AFRM
Affirm Holdings, Inc. · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares -0.7% ·
flujo de acciones +3.2% ·
nuevas posiciones netas 0.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | -2 | 210.97M | $16.87B | +12 | −13 |
| Q1 2026 | 146 | -4 | 224.09M | $8.69B | +7 | −12 |
| Q4 2025 | 149 | -1 | 206.40M | $14.94B | +2 | −2 |
| Q3 2025 | 22 | +1 | 128.01M | $9.35B | +2 | −2 |
| Q2 2025 | 19 | -1 | 99.96M | $6.91B | +1 | −2 |
| Q1 2025 | 17 | +1 | 54.91M | $2.48B | +2 | −1 |
| Q4 2024 | 16 | +1 | 52.07M | $3.17B | +1 | — |
| Q3 2024 | 14 | -2 | 50.61M | $2.07B | — | −2 |
| Q2 2024 | 16 | — | 56.45M | $1.71B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 24.85M | +1.8% | $1.85B | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Capital Research Global Investors | 23.15M | — | $1.72B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 23.01M | +0.2% | $1.71B | 0.1% | ▲ Add | 2 | SEC ↗ ×21 |
| 4 | Capital World Investors ✦ | 21.71M | +2.4% | $1.62B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 18.87M | +6.6% | $1.40B | 0.0% | ▲ Add | 3 | SEC ↗ ×23 |
| 6 | Fidelity (FMR) ✦ | 13.68M | +11.7% | $1.02B | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 7 | State Street Global Advisors ✦ (pasivo) | 5.85M | +3.6% | $435.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (pasivo) | 5.50M | +6.4% | $408.43M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Baillie Gifford ✦ | 5.48M | -7.0% | $408.10M | 0.3% | ▼ Trim | 7 | SEC ↗ ×4 |
| 10 | Marshall Wace ✦ | 4.33M | -3.0% | $322.56M | 0.3% | ▼ Trim | 7 | SEC ↗ ×4 |
| 11 | Invesco Ltd. | 4.07M | — | $303.05M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 12 | Lone Pine Capital ✦ | 3.82M | Nuevo | $284.11M | 2.1% | New | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 3.79M | Nuevo | $281.96M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.15M | — | $160.30M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 15 | JPMorgan Chase ✦ | 1.86M | -39.7% | $138.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×18 |
| 16 | 1832 Asset Management L.P. | 1.78M | — | $132.69M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 1.71M | — | $127.49M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | T. Rowe Price ✦ | 1.70M | +154.2% | $126.35M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Northern Trust Corp | 1.65M | — | $122.63M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Wellington Management ✦ | 1.50M | +63.7% | $112.00M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 21 | Dimensional Fund Advisors Lp | 1.41M | — | $104.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 22 | Franklin Resources Inc | 1.41M | — | $104.58M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Charles Schwab Investment… | 1.40M | — | $103.97M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 1.30M | — | $96.46M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Alliancebernstein L.P. | 1.28M | — | $95.59M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Allspring Global Investments… | 1.27M | — | $94.33M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | Goldman Sachs Group ✦ | 1.23M | -28.6% | $91.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 28 | Neuberger Berman Group LLC | 1.10M | — | $82.18M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 1.25M | — | $78.16M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 30 | UBS AM, a distinct business unit of… | 1.05M | — | $78.14M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 31 | American Century Companies Inc | 908.43K | — | $67.61M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Amundi | 895.70K | — | $66.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Swiss National Bank | 741.80K | — | $55.21M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 649.58K | — | $48.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Nuveen, LLC | 628.19K | — | $46.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Legal & General Group Plc | 605.52K | — | $45.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Quantinno Capital Management LP | 590.95K | — | $43.98M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 578.08K | — | $43.03M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 528.22K | — | $39.32M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | California Public Employees… | 494.91K | — | $36.84M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Capital International Investors | 489.26K | — | $36.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 471.68K | — | $35.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Citadel Advisors ✦ | 417.98K | -41.2% | $31.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 416.61K | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management… | 411.68K | — | $30.48M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 408.58K | — | $30.41M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 47 | Sei Investments Co | 594.60K | — | $28.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | California State Teachers… | 379.80K | — | $28.27M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | First Trust Advisors Lp | 338.77K | — | $25.21M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 320.68K | — | $23.87M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Rhumbline Advisers | 315.88K | — | $23.51M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Royal Bank Of Canada | 294.20K | — | $21.90M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 53 | Barclays Plc | 267.63K | — | $19.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Bank Of Montreal /Can/ | 246.49K | — | $18.35M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 55 | State Board Of Administration Of… | 243.94K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Allianz Asset Management GmbH | 242.95K | — | $18.08M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Envestnet Asset Management Inc | 237.18K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Balyasny Asset Management L.P. | 227.14K | — | $16.91M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Wells Fargo & Company/Mn | 213.91K | — | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 60 | Voya Investment Management Llc | 197.90K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | Aviva Plc | 196.81K | — | $14.65M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | State Of Wisconsin Investment Board | 3.14M | — | $13.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Hsbc Holdings Plc | 176.68K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 64 | New York State Common Retirement… | 2.40M | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Raymond James Financial Inc | 176.70K | — | $13.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 163.24K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 67 | LPL Financial LLC | 157.38K | — | $11.71M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | D. E. Shaw & Co. ✦ | 155.54K | -46.3% | $11.58M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 69 | Korea Investment CORP | 140.25K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 139.08K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Gotham Asset Management ✦ | 122.92K | -1.8% | $9.15M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 72 | Mitsubishi UFJ Trust & Banking Corp | 116.45K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | AQR Capital Management ✦ | 115.67K | -66.5% | $8.61M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 74 | Optiver Holding B.V. | 114.99K | — | $8.56M | 0.2% | n/c | 1 | SEC ↗ |
| 75 | Danske Bank A/S | 113.90K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | PFA Pension, Forsikringsaktieselskab | 106.84K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 106.79K | — | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Asset Management One Co., Ltd. | 101.42K | — | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 97.53K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 80 | Victory Capital Management Inc | 95.99K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Nomura Asset Management Co Ltd | 80.12K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 77.18K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Universal- Beteiligungs- und… | 75.56K | — | $5.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Nomura Asset Management… | 75.61K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Robeco Institutional Asset… | 70.00K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 62.07K | 0.0% | $4.62M | 0.0% | Held | 7 | SEC ↗ ×2 |
| 87 | BNP Paribas Asset Management… | 61.24K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Truist Financial Corp | 59.83K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Cetera Investment Advisers | 59.49K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 59.29K | — | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Hrt Financial Lp | 56.00K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Baird Financial Group, Inc. | 51.79K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Toronto Dominion Bank | 48.94K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Millennium Management ✦ | 48.73K | -84.3% | $3.63M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 95 | Td Asset Management Inc | 47.02K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Caisse De Depot Et Placement Du… | 41.50K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mariner, LLC | 40.37K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Storebrand Asset Management As | 39.80K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Jane Street Group, Llc | 39.77K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Corient Private Wealth LP | 58.98K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Lone Pine Capital | $284.11M | 2.1% |
| Norges Bank | $281.96M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $2.73M | era 0.0% |
| Bridgewater Associates | $647,489 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 590 tenedores, 235.15M acciones, $10.61B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 26.98K acc. · $1.95M
Officer · 25.00K acc. · $1.81M
Officer · 41.66K acc. · $3.15M
Officer · 5.89K acc. · $435,682
Officer · 2.30K acc. · $165,301
Officer · 15.54K acc. · $1.11M
Officer · 200 acc. · $14,502
Officer · 23.77K acc. · $1.67M
Officer · 15.60K acc. · $1.11M
Officer · 79.22K acc. · $7.13M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología