AFFIRM HLDGS INC (AFRM)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
640
Reporting holders
$22.7B
Reported value
7.3%
Held as options
+69
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | $2.1B | 26,000,572 | 0.30% | 22q | +5.7%+$114.9M |
| Capital World Investors | $1.9B | 23,115,136 | 0.22% | 14q | +2.7%+$49.1M |
| MORGAN STANLEY | $1.9B | 23,000,269 | 0.10% | 22q | +5.9%+$104.7M |
| BlackRock, Inc. | $1.6B | 19,613,537 | 0.02% | 8q | +4.7%+$71.8M |
| FMR LLC | $1.4B | 17,581,656 | 0.06% | 22q | +1.7%+$23.4M |
| JPMORGAN CHASE & CO | $1.4B | 16,722,922 | 0.08% | 22q | +215.7%+$942.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 12,320,890 | 0.02% | 2q | +1.4%+$13.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $969.3M | 11,886,405 | 0.04% | 2q | +2.5%+$23.4M |
| STATE STREET CORP | $517.8M | 6,349,214 | 0.02% | 22q | +5.3%+$25.9M |
| BAILLIE GIFFORD & CO | $477.6M | 5,856,569 | 0.43% | 22q | +10.5%+$45.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $464.7M | 5,712,491 | 0.02% | 22q | +3.4%+$15.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $419.7M | 742,283 | 0.03% | 22q | -28.6%-$168.4M |
| JANE STREET GROUP, LLC | $394.9M | 694,088 | 0.03% | 22q | -33.1%-$195.1M |
| Winslow Capital Management, LLC | $373.3M | 4,577,562 | 1.28% | new | NEW |
| Durable Capital Partners LP | $360.9M | 4,425,406 | 3.51% | 8q | -21.7%-$99.8M |
| CITADEL ADVISORS LLC | $329.4M | 1,248,374 | 0.04% | 22q | -69.3%-$744.8M |
| NORGES BANK | $300.2M | 3,681,211 | 0.03% | 16q | -2.8%-$8.7M |
| BANK OF AMERICA CORP /DE/ | $231.6M | 2,840,260 | 0.01% | 22q | +2.4%+$5.4M |
| UBS Group AG | $206.7M | 2,511,220 | 0.03% | 22q | +9.1%+$17.2M |
| D1 Capital Partners L.P. | $155.6M | 1,908,511 | 0.45% | 6q | -1.5%-$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $152.9M | 1,875,338 | 0.03% | 2q | +3.4%+$5.1M |
| IMC-Chicago, LLC | $151.9M | 91,880 | 0.04% | 19q | -18.5%-$34.4M |
| NORTHERN TRUST CORP | $148.0M | 1,814,431 | 0.02% | 22q | +3.0%+$4.2M |
| SEI INVESTMENTS CO | $139.1M | 1,705,507 | 0.12% | 14q | +672.4%+$121.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.1M | 1,656,971 | 0.02% | 22q | +12.8%+$15.4M |
| Sixth Street Partners Management Company, L.P. | $135.1M | 1,656,971 | 0.02% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $130.6M | 1,601,389 | 0.02% | 20q | +1.7%+$2.2M |
| Allspring Global Investments Holdings, LLC | $127.5M | 1,520,255 | 0.20% | 6q | -3.6%-$4.8M |
| Spyglass Capital Management LLC | $125.4M | 1,537,840 | 6.79% | 20q | -7.5%-$10.2M |
| 1832 Asset Management L.P. | $125.1M | 1,534,400 | 0.06% | new | NEW |
| Foxhaven Asset Management, LP | $125.1M | 1,534,155 | 3.35% | 7q | -30.4%-$54.8M |
| MILLENNIUM MANAGEMENT LLC | $121.9M | 1,473,364 | 0.04% | 21q | +6.6%+$7.6M |
| TREMBLANT CAPITAL GROUP | $119.4M | 1,464,129 | 3.43% | 3q | +4.8%+$5.5M |
| GOLDMAN SACHS GROUP INC | $113.7M | 1,273,728 | 0.01% | 22q | -18.2%-$25.3M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $110.3M | 1,352,200 | 0.36% | 5q | +25.1%+$22.1M |
| Atreides Management, LP | $103.8M | 1,273,050 | 0.72% | 8q | +6.6%+$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $101.6M | 1,245,563 | 0.02% | 21q | +17.0%+$14.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $101.4M | 1,243,908 | 0.02% | 13q | -54.6%-$122.2M |
| GILDER GAGNON HOWE & CO LLC | $90.4M | 1,108,083 | 0.93% | 11q | +15.7%+$12.2M |
| AMERICAN CENTURY COMPANIES INC | $87.8M | 1,076,745 | 0.04% | 13q | +19.1%+$14.1M |
| Optiver Holding B.V. | $84.0M | options only | 0.02% | 5q | OPTIONS |
| Artemis Investment Management LLP | $78.4M | 961,002 | 0.70% | 5q | +40.2%+$22.5M |
| MARSHALL WACE, LLP | $77.7M | 950,683 | 0.06% | 12q | -64.9%-$143.7M |
| Bank of New York Mellon Corp | $75.1M | 921,164 | 0.01% | 22q | -10.0%-$8.4M |
| Amundi | $69.1M | 846,986 | 0.02% | 20q | +15.2%+$9.1M |
| Nuveen, LLC | $64.1M | 785,978 | 0.02% | 6q | +23.3%+$12.1M |
| Swiss National Bank | $64.0M | 785,200 | 0.03% | 19q | -2.7%-$1.8M |
| FEDERATED HERMES, INC. | $63.0M | 772,078 | 0.09% | new | NEW |
| AMERIPRISE FINANCIAL INC | $59.0M | 723,193 | 0.01% | 22q | +118.4%+$32.0M |
| ALLEN OPERATIONS LLC | $58.8M | 721,382 | 8.15% | 22q | HELD |
| Capital Impact Advisors, LLC | $57.4M | 704,065 | 3.22% | 4q | +540.5%+$48.5M |
| Holocene Advisors, LP | $57.4M | 703,463 | 0.13% | 2q | +313.7%+$43.5M |
| PEAK6 LLC | $56.6M | options only | 0.12% | 7q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $56.4M | 691,879 | 0.04% | 12q | +54.6%+$19.9M |
| CITIGROUP INC | $55.8M | 684,535 | 0.02% | 22q | -4.0%-$2.3M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $54.7M | 670,803 | 0.19% | new | NEW |
| Pacific Heights Asset Management LLC | $53.0M | 650,000 | 1.68% | 22q | -3.7%-$2.0M |
| Walleye Trading LLC | $52.9M | options only | 0.06% | 22q | OPTIONS |
| Parallax Volatility Advisers, L.P. | $46.6M | options only | 0.08% | 22q | OPTIONS |
| Schonfeld Strategic Advisors LLC | $46.4M | 569,152 | 0.17% | 12q | +79.1%+$20.5M |
| ThornTree Capital Partners LP | $46.4M | 568,524 | 6.34% | 9q | -31.9%-$21.7M |
| Legal & General Group Plc | $44.9M | 550,499 | 0.01% | 20q | -10.6%-$5.3M |
| Driehaus Capital Management LLC | $43.8M | 537,519 | 0.25% | new | NEW |
| Daiwa Securities Group Inc. | $43.2M | 529,318 | 0.08% | 9q | +2049.6%+$41.2M |
| Islander Capital Partners, L.P. | $43.1M | 529,097 | 15.65% | 3q | -7.2%-$3.3M |
| Invesco Ltd. | $42.8M | 524,934 | 0.00% | 20q | +5.5%+$2.2M |
| Sumitomo Mitsui Trust Group, Inc. | $42.0M | 515,298 | 0.02% | 4q | -2.5%-$1.1M |
| Glendon Capital Management LP | $41.9M | 514,100 | 5.43% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $40.8M | 135,112 | 0.01% | 7q | -46.7%-$35.8M |
| RAYMOND JAMES FINANCIAL INC | $40.6M | 498,168 | 0.01% | 7q | +136.2%+$23.4M |
| Point72 Asset Management, L.P. | $39.6M | options only | 0.04% | 8q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $39.2M | 480,680 | 0.02% | 19q | +5.4%+$2.0M |
| Quantinno Capital Management LP | $38.7M | 474,279 | 0.05% | 12q | -8.9%-$3.8M |
| 12 West Capital Management LP | $37.5M | 460,000 | 7.02% | 6q | -14.0%-$6.1M |
| CAPITAL FUND MANAGEMENT S.A. | $37.3M | 348,607 | 0.16% | 18q | +48.3%+$12.2M |
| DEUTSCHE BANK AG\ | $37.3M | 456,911 | 0.01% | 22q | +9.4%+$3.2M |
| Gotham Asset Management, LLC | $37.1M | 454,524 | 0.09% | 11q | +142.8%+$21.8M |
| Militia Capital Management LLC | $36.4M | 92,502 | 1.08% | 2q | -49.1%-$35.1M |
| CONGRESS ASSET MANAGEMENT CO | $34.8M | 426,470 | 0.21% | 2q | +4638.6%+$34.0M |
| ENVESTNET ASSET MANAGEMENT INC | $33.5M | 410,775 | 0.01% | 20q | +20.2%+$5.6M |
| Polar Capital Holdings Plc | $33.0M | 404,896 | 0.08% | 7q | +6.9%+$2.1M |
| Flat Footed LLC | $31.8M | options only | 2.43% | new | OPTIONS |
| WELLS FARGO & COMPANY/MN | $31.8M | 389,630 | 0.01% | 22q | HELD |
| California Public Employees Retirement System | $30.1M | 368,905 | 0.02% | 18q | -24.9%-$10.0M |
| ROYAL BANK OF CANADA | $28.8M | 353,664 | 0.00% | 22q | +10.9%+$2.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $28.6M | 350,856 | 0.02% | 17q | +93.5%+$13.8M |
| BARCLAYS PLC | $28.0M | 220,834 | 0.01% | 18q | +0.6%+$174.1K |
| RHUMBLINE ADVISERS | $27.8M | 341,313 | 0.02% | 17q | +8.1%+$2.1M |
| SIMPLEX TRADING, LLC | $27.5M | options only | 0.02% | 22q | OPTIONS |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $27.2M | 334,000 | 0.04% | new | NEW |
| D. E. Shaw & Co., Inc. | $27.0M | 35,333 | 0.01% | 20q | -80.9%-$114.8M |
| BIT Capital GmbH | $27.0M | 331,200 | 0.80% | 6q | +534.5%+$22.8M |
| Diversify Advisory Services, LLC | $26.0M | 355,854 | 0.43% | 10q | +26.8%+$5.5M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $26.0M | 355,854 | 0.43% | 2q | +10.2%+$2.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $22.3M | 273,694 | 0.02% | 7q | -3.0%-$685.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22.0M | 269,644 | 0.03% | 6q | +348.7%+$17.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $20.2M | 247,900 | 0.38% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $19.7M | 241,927 | 0.03% | 17q | -0.8%-$160.3K |
| RJA Asset Management LLC | $19.7M | 241,600 | 6.14% | 10q | -1.6%-$318.0K |
| AQR CAPITAL MANAGEMENT LLC | $19.3M | 237,138 | 0.01% | 11q | -45.9%-$16.4M |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital World Investors | 7.9% |
| 2026-07-16 | 13G | JPMORGAN CHASE & CO. | 5.7% |
| 2026-07-16 | 13G | JPMORGAN CHASE & CO | 5.7% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 640 | $22.7B | 258,121,889 | 132 | 243 | 158 | 7.3% |
| Q1 2026 | 571 | $11.9B | 237,078,746 | 72 | 209 | 181 | 8.7% |
| Q4 2025 | 619 | $19.9B | 233,164,418 | 83 | 224 | 162 | 12.6% |
| Q3 2025 | 587 | $19.3B | 224,496,174 | 145 | 193 | 150 | 15.2% |
| Q2 2025 | 529 | $17.3B | 218,533,491 | 121 | 194 | 124 | 13.0% |
| Q1 2025 | 465 | $10.7B | 209,983,759 | 90 | 159 | 133 | 11.3% |
| Q4 2024 | 469 | $14.8B | 204,113,481 | 95 | 130 | 144 | 16.1% |
| Q3 2024 | 402 | $9.5B | 195,795,344 | 83 | 113 | 122 | 16.3% |
| Q2 2024 | 352 | $6.7B | 188,433,238 | 54 | 109 | 97 | 15.0% |
| Q1 2024 | 356 | $10.6B | 250,992,104 | 54 | 103 | 99 | 12.3% |
| Q4 2023 | 388 | $12.9B | 214,843,869 | 115 | 77 | 106 | 18.2% |
| Q3 2023 | 293 | $4.6B | 185,205,334 | 50 | 84 | 73 | 14.7% |
| Q2 2023 | 289 | $3.0B | 167,110,109 | 41 | 71 | 87 | 14.4% |
| Q1 2023 | 279 | $2.3B | 162,753,658 | 40 | 79 | 78 | 21.3% |
| Q4 2022 | 301 | $1.7B | 143,221,176 | 58 | 84 | 62 | 19.3% |
| Q3 2022 | 347 | $3.9B | 174,869,811 | 61 | 108 | 84 | 16.9% |
| Q2 2022 | 336 | $3.7B | 163,785,844 | 57 | 129 | 82 | 20.0% |
| Q1 2022 | 397 | $9.1B | 158,823,635 | 91 | 154 | 68 | 19.2% |
| Q4 2021 | 440 | $18.2B | 140,059,105 | 142 | 143 | 77 | 20.9% |
| Q3 2021 | 342 | $16.2B | 114,161,891 | 153 | 77 | 68 | 18.1% |
| Q2 2021 | 236 | $6.4B | 89,394,023 | 79 | 73 | 29 | 5.6% |
| Q1 2021 | 208 | $6.1B | 80,203,628 | 209 | 0 | 0 | 4.8% |
| Q4 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $40.0K | 588 | 1 | 0 | 0 | 0.0% |