582 tracked 13F filers disclose a position in AFRM as of the latest SEC 13F filings, a combined $10.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $995.0M | 21.7M | ▼−5.6% Reduced · −1.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $858.3M | 18.7M | ▼−0.7% Reduced · −141K sh | Q1 2026 | |
| 3 | FMR LLC | $792.4M | 17.3M | ▲+26% Added · +3.6M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $556.8M | 12.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $531.5M | 11.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $517.8M | 6.3M | ▲+5.3% Added · +318K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $464.7M | 5.7M | ▲+3.4% Added · +190K sh | Q2 2026 | |
| 8 | BAILLIE GIFFORD & CO | $243.0M | 5.3M | ▼−3.3% Reduced · −181K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $227.9M | 5.3M | ▲+185% Added · +3.4M sh | Q1 2026 | |
| 10 | Winslow Capital Management, LLC | $373.3M | 4.6M | ▲New +4.6M sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $186.5M | 4.1M | ▲+874% Added · +3.7M sh | Q1 2026 | |
| 12 | NORGES BANK | $282.0M | 3.8M | ▲+43% Added · +1.1M sh | Q4 2025 | |
| 13 | BANK OF AMERICA CORP /DE/ | $127.1M | 2.8M | ▲+29% Added · +621K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $124.1M | 2.7M | ▼−38% Reduced · −1.6M sh | Q1 2026 | |
| 15 | UBS Group AG | $105.5M | 2.3M | ▲+34% Added · +589K sh | Q1 2026 | |
| 16 | Foxhaven Asset Management, LP | $101.1M | 2.2M | ▲+16% Added · +299K sh | Q1 2026 | |
| 17 | D1 Capital Partners L.P. | $155.6M | 1.9M | ▼−1.5% Reduced · −28K sh | Q2 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $83.1M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $80.8M | 1.8M | ▲+7.0% Added · +115K sh | Q1 2026 | |
| 20 | PRICE T ROWE ASSOCIATES INC /MD/ | $78.9M | 1.7M | ▲+1.5% Added · +25K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $72.2M | 1.6M | ▲+22% Added · +280K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $72.1M | 1.6M | ▲+12% Added · +166K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $71.4M | 1.6M | ▲+27% Added · +326K sh | Q1 2026 | |
| 24 | Spyglass Capital Management LLC | $125.4M | 1.5M | ▼−7.5% Reduced · −124K sh | Q2 2026 | |
| 25 | Allspring Global Investments Holdings, LLC | $127.5M | 1.5M | ▼−3.6% Reduced · −57K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in AFRM and 34 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 355 funds | $210.9B |
| NVIDIA CORPNVDA | 348 funds | $416.8B |
| META PLATFORMS INC-CLASS AMETA | 346 funds | $118.9B |
| MICROSOFT CORPMSFT | 345 funds | $270.8B |
| APPLE INCAAPL | 335 funds | $307.6B |
| BROADCOM INCAVGO | 334 funds | $161.7B |
| ALPHABET INC-CL AGOOGL | 333 funds | $170.3B |
| ELI LILLY & COLLY | 324 funds | $82.6B |
| ALPHABET INC-CL CGOOG | 323 funds | $131.8B |
| VISA INC-CLASS A SHARESV | 323 funds | $63.3B |
| JPMORGAN CHASE & COJPM | 321 funds | $64.7B |
| ADVANCED MICRO DEVICESAMD | 320 funds | $43.9B |
Ranked by how many of AFRM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Linford Michael | Chief Operating Officer | Sell (S) | 79K | $7.1M |
| Aug 12, 2026 | Watson Noel Bertram | Director | Sell (S) | 2K | $156K |
| Jun 26, 2026 | Linford Michael | Chief Operating Officer | Sell (S) | 100K | $8.0M |
| May 13, 2026 | Watson Noel Bertram | Director | Sell (S) | 2K | $130K |
| Apr 14, 2026 | Watson Noel Bertram | Director | Sell (S) | 2K | $110K |
| Jan 5, 2026 | O'Hare Robert | Chief Financial Officer | Sell (S) | 36K | $2.9M |
| Jan 5, 2026 | Levchin Max R | Chief Executive Officer, Director, 10% Owner | Sell (S) | 554K | $44.6M |
| Jan 5, 2026 | Levchin Max R | Chief Executive Officer, Director, 10% Owner | Sell (S) | 113K | $9.2M |
| Dec 3, 2025 | O'Hare Robert | Chief Financial Officer | Sell (S) | 8K | $573K |
| Sep 22, 2025 | Levchin Max R | Chief Executive Officer, Director, 10% Owner | Sell (S) | 186K | $16.4M |
| Sep 22, 2025 | Levchin Max R | Chief Executive Officer, Director, 10% Owner | Sell (S) | 260K | $23.2M |
| Sep 22, 2025 | Levchin Max R | Chief Executive Officer, Director, 10% Owner | Sell (S) | 203K | $18.2M |
| Class | 13F holders | Value held |
|---|---|---|
| AFRMthis pagecs | 582 funds | $10.1B |
| AFRM 0.75 12/15/29SDBCV | 45 funds | $898.6M |
| AFRM 0 11/15/26Sovereign/Corporate | 29 funds | $177.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AFRM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AFRM/capital-change-brief"
Use Arkolith's capital_change_brief for AFRM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AFRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.