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Affirm (AFRM) Institutional Ownership

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$85.79 +1.21 (+1.43%)
As of 01:37 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Affirm (NASDAQ:AFRM)

Current
Institutional Ownership
Percentage
69.29%
Number of
Institutional Buyers
(last 12 months)
438
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$2.30B
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AFRM Institutional Buying and Selling by Quarter

Affirm Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc4,652$379K0.0%+34.7%0.001%
7/2/2026 CX Institutional1,045$85K0.0%+2,724.3%0.000%
6/3/2026Parallel Advisors LLC4,497$206K0.0%+11.9%0.001%
6/3/2026NewEdge Advisors LLC29,160$1.34M0.0%+25.4%0.009%
5/22/2026Evolutionary Tree Capital Management LLC24,574$1.13M2.1%-26.2%0.007%
5/19/2026Bank of America Corp DE2,774,298$127.12M0.0%-83.7%0.828%
5/19/2026Atreides Management LP1,194,711$54.74M1.1%-13.7%0.357%
5/18/2026Spyglass Capital Management LLC1,662,325$76.17M5.4%+15.2%0.496%
5/18/2026California State Teachers Retirement System382,998$17.55M0.0%+0.8%0.114%
5/18/2026Readystate Asset Management LP64,345$2.95M0.1%+85.7%0.019%
5/18/2026Royal Bank of Canada318,783$14.61M0.0%+8.4%0.095%
5/18/2026Empowered Funds LLC46,165$2.12M0.0%+246.9%0.014%
5/16/2026The Manufacturers Life Insurance Company 14,721$675K0.0%+4.2%0.004%
5/16/2026Quantinno Capital Management LP520,839$23.87M0.0%-11.9%0.156%
5/15/2026Ardmore Road Asset Management LP600,000$27.49M1.8%+849.6%0.179%
5/15/2026Quadcap Wealth Management LLC8,696$398K0.0%+26.9%0.003%
5/15/2026Weiss Asset Management LP80,254$3.68M0.1%N/A0.024%
5/14/2026Renaissance Technologies LLC5,900$270K0.0%N/A0.002%
5/14/2026GC Wealth Management RIA LLC6,819$312K0.0%+25.9%0.002%
5/14/2026Public Employees Retirement System of Ohio80,002$3.67M0.0%-3.3%0.024%
5/14/2026Compound Planning Inc.43,106$1.98M0.1%-10.2%0.013%
5/14/2026Caxton Associates LLP12,000$550K0.0%N/A0.004%
5/14/2026Inceptionr LLC8,844$405K0.1%N/A0.003%
5/14/2026Bank of Nova Scotia4,421$203K0.0%-71.4%0.001%
5/14/2026Globeflex Capital L P56,039$2.57M0.4%N/A0.017%
5/14/2026State of Wyoming4,469$205K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers58,295$2.67M0.0%-2.0%0.018%
5/13/2026Militia Capital Management LLC90,902$4.17M0.9%N/A0.027%
5/13/2026First Trust Advisors LP151,910$6.96M0.0%-55.2%0.046%
5/12/2026ABN Amro Investment Solutions10,931$501K0.0%+3.6%0.003%
5/8/2026PNC Financial Services Group Inc.11,608$532K0.0%+14.0%0.003%
5/8/2026Oslo Pensjonsforsikring AS1,442$66K0.0%N/A0.000%
5/8/2026Andra AP fonden159,400$7.30M0.1%+121.4%0.048%
5/7/2026Meeder Advisory Services Inc.6,212$285K0.0%-3.7%0.002%
5/7/2026Dimensional Fund Advisors LP1,574,660$72.10M0.0%+11.8%0.473%
5/7/2026Parallel Advisors LLC4,497$206K0.0%+11.9%0.001%
5/7/2026KBC Group NV40,722$1.87M0.0%-79.1%0.012%
5/7/2026SEB Asset Management AB53,469$2.45M0.0%N/A0.016%
5/7/2026Swiss National Bank806,800$36.97M0.0%+8.8%0.242%
5/6/2026California Public Employees Retirement System491,055$22.50M0.0%-0.8%0.147%
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5/6/2026Kera Capital Partners Inc.5,493$252K0.0%-19.0%0.002%
5/6/2026Financiere des Professionnels Fonds d investissement inc.22,393$1.03M0.1%+9.3%0.007%
5/6/2026SteelPeak Wealth LLC20,403$935K0.0%N/A0.006%
5/6/2026Allspring Global Investments Holdings LLC1,577,264$71.83M0.1%+23.8%0.473%
5/6/2026Independent Financial Group LLC11,062$507K0.0%N/A0.003%
5/5/2026Bank of New York Mellon Corp1,023,643$46.90M0.0%-17.9%0.307%
5/5/2026Geneos Wealth Management Inc.10,256$470K0.0%+24.2%0.003%
5/5/2026Harel Insurance Investments & Financial Services Ltd.3,150$143K0.0%N/A0.001%
5/4/2026Bleakley Financial Group LLC13,377$613K0.0%N/A0.004%
5/4/2026Principal Financial Group Inc.10,841$497K0.0%+59.8%0.003%
5/4/2026Chicago Partners Investment Group LLC4,450$204K0.0%-36.1%0.001%
5/4/2026Teachers Retirement System of The State of Kentucky132,852$6.09M0.0%-2.2%0.040%
5/2/2026Diversify Wealth Management LLC322,961$14.80M0.3%N/A0.097%
5/2/2026Gables Capital Management Inc.6,300$289K0.1%N/A0.002%
5/1/2026Fifth Third Bancorp5,687$261K0.0%+989.5%0.002%
5/1/2026Simplicity Wealth LLC19,444$891K0.1%-15.2%0.006%
5/1/2026Candriam S.C.A.18,528$849K0.0%+5.7%0.006%
4/30/2026Hsbc Holdings PLC164,780$7.50M0.0%+130.3%0.049%
4/30/2026Mason & Associates Inc9,769$420K0.1%-19.4%0.003%
4/30/2026Kestra Advisory Services LLC4,756$218K0.0%+38.2%0.001%
4/30/2026Resona Asset Management Co. Ltd.80,956$3.67M0.0%+6.1%0.024%
4/30/2026Personal CFO Solutions LLC5,343$245K0.0%+68.8%0.002%
4/29/2026Swedbank AB13,772$631K0.0%+98.8%0.004%
4/28/2026Ascentis Independent Advisors902$41K0.0%N/A0.000%
4/28/2026Mount Vernon Associates Inc. MD43,475$1.99M1.4%+1.3%0.013%
4/28/2026Praxis Investment Management Inc.7,910$362K0.0%+9.4%0.002%
4/28/2026QRG Capital Management Inc.9,684$444K0.0%+3.6%0.003%
4/27/2026Syntegra Private Wealth Group LLC29,000$28K0.0%N/A0.009%
4/27/2026HB Wealth Management LLC6,091$279K0.0%-50.7%0.002%
4/27/2026Moran Wealth Management LLC35,948$1.65M0.1%N/A0.011%
4/27/2026PFG Investments LLC6,130$281K0.0%+86.6%0.002%
4/27/2026World Investment Advisors32,893$1.51M0.0%+59.8%0.010%
4/27/2026New York State Teachers Retirement System16,877$773K0.0%+17.5%0.005%
4/27/2026Capelight Capital Asset Management LP50,000$2.29M1.6%-24.2%0.015%
4/27/2026Private Advisor Group LLC4,764$218K0.0%-19.7%0.001%
4/27/2026Leonteq Securities AG57,064$2.62M0.1%+721.4%0.017%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund97,650$4.47M0.0%+57.5%0.029%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.744$34K0.0%N/A0.000%
4/24/2026IFM Investors Pty Ltd54,089$2.48M0.0%+6.5%0.016%
4/23/2026GraniteShares Advisors LLC8,442$387K0.3%+6.8%0.003%
4/23/2026Lansforsakringar Fondforvaltning AB publ89,647$4.11M0.0%+0.6%0.027%
4/23/2026Apollon Wealth Management LLC5,281$242K0.0%-26.8%0.002%
4/22/2026Pictet Asset Management Holding SA95,258$4.37M0.0%-10.8%0.029%
4/22/2026Sterling Capital Management LLC4,905$225K0.0%-36.9%0.001%
4/21/2026Pacific Sage Partners LLC13,800$632K0.1%-1.4%0.004%
4/21/2026Aaron Wealth Advisors LLC5,334$244K0.0%+28.6%0.002%
4/20/2026Kestra Private Wealth Services LLC5,736$263K0.0%-24.0%0.002%
4/20/2026RFG Advisory LLC19,171$878K0.0%+21.2%0.006%
4/20/2026OP Asset Management Ltd28,679$1.31M0.0%N/A0.009%
4/18/2026Faithward Advisors LLC62,184$3.07M0.4%-17.4%0.019%
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4/16/2026E. Ohman J or Asset Management AB6,760$310K0.0%+249.9%0.002%
4/16/2026BI Asset Management Fondsmaeglerselskab A S5,500$252K0.0%-92.6%0.002%
4/16/2026Diversified Trust Co4,380$201K0.0%-6.8%0.001%
3/16/2026Osbon Capital Management LLC661$49K0.0%N/A0.000%
3/13/2026World Investment Advisors20,588$1.53M0.0%+6.3%0.006%
3/9/2026Corient Private Wealth LLC19,064$1.42M0.0%+11.9%0.006%
3/6/2026Hsbc Holdings PLC88,341$6.59M0.0%+85.4%0.027%
2/19/2026Compound Planning Inc.47,992$3.57M0.1%-3.4%0.014%
2/19/2026Corient Private Wealth LLC39,918$2.97M0.0%+134.4%0.012%
2/19/2026Alberta Investment Management Corp70,900$5.28M0.0%N/A0.021%


AFRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 645 institutional investors and hedge funds held shares of Affirm. The most heavily invested institutionals were Vanguard Group Inc. ($1.85B), Capital Research Global Investors ($1.72B), Capital World Investors ($1.62B), FMR LLC ($548.28M), Durable Capital Partners LP ($458.10M), State Street Corp ($412.32M), and Geode Capital Management LLC ($408.43M).Learn more on Affirm's institutional investors.

69.29% of Affirm's stock is owned by institutional investors. Learn more on AFRM's institutional investor holdings.

Of the 599 institutional investors that purchased Affirm's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($8.74M), Durable Capital Partners LP ($4.42M), Price T Rowe Associates Inc. MD ($3.81M), Vanguard Group Inc. ($3.75M), Invesco Ltd. ($3.62M), Atreides Management LP ($3.51M), and Northwestern Mutual Wealth Management Co. ($2.17M).

Institutional investors have bought a total of 50,359,127 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

Of the 216 institutional investors that sold Affirm's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($14.29M), Baillie Gifford & Co. ($2.05M), Atreides Management LP ($1.96M), Qube Research & Technologies Ltd ($1.64M), Holocene Advisors LP ($1.60M), Wellington Management Group LLP ($1.22M), and Franklin Resources Inc. ($1.16M).

Institutional investors have sold a total of 37,495,438 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


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This page (NASDAQ:AFRM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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