Affirm HoldingsAFRM
13F holders, Q2 2024 (June 30)378holders −4
56new positions
60sold out
10famous investors
$30.25avg. 13F price*
At the end of Q2 2024, 378 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 4 from Q1 2024. 56 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($922.8M), Capital Research Global Investors ($717.8M) and Vanguard Group Inc. ($635.5M). 10 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $151.7M |
| Exits | 60 | $134.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,264,029 shares bought and 22,604,575 shares sold, net −2,340,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 378 holders
| Morgan Stanley | 0.07% | Reduce -0.1% | 30,545,418 | $922.8M |
| Capital Research Global Investors | 0.16% | Add +22.3% | 23,759,115 | $717.8M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 21,037,188 | $635.5M |
| Capital World Investors | 0.09% | Reduce -1.4% | 18,807,792 | $568.2M |
| Baillie Gifford & Co. | 0.32% | Reduce -28.5% | 13,400,426 | $404.8M |
| BlackRock Inc. | 0.01% | Add +0.0% | 9,969,927 | $301.2M |
| D. E. Shaw & Co. | 0.35% | Reduce -16.9% | 7,539,252 | $227.8M |
| Citadel Advisors | 0.13% | Add +135.4% | 4,105,605 | $124.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 4,003,660 | $121.5M |
| State Street Corp. | 0.01% | Add +2.2% | 3,841,547 | $116.1M |
| Two Sigma Advisers, LP | 0.17% | Reduce -28.5% | 2,543,800 | $76.8M |
| UBS Group AG | 0.02% | Add +9.2% | 2,369,116 | $71.6M |
| Millennium Management | 0.06% | Add +84.5% | 2,269,153 | $68.6M |
| Spyglass Capital Management LLC | 4.75% | Add +30.7% | 2,147,646 | $64.9M |
| Man Group plc | 0.17% | Add +170.1% | 2,132,257 | $64.4M |
| Abdiel Capital Advisors, LP | 4.39% | Reduce -3.3% | 2,059,737 | $62.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -14.8% | 1,931,812 | $58.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -16.0% | 1,810,717 | $54.7M |
| Bank of America Corp. | 0.01% | Add +0.4% | 1,708,889 | $51.6M |
| Two Sigma Investments, LP | 0.12% | Reduce -54.0% | 1,624,944 | $49.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 1,530,327 | $46.2M |
| Dragoneer Investment Group, LLC | 0.86% | New | 1,496,824 | $45.2M |
| Leo Wealth, LLC | 3.52% | Add +0.0% | 1,143,219 | $34.5M |
| Northern Trust Corp. | 0.01% | Add +9.1% | 1,111,269 | $33.6M |
| Founders Fund Growth Management, LLC | 95.61% | Reduce -36.2% | 1,034,838 | $31.3M |
| Marshall Wace, LLP | 0.04% | Add +575.4% | 1,020,253 | $30.8M |
| ThornTree Capital Partners LP | 4.62% | New | 897,848 | $27.1M |
| Bank of New York Mellon Corp | 0.01% | Add +25.6% | 866,946 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.1% | 787,971 | $23.8M |
| Wellington Management Group LLP | 0.00% | Add +13.2% | 777,189 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +257.3% | 773,180 | $23.4M |
| Allen Operations LLC | 4.26% | No change | 721,382 | $21.8M |
| Norges Bank | 0.00% | Reduce -9.9% | 712,740 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +105.4% | 688,999 | $20.8M |
| Kodai Capital Management LP | 0.36% | New | 623,132 | $18.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.6% | 592,475 | $17.9M |
| Citigroup Inc. | 0.02% | Add +477.7% | 579,016 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -71.9% | 560,632 | $16.9M |
| Squarepoint Ops LLC | 0.06% | Add +209.4% | 537,533 | $16.2M |
| Susquehanna International Group, LLP | 0.03% | Reduce -31.4% | 475,366 | $14.4M |
| Swiss National Bank | 0.01% | Add +6.8% | 459,500 | $13.9M |
| Simplex Trading, LLC | 0.41% | Add +494.9% | 419,737 | $12.7M |
| Penserra Capital Management LLC | 0.16% | Reduce -10.6% | 414,001 | $12.5M |
| RJA Asset Management LLC | 3.40% | No change | 397,425 | $12.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.8% | 394,086 | $11.9M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -16.9% | 327,203 | $9.9M |
| Jane Street Group, LLC | 0.01% | Add +18.1% | 320,485 | $9.7M |
| Pacific Heights Asset Management LLC | 0.75% | No change | 315,000 | $9.5M |
| HSBC Holdings PLC | 0.01% | Reduce -32.8% | 267,752 | $8.0M |
| Allen Holding Inc. | 0.96% | Reduce -88.1% | 30,262 | $7.7M |
| NZS Capital, LLC | 0.31% | New | 252,162 | $7.6M |
| Trexquant Investment LP | 0.12% | Reduce -41.6% | 251,687 | $7.6M |
| Legal & General Group Plc | 0.00% | Add +6.0% | 239,401 | $7.2M |
| Rhumbline Advisers | 0.01% | Add +2.7% | 235,895 | $7.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 228,929 | $6.9M |
| California State Teachers Retirement System | 0.01% | Add +3.9% | 227,731 | $6.9M |
| Macquarie Group Ltd. | 0.01% | New | 216,654 | $6.5M |
| Bank of Montreal | 0.00% | Add +2305.3% | 195,936 | $6.5M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 213,611 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 211,459 | $6.4M |
| Jump Financial, LLC | 0.13% | Add +1457.5% | 209,373 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -20.1% | 203,540 | $6.1M |
| Parallax Volatility Advisers, L.P. | 0.18% | Add +129.1% | 200,840 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +27.2% | 198,697 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +4.0% | 192,558 | $5.8M |
| J. Goldman & Co LP | 0.21% | Reduce -35.4% | 191,212 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 189,789 | $5.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.0% | 166,891 | $5.6M |
| FMR LLC | 0.00% | Reduce -0.4% | 185,843 | $5.6M |
| Hidden Lake Asset Management LP | 4.53% | New | 175,730 | $5.3M |
| a16z Perennial Management, L.P. | 0.57% | Reduce -9.1% | 175,120 | $5.3M |
| Once Capital Management, LLC | 2.56% | Add +103.1% | 171,400 | $5.2M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -69.8% | 163,241 | $4.9M |
| Catalyst Private Wealth, LLC | 2.59% | Reduce -1.4% | 162,241 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +115.5% | 161,786 | $4.9M |
| Allen Investment Management, LLC | 0.06% | No change | 161,044 | $4.9M |
| Quadrature Capital Ltd | 0.08% | Reduce -53.3% | 154,389 | $4.7M |
| Algert Global LLC | 0.15% | Add +24.5% | 154,252 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.9% | 146,772 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +1.3% | 146,515 | $4.4M |
| Landscape Capital Management, L.L.C. | 0.36% | Add +432.6% | 142,020 | $4.3M |
| Gotham Asset Management | 0.05% | Add +151.9% | 137,522 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -27.5% | 136,910 | $4.1M |
| Two Sigma Securities, LLC | 0.19% | Reduce -24.2% | 132,259 | $4.0M |
| Capital Fund Management S.A. | 0.04% | Reduce -79.8% | 129,845 | $3.9M |
| IMC-Chicago, LLC | 0.11% | New | 118,620 | $3.6M |
| Renaissance Technologies | 0.01% | New | 116,400 | $3.5M |
| Diker Management LLC | 2.94% | No change | 115,000 | $3.5M |
| Virtu Financial LLC | 0.24% | New | 112,962 | $3.4M |
| Twinbeech Capital LP | 0.06% | Reduce -68.3% | 107,883 | $3.3M |
| Omega Financial Group, LLC | 1.25% | Add +9.2% | 102,171 | $3.1M |
| QRG Capital Management, Inc. | 0.04% | Reduce -3.1% | 102,134 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 101,710 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 101,500 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.4% | 99,113 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -1.1% | 98,999 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -28.4% | 93,549 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +2.8% | 93,171 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Add +199.1% | 90,806 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +52.2% | 89,223 | $2.7M |
| Aquatic Capital Management LLC | 0.10% | New | 89,100 | $2.7M |
| Bridgewater Associates | 0.01% | New | 88,012 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.8% | 86,842 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.6% | 86,492 | $2.6M |
| Neo Ivy Capital Management | 0.51% | — | 86,432 | $2.6M |
| Townsquare Capital LLC | 0.04% | Add +14.5% | 85,868 | $2.6M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -11.4% | 91,386 | $2.6M |
| Barclays PLC | 0.00% | Reduce -22.6% | 80,534 | $2.4M |
| Royal Fund Management, LLC | 0.33% | Reduce -5.8% | 80,344 | $2.4M |
| Dynamic Technology Lab Private Ltd | 0.26% | Add +508.6% | 77,507 | $2.3M |
| Faithward Advisors, LLC | 0.41% | New | 75,618 | $2.3M |
| VK Services, LLC | 0.55% | No change | 74,981 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -11.1% | 73,960 | $2.2M |
| Centiva Capital, LP | 0.11% | New | 72,221 | $2.2M |
| Compound Planning, Inc. | 0.16% | Add +1.1% | 71,419 | $2.2M |
| Lecap Asset Management Ltd. | 0.46% | Add +15.5% | 69,772 | $2.1M |
| Raymond James & Associates | 0.00% | Add +40.1% | 69,594 | $2.1M |
| Liberty Mutual Group Asset Management Inc. | 0.31% | No change | 69,374 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 69,328 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Add +0.9% | 69,293 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Add +28.8% | 67,979 | $2.1M |
| Verition Fund Management LLC | 0.02% | Reduce -16.1% | 67,823 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +9.2% | 65,417 | $2.0M |
| LMR Partners LLP | 0.05% | No change | 64,733 | $2.0M |
| Wolverine Trading, LLC | 0.03% | New | 62,246 | $1.9M |
| Tudor Investment Corporation | 0.02% | Reduce -79.0% | 62,108 | $1.9M |
| Fox Run Management, L.L.C. | 0.35% | New | 61,190 | $1.8M |
| Credit Agricole S A | 0.01% | Add +161.8% | 58,730 | $1.8M |
| BIT Capital GmbH | 0.16% | Reduce -93.9% | 58,189 | $1.8M |
| GTS Securities LLC | 0.04% | New | 56,217 | $1.7M |
| Sei Investments Co. | 0.00% | Add +33.2% | 54,993 | $1.7M |
| Mariner, LLC | 0.00% | Add +18.4% | 52,863 | $1.6M |
| Quantbot Technologies LP | 0.08% | Add +40.4% | 51,894 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.4% | 51,588 | $1.6M |
| Quantinno Capital Management LP | 0.03% | Add +59.3% | 50,788 | $1.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -19.7% | 50,395 | $1.5M |
| Graham Capital Management, L.P. | 0.10% | Add +34.3% | 50,246 | $1.5M |
| Delta Air Lines, Inc. | 0.21% | No change | 50,000 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +5.5% | 50,000 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -59.4% | 49,899 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.0% | 49,480 | $1.5M |
| Employees Retirement System of Texas | 0.02% | No change | 46,234 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +100.8% | 45,425 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +6.4% | 44,658 | $1.3M |
| XTX Topco Ltd | 0.11% | New | 43,062 | $1.3M |
| Estate Counselors, LLC | 0.14% | Reduce -0.2% | 41,575 | $1.3M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Add +6.5% | 41,120 | $1.2M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 40,253 | $1.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -10.1% | 40,080 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.3% | 39,837 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +47.7% | 39,834 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -44.4% | 38,383 | $1.2M |
| Legacy Capital Group California, Inc. | 0.39% | Reduce -4.3% | 35,921 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +450.7% | 35,694 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.2% | 32,067 | $969K |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -17.9% | 35,143 | $965K |
| WINTON GROUP Ltd | 0.07% | New | 31,867 | $963K |
| Deutsche Bank AG | 0.00% | Reduce -78.0% | 30,814 | $931K |
| STRS Ohio | 0.00% | Add +21.3% | 30,427 | $919K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.1% | 29,142 | $880K |
| AQR Capital Management | 0.00% | Add +2.5% | 29,135 | $880K |
| Harvest Investment Services, LLC | 0.33% | Reduce -57.4% | 27,162 | $821K |
| Neuberger Berman Group LLC | 0.00% | Add +0.2% | 26,449 | $799K |
| Balboa Wealth Partners | 0.21% | Add +1.1% | 26,315 | $795K |
| Blueshift Asset Management, LLC | 0.26% | Add +35.3% | 26,074 | $788K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 24,535 | $741K |
| SpiderRock Advisors, LLC | 0.02% | Add +0.0% | 24,471 | $739K |
| Russell Investments Group, Ltd. | 0.00% | Add +142.7% | 24,295 | $734K |
| Industry Ventures, L.L.C. | 1.13% | New | 24,205 | $731K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -11.4% | 24,155 | $730K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 23,329 | $705K |
| HarbourVest Partners LLC | 0.37% | Reduce -39.9% | 23,210 | $701K |
| Group One Trading LLC | 0.02% | Add +112.3% | 23,176 | $700K |
| Engineers Gate Manager LP | 0.02% | Reduce -85.4% | 22,606 | $683K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +87.2% | 22,470 | $679K |
| Optiver Holding B.V. | 0.01% | Reduce -91.2% | 22,332 | $675K |
| M&T Bank Corp | 0.00% | Add +0.7% | 22,022 | $665K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 19,588 | $592K |
| Mission Wealth Management, LP | 0.02% | No change | 19,499 | $589K |
| Belpointe Asset Management LLC | 0.04% | New | 19,193 | $580K |
| Cim Investment Management Inc. | 0.17% | Reduce -0.8% | 18,412 | $556K |
| Cetera Investment Advisers | 0.00% | Reduce -12.5% | 18,360 | $555K |
| Rakuten Securities, Inc. | 0.24% | Add +55.5% | 18,165 | $549K |
| Belmont Capital, LLC | 0.10% | Reduce -90.4% | 18,000 | $544K |
| Maverick Capital | 0.01% | Reduce -10.1% | 17,869 | $540K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,492 | $528K |
| Principal Financial Group Inc. | 0.00% | Reduce -11.1% | 16,947 | $512K |
| Oak Thistle LLC | 0.38% | New | 16,813 | $508K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.4% | 16,801 | $508K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.8% | 16,530 | $499K |
| Danske Bank A/S | 0.00% | New | 16,390 | $495K |
| Source Financial Advisors LLC | 0.15% | No change | 15,835 | $478K |
| BBR Partners, LLC | 0.04% | No change | 15,818 | $478K |
| US Bancorp \de | 0.00% | Reduce -8.8% | 15,655 | $473K |
| Walleye Capital LLC | 0.01% | Add +376.6% | 15,237 | $460K |
| Leonteq Securities AG | 0.06% | Add +1229.2% | 14,860 | $449K |
| Independent Advisor Alliance | 0.02% | Reduce -3.7% | 14,840 | $448K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.01% | Reduce -21.6% | 14,500 | $438K |
| White Lighthouse Investment Management Inc. | 0.08% | Add +40.0% | 13,782 | $416K |
| Boothbay Fund Management, LLC | 0.01% | New | 13,741 | $415K |
| Alpha DNA Investment Management LLC | 0.24% | New | 13,727 | $415K |
| Cravens & Co Advisors, LLC | 0.31% | Add +16.0% | 13,712 | $414K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.4% | 13,596 | $411K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +404.7% | 13,209 | $409K |
| Ellevest, Inc. | 0.02% | Reduce -13.9% | 13,267 | $401K |
| CTC LLC | 0.03% | New | 13,156 | $397K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -86.5% | 12,900 | $390K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.8% | 12,895 | $390K |
| Qsemble Capital Management, LP | 0.07% | Reduce -34.8% | 12,761 | $386K |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | No change | 12,721 | $384K |
| Aigen Investment Management, LP | 0.07% | New | 12,682 | $383K |
| Prudential Financial Inc. | 0.00% | Add +0.3% | 12,581 | $380K |
| Amalgamated Bank | 0.00% | Reduce -3.9% | 12,582 | $380K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.7% | 12,548 | $379K |
| Utah Retirement Systems | 0.00% | No change | 12,400 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.3% | 11,965 | $361K |
| Brighton Jones LLC | 0.01% | Add +1.4% | 11,959 | $361K |
| Avantax Advisory Services, Inc. | 0.00% | Add +71.5% | 11,895 | $359K |
| Myecfo, LLC | 0.20% | Add +6.2% | 11,671 | $353K |
| Creative Planning | 0.00% | Add +11.2% | 11,228 | $339K |
| Oder Investment Management, LLC | 0.30% | Reduce -4.2% | 11,083 | $335K |
| Paragon Capital Management Ltd | 0.06% | No change | 10,770 | $325K |
| AlTi Global, Inc. | 0.01% | No change | 10,498 | $317K |
| Magnetar Financial LLC | 0.01% | Reduce -68.9% | 10,252 | $310K |
| SG Americas Securities, LLC | 0.00% | Reduce -57.1% | 10,214 | $309K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.6% | 10,159 | $307K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.6% | 10,108 | $302K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 10,000 | $302K |
| GAMCO Investors | 0.00% | No change | 10,000 | $302K |
| Van Eck Associates Corp. | 0.00% | Reduce -40.3% | 9,771 | $295K |
| Private Advisor Group, LLC | 0.00% | Add +4.0% | 9,736 | $294K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.0% | 9,604 | $290K |
| Teacher Retirement System of Texas | 0.00% | Reduce -38.4% | 9,556 | $289K |
| Hoey Investments, Inc. | 0.05% | Add +894.9% | 9,083 | $274K |
| MML Investors Services, LLC | 0.00% | Add +6.4% | 8,892 | $269K |
| Xponance LLC | 0.00% | Reduce -4.4% | 8,543 | $258K |
| Independent Financial Group, LLC | 0.01% | Reduce -34.9% | 8,068 | $244K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,862 | $238K |
| Comerica Bank | 0.00% | Add +27.8% | 7,806 | $236K |
| Caprock Group, LLC | 0.01% | Reduce -0.8% | 7,790 | $235K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.6% | 7,737 | $234K |
| Daiwa Securities Group Inc. | 0.00% | New | 7,725 | $233K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 7,704 | $233K |
| Occudo Quantitative Strategies LP | 0.04% | New | 7,662 | $231K |
| ICONIQ Capital, LLC | 0.00% | New | 7,502 | $227K |
| CIBC Asset Management Inc | 0.00% | Add +29.3% | 7,287 | $220K |
| Tidal Investments LLC | 0.00% | Reduce -59.2% | 7,055 | $213K |
| Shearwater Capital LLC | 0.16% | No change | 7,000 | $211K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.9% | 6,915 | $209K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 6,857 | $207K |
| Franklin Resources Inc. | 0.00% | No change | 6,743 | $204K |
| Vident Advisory, LLC | 0.01% | New | 6,653 | $201K |
| KBC Group NV | 0.00% | Add +24.7% | 6,109 | $185K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 6,109 | $184K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 5,850 | $177K |
| Cwm, LLC | 0.00% | Reduce -2.1% | 5,654 | $171K |
| Mather Group, Llc. | 0.00% | Add +951.2% | 4,226 | $157K |
| Signaturefd, LLC | 0.00% | Reduce -16.6% | 5,065 | $153K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,000 | $151K |
| Kathleen S. Wright Associates Inc. | 0.06% | Add +20.9% | 4,082 | $123K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.1% | 4,080 | $123K |
| Parallel Advisors, LLC | 0.00% | Add +40.7% | 4,061 | $123K |
| GAMMA Investing LLC | 0.02% | Add +35.3% | 3,954 | $119K |
| Quarry LP | 0.05% | New | 3,597 | $109K |
| Ancora Advisors LLC | 0.00% | Add +0.7% | 3,525 | $106K |
| Lazard Asset Management LLC | 0.00% | New | 3,218 | $95K |
| Versant Capital Management, Inc | 0.02% | Add +15.1% | 2,533 | $77K |
| NFSG Corp | 0.03% | Reduce -4.0% | 2,297 | $69K |
| Plato Investment Management Ltd | 0.01% | Add +70.7% | 2,267 | $68K |
| Y.D. More Investments Ltd | 0.01% | Reduce -14.7% | 2,121 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -18.8% | 2,232 | $63K |
| IFP Advisors, Inc | 0.00% | Add +29.8% | 1,914 | $58K |
| National Bank of Canada | 0.00% | Add +24.4% | 1,940 | $58K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,811 | $55K |
| Global Wealth Strategies & Associates | 0.02% | Add +82.5% | 1,770 | $53K |
| Corebridge Financial, Inc. | 0.00% | — | 1,750 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -48.1% | 1,727 | $52K |
| Quadrant Capital Group LLC | 0.00% | Add +43.5% | 1,693 | $51K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,641 | $50K |
| ORG Partners LLC | 0.00% | Add +80.0% | 1,240 | $37K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +82.4% | 1,195 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -73.3% | 1,178 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.9% | 1,114 | $33K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.2% | 1,095 | $33K |
| Principal Securities, Inc. | 0.00% | Add +7.1% | 997 | $30K |
| Private Ocean, LLC | 0.00% | No change | 961 | $29K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.7% | 902 | $27K |
| Ridgewood Investments LLC | 0.01% | New | 900 | $27K |
| Blue Trust, Inc. | 0.00% | New | 655 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10650.0% | 860 | $24K |
| Ravenstone Capital Management Inc. | 0.02% | No change | 795 | $24K |
| Quent Capital, LLC | 0.00% | Reduce -10.9% | 717 | $22K |
| Allworth Financial LP | 0.00% | Add +28.8% | 621 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 598 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 565 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.1% | 519 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 521 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 469 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 479 | $14K |
| CI Investments Inc. | 0.00% | Reduce -5.0% | 453 | $14K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 457 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 457 | $14K |
| Hantz Financial Services, Inc. | 0.00% | No change | 427 | $13K |
| SWAN Capital LLC | 0.01% | New | 400 | $12K |
| Advisors Asset Management, Inc. | 0.00% | New | 399 | $12K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -92.5% | 400 | $12K |
| Venturi Wealth Management, LLC | 0.00% | Add +225.9% | 365 | $11K |
| Optimum Investment Advisors | 0.00% | No change | 330 | $10K |
| Amundi | 0.00% | Reduce -99.9% | 336 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 318 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 315 | $10K |
| Activest Wealth Management | 0.00% | No change | 304 | $9K |
| Covestor Ltd | 0.01% | Add +0.6% | 314 | $9K |
| Tsfg, LLC | 0.00% | No change | 250 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Add +10.5% | 242 | $7K |
| Macroview Investment Management LLC | 0.01% | New | 233 | $7K |
| Tacita Capital Inc | 0.00% | No change | 200 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -2.3% | 215 | $6K |
| Banque Cantonale Vaudoise | 0.00% | No change | 200 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6000.0% | 183 | $6K |
| JDM Financial Group LLC | 0.00% | No change | 167 | $5K |
| HM Payson & Co. | 0.00% | Add +14.3% | 160 | $5K |
| Larson Financial Group LLC | 0.00% | Add +2800.0% | 145 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 135 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 124 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 123 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 120 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 115 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 110 | $3K |
| Meeder Asset Management Inc. | 0.00% | New | 101 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $3K |
| Hilltop National Bank | 0.00% | No change | 100 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $3K |
| Blume Capital Management, Inc. | 0.00% | No change | 80 | $2K |
| Sachetta, LLC | 0.00% | Reduce -27.1% | 86 | $2K |
| Gradient Investments LLC | 0.00% | No change | 77 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $2K |
| Hall Laurie J Trustee | 0.00% | No change | 50 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 65 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 64 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 64 | $2K |
| PayPay Securities Corp | 0.15% | Reduce -66.7% | 60 | $2K |
| City State Bank | 0.00% | No change | 55 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 55 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 53 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 50 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +12.2% | 46 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 40 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -94.2% | 38 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 30 | $1K |
| Huntington National Bank | 0.00% | Add +12.0% | 28 | $846 |
| SJS Investment Consulting Inc. | 0.00% | No change | 27 | $816 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -44.2% | 24 | $725 |
| Opal Wealth Advisors, LLC | 0.00% | New | 20 | $605 |
| Richardson Financial Services Inc. | 0.00% | No change | 20 | $604 |
| Rise Advisors, LLC | 0.00% | No change | 20 | $604 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 16 | $484 |
| Continuum Advisory, LLC | 0.00% | No change | 16 | $483 |
| Rothschild Investment LLC | 0.00% | New | 15 | $453 |
| Heritage Wealth Advisors | 0.00% | No change | 15 | $453 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 12 | $362 |
| Planning Capital Management Corp | 0.00% | New | 10 | $303 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $302 |
| Assetmark, Inc. | 0.00% | New | 9 | $272 |
| DT Investment Partners, LLC | 0.00% | New | 8 | $242 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 5 | $152 |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $151 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 3 | $91 |
| MCF Advisors LLC | 0.00% | No change | 3 | $91 |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $91 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $31 |
| Innealta Capital, LLC | 0.00% | New | 1 | $30 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 1 | $30 |
| Avion Wealth | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.