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
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
464+ 3.9% |
$16.6K - $32.1K
|
12.4K
$946K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
427+ 18.48% |
$15.3K - $29.5K
|
2.74K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
404New |
$14.4K - $27.9K
|
404
$30.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
385+ 1.97% |
$13.8K - $26.6K
|
20K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
375+ 468.75% |
$13.4K - $25.9K
|
455
$34.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
374+ 15.69% |
$13.4K - $25.9K
|
2.76K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
352+ 5.41% |
$12.6K - $24.3K
|
6.86K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
336+ 633.96% |
$12K - $23.2K
|
389
$29.8K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
329+ 4.89% |
$11.8K - $22.7K
|
7.06K
$541K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306New |
$10.9K - $21.2K
|
306
$23.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
305+ 2178.57% |
$10.9K - $21.1K
|
319
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
284+ 979.31% |
$10.2K - $19.6K
|
313
$24K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
280+ 190.48% |
$10K - $19.4K
|
427
$32.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
264+ 86.56% |
$9.44K - $18.3K
|
569
$43.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
261+ 1044.0% |
$9.33K - $18K
|
286
$21.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
246+ 0.63% |
$8.79K - $17K
|
39.4K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
242New |
$8.65K - $16.7K
|
242
$18.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
236+ 605.13% |
$8.44K - $16.3K
|
275
$21.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
236+ 41.92% |
$8.44K - $16.3K
|
799
$61.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
183+ 1.31% |
$6.54K - $12.7K
|
14.2K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
182New |
$6.51K - $12.6K
|
182
$13.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 15.56% |
$6.26K - $12.1K
|
1.3K
$99.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
158+ 3.88% |
$5.65K - $10.9K
|
4.23K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
157New |
$5.61K - $10.9K
|
157
$12K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
146+ 3.34% |
$5.22K - $10.1K
|
4.52K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
134+ 515.38% |
$4.79K - $9.26K
|
160
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
129+ 1.51% |
$4.61K - $8.92K
|
8.66K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
126+ 0.59% |
$4.5K - $8.71K
|
21.5K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123New |
$4.4K - $8.5K
|
123
$9.42K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
115New |
$4.11K - $7.95K
|
115
$8.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
113+ 10.15% |
$4.04K - $7.81K
|
1.23K
$93.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$3.58K - $6.91K
|
100
$7.66K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$3.43K - $6.64K
|
96
$7.35K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
96+ 77.42% |
$3.43K - $6.64K
|
220
$16.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 23.47% |
$3.43K - $6.64K
|
505
$38.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
94New |
$3.36K - $6.5K
|
94
$7.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
86+ 0.65% |
$3.07K - $5.95K
|
13.3K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
65+ 1.05% |
$2.32K - $4.49K
|
6.27K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57+ 1.14% |
$2.04K - $3.94K
|
5.04K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
49+ 0.39% |
$1.75K - $3.39K
|
12.7K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
48+ 1.04% |
$1.72K - $3.32K
|
4.64K
$356K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
47New |
$1.68K - $3.25K
|
47
$3.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
45+ 81.82% |
$1.61K - $3.11K
|
100
$7.66K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40+ 11.05% |
$1.43K - $2.77K
|
402
$30.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 225.0% |
$1.29K - $2.49K
|
52
$3.98K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
35+ 0.29% |
$1.25K - $2.42K
|
12.3K
$942K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
34+ 20.48% |
$1.22K - $2.35K
|
200
$15.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
32+ 266.67% |
$1.14K - $2.21K
|
44
$3.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 0.48% |
$1K - $1.94K
|
5.89K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
26+ 0.44% |
$930 - $1.8K
|
5.87K
$450K
|