AFFIRM HOLDINGS INC AFRM
$84.58
+0.9% 52w: $42.53 – $92.18
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data42.5367.3592.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
593
-47 QoQ
13F value
$11.06B
-37.8% QoQ
Smart-money holders
47
signal tier ≥ 2
New smart buyers
11
Q1 2026
Options barometer
0.8×
$461.0M calls / $579.7M puts
Institutional value by quarter
Number of holders
Who owns AFRM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | Long only active | 24.6M | $1.13B | 0.2% | +6.2% |
| Capital World Investors | Long only active | 22.5M | $1.03B | 0.1% | +3.7% |
| MORGAN STANLEY | Bank broker | 21.7M | $995.0M | 0.1% | -5.6% |
| BlackRock, Inc. | Index provider | 18.7M | $858.3M | 0.0% | -0.7% |
| FMR LLC | Long only active | 17.3M | $792.4M | 0.0% | +26.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 12.2M | $556.8M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 11.6M | $531.5M | 0.0% | — |
| STATE STREET CORP | Index provider | 6.0M | $276.3M | 0.0% | +3.1% |
| Durable Capital Partners LP ★2 | Fundamental diversified | 5.6M | $258.9M | 2.7% | +53.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.5M | $252.4M | 0.0% | +0.4% |
| BAILLIE GIFFORD & CO ★2 | Long only active | 5.3M | $243.0M | 0.2% | -3.3% |
| JPMORGAN CHASE & CO | Bank broker | 5.3M | $227.9M | 0.0% | +185.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 4.1M | $186.5M | 0.1% | +874.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.8M | $127.1M | 0.0% | +28.8% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 2.7M | $125.7M | 0.0% | +82.3% |
| MARSHALL WACE, LLP | Quant stat arb | 2.7M | $124.1M | 0.1% | -37.5% |
| UBS Group AG | Bank broker | 2.3M | $105.5M | 0.0% | +34.4% |
| Foxhaven Asset Management, LP ★3 | Fundamental concentrated | 2.2M | $101.1M | 3.2% | +15.7% |
| D1 Capital Partners L.P. ★3 | Fundamental concentrated | 1.9M | $88.7M | 0.8% | +136.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.8M | $83.1M | 0.0% | — |
| NORTHERN TRUST CORP | Index provider | 1.8M | $80.8M | 0.0% | +7.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 1.7M | $78.9M | 0.0% | +1.5% |
| Spyglass Capital Management LLC ★3 | Fundamental concentrated | 1.7M | $76.2M | 5.4% | +15.2% |
| Qube Research & Technologies Ltd | Quant stat arb | 1.6M | $72.2M | 0.1% | +21.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.6M | $72.1M | 0.0% | +11.8% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 1.6M | $71.8M | 0.1% | +23.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.6M | $71.4M | 0.0% | +26.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.5M | $67.3M | 0.0% | +5.1% |
| TREMBLANT CAPITAL GROUP ★2 | Fundamental diversified | 1.4M | $64.0M | 2.1% | +31.8% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 1.4M | $63.3M | 0.0% | +2735.6% |
| Atreides Management, LP ★2 | Fundamental concentrated | 1.2M | $54.7M | 1.3% | -13.7% |
| Balyasny Asset Management L.P. | Multistrat pod | 1.1M | $52.7M | 0.1% | +406.1% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 1.1M | $49.5M | 0.2% | +26.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1M | $48.8M | 0.0% | +1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.0M | $47.7M | 0.1% | +149.7% |
| JANE STREET GROUP, LLC | Market maker | 1.0M | $47.5M | 0.1% | +2507.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.0M | $46.9M | 0.0% | -2.2% |
| GILDER GAGNON HOWE & CO LLC | Other | 958.0K | $43.9M | 0.5% | +0.5% |
| Leo Wealth, LLC | Wealth advisor | 924.6K | $42.4M | 3.1% | 0.0% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 903.9K | $41.4M | 0.0% | -0.5% |
| ThornTree Capital Partners LP ★3 | Fundamental concentrated | 834.3K | $38.2M | 6.8% | +8.7% |
| Swiss National Bank | Index provider | 806.8K | $37.0M | 0.0% | +8.8% |
| Amundi | Diversified mechanical | 735.3K | $33.7M | 0.0% | -17.9% |
| ALLEN OPERATIONS LLC ★3 | Fundamental concentrated | 721.4K | $33.1M | 4.9% | Held |
| CITIGROUP INC | Bank broker | 713.2K | $32.7M | 0.0% | +23.4% |
| Artemis Investment Management LLP | Other | 685.6K | $31.4M | 0.3% | -13.6% |
| Pacific Heights Asset Management LLC ★2 | Fundamental diversified | 675.0K | $30.9M | 1.0% | +28.6% |
| Balyasny Asset Management L.P. | Multistrat pod | 31.5M | $29.5M | 0.1% | New |
| Nuveen, LLC | Diversified mechanical | 637.3K | $29.2M | 0.0% | +1.4% |
| Legal & General Group Plc | Diversified mechanical | 615.5K | $28.2M | 0.0% | +1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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