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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-181- 63.73% |
$6.47K - $12.5K
|
103
$7.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-191- 10.89% |
$6.83K - $13.2K
|
1.56K
$121K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-193- 57.1% |
$6.9K - $13.3K
|
145
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-198- 2.68% |
$7.08K - $13.7K
|
7.2K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-206- 1.76% |
$7.36K - $14.2K
|
11.5K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-212- 34.53% |
$7.58K - $14.7K
|
402
$31.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-227- 93.03% |
$8.12K - $15.7K
|
17
$1.32K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-242- 67.79% |
$8.65K - $16.7K
|
115
$8.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-246- 0.32% |
$8.79K - $17K
|
76K
$5.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-246- 2.7% |
$8.79K - $17K
|
8.86K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-250- 94.34% |
$8.94K - $17.3K
|
15
$1.16K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Holding Inc
|
SELL
|
- |
-250- 0.1% |
$8.94K - $17.3K
|
255K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-253- 2.18% |
$9.04K - $17.5K
|
11.3K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-258- 36.7% |
$9.22K - $17.8K
|
445
$34.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-271- 1.62% |
$9.69K - $18.7K
|
16.5K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-301- 0.78% |
$10.8K - $20.8K
|
38.2K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-323- 7.38% |
$11.5K - $22.3K
|
4.05K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-360- 6.75% |
$12.9K - $24.9K
|
4.97K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-388- 28.53% |
$13.9K - $26.8K
|
972
$75.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-534- 13.53% |
$19.1K - $36.9K
|
3.41K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-552- 5.96% |
$19.7K - $38.2K
|
8.71K
$674K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-624- 3.71% |
$22.3K - $43.1K
|
16.2K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-673- 12.01% |
$24.1K - $46.5K
|
4.93K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-682- 15.38% |
$24.4K - $47.2K
|
3.75K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-742- 10.88% |
$26.5K - $51.3K
|
6.08K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-771- 3.8% |
$27.6K - $53.3K
|
19.5K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-801- 1.13% |
$28.6K - $55.4K
|
69.8K
$5.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-842- 4.51% |
$30.1K - $58.2K
|
17.8K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-926- 18.63% |
$33.1K - $64K
|
4.05K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-977- 8.67% |
$34.9K - $67.5K
|
10.3K
$797K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 19.9% |
$42.3K - $81.9K
|
4.77K
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.3K- 3.87% |
$46.4K - $89.7K
|
32.3K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.32K- 15.28% |
$47.1K - $91.1K
|
7.31K
$566K
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.39K- 5.5% |
$49.7K - $96.1K
|
23.9K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.4K- 3.63% |
$50.1K - $96.8K
|
37.2K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.55K- 29.94% |
$55.5K - $107K
|
3.63K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.75K- 20.65% |
$62.6K - $121K
|
6.73K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.78K- 1.29% |
$63.5K - $123K
|
136K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.8K- 38.3% |
$64.4K - $124K
|
2.9K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.99K- 16.38% |
$71.2K - $138K
|
10.2K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-2K- 40.0% |
$71.5K - $138K
|
3K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.1K- 7.02% |
$74.9K - $145K
|
27.7K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-2.15K- 27.46% |
$76.8K - $149K
|
5.68K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.27K- 33.29% |
$81.3K - $157K
|
4.56K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.64K- 46.57% |
$94.3K - $182K
|
3.03K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.78K- 4.85% |
$99.5K - $192K
|
54.6K
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.79K- 20.77% |
$99.6K - $193K
|
10.6K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.07K- 14.49% |
$110K - $212K
|
18.1K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.14K- 32.57% |
$112K - $217K
|
6.5K
$503K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.69K- 35.05% |
$132K - $255K
|
6.84K
$529K
|