HolderBook

AFFIRM HLDGS INC (AFRM)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

22
Reporting holders
$61.0M
Reported value
0.0%
Calls
0.0%
Puts
-656
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$30.4M439,1150.20%3q+3.0%+$875.4K
Artemis Investment Management LLP$26.0M375,5340.23%6q-60.9%-$40.5M
RHODES INVESTMENT ADVISORS INC /ADV$787.7K11,3780.56%4q+1.3%+$10.3K
Paragon Capital Management Ltd$745.6K10,7700.14%21qHELD
Wedmont Private Capital$744.0K9,6430.02%7q-3.2%-$24.4K
Central Pacific Bank - Trust Division$501.3K7,2410.05%5q-7.5%-$40.8K
GAMMA Investing LLC$453.9K6,5570.02%12q+16.9%+$65.6K
Farther Finance Advisors, LLC$396.6K5,7280.00%16q+16.6%+$56.4K
Vann Equity Management LLC$352.0K5,0840.21%3qHELD
Versant Capital Management, Inc$310.2K4,4810.03%15q-3.7%-$11.8K
Balefire, LLC$204.5K2,9540.03%2q-2.8%-$6.0K
GK Wealth Management LLC$88.3K1,2750.05%newNEW
MassMutual Private Wealth & Trust, FSB$18.4K2660.00%12q-11.0%-$2.3K
ELEVATION WEALTH PARTNERS, LLC$9.5K1370.00%4qHELD
Mn Services Vermogensbeheer B.V.$5.6K80,9000.04%2qHELD
CoreCap Advisors, LLC$5.3K760.00%9q+484.6%+$4.4K
ARMSTRONG ADVISORY GROUP, INC$4.5K650.00%10qHELD
Retirement Wealth Solutions LLC$3.1K450.00%5q+2.3%
TOTH FINANCIAL ADVISORY CORP$2.4K340.00%newNEW
Planning Strategies Inc.$1.5K210.00%2q+10.5%
Marquette Asset Management, LLC$1.2K180.00%2qHELD
Davis Capital Management$1.1K160.00%3q+14.3%
GILPIN WEALTH MANAGEMENT, LLC$7010.00%newNEW
CX Institutional$172520.00%3q-75.9%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213G/ACapital World Investors7.9%
2026-07-1613GJPMORGAN CHASE & CO.5.7%
2026-07-1613GJPMORGAN CHASE & CO5.7%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-272026-08-25Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-26Linford MichaelChief Operating OfficerSold100,000$8.0M
2026-08-28Linford MichaelChief Operating OfficerSold79,219$7.1M
2026-09-14Jiyane SipheleleChief Accounting OfficerSold26,980$1.9M
2026-09-04Jiyane SipheleleChief Accounting OfficerSold25,000$1.8M
2026-08-12Watson Noel BertramDirectorSold2,000$155.7K
2026-05-13Watson Noel BertramDirectorSold2,000$130.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$61.0M880,4393860.0%
Q2 2026678$23.9B269,845,2181392591697.9%
Q1 2026602$12.1B240,967,250742241938.7%
Q4 2025655$20.3B238,969,3388623717212.6%
Q3 2025634$19.7B228,499,94015321116715.4%
Q2 2025575$17.9B224,488,85013520613613.1%
Q1 2025502$11.1B216,827,8829517614411.5%
Q4 2024511$15.1B207,785,68810514515216.4%
Q3 2024438$9.8B199,160,4679412113316.9%
Q2 2024384$6.8B190,924,2275911910715.6%
Q1 2024393$10.9B254,978,7525911710712.9%
Q4 2023434$13.5B222,527,0971308511818.8%
Q3 2023327$4.9B196,267,97556908314.8%
Q2 2023320$3.2B177,885,53850769714.4%
Q1 2023318$2.6B181,698,44147899120.5%
Q4 2022355$2.0B164,164,631681047419.6%
Q3 2022347$3.9B174,869,811611088416.9%
Q2 2022336$3.7B163,785,844571298220.0%
Q1 2022397$9.1B158,823,635911546819.2%
Q4 2021440$18.2B140,059,1051421437720.9%
Q3 2021342$16.2B114,161,891153776818.1%
Q2 2021236$6.4B89,394,0237973295.6%
Q1 2021208$6.1B80,203,628209004.8%
Q4 20201$40.0K5880000.0%
Q3 20201$40.0K5880000.0%
Q2 20201$40.0K5880000.0%
Q1 20201$40.0K5880000.0%
Q4 20191$40.0K5880000.0%
Q3 20191$40.0K5880000.0%
Q2 20191$40.0K5880000.0%
Q1 20191$40.0K5881000.0%