AFRM
Affirm Holdings, Inc. · Financial Services · Financial - Credit Services
Données momentum (gérants comparables) :
étendue des détenteurs -0.7% ·
flux d'actions +3.2% ·
nouvelles positions nettes 0.0%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | -2 | 210.10M | $16.80B | +12 | −15 |
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 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 ✦ (passif) | 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 ✦ (passif) | 5.85M | +3.6% | $435.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passif) | 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 | Nouveau | $284.11M | 2.1% | New | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (passif) | 3.79M | Nouveau | $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 |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Lone Pine Capital | $284.11M | 2.1% |
| Norges Bank | $281.96M | 0.0% |
Sorti(e)
| Arrowstreet Capital | $2.73M | était 0.0% |
| Bridgewater Associates | $647,489 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 590 détenteurs, 235.15M actions, $10.61B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer · 26.98K act. · $1.95M
Officer · 25.00K act. · $1.81M
Officer · 41.66K act. · $3.15M
Officer · 5.89K act. · $435,682
Officer · 2.30K act. · $165,301
Officer · 15.54K act. · $1.11M
Officer · 200 act. · $14,502
Officer · 23.77K act. · $1.67M
Officer · 15.60K act. · $1.11M
Officer · 79.22K act. · $7.13M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie