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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
21.2KNew |
$758K - $1.47M
|
21.2K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 25.71% |
$644 - $1.24K
|
88
$6.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.8KNew |
$315K - $608K
|
8.8K
$620K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16.3KNew |
$583K - $1.13M
|
16.3K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-30.5K- 67.57% |
$1.09M - $2.11M
|
14.6K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14+ 155.56% |
$501 - $968
|
23
$1.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47KNew |
$124K - $240K
|
3.47K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.8K- 38.3% |
$64.4K - $124K
|
2.9K
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
22.6KNew |
$808K - $1.56M
|
22.6K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
4.04KNew |
$144K - $279K
|
4.04K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
183K+ 611.0% |
$6.55M - $12.7M
|
213K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
3.54KNew |
$127K - $245K
|
3.54K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306New |
$10.9K - $21.2K
|
306
$21.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.13% |
$71.5 - $138
|
1.52K
$107K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-242- 67.79% |
$8.65K - $16.7K
|
115
$8.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.63KNew |
$166K - $320K
|
4.63K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.1K- 7.02% |
$74.9K - $145K
|
27.7K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-227- 93.03% |
$8.12K - $15.7K
|
17
$1.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
375+ 468.75% |
$13.4K - $25.9K
|
455
$32.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
547New |
$19.6K - $37.8K
|
547
$38.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$393 - $761
|
11
$776
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10+ 0.15% |
$358 - $691
|
6.62K
$467K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-7- 87.5% |
$250 - $484
|
1
$70.5
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.4% |
$715 - $1.38K
|
5.08K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-250- 94.34% |
$8.94K - $17.3K
|
15
$1.06K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.6K+ 19.05% |
$272K - $525K
|
47.5K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.11KNew |
$147K - $284K
|
4.11K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40+ 11.05% |
$1.43K - $2.77K
|
402
$28.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
115New |
$4.11K - $7.95K
|
115
$8.11K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
45+ 81.82% |
$1.61K - $3.11K
|
100
$7.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$322 - $622
|
9
$635
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.63K+ 33.22% |
$94K - $182K
|
10.5K
$743K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.99K- 16.38% |
$71.2K - $138K
|
10.2K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-154- 14.81% |
$5.51K - $10.6K
|
886
$62.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11KNew |
$391K - $757K
|
11K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 7.64% |
$429 - $830
|
169
$11.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.88KNew |
$174K - $337K
|
4.88K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3KNew |
$107K - $207K
|
3K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
32+ 266.67% |
$1.14K - $2.21K
|
44
$3.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123New |
$4.4K - $8.5K
|
123
$8.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
12New |
$429 - $830
|
12
$846
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
853New |
$30.5K - $59K
|
853
$60.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48KNew |
$124K - $240K
|
3.48K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
18.9KNew |
$677K - $1.31M
|
18.9K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.65KNew |
$202K - $391K
|
5.65K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 40.91% |
$322 - $622
|
13
$917
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
305+ 2178.57% |
$10.9K - $21.1K
|
319
$22.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.2KNew |
$365K - $705K
|
10.2K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-2.15K- 27.46% |
$76.8K - $149K
|
5.68K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.25KNew |
$116K - $225K
|
3.25K
$229K
|
|