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AFRM Smart Money

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%)
Pre-Market: $72.17 (-0.51, -0.70%)
Weekly Expected Move ±8.7%
$58 $64 $70 $76 $82
NASDAQ · Financial Services · Financial - Credit Services · Tech Score Neutral · Power 48 · $21.6B mcap · 284M float · 1.47% daily turnover · Short 50% of daily vol
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.

🏦 Institutional Activity

Latest: Q2 2026
746
Institutions Holding
+16 vs prior
98.1%
Ownership
+44.00%
147 New
260 Increased
246 Reduced
74 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-09 O'Hare Robert officer: chief financial officer S-Sale 65,591 $80.02 $5.2M Filing
2026-09-14 Jiyane Siphelele officer: chief accounting officer S-Sale 26,980 $72.19 $1.9M Filing
2026-09-04 Jiyane Siphelele officer: chief accounting officer S-Sale 25,000 $72.41 $1.8M Filing
2026-09-03 Adkins Katherine officer: chief legal officer S-Sale 41,664 $75.53 $3.1M Filing
2026-09-02 O'Hare Robert officer: chief financial officer S-Sale 5,886 $74.02 $436K Filing
2026-09-01 O'Hare Robert officer: chief financial officer M-Option Exercise 11,987 $— $0 Filing
2026-09-01 Jiyane Siphelele officer: chief accounting officer M-Option Exercise 9,038 $— $0 Filing
2026-09-01 Jiyane Siphelele officer: chief accounting officer F-Tax Withholding 3,558 $69.94 $249K Filing
2026-09-01 Linford Michael officer: president M-Option Exercise 11,719 $— $0 Filing
2026-09-01 Linford Michael officer: president F-Tax Withholding 4,662 $69.94 $326K Filing
2026-09-01 Michalek Libor officer: president M-Option Exercise 11,364 $— $0 Filing
2026-09-01 Michalek Libor officer: president F-Tax Withholding 5,784 $69.94 $405K Filing
2026-09-01 O'Hare Robert officer: chief financial officer F-Tax Withholding 6,101 $69.94 $427K Filing
2026-09-01 O'Hare Robert officer: chief financial officer S-Sale 15,545 $71.59 $1.1M Filing
2026-09-01 O'Hare Robert officer: chief financial officer S-Sale 200 $72.51 $15K Filing
2026-09-01 Adkins Katherine officer: chief legal officer M-Option Exercise 10,594 $— $0 Filing
2026-09-01 Adkins Katherine officer: chief legal officer F-Tax Withholding 4,795 $69.94 $335K Filing
2026-09-01 Adkins Katherine officer: chief legal officer S-Sale 23,765 $70.13 $1.7M Filing
2026-09-01 Adkins Katherine officer: chief legal officer S-Sale 15,599 $71.00 $1.1M Filing
2026-09-01 Adkins Katherine officer: chief legal officer S-Sale 2,300 $71.87 $165K Filing
2026-08-28 Linford Michael officer: chief operating officer S-Sale 79,219 $90.01 $7.1M Filing
2026-08-12 Watson Noel Bertram director S-Sale 2,000 $77.86 $156K Filing
2026-08-01 Michalek Libor officer: president F-Tax Withholding 1,189 $71.51 $85K Filing
2026-08-01 Adkins Katherine officer: chief legal officer F-Tax Withholding 634 $71.51 $45K Filing
2026-08-01 Linford Michael officer: chief operating officer F-Tax Withholding 970 $71.51 $69K Filing

🏛️ Congressional Trades

7 records
Date Politician Chamber Type Amount Filing
2024-02-02 James Calhoun House Buy $1,001 - $15,000 Filing
2023-04-10 Daniel Goldman House Buy $1,001 - $15,000 Filing
2022-03-04 Thomas Suozzi House Sell $1,001 - $15,000 Filing
2022-02-11 Josh Gottheimer House Sell $1,001 - $15,000 Filing
2021-12-28 Josh Gottheimer House Sell $1,001 - $15,000 Filing
2021-10-13 Thomas Suozzi House Buy $15,001 - $50,000 Filing
2021-10-12 Josh Gottheimer House Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Capital Research Global Investors 26,000,572 $2.1B +1,408,539 2026-06-30 Filing
Capital World Investors 23,115,136 $1.9B +602,213 2026-06-30 Filing
MORGAN STANLEY 23,000,269 $1.9B +1,284,287 2026-06-30 Filing
BlackRock, Inc. 19,613,537 $1.6B +881,044 2026-06-30 Filing
FMR LLC 17,581,656 $1.4B +287,275 2026-06-30 Filing
JPMORGAN CHASE & CO 16,722,922 $1.4B +11,425,906 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 12,320,890 $1.0B +168,515 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 11,886,405 $969M +286,412 2026-06-30 Filing
STATE STREET CORP 6,349,214 $518M +318,073 2026-06-30 Filing
BAILLIE GIFFORD & CO 5,856,569 $478M +554,272 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 5,712,491 $465M +189,719 2026-06-30 Filing
Winslow Capital Management, LLC 4,577,562 $373M +4,577,562 2026-06-30 Filing
Durable Capital Partners LP 4,425,406 $361M -1,224,028 2026-06-30 Filing
NORGES BANK 3,681,211 $300M +3,681,211 2026-06-30 Filing
BANK OF AMERICA CORP /DE 2,840,260 $232M +65,962 2026-06-30 Filing
UBS Group AG 2,511,220 $205M +209,003 2026-06-30 Filing
D1 Capital Partners L.P. 1,908,511 $156M -28,389 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 1,875,338 $153M +62,217 2026-06-30 Filing
NORTHERN TRUST CORP 1,814,431 $148M +52,046 2026-06-30 Filing
SEI INVESTMENTS CO 1,705,507 $139M +1,484,689 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms