Affirm HoldingsAFRM

13F holders, Q3 2024 (September 30)
426holders +48
90new positions
43sold out
7famous investors
$40.82avg. 13F price*

At the end of Q3 2024, 426 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 48 from Q2 2024. 90 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($1.2B), Capital Research Global Investors ($971.3M) and Vanguard Group Inc. ($861.3M). 7 famous investors held it, including Gavin Baker (0.7% of Atreides Management's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Affirm Holdings Inc.
CUSIP
00827B106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 382Q1 2024Q2 2024: 378Q2 2024Q3 2024: 426Q3 2024Q4 2024: 501Q4 2024Q1 2025: 490Q1 2025Q2 2025: 561Q2 2025Q3 2025: 615Q3 2025Q4 2025: 640Q4 2025Q1 2026: 593Q1 2026Q2 2026: 661Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions90$610.4M
Exits43$191.7M

All 13F filers, Q2 2024 → Q3 2024: 27,486,765 shares bought and 20,703,228 shares sold, net +6,783,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 426 holders

Morgan Stanley 0.09% Reduce -1.1% 30,194,462 $1.2B
Capital Research Global Investors 0.20% Add +0.1% 23,793,987 $971.3M
Vanguard Group Inc. 0.02% Add +0.3% 21,098,989 $861.3M
Capital World Investors 0.12% Reduce -2.9% 18,266,583 $745.6M
Baillie Gifford & Co. 0.30% Reduce -25.9% 9,935,768 $405.6M
BlackRock, Inc. 0.01% — 9,931,000 $405.4M
D. E. Shaw & Co. 0.33% Reduce -24.3% 5,711,163 $233.1M
Jericho Capital Asset Management L.P. 4.59% New 4,659,147 $190.2M
Geode Capital Management, LLC 0.01% Reduce -1.1% 3,961,119 $161.7M
State Street Corp. 0.01% Add +2.6% 3,942,698 $160.9M
Durable Capital Partners LP 0.89% New 2,969,456 $121.2M
Citadel Advisors 0.12% Reduce -35.5% 2,647,923 $108.1M
Spyglass Capital Management LLC 6.29% Add +9.3% 2,348,095 $95.8M
Susquehanna International Group, LLP 0.16% Add +363.8% 2,204,867 $90.0M
Charles Schwab Investment Management Inc. 0.02% Add +44.0% 2,203,210 $89.9M
Millennium Management 0.08% Reduce -4.3% 2,170,353 $88.6M
Abdiel Capital Advisors, LP 5.08% No change 2,059,737 $84.1M
1832 Asset Management L.P. 0.14% New 2,037,400 $83.2M
Wellington Management Group LLP 0.01% Add +154.8% 1,980,639 $80.8M
Marshall Wace, LLP 0.10% Add +85.6% 1,893,777 $77.3M
Dimensional Fund Advisors LP 0.02% Reduce -2.0% 1,892,664 $77.3M
T. Rowe Price Associates Inc. 0.01% Reduce -2.8% 1,760,738 $71.9M
Bank of America Corp. 0.01% Reduce -3.2% 1,654,683 $67.5M
Norges Bank 0.01% Add +100.1% 1,426,411 $58.2M
UBS Group AG 0.02% Reduce -42.8% 1,356,393 $55.4M
JPMorgan Chase & Co. 0.00% Add +55.8% 1,204,824 $49.2M
Man Group plc 0.14% Reduce -44.6% 1,180,861 $48.2M
Northern Trust Corp. 0.01% Reduce -0.5% 1,105,577 $45.1M
Leo Wealth, LLC 4.12% Reduce -3.4% 1,104,513 $45.1M
Balyasny Asset Management L.P. 0.11% Add +210.1% 1,014,478 $41.4M
Kodai Capital Management LP 0.84% Add +59.6% 994,285 $40.6M
Jane Street Group, LLC 0.06% Add +203.9% 974,008 $39.8M
Bank of New York Mellon Corp 0.01% Add +1.5% 879,928 $35.9M
Goldman Sachs Group Inc. 0.01% Add +7.6% 848,076 $34.6M
Artemis Investment Management LLP 0.47% New 754,728 $30.8M
Bank of Montreal 0.01% Add +269.7% 724,336 $29.8M
Allen Operations LLC 4.96% No change 721,382 $29.4M
ThornTree Capital Partners LP 6.11% Reduce -20.2% 716,715 $29.3M
Holocene Advisors, LP 0.11% New 682,797 $27.9M
Capital Fund Management S.A. 0.29% Add +397.8% 646,344 $26.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -12.2% 605,029 $24.7M
Nuveen Asset Management, LLC 0.01% Add +0.5% 595,121 $24.3M
Citigroup Inc. 0.02% Reduce -3.6% 558,197 $22.8M
Two Sigma Investments, LP 0.05% Reduce -65.9% 554,794 $22.6M
Atreides Management 0.69% New 499,858 $20.4M
Quadrature Capital Ltd 0.45% Add +214.4% 485,431 $19.8M
Aquatic Capital Management LLC 0.52% Add +442.1% 483,000 $19.7M
Swiss National Bank 0.01% Add +0.9% 463,500 $18.9M
Alliancebernstein L.P. 0.01% Add +421.8% 451,275 $18.4M
Invesco Ltd. 0.00% Add +105.5% 438,985 $17.9M
Driehaus Capital Management LLC 0.15% New 430,499 $17.6M
Penserra Capital Management LLC 0.36% Reduce -1.8% 406,630 $16.6M
RJA Asset Management LLC 4.11% No change 397,425 $16.2M
O'Neil Global Advisors, Inc. 3.96% New 380,395 $15.5M
Glendon Capital Management LP 0.85% New 336,000 $13.7M
Qube Research & Technologies Ltd 0.02% Reduce -41.1% 329,962 $13.5M
Pacific Heights Asset Management LLC 0.96% No change 315,000 $12.9M
California Public Employees Retirement System 0.01% Reduce -22.4% 306,000 $12.5M
Amundi 0.00% Add +86452.7% 290,817 $12.0M
Parallax Volatility Advisers, L.P. 0.35% Add +43.1% 287,426 $11.7M
Ogborne Capital Management, LLC 3.26% New 283,215 $11.6M
BIT Capital GmbH 1.05% Add +358.9% 267,012 $10.9M
NZS Capital, LLC 0.41% Add +2.8% 259,221 $10.6M
Trexquant Investment LP 0.13% Add +2.5% 258,083 $10.5M
Allen Holding Inc. 1.12% Add +743.5% 255,262 $10.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +19.0% 251,713 $10.3M
Verition Fund Management LLC 0.08% Add +270.5% 251,300 $10.3M
Legal & General Group Plc 0.00% Add +4.2% 249,339 $10.2M
Hidden Lake Asset Management LP 8.29% Add +30.2% 228,849 $9.3M
Rhumbline Advisers 0.01% Reduce -4.5% 225,165 $9.2M
Squarepoint Ops LLC 0.03% Reduce -58.2% 224,612 $9.2M
California State Teachers Retirement System 0.01% Reduce -1.5% 224,307 $9.2M
Ardmore Road Asset Management LP 1.05% New 200,000 $8.2M
State Board of Administration of Florida Retirement System 0.02% No change 198,697 $8.1M
Royal Bank of Canada 0.00% Add +3.1% 195,742 $8.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -15.4% 193,725 $7.9M
Teachers Retirement System of the State of Kentucky 0.07% No change 192,558 $7.9M
Flight Deck Capital, LP 8.50% New 178,000 $7.3M
AQR Capital Management 0.01% Add +496.9% 173,909 $7.1M
Catalyst Private Wealth, LLC 3.38% Add +4.2% 169,035 $6.9M
Schonfeld Strategic Advisors LLC 0.05% Add +1182.4% 165,431 $6.8M
Mercer Global Advisors Inc. 0.02% Add +4.4% 174,260 $6.7M
Allen Investment Management, LLC 0.08% No change 161,044 $6.6M
Algert Global LLC 0.17% Add +1.7% 156,939 $6.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.4% 156,327 $6.4M
Barclays PLC 0.00% Add +88.3% 151,652 $6.2M
Berkshire Capital Holdings Inc. 2.51% Add +1448200.0% 144,830 $5.9M
Ameriprise Financial Inc. 0.00% Reduce -3.1% 142,260 $5.8M
a16z Perennial Management, L.P. 0.69% Reduce -22.0% 136,520 $5.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +49.0% 132,923 $5.4M
Alight Capital Management LP 1.92% New 130,000 $5.3M
Keystone Investors Pte Ltd. 0.39% New 129,432 $5.3M
State of Wisconsin Investment Board 0.01% Add +86.8% 126,975 $5.2M
New York State Common Retirement Fund 0.01% Reduce -15.4% 124,015 $5.1M
Diversify Advisory Services, LLC 0.25% Add +17.5% 107,379 $4.7M
Gotham Asset Management 0.05% Reduce -17.2% 113,823 $4.6M
Soros Capital Management LLC 1.10% New 112,000 $4.6M
Janus Henderson Group PLC 0.00% Add +8.7% 110,282 $4.5M
Westerly Capital Management, LLC 2.55% New 110,000 $4.5M
IMC-Chicago, LLC 0.13% Reduce -7.7% 109,513 $4.5M
Townsquare Capital LLC 0.05% Add +26.3% 108,451 $4.4M
QRG Capital Management, Inc. 0.04% Reduce -0.7% 101,450 $4.1M
Treasurer of the State of North Carolina 0.02% Add +2.1% 101,163 $4.1M
American Century Companies Inc. 0.00% Add +7.9% 100,522 $4.1M
Ensign Peak Advisors, Inc 0.01% Reduce -0.1% 98,849 $4.0M
Omega Financial Group, LLC 1.52% Reduce -3.9% 98,156 $4.0M
Group One Trading LLC 0.16% Add +320.7% 97,494 $4.0M
Readystate Asset Management LP 0.49% New 94,700 $3.9M
State of New Jersey Common Pension Fund D 0.02% No change 93,549 $3.8M
Quantinno Capital Management LP 0.05% Add +77.5% 90,169 $3.7M
Envestnet Asset Management Inc. 0.00% Reduce -12.0% 89,524 $3.7M
Raymond James & Associates 0.00% Add +27.9% 88,988 $3.6M
Bayesian Capital Management, LP 0.42% New 88,200 $3.6M
Elyxium Wealth, LLC 1.91% — 84,882 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -3.2% 84,083 $3.4M
Allianz Asset Management GmbH 0.01% Add +20.9% 83,769 $3.4M
Diker Management LLC 2.61% Reduce -30.4% 80,000 $3.3M
Jump Financial, LLC 0.07% Reduce -62.0% 79,487 $3.2M
Landscape Capital Management, L.L.C. 0.33% Reduce -44.7% 78,486 $3.2M
Boothbay Fund Management, LLC 0.10% Add +455.4% 76,323 $3.1M
Faithward Advisors, LLC 0.54% Reduce -0.3% 75,353 $3.1M
VK Services, LLC 0.67% Add +0.0% 75,000 $3.1M
Blueshift Asset Management, LLC 0.72% Add +171.8% 70,862 $2.9M
Sora Investors LLC 0.50% New 70,000 $2.9M
Compound Planning, Inc. 0.18% Reduce -2.4% 69,699 $2.8M
Liberty Mutual Group Asset Management Inc. 0.43% No change 69,374 $2.8M
Nisa Investment Advisors, LLC 0.02% Reduce -7.3% 68,550 $2.8M
Arizona State Retirement System 0.02% Add +4.5% 68,374 $2.8M
Twinbeech Capital LP 0.05% Reduce -37.6% 67,314 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -3.1% 67,201 $2.7M
First Trust Advisors LP 0.00% Reduce -51.4% 66,572 $2.7M
Edgestream Partners, L.P. 0.12% Add +29.7% 65,342 $2.7M
Lord, Abbett & Co. LLC 0.01% New 64,779 $2.6M
LMR Partners LLP 0.07% No change 64,733 $2.6M
Main Management ETF Advisors, LLC 0.12% New 64,408 $2.6M
Quantbot Technologies LP 0.10% Add +21.3% 62,928 $2.6M
HighTower Advisors, LLC 0.00% Add +40.6% 62,811 $2.6M
Handelsbanken Fonder AB 0.01% Add +24.4% 62,200 $2.5M
Dynamic Technology Lab Private Ltd 0.26% Reduce -22.4% 60,174 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +17.8% 58,306 $2.4M
Mariner, LLC 0.00% Add +7.3% 56,721 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +6.2% 54,782 $2.2M
XTX Topco Ltd 0.16% Add +25.5% 54,032 $2.2M
Wolverine Trading, LLC 0.06% Reduce -15.1% 52,873 $2.2M
Lecap Asset Management Ltd. 0.46% Reduce -25.5% 51,975 $2.1M
Worldquant Millennium Advisors LLC 0.02% New 51,592 $2.1M
LifePro Asset Management 1.27% New 50,904 $2.1M
Delta Air Lines, Inc. 0.24% No change 50,000 $2.0M
LPL Financial LLC 0.00% Add +26.7% 48,631 $2.0M
Wells Fargo & Company 0.00% Reduce -2.8% 48,512 $2.0M
Cresset Asset Management, LLC 0.01% Add +21.3% 48,318 $2.0M
Prudential Financial Inc. 0.00% Add +278.7% 47,645 $1.9M
Employees Retirement System of Texas 0.02% No change 46,234 $1.9M
Graham Capital Management, L.P. 0.10% Reduce -10.8% 44,815 $1.8M
Concentric Capital Strategies, LP 0.11% New 42,143 $1.7M
Estate Counselors, LLC 0.18% No change 41,575 $1.7M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -1.8% 40,379 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +216.8% 39,746 $1.6M
Y-Intercept (Hong Kong) Ltd 0.10% New 39,638 $1.6M
Sei Investments Co. 0.00% Reduce -29.5% 38,773 $1.6M
Jasper Ridge Partners, L.P. 0.04% Reduce -5.4% 38,086 $1.6M
Two Sigma Securities, LLC 0.12% Reduce -72.2% 36,835 $1.5M
Optiver Holding B.V. 0.04% Add +61.9% 36,162 $1.5M
Oppenheimer & Co. Inc. 0.02% New 34,758 $1.4M
Voya Investment Management LLC 0.00% Reduce -13.5% 34,453 $1.4M
Cetera Investment Advisers 0.00% Add +85.0% 33,964 $1.4M
Gsa Capital Partners LLP 0.10% New 33,628 $1.4M
Victory Capital Management Inc. 0.00% Reduce -0.5% 31,912 $1.3M
Deutsche Bank AG 0.00% Add +2.5% 31,583 $1.3M
Pictet Asset Management Holding SA 0.00% Add +7.8% 31,409 $1.3M
Ieq Capital, LLC 0.02% Reduce -33.0% 30,445 $1.2M
Chicago Partners Investment Group LLC 0.04% Reduce -17.3% 29,068 $1.2M
Oak Thistle LLC 0.38% Add +71.4% 28,823 $1.2M
Teacher Retirement System of Texas 0.01% Add +194.4% 28,138 $1.1M
Virtu Financial LLC 0.06% Reduce -75.6% 27,563 $1.1M
Capula Management Ltd 0.01% New 27,346 $1.1M
State of Tennessee, Department of Treasury 0.00% New 26,894 $1.1M
Balboa Wealth Partners 0.27% Add +0.5% 26,444 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.4% 26,417 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -1.3% 26,103 $1.1M
Harvest Investment Services, LLC 0.34% Reduce -4.2% 26,018 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +10.8% 24,902 $1.0M
Hilltop Holdings Inc. 0.07% Reduce -38.5% 24,662 $1.0M
Legacy Capital Group California, Inc. 0.33% Reduce -33.1% 24,028 $981K
STRS Ohio 0.00% Reduce -22.7% 23,513 $960K
Public Employees Retirement Association of Colorado 0.00% No change 23,329 $952K
HarbourVest Partners LLC 0.49% No change 23,210 $947K
Pathstone Holdings, LLC 0.00% Add +31.5% 22,098 $902K
Tidal Investments LLC 0.01% Add +208.7% 21,775 $889K
Founders Fund Growth Management, LLC 77.93% Reduce -97.9% 21,624 $883K
WINTON GROUP Ltd 0.06% Reduce -33.5% 21,209 $866K
FMR LLC 0.00% Reduce -88.8% 20,782 $848K
Hel Ved Capital Management Ltd 0.38% New 20,000 $816K
Royal Fund Management, LLC 0.06% Reduce -75.7% 19,544 $798K
Mission Wealth Management, LP 0.02% No change 19,499 $796K
Freestone Capital Holdings, LLC 0.03% Reduce -2.5% 19,088 $779K
Natixis Advisors, LLC 0.00% New 18,595 $759K
Versor Investments LP 0.12% New 18,489 $755K
Belmont Capital, LLC 0.12% No change 18,000 $735K
Belpointe Asset Management LLC 0.04% Reduce -6.5% 17,956 $733K
Cim Investment Management Inc. 0.22% Reduce -2.6% 17,939 $732K
Fred Alger Management, LLC 0.00% New 17,711 $723K
M&T Bank Corp 0.00% Reduce -19.6% 17,702 $722K
Friedenthal Financial 0.42% New 17,651 $721K
US Bancorp \de 0.00% Add +9.0% 17,065 $697K
SG Americas Securities, LLC 0.00% Add +61.9% 16,532 $675K
Independent Advisor Alliance 0.02% Add +10.8% 16,449 $671K
Walleye Capital LLC 0.01% Add +6.0% 16,151 $659K
Source Financial Advisors LLC 0.19% No change 15,835 $646K
PMC FIG Opportunities LLC 0.98% New 15,526 $634K
Principal Financial Group Inc. 0.00% Reduce -11.1% 15,059 $615K
RBF Capital, LLC 0.03% New 15,000 $612K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Add +3.5% 15,000 $612K
Engineers Gate Manager LP 0.01% Reduce -35.7% 14,536 $593K
Ellevest, Inc. 0.03% Add +2.5% 13,596 $555K
Prospera Financial Services Inc 0.01% Reduce -0.6% 13,519 $552K
Maryland State Retirement & Pension System 0.01% Reduce -25.5% 13,031 $532K
Laird Norton Wetherby Trust Company, LLC 0.07% No change 12,721 $519K
Creative Planning 0.00% Add +11.9% 12,570 $513K
Utah Retirement Systems 0.01% No change 12,400 $506K
Cravens & Co Advisors, LLC 0.39% Reduce -9.8% 12,363 $505K
Myecfo, LLC 0.27% Add +5.0% 12,260 $500K
Amalgamated Bank 0.00% Reduce -4.1% 12,061 $492K
Equitable Holdings, Inc. 0.00% Reduce -8.3% 11,830 $483K
Sequoia Financial Advisors, LLC 0.01% Add +16.4% 11,825 $483K
Baird Financial Group, Inc. 0.00% New 11,678 $477K
CTC LLC 0.02% Reduce -11.4% 11,662 $476K
OMERS ADMINISTRATION Corp 0.00% New 11,500 $469K
BBR Partners, LLC 0.04% Reduce -28.1% 11,366 $464K
Entropy Technologies, LP 0.05% New 11,364 $464K
HB Wealth Management, LLC 0.00% Add +15.8% 11,121 $454K
AlTi Global, Inc. 0.01% Add +4.4% 10,957 $447K
PNC Financial Services Group, Inc. 0.00% Reduce -8.9% 10,904 $445K
Weiss Asset Management LP 0.02% New 10,859 $443K
Alpha DNA Investment Management LLC 0.24% Reduce -21.3% 10,803 $441K
Paragon Capital Management Ltd 0.09% No change 10,770 $440K
Janney Montgomery Scott LLC 0.00% New 10,698 $437K
Private Advisor Group, LLC 0.00% Add +8.1% 10,528 $430K
White Lighthouse Investment Management Inc. 0.08% Reduce -25.3% 10,291 $420K
Russell Investments Group, Ltd. 0.00% Reduce -57.7% 10,280 $420K
Jacobs Levy Equity Management, Inc. 0.00% New 10,134 $414K
GAMCO Investors 0.00% No change 10,000 $408K
NewEdge Advisors, LLC 0.00% Add +2047.7% 9,815 $401K
AlphaQuest LLC 0.03% New 9,580 $391K
TD Waterhouse Canada Inc. 0.00% Reduce -0.6% 10,049 $386K
Sherbrooke Park Advisers LLC 0.09% Reduce -61.5% 9,455 $386K
Qsemble Capital Management, LP 0.07% Reduce -26.1% 9,427 $385K
Xponance LLC 0.00% Add +8.2% 9,240 $377K
Credit Agricole S A 0.00% Reduce -84.8% 8,934 $365K
Oder Investment Management, LLC 0.31% Reduce -21.4% 8,706 $355K
Sterling Capital Management LLC 0.00% — 8,683 $354K
DRW Securities, LLC 0.02% New 8,634 $352K
Centiva Capital, LP 0.02% Reduce -88.1% 8,614 $352K
Caprock Group, LLC 0.01% Add +8.7% 8,470 $346K
O'shaughnessy Asset Management, LLC 0.00% New 6,938 $342K
Franklin Resources Inc. 0.00% Add +2.0% 6,878 $339K
Magnetar Financial LLC 0.01% Reduce -19.3% 8,271 $338K
Nomura Holdings Inc. 0.00% New 8,191 $334K
Mount Vernon Associates Inc. 0.26% New 8,000 $327K
Corient Private Wealth LP 0.00% Add +3.9% 8,004 $327K
Ethic Inc. 0.01% New 8,574 $319K
Cerity Partners LLC 0.00% New 7,825 $319K
Stephens Inc. 0.00% New 7,693 $314K
Comerica Bank 0.00% Reduce -2.3% 7,626 $311K
CIBC Asset Management Inc 0.00% Add +3.2% 7,520 $307K
Focus Partners Wealth 0.00% New 7,517 $303K
Vident Advisory, LLC 0.01% Add +11.4% 7,413 $303K
Fox Run Management, L.L.C. 0.07% Reduce -88.2% 7,208 $294K
Tower Research Capital LLC (TRC) 0.01% Reduce -80.2% 7,056 $288K
MML Investors Services, LLC 0.00% Reduce -21.1% 7,018 $286K
Shearwater Capital LLC 0.20% No change 7,000 $286K
Catalyst Funds Management Pty Ltd 0.06% New 7,000 $286K
Lazard Asset Management LLC 0.00% Add +117.0% 6,984 $283K
United Capital Financial Advisors, LLC 0.00% No change 6,915 $282K
Forum Financial Management, LP 0.00% No change 6,857 $280K
Hoey Investments, Inc. 0.05% No change 9,083 $274K
Veltria Advisors Corp. 0.10% New 6,461 $264K
Summit Trail Advisors, LLC 0.01% New 6,338 $259K
Meeder Advisory Services, Inc. 0.02% New 6,334 $259K
KBC Group NV 0.00% Add +3.6% 6,331 $258K
Encompass More Asset Management 0.10% New 6,297 $257K
Jefferies Financial Group Inc. 0.00% New 6,297 $257K
Hemington Wealth Management 0.07% New 5,845 $256K
Biltmore Family Office, LLC 0.04% New 6,205 $253K
Arete Wealth Advisors, LLC 0.02% New 5,972 $244K
Holistic Financial Partners 0.11% New 5,805 $237K
Stifel Financial Corp. 0.00% New 5,575 $228K
Machina Capital S.A.S. 0.09% New 5,491 $224K
Choate Investment Advisors 0.01% New 5,384 $220K
Rakuten Securities, Inc. 0.09% Reduce -70.6% 5,343 $218K
Cwm, LLC 0.00% Reduce -6.1% 5,309 $217K
Van Eck Associates Corp. 0.00% Reduce -47.5% 5,132 $215K
Kathleen S. Wright Associates Inc. 0.09% Add +27.6% 5,210 $213K
Signaturefd, LLC 0.00% Add +2.0% 5,166 $211K
Waldron Private Wealth LLC 0.01% New 5,122 $209K
Aspiriant, LLC 0.01% New 5,045 $206K
Aigen Investment Management, LP 0.04% Reduce -60.4% 5,023 $205K
Corton Capital Inc. 0.10% New 5,016 $205K
AdvisorNet Financial, Inc 0.02% Add +0.1% 5,005 $204K
National Bank of Canada 0.00% Add +127.3% 4,410 $180K
Daiwa Securities Group Inc. 0.00% Reduce -43.6% 4,355 $178K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 4,055 $166K
Manchester Capital Management LLC 0.02% New 4,035 $165K
Quarry LP 0.05% Add +0.3% 3,608 $147K
Parallel Advisors, LLC 0.00% Reduce -11.3% 3,603 $147K
Ancora Advisors LLC 0.00% Reduce -0.7% 3,500 $143K
GAMMA Investing LLC 0.01% Reduce -13.0% 3,439 $140K
Plato Investment Management Ltd 0.01% Add +36.9% 3,103 $127K
Danske Bank A/S 0.00% Reduce -82.3% 2,900 $118K
Versant Capital Management, Inc 0.03% Add +11.3% 2,819 $115K
GeoWealth Management, LLC 0.00% New 2,412 $98K
IFP Advisors, Inc 0.00% Add +22.0% 2,335 $95K
NFSG Corp 0.03% No change 2,297 $94K
Jones Financial Companies LLLP 0.00% Add +378.3% 2,243 $92K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.1% 2,162 $88K
Brooklyn Investment Group 0.03% New 1,922 $78K
Twin Lakes Capital Management, LLC 0.05% No change 1,811 $74K
Federation des caisses Desjardins du Quebec 0.00% Add +2.9% 1,777 $73K
Global Wealth Strategies & Associates 0.02% No change 1,770 $72K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 1,724 $70K
Hanseatic Management Services Inc. 0.09% New 1,603 $65K
Westside Investment Management, Inc. 0.01% Reduce -15.2% 1,391 $56K
Quadrant Capital Group LLC 0.00% Reduce -20.3% 1,349 $55K
Smartleaf Asset Management LLC 0.01% Add +147.0% 1,282 $53K
Y.D. More Investments Ltd 0.01% Reduce -18.0% 1,739 $51K
Steward Partners Investment Advisory, LLC 0.00% No change 1,178 $48K
Venturi Wealth Management, LLC 0.00% Add +200.6% 1,097 $45K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +21.2% 1,093 $45K
Principal Securities, Inc. 0.00% Add +7.8% 1,075 $44K
Farther Finance Advisors, LLC 0.00% Reduce -3.6% 1,074 $44K
Advisors Asset Management, Inc. 0.00% Add +168.2% 1,070 $44K
Summit Securities Group LLC 0.03% New 1,000 $41K
Allspring Global Investments Holdings, LLC 0.00% Reduce -17.5% 986 $40K
Lindbrook Capital, LLC 0.00% Reduce -12.2% 962 $39K
Ridgewood Investments LLC 0.02% No change 900 $37K
Ravenstone Capital Management Inc. 0.02% No change 795 $32K
CIBC Private Wealth Group LLC 0.00% Reduce -7.6% 795 $32K
Planned Solutions, Inc. 0.01% New 737 $30K
Ascentis Wealth Management, LLC 0.01% — 701 $29K
Blue Trust, Inc. 0.00% Add +19.1% 780 $24K
WASHINGTON TRUST Co 0.00% No change 521 $21K
Quent Capital, LLC 0.00% Reduce -28.4% 513 $21K
Capital Advisors, Ltd. LLC 0.00% Add +1.3% 485 $20K
Allworth Financial LP 0.00% Reduce -25.8% 461 $19K
CI Investments Inc. 0.00% Reduce -0.7% 450 $18K
International Assets Investment Management, LLC 0.00% New 439 $18K
Prestige Wealth Management Group LLC 0.00% New 425 $17K
Hantz Financial Services, Inc. 0.00% No change 427 $17K
Mather Group, Llc. 0.00% Reduce -90.5% 402 $16K
SWAN Capital LLC 0.01% No change 400 $16K
Accent Capital Management, LLC 0.01% New 370 $15K
Harbour Investments, Inc. 0.00% Reduce -38.9% 345 $14K
Optimum Investment Advisors 0.01% No change 330 $13K
Covestor Ltd 0.01% Reduce -1.3% 310 $13K
Global Retirement Partners, LLC 0.00% No change 318 $13K
Tradewinds Capital Management, LLC 0.00% No change 315 $13K
Arax Advisory Partners 0.00% New 306 $12K
Fortitude Family Office, LLC 0.00% Add +131.4% 287 $12K
Private Wealth Management Group, LLC 0.00% Add +4.5% 253 $10K
Aster Capital Management (DIFC) Ltd 0.00% — 253 $10K
Macroview Investment Management LLC 0.01% Reduce -11.2% 207 $8K
Tacita Capital Inc 0.01% No change 200 $8K
ORG Partners LLC 0.00% Reduce -83.9% 200 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 183 $7K
Leonteq Securities AG 0.00% Reduce -98.8% 177 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +365.8% 177 $7K
JDM Financial Group LLC 0.00% No change 167 $7K
HM Payson & Co. 0.00% No change 160 $7K
Sachetta, LLC 0.00% Add +82.6% 157 $6K
Bruce G. Allen Investments, LLC 0.00% No change 123 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 120 $5K
Foster Dykema Cabot & Partners, LLC 0.00% New 119 $5K
Geneos Wealth Management Inc. 0.00% No change 115 $5K
Tortoise Investment Management, LLC 0.00% No change 110 $4K
Tower View Wealth Management LLC 0.00% No change 100 $4K
Hilltop National Bank 0.00% No change 100 $4K
Bfsg, LLC 0.00% No change 100 $4K
Creative Financial Designs Inc. 0.00% No change 100 $4K
Salem Investment Counselors Inc. 0.00% No change 100 $4K
Tsfg, LLC 0.00% Reduce -60.0% 100 $4K
Fifth Third Bancorp 0.00% Add +45.3% 93 $4K
Blume Capital Management, Inc. 0.00% No change 80 $3K
Meeder Asset Management Inc. 0.00% Reduce -25.7% 75 $3K
Bell Investment Advisors, Inc 0.00% No change 70 $3K
JFS Wealth Advisors, LLC 0.00% Add +32.1% 70 $3K
Armstrong Advisory Group, Inc. 0.00% No change 65 $3K
Beacon Capital Management, LLC 0.00% No change 64 $3K
City State Bank 0.00% No change 55 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 55 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 50 $2K
Hall Laurie J Trustee 0.00% No change 50 $2K
CGC Financial Services, LLC 0.00% Reduce -10.0% 45 $2K
Continuum Advisory, LLC 0.00% Add +112.5% 34 $2K
SOA Wealth Advisors, LLC. 0.00% Reduce -10.9% 41 $2K
West Oak Capital, LLC 0.00% No change 40 $2K
CVA Family Office, LLC 0.00% No change 35 $1K
Northwest Investment Counselors, LLC 0.00% New 28 $1K
SJS Investment Consulting Inc. 0.00% No change 27 $1K
Huntington National Bank 0.00% Reduce -3.6% 27 $1K
Richardson Financial Services Inc. 0.00% Add +55.0% 31 $1K
Clearstead Advisors, LLC 0.00% New 25 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 24 $980
Parkside Financial Bank & Trust 0.00% New 22 $899
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $654
Heritage Wealth Advisors 0.00% No change 15 $612
Avior Wealth Management, LLC 0.00% New 15 $612
Elequin Capital, LP 0.00% New 14 $571
Bartlett & Co. Wealth Management LLC 0.00% New 14 $571
Cornerstone Planning Group LLC 0.00% New 13 $557
Concourse Financial Group Securities, Inc. 0.00% No change 12 $489
Riggs Asset Managment Co. Inc. 0.00% Add +266.7% 11 $450
Planning Capital Management Corp 0.00% No change 10 $409
Darwin Wealth Management, LLC 0.00% New 10 $408
CoreCap Advisors, LLC 0.00% New 10 $408
MV Capital Management, Inc. 0.00% Add +800.0% 9 $368
PayPay Securities Corp 0.03% Reduce -85.0% 9 $367
Assetmark, Inc. 0.00% No change 9 $367
Claris Advisors, LLC / Mo / 0.00% New 6 $245
Hexagon Capital Partners LLC 0.00% Add +100.0% 6 $245
Elevation Wealth Partners, LLC 0.00% No change 5 $205
Rothschild Investment LLC 0.00% Reduce -66.7% 5 $204
Larson Financial Group LLC 0.00% Reduce -96.5% 5 $204
West Paces Advisors Inc. 0.00% No change 5 $204
MCF Advisors LLC 0.00% No change 3 $123
Toronto Dominion Bank 0.00% New 3 $122
Mendota Financial Group, LLC 0.00% New 2 $82

"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.