Institutional Ownership Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM). We have compiled data on the 736 institutions that hold shares in the stock, with a total of 212 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
7,162
shares
|
$504,992
0.0% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
7,107
shares
|
$501,114
0.13% of portfolio
|
Q4 2025
Added 18.83%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
7,031
shares
|
$495,755
0.37% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
7,027
shares
|
$495,473
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
7,000
shares
|
$493,570
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,966
shares
|
$491,172
0.01% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
6,932
shares
|
$488,775
0.06% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
6,928
shares
|
$488,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,845
shares
|
$482,640
0.01% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,769
shares
|
$477,282
0.0% of portfolio
|
Q3 2025
Added 28.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,756
shares
|
$476,365
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
6,737
shares
|
$475,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
6,725
shares
|
$474,179
0.15% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
6,590
shares
|
$464,660
0.08% of portfolio
|
Q3 2025
Added 37.72%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
6,520
shares
|
$459,725
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
6,511
shares
|
$459,090
0.0% of portfolio
|
Q4 2025
Reduced 37.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,356
shares
|
$448,161
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,335
shares
|
$446,680
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
6,327
shares
|
$446,116
0.07% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
6,017
shares
|
$424,258
0.05% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
5,959
shares
|
$420,169
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5,933
shares
|
$418,335
0.06% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
5,928
shares
|
$417,983
0.02% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,900
shares
|
$416,009
0.0% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,889
shares
|
$415,233
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|