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 589 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
79
shares
|
$4,633
0.0% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
70
shares
|
$4,105
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
70
shares
|
$4,105
0.0% of portfolio
|
Q4 2023
Reduced 30.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
69
shares
|
$4,046
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
65
shares
|
$3,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
64
shares
|
$3,753
0.0% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
64
shares
|
$3,753
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
64
shares
|
$3,753
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
55
shares
|
$3,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
55
shares
|
$3,225
0.0% of portfolio
|
Q1 2023
Reduced 64.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
55
shares
|
$3,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$2,932
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$2,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
47
shares
|
$2,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
45
shares
|
$2,639
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43
shares
|
$2,521
0.0% of portfolio
|
Q4 2024
Added 207.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$2,404
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
40
shares
|
$2,346
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
37
shares
|
$2,170
0.0% of portfolio
|
Q4 2024
Reduced 79.1%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
35
shares
|
$2,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
34
shares
|
$1,994
0.0% of portfolio
|
Q4 2024
Added 277.78%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33
shares
|
$1,935
0.0% of portfolio
|
Q4 2022
Added 43.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
28
shares
|
$1,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
27
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
25
shares
|
$1,466
0.0% of portfolio
|
Q4 2024
Added 56.25%
|