Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
609+ 4.67% |
$39K - $56.1K
|
13.7K
$962K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
529KNew |
$33.9M - $48.7M
|
529K
$37.3M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200+ 200.0% |
$12.8K - $18.4K
|
300
$21.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
583New |
$37.3K - $53.7K
|
583
$41.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.19K- 98.27% |
$76.3K - $110K
|
21
$1.48K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 12.62% |
$833 - $1.2K
|
116
$8.18K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.81K+ 37.72% |
$116K - $166K
|
6.59K
$465K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26.6KNew |
$1.7M - $2.45M
|
26.6K
$1.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-800- 1.84% |
$51.2K - $73.7K
|
42.7K
$3.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 27.27% |
$384 - $553
|
28
$1.97K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
43+ 0.73% |
$2.75K - $3.96K
|
5.93K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.94K- 39.37% |
$188K - $271K
|
4.52K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-10.4K- 85.12% |
$668K - $962K
|
1.83K
$129K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$1.28K - $1.84K
|
20
$1.41K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
217+ 3.8% |
$13.9K - $20K
|
5.93K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-132- 66.0% |
$8.45K - $12.2K
|
68
$4.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 7.67% |
$79.4K - $114K
|
17.4K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
47.1K+ 91.28% |
$3.02M - $4.34M
|
98.7K
$6.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.22K+ 62.96% |
$142K - $204K
|
5.74K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.16K+ 97.53% |
$394K - $568K
|
12.5K
$880K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-9.15K- 42.6% |
$586K - $844K
|
12.3K
$870K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-100- 2.32% |
$6.41K - $9.22K
|
4.21K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.64K- 20.36% |
$618K - $889K
|
37.7K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
101KNew |
$6.47M - $9.31M
|
101K
$7.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.74K- 12.54% |
$368K - $529K
|
40.1K
$2.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.92K- 18.82% |
$315K - $453K
|
21.2K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-63- 0.92% |
$4.04K - $5.81K
|
6.76K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
36.4KNew |
$2.33M - $3.36M
|
36.4K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.37K+ 70.92% |
$536K - $772K
|
20.2K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26+ 260.0% |
$1.67K - $2.4K
|
36
$2.54K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112+ 2.27% |
$7.17K - $10.3K
|
5.04K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.34K- 20.2% |
$150K - $215K
|
9.22K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.71K- 21.29% |
$109K - $157K
|
6.3K
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$128 - $184
|
2
$141
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 6.02% |
$4.36K - $6.27K
|
1.2K
$84.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
18KNew |
$1.15M - $1.66M
|
18K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.8K- 13.09% |
$179K - $258K
|
18.6K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
619K+ 96.32% |
$39.6M - $57.1M
|
1.26M
$89M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
87New |
$5.57K - $8.02K
|
87
$6.13K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
402New |
$25.7K - $37.1K
|
402
$28.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-249- 20.31% |
$15.9K - $23K
|
977
$68.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-92- 2.82% |
$5.89K - $8.48K
|
3.17K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 7.73% |
$1.09K - $1.57K
|
237
$16.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-71- 1.98% |
$4.55K - $6.54K
|
3.51K
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
31New |
$1.99K - $2.86K
|
31
$2.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
212+ 3.46% |
$13.6K - $19.5K
|
6.34K
$447K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.84K+ 123.01% |
$502K - $723K
|
14.2K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.93KNew |
$444K - $639K
|
6.93K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
12.9KNew |
$823K - $1.18M
|
12.9K
$906K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.3K- 34.66% |
$658K - $947K
|
19.4K
$1.37M
|
|