AFRM

Affirm Holdings Inc
FinancialsUSCUSIP 00827B106◍ Confluence graph
Tracked 13F Holders
582
-167 QoQ
13F Value (tracked)
$10.1B
Insider Net · 180d
-$15.5M
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)39 adding · 17 trimming
Insider net (180d)-$15.5M

Who owns AFRM?

582 tracked 13F filers

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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$995.0M
21.7M
−5.6%
Reduced · −1.3M sh
Q1 2026
2BlackRock, Inc.
$858.3M
18.7M
−0.7%
Reduced · −141K sh
Q1 2026
3FMR LLC
$792.4M
17.3M
+26%
Added · +3.6M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$556.8M
12.2M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$531.5M
11.6M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$517.8M
6.3M
+5.3%
Added · +318K sh
Q2 2026
7GEODE CAPITAL MANAGEMENT, LLC
$464.7M
5.7M
+3.4%
Added · +190K sh
Q2 2026
8BAILLIE GIFFORD & CO
$243.0M
5.3M
−3.3%
Reduced · −181K sh
Q1 2026
9JPMORGAN CHASE & CO
$227.9M
5.3M
+185%
Added · +3.4M sh
Q1 2026
10Winslow Capital Management, LLC
$373.3M
4.6M
New
+4.6M sh
Q2 2026
11CITADEL ADVISORS LLC
$186.5M
4.1M
+874%
Added · +3.7M sh
Q1 2026
12NORGES BANK
$282.0M
3.8M
+43%
Added · +1.1M sh
Q4 2025
13BANK OF AMERICA CORP /DE/
$127.1M
2.8M
+29%
Added · +621K sh
Q1 2026
14MARSHALL WACE, LLP
$124.1M
2.7M
−38%
Reduced · −1.6M sh
Q1 2026
15UBS Group AG
$105.5M
2.3M
+34%
Added · +589K sh
Q1 2026
16Foxhaven Asset Management, LP
$101.1M
2.2M
+16%
Added · +299K sh
Q1 2026
17D1 Capital Partners L.P.
$155.6M
1.9M
−1.5%
Reduced · −28K sh
Q2 2026
18VANGUARD FIDUCIARY TRUST CO
$83.1M
1.8M
First observed position
No prior filed position
Q1 2026
19NORTHERN TRUST CORP
$80.8M
1.8M
+7.0%
Added · +115K sh
Q1 2026
20PRICE T ROWE ASSOCIATES INC /MD/
$78.9M
1.7M
+1.5%
Added · +25K sh
Q1 2026
21Qube Research & Technologies Ltd
$72.2M
1.6M
+22%
Added · +280K sh
Q1 2026
22DIMENSIONAL FUND ADVISORS LP
$72.1M
1.6M
+12%
Added · +166K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$71.4M
1.6M
+27%
Added · +326K sh
Q1 2026
24Spyglass Capital Management LLC
$125.4M
1.5M
−7.5%
Reduced · −124K sh
Q2 2026
25Allspring 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.

Is AFRM being bought or sold by institutions?

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).

Opened (NEW)
5
funds
Added
34
funds
Reduced
17
funds
Exited
0
funds

Funds that own AFRM also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN355 funds$210.9B
NVIDIA CORPNVDA348 funds$416.8B
META PLATFORMS INC-CLASS AMETA346 funds$118.9B
MICROSOFT CORPMSFT345 funds$270.8B
APPLE INCAAPL335 funds$307.6B
BROADCOM INCAVGO334 funds$161.7B
ALPHABET INC-CL AGOOGL333 funds$170.3B
ELI LILLY & COLLY324 funds$82.6B
ALPHABET INC-CL CGOOG323 funds$131.8B
VISA INC-CLASS A SHARESV323 funds$63.3B
JPMORGAN CHASE & COJPM321 funds$64.7B
ADVANCED MICRO DEVICESAMD320 funds$43.9B

Ranked by how many of AFRM's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$15.5M
2 insiders
Net
-$15.5M
5 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 28, 2026Linford MichaelChief Operating OfficerSell (S)79K$7.1M
Aug 12, 2026Watson Noel BertramDirectorSell (S)2K$156K
Jun 26, 2026Linford MichaelChief Operating OfficerSell (S)100K$8.0M
May 13, 2026Watson Noel BertramDirectorSell (S)2K$130K
Apr 14, 2026Watson Noel BertramDirectorSell (S)2K$110K
Jan 5, 2026O'Hare RobertChief Financial OfficerSell (S)36K$2.9M
Jan 5, 2026Levchin Max RChief Executive Officer, Director, 10% OwnerSell (S)554K$44.6M
Jan 5, 2026Levchin Max RChief Executive Officer, Director, 10% OwnerSell (S)113K$9.2M
Dec 3, 2025O'Hare RobertChief Financial OfficerSell (S)8K$573K
Sep 22, 2025Levchin Max RChief Executive Officer, Director, 10% OwnerSell (S)186K$16.4M
Sep 22, 2025Levchin Max RChief Executive Officer, Director, 10% OwnerSell (S)260K$23.2M
Sep 22, 2025Levchin Max RChief Executive Officer, Director, 10% OwnerSell (S)203K$18.2M

Institutional ownership over time

335 funds+31 since Q3 2024
0268536Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.2B · 1 values withheld

Share classes

Class13F holdersValue held
AFRMthis pagecs582 funds$10.1B
AFRM 0.75 12/15/29SDBCV45 funds$898.6M
AFRM 0 11/15/26Sovereign/Corporate29 funds$177.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AFRM/capital-change-brief"
Ask your agent
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.