Latest Institutional Purchases of Affirm Holdings, Inc. (AFRM)
This list provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
31New |
$1.99K - $2.86K
|
31
$2.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 9.23% |
$1.92K - $2.77K
|
355
$25K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
29+ 0.53% |
$1.86K - $2.67K
|
5.5K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
27New |
$1.73K - $2.49K
|
27
$1.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26+ 260.0% |
$1.67K - $2.4K
|
36
$2.54K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24New |
$1.54K - $2.21K
|
24
$1.69K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.47K - $2.12K
|
23
$1.62K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$1.35K - $1.94K
|
21
$1.48K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
21+ 210.0% |
$1.35K - $1.94K
|
31
$2.19K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.19% |
$1.28K - $1.84K
|
10.3K
$727K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$1.28K - $1.84K
|
20
$1.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 0.42% |
$1.09K - $1.57K
|
4.06K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 7.73% |
$1.09K - $1.57K
|
237
$16.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.27% |
$1.02K - $1.47K
|
5.89K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 11.29% |
$897 - $1.29K
|
138
$9.73K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 12.62% |
$833 - $1.2K
|
116
$8.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$705 - $1.01K
|
11
$776
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.16% |
$512 - $737
|
5.01K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7New |
$448 - $645
|
7
$494
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$448 - $645
|
7
$494
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 20.0% |
$448 - $645
|
42
$2.96K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7New |
$448 - $645
|
7
$494
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6+ 31.58% |
$384 - $553
|
25
$1.76K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 27.27% |
$384 - $553
|
28
$1.97K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 60.0% |
$384 - $553
|
16
$1.13K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6New |
$384 - $553
|
6
$423
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4New |
$256 - $369
|
4
$282
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.7% |
$256 - $369
|
573
$40.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.09% |
$256 - $369
|
4.24K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 18.18% |
$256 - $369
|
26
$1.83K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$256 - $369
|
8
$564
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 12.0% |
$192 - $277
|
28
$1.97K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.1% |
$128 - $184
|
2.08K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.04% |
$128 - $184
|
4.91K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 40.0% |
$128 - $184
|
7
$494
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.38% |
$128 - $184
|
86
$6.06K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$128 - $184
|
2
$141
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 25.0% |
$128 - $184
|
10
$705
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$128 - $184
|
2
$141
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$64.1 - $92.2
|
1
$70.5
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1+ 0.03% |
$64.1 - $92.2
|
3.58K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$64.1 - $92.2
|
1
$70.5
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
1.28MNew |
$45.6M - $88.2M
|
1.28M
$89.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
800KNew |
$28.6M - $55.3M
|
800K
$56.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Amanah Holdings Trust
London, |
BUY
|
- |
519KNew |
$18.6M - $35.9M
|
519K
$36.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Shannon River Fund Management LLC
|
BUY
|
- |
357KNew |
$12.7M - $24.7M
|
357K
$25.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
328K+ 169.22% |
$11.7M - $22.7M
|
521K
$36.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
183K+ 611.0% |
$6.55M - $12.7M
|
213K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
178KNew |
$6.36M - $12.3M
|
178K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
134KNew |
$4.78M - $9.24M
|
134K
$9.42M
|
|