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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$14.4K - $18K
|
500
$35.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
20New |
$574 - $720
|
20
$1.41K
|
|
|
Jul 11, 2024
Q2 2024
|
Industry Ventures, L.L.C.
|
BUY
|
- |
24.2KNew |
$695K - $872K
|
24.2K
$1.71M
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-19- 44.19% |
$635 - $935
|
24
$1.69K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-9.36KClosed |
$313K - $460K
|
0
$0
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
18KNew |
$602K - $886K
|
18K
$1.27M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$267 - $394
|
8
$564
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
132+ 0.54% |
$4.41K - $6.5K
|
24.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.56K- 10.95% |
$52.3K - $77K
|
12.7K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.51K- 17.95% |
$83.9K - $124K
|
11.5K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
75New |
$2.51K - $3.69K
|
75
$5.29K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
25KNew |
$836K - $1.23M
|
25K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 25.66% |
$428K - $630K
|
62.7K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.66KNew |
$223K - $328K
|
6.66K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-2.59K- 25.28% |
$86.7K - $128K
|
7.67K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
2.6KNew |
$86.9K - $128K
|
2.6K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.07K+ 62.98% |
$136K - $200K
|
10.5K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.4K- 24.88% |
$80K - $118K
|
7.23K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-24.1K- 99.49% |
$805K - $1.19M
|
123
$8.67K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
7.79KNew |
$260K - $383K
|
7.79K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
18.6K+ 44.48% |
$622K - $916K
|
60.5K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$775K - $1.14M
|
23.2K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
2.5K+ 5.43% |
$83.6K - $123K
|
48.5K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$267 - $394
|
8
$564
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3+ 0.16% |
$100 - $148
|
1.85K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 7.02% |
$134 - $197
|
61
$4.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
32K+ 7.6% |
$1.07M - $1.58M
|
453K
$32M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
200New |
$6.68K - $9.84K
|
200
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
300New |
$10K - $14.8K
|
300
$21.2K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$3.34K - $4.92K
|
100
$7.05K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.5K+ 40.93% |
$886K - $1.3M
|
91.3K
$6.44M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
PUT |
-100K- 28.57% |
$3.34M - $4.92M
|
250K
$17.6M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-397- 6.27% |
$13.3K - $19.5K
|
5.93K
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300New |
$10K - $14.8K
|
300
$21.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10KNew |
$334K - $492K
|
10K
$705K
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-67.9K- 8.96% |
$2.27M - $3.34M
|
690K
$48.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-130K- 88.58% |
$4.35M - $6.41M
|
16.8K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
26.9KNew |
$899K - $1.32M
|
26.9K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.34K- 3.63% |
$44.9K - $66.1K
|
35.6K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 18.66% |
$105K - $155K
|
13.7K
$965K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 12.14% |
$568 - $837
|
123
$8.67K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2025
Q4 2023
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-2.26KClosed |
$37.6K - $116K
|
0
$0
|
|
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
CALL |
4KNew |
$66.6K - $206K
|
4K
$282K
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.09KNew |
$68K - $210K
|
4.09K
$288K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$85.4K - $264K
|
5.13K
$362K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$499 - $1.54K
|
30
$2.12K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-120- 63.16% |
$2K - $6.17K
|
70
$4.94K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
669New |
$11.1K - $34.4K
|
669
$47.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
100KNew |
$1.66M - $5.14M
|
100K
$7.05M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20New |
$333 - $1.03K
|
20
$1.41K
|
|