNew |
$134K - $258K
|
3.74K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.67KNew |
$131K - $254K
|
3.67K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.63KNew |
$130K - $251K
|
3.63K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.6K+ 26.12% |
$129K - $249K
|
17.4K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$128K - $248K
|
3.58K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
3.54KNew |
$127K - $245K
|
3.54K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.54KNew |
$127K - $245K
|
3.54K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$126K - $244K
|
3.52K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.49K+ 4.37% |
$125K - $241K
|
83.3K
$6.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48KNew |
$124K - $240K
|
3.48K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47KNew |
$124K - $240K
|
3.47K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 26.77% |
$123K - $239K
|
16.4K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.34K+ 21.51% |
$120K - $231K
|
18.9K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.27KNew |
$117K - $226K
|
3.27K
$251K
|