Affirm Holdings Inc. (afrm 0 11/15/26)

13F holders, Q4 2024 (December 31)
5holders −1
2new positions
3sold out
$1.30avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Affirm Holdings Inc. (afrm 0 11/15/26) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Ewing Morris & Co. Investment Partners Ltd. ($13.0M), Mercer Global Advisors Inc. ($23K) and Beaird Harris Wealth Management, LLC ($18K).

Company
Affirm Holdings Inc. (afrm 0 11/15/26)
CUSIP
00827BAB2
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$21K
Exits3$8.1M

All 13F filers, Q3 2024 → Q4 2024: 23,000 shares bought and 9,706,000 shares sold, net −9,683,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Ewing Morris & Co. Investment Partners Ltd. 4.50% No change 10,000,000 $13.0M
Mercer Global Advisors Inc. 0.00% No change 26,000 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 20,000 $18K
LPL Financial LLC 0.00% New 14,000 $13K
Kestra Private Wealth Services, LLC 0.00% New 9,000 $8K

"% of holder's portfolio" is AFFIRM HOLDINGS INC (AFRM 0 11/15/26)'s weight in each manager's 13F, not the share of Affirm Holdings Inc. (afrm 0 11/15/26) the manager owns.