Security record · archived quarter
AFRM
Affirm Holdings, Inc. · Financial Services · Financial - Credit Services
146Tracked holders
-4Δ holders
224.09MShares held
$8.69BReported value
+7New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -2.7% ·
share flow +18.0% ·
net new positions -3.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | -2 | 211.04M | $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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 24.59M | +6.2% | $1.13B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Capital World Investors ✦ | 22.51M | +3.7% | $1.03B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 21.72M | -5.6% | $995.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 17.29M | +26.5% | $792.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Vanguard Capital Management Llc | 12.15M | — | $556.82M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | State Street Global Advisors ✦ (passive) | 6.03M | +3.1% | $276.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | State Street Global Advisors ✦ (passive) | 6.03M | +3.1% | $276.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Geode Capital Management ✦ (passive) | 5.52M | +0.4% | $252.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Geode Capital Management ✦ (passive) | 5.52M | +0.4% | $252.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 58 | Baillie Gifford ✦ | 5.30M | -3.3% | $242.95M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 59 | Baillie Gifford ✦ | 5.30M | -3.3% | $242.95M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 60 | Baillie Gifford ✦ | 5.30M | -3.3% | $242.95M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 61 | Baillie Gifford ✦ | 5.30M | -3.3% | $242.95M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 5.30M | +185.4% | $227.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Citadel Advisors ✦ | 4.07M | +874.0% | $186.54M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 4.07M | +874.0% | $186.54M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 2.77M | +28.8% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 90 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 92 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 94 | Wellington Management ✦ | 2.74M | +82.3% | $125.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 95 | Marshall Wace ✦ | 2.71M | -37.5% | $124.08M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 96 | Marshall Wace ✦ | 2.71M | -37.5% | $124.08M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 97 | Marshall Wace ✦ | 2.71M | -37.5% | $124.08M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 98 | Marshall Wace ✦ | 2.71M | -37.5% | $124.08M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 99 | UBS Group AG | 2.30M | +34.4% | $105.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | UBS Group AG | 2.30M | +34.4% | $105.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Lone Pine Capital | $284.11M | was 2.1% |
| Norges Bank | $281.96M | was 0.0% |
| 1832 Asset Management L.P. | $132.69M | was 0.2% |
| Nomura Asset Management… | $5.63M | was 0.0% |
| Two Sigma Investments | $4.62M | was 0.0% |
| Caisse De Depot Et Placement… | $3.09M | was 0.0% |
| Connor, Clark & Lunn… | $2.50M | was 0.0% |
| Squarepoint Ops LLC | $1.90M | was 0.0% |
| Lazard Asset Management Llc | $919,434 | was 0.0% |
| Jennison Associates Llc | $606,679 | was 0.0% |
| Tidal Investments LLC | $361,804 | was 0.0% |
| Lido Advisors, LLC | $315,031 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 95.00K shares, $4,352 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 12
Watson Noel Bertram
Director · 2.00K sh · $155,720
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 12
SC 13G/A — Capital World Investors
Jul 16
SC 13G — JPMORGAN CHASE & CO
Jul 16
SC 13G — JPMORGAN CHASE & CO
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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