AFRM Institutional Ownership
Affirm Holdings, Inc.
1W: -1.6%
1M: +8.1%
3M: +3.7%
YTD: -1.8%
1Y: -3.6%
3Y: +298.2%
5Y: -53.2%
$72.68
+3.19 (+4.59%)
Weekly Expected Move ±8.7%
$58
$64
$70
$76
$82
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $83.4M held by 47 funds → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — AFRM
746
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$21B
Total Invested
147
New Positions
260
Increased
246
Reduced
74
Closed
1.05
Put/Call Ratio
Ownership Trends
Top Institutional Holders (827 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 26,000,572 | $1.9B | +1,408,539 | +5.7% | 22Q | SEC ↗ |
| 2 | Capital World Investors | 23,115,136 | $1.7B | +602,213 | +2.7% | 14Q | SEC ↗ |
| 3 | MORGAN STANLEY | 23,000,269 | $1.7B | +1,284,287 | +5.9% | 22Q | SEC ↗ |
| 4 | BlackRock, Inc. | 19,613,537 | $1.4B | +881,044 | +4.7% | 8Q | SEC ↗ |
| 5 | FMR LLC | 17,581,656 | $1.3B | +287,275 | +1.7% | 22Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 16,722,922 | $1.2B | +11,425,906 | +215.7% | 22Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 12,320,890 | $895M | +168,515 | +1.4% | 2Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,886,405 | $864M | +286,412 | +2.5% | 2Q | SEC ↗ |
| 9 | STATE STREET CORP | 6,349,214 | $461M | +318,073 | +5.3% | 22Q | SEC ↗ |
| 10 | BAILLIE GIFFORD & CO | 5,856,569 | $426M | +554,272 | +10.5% | 22Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5,712,491 | $415M | +189,719 | +3.4% | 22Q | SEC ↗ |
| 12 | Winslow Capital Management, LLC NEW | 4,577,562 | $333M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Durable Capital Partners LP | 4,425,406 | $322M | -1,224,028 | -21.7% | 8Q | SEC ↗ |
| 14 | NORGES BANK NEW | 3,681,211 | $268M | — | +0.0% | 1Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 2,840,260 | $206M | +65,962 | +2.4% | 15Q | SEC ↗ |
| 16 | UBS Group AG | 2,511,220 | $183M | +209,003 | +9.1% | 22Q | SEC ↗ |
| 17 | D1 Capital Partners L.P. | 1,908,511 | $139M | -28,389 | -1.5% | 6Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO | 1,875,338 | $136M | +62,217 | +3.4% | 2Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 1,814,431 | $132M | +52,046 | +3.0% | 22Q | SEC ↗ |
| 20 | SEI INVESTMENTS CO | 1,705,507 | $124M | +1,484,689 | +672.4% | 14Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,656,971 | $120M | +188,378 | +12.8% | 15Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 1,656,971 | $120M | — | +0.0% | 1Q | SEC ↗ |
| 23 | DIMENSIONAL FUND ADVISORS LP | 1,601,389 | $116M | +26,729 | +1.7% | 20Q | SEC ↗ |
| 24 | Spyglass Capital Management LLC | 1,537,840 | $112M | -124,485 | -7.5% | 20Q | SEC ↗ |
| 25 | 1832 Asset Management L.P. NEW | 1,534,400 | $112M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Foxhaven Asset Management, LP | 1,534,155 | $112M | -671,401 | -30.4% | 7Q | SEC ↗ |
| 27 | Allspring Global Investments Holdings, | 1,520,255 | $110M | -57,009 | -3.6% | 6Q | SEC ↗ |
| 28 | PRICE T ROWE ASSOCIATES INC /MD | 1,496,735 | $109M | -225,645 | -13.1% | 16Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC | 1,473,364 | $107M | +91,450 | +6.6% | 21Q | SEC ↗ |
| 30 | TREMBLANT CAPITAL GROUP | 1,464,129 | $106M | +66,881 | +4.8% | 3Q | SEC ↗ |
| 31 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1,352,200 | $98M | +271,564 | +25.1% | 5Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 1,273,728 | $93M | -283,882 | -18.2% | 15Q | SEC ↗ |
| 33 | Atreides Management, LP | 1,273,050 | $93M | +78,339 | +6.6% | 8Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC | 1,248,374 | $91M | -2,822,741 | -69.3% | 16Q | SEC ↗ |
| 35 | UBS AM, a distinct business unit of UB | 1,245,563 | $91M | +181,327 | +17.0% | 21Q | SEC ↗ |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 1,243,908 | $90M | -1,498,807 | -54.6% | 13Q | SEC ↗ |
| 37 | GILDER GAGNON HOWE & CO LLC | 1,108,083 | $81M | +150,078 | +15.7% | 11Q | SEC ↗ |
| 38 | AMERICAN CENTURY COMPANIES INC | 1,076,745 | $78M | +172,846 | +19.1% | 13Q | SEC ↗ |
| 39 | Artemis Investment Management LLP | 961,002 | $70M | +275,394 | +40.2% | 5Q | SEC ↗ |
| 40 | MARSHALL WACE, LLP | 950,683 | $69M | -1,757,291 | -64.9% | 12Q | SEC ↗ |
| 41 | Leo Wealth, LLC | 924,622 | $67M | -83 | -0.0% | 10Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 921,164 | $67M | -102,479 | -10.0% | 22Q | SEC ↗ |
| 43 | Amundi | 846,986 | $62M | +111,684 | +15.2% | 20Q | SEC ↗ |
| 44 | Nuveen, LLC | 785,978 | $57M | +148,698 | +23.3% | 6Q | SEC ↗ |
| 45 | Swiss National Bank | 785,200 | $57M | -21,600 | -2.7% | 19Q | SEC ↗ |
| 46 | FEDERATED HERMES, INC. NEW | 772,078 | $56M | — | +0.0% | 1Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 742,283 | $54M | -297,831 | -28.6% | 15Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 723,193 | $53M | +557,656 | +336.9% | 16Q | SEC ↗ |
| 49 | ALLEN OPERATIONS LLC | 721,382 | $52M | — | +0.0% | 22Q | SEC ↗ |
| 50 | Capital Impact Advisors, LLC | 704,065 | $51M | +594,148 | +540.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Winslow Capital Management, LLC | 4,577,562 | $333M |
| NORGES BANK | 3,681,211 | $268M |
| Sixth Street Partners Management Co | 1,656,971 | $120M |
| 1832 Asset Management L.P. | 1,534,400 | $112M |
| FEDERATED HERMES, INC. | 772,078 | $56M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 670,803 | $49M |
| Driehaus Capital Management LLC | 537,519 | $39M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 334,000 | $24M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 247,900 | $18M |
| Meridiem Capital Partners LP | 201,047 | $15M |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 184,420 | $13M |
| SORA INVESTORS LLC | 127,664 | $9M |
| NATIXIS ADVISORS, LLC | 126,425 | $9M |
| Maytus Capital Management, LLC | 111,847 | $8M |
| Mn Services Vermogensbeheer B.V. | 80,900 | $6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 75,511 | $5M |
| Nykredit A/S | 73,613 | $5M |
| ExodusPoint Capital Management, LP | 72,795 | $5M |
| Curated Wealth Partners LLC | 70,000 | $5M |
| KR Capital LP | 61,132 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LONE PINE CAPITAL LLC | 3,817,170 | $277M |
| Jericho Capital Asset Management L. | 3,601,248 | $262M |
| Qube Research & Technologies Ltd | 1,575,982 | $115M |
| Balyasny Asset Management L.P. | 1,149,661 | $84M |
| VESTOR CAPITAL, LLC | 769,364 | $56M |
| AustralianSuper Pty Ltd | 614,323 | $45M |
| Capital International Investors | 492,821 | $36M |
| Ilex Capital Partners (UK) LLP | 453,767 | $33M |
| NZS Capital, LLC | 366,379 | $27M |
| Bienville Capital Management, LLC | 326,395 | $24M |
| MOORE CAPITAL MANAGEMENT, LP | 323,872 | $24M |
| Longaeva Partners L.P. | 285,099 | $21M |
| PEAK6 LLC | 277,468 | $20M |
| Walleye Trading LLC | 246,078 | $18M |
| Science & Technology Partners, L.P. | 188,100 | $14M |
| OCO Capital Partners, L.P. | 150,000 | $11M |
| OGBORNE CAPITAL MANAGEMENT, LLC | 150,000 | $11M |
| Prana Capital Management, LP | 144,592 | $11M |
| AGF MANAGEMENT LTD | 134,716 | $10M |
| Woodson Capital Management, LP | 130,000 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +11,425,906 | +215.7% | 16,722,922 |
| SEI INVESTMENTS CO | +1,484,689 | +672.4% | 1,705,507 |
| Capital Research Global Investors | +1,408,539 | +5.7% | 26,000,572 |
| MORGAN STANLEY | +1,284,287 | +5.9% | 23,000,269 |
| BlackRock, Inc. | +881,044 | +4.7% | 19,613,537 |
| Capital World Investors | +602,213 | +2.7% | 23,115,136 |
| Capital Impact Advisors, LLC | +594,148 | +540.5% | 704,065 |
| AMERIPRISE FINANCIAL INC | +557,656 | +336.9% | 723,193 |
| BAILLIE GIFFORD & CO | +554,272 | +10.5% | 5,856,569 |
| Holocene Advisors, LP | +533,437 | +313.7% | 703,463 |
| Daiwa Securities Group Inc. | +504,694 | +2049.6% | 529,318 |
| CONGRESS ASSET MANAGEMENT CO | +417,470 | +4638.6% | 426,470 |
| STATE STREET CORP | +318,073 | +5.3% | 6,349,214 |
| FMR LLC | +287,275 | +1.7% | 17,581,656 |
| RAYMOND JAMES FINANCIAL INC | +287,261 | +136.2% | 498,168 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +286,412 | +2.5% | 11,886,405 |
| BIT Capital GmbH | +279,003 | +534.5% | 331,200 |
| Artemis Investment Management LLP | +275,394 | +40.2% | 961,002 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | +271,564 | +25.1% | 1,352,200 |
| Gotham Asset Management, LLC | +267,308 | +142.8% | 454,524 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -2,822,741 | -69.3% | 1,248,374 |
| MARSHALL WACE, LLP | -1,757,291 | -64.9% | 950,683 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,498,807 | -54.6% | 1,243,908 |
| Durable Capital Partners LP | -1,224,028 | -21.7% | 4,425,406 |
| Foxhaven Asset Management, LP | -671,401 | -30.4% | 1,534,155 |
| Ardmore Road Asset Management LP | -580,900 | -96.8% | 19,100 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -429,741 | -86.6% | 66,653 |
| JANE STREET GROUP, LLC | -342,887 | -33.1% | 694,088 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -297,831 | -28.6% | 742,283 |
| GOLDMAN SACHS GROUP INC | -283,882 | -18.2% | 1,273,728 |
| ThornTree Capital Partners LP | -265,765 | -31.9% | 568,524 |
| PRICE T ROWE ASSOCIATES INC /MD | -225,645 | -13.1% | 1,496,735 |
| AQR CAPITAL MANAGEMENT LLC | -201,082 | -45.9% | 237,138 |
| SG Americas Securities, LLC | -196,368 | -41.7% | 274,076 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | -164,506 | -91.5% | 15,325 |
| D. E. Shaw & Co., Inc. | -150,014 | -80.9% | 35,333 |
| Gillson Capital LP | -149,201 | -45.2% | 180,609 |
| FIRST TRUST ADVISORS LP | -143,282 | -94.3% | 8,628 |
| Andra AP-fonden | -141,900 | -89.0% | 17,500 |
| DARK FOREST CAPITAL MANAGEMENT LP | -131,501 | -87.6% | 18,568 |