AFRM
Affirm Holdings, Inc. · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares -2.7% ·
flujo de acciones +18.0% ·
nuevas posiciones netas -3.4%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 18.73M | -0.8% | $858.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 6.03M | +3.1% | $276.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | State Street Global Advisors ✦ (pasivo) | 6.03M | +3.1% | $276.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Geode Capital Management ✦ (pasivo) | 5.52M | +0.4% | $252.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Geode Capital Management ✦ (pasivo) | 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 ↗ |
«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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Lone Pine Capital | $284.11M | era 2.1% |
| Norges Bank | $281.96M | era 0.0% |
| 1832 Asset Management L.P. | $132.69M | era 0.2% |
| Nomura Asset Management… | $5.63M | era 0.0% |
| Two Sigma Investments | $4.62M | era 0.0% |
| Caisse De Depot Et Placement… | $3.09M | era 0.0% |
| Connor, Clark & Lunn… | $2.50M | era 0.0% |
| Squarepoint Ops LLC | $1.90M | era 0.0% |
| Lazard Asset Management Llc | $919,434 | era 0.0% |
| Jennison Associates Llc | $606,679 | era 0.0% |
| Tidal Investments LLC | $361,804 | era 0.0% |
| Lido Advisors, LLC | $315,031 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 95.00K acciones, $4,352 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)
Director · 2.00K acc. · $155,720
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología