Affirm HoldingsAFRM

13F holders, Q4 2024 (December 31)
501holders +75
103new positions
51sold out
9famous investors
$60.89avg. 13F price*

At the end of Q4 2024, 501 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 75 from Q3 2024. 103 opened new positions and 51 sold out. The largest holders were Capital Research Global Investors ($1.5B), Morgan Stanley ($1.4B) and Vanguard Group Inc. ($1.3B). 9 famous investors held it, including Philippe Laffont (0.5% of Coatue Management's portfolio), Gavin Baker (0.3% of Atreides Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions103$720.1M
Exits51$77.6M

All 13F filers, Q3 2024 → Q4 2024: 38,479,947 shares bought and 29,296,834 shares sold, net +9,183,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 501 holders

Capital Research Global Investors 0.30% Add +2.0% 24,264,396 $1.5B
Morgan Stanley 0.10% Reduce -22.9% 23,279,477 $1.4B
Vanguard Group Inc. 0.02% Add +3.4% 21,815,563 $1.3B
Capital World Investors 0.17% Add +0.4% 18,339,165 $1.1B
BlackRock, Inc. 0.02% Add +36.3% 13,538,900 $824.5M
Baillie Gifford & Co. 0.44% Reduce -5.6% 9,378,974 $571.2M
FMR LLC 0.03% Add +43221.0% 9,002,965 $548.3M
Durable Capital Partners LP 2.91% Add +97.3% 5,858,283 $356.8M
Jericho Capital Asset Management L.P. 4.52% Add +11.6% 5,198,039 $316.6M
State Street Corp. 0.01% Add +10.1% 4,341,418 $264.4M
Geode Capital Management, LLC 0.02% Add +5.4% 4,173,353 $254.2M
D. E. Shaw & Co. 0.23% Reduce -45.0% 3,142,941 $191.4M
Coatue Management 0.54% New 2,633,442 $160.4M
Norges Bank 0.02% Add +61.1% 2,298,020 $139.9M
Charles Schwab Investment Management Inc. 0.03% Add +3.1% 2,272,058 $138.4M
Marshall Wace, LLP 0.17% Add +19.0% 2,253,530 $137.2M
Abdiel Capital Advisors, LP 7.73% No change 2,059,737 $125.4M
T. Rowe Price Associates Inc. 0.01% Add +7.2% 1,887,058 $114.9M
Qube Research & Technologies Ltd 0.18% Add +447.6% 1,807,019 $110.0M
JPMorgan Chase & Co. 0.01% Add +41.9% 1,710,182 $104.2M
Spyglass Capital Management LLC 5.83% Reduce -27.5% 1,702,004 $103.7M
Capital International Investors 0.02% New 1,642,528 $100.0M
Wellington Management Group LLP 0.02% Reduce -22.9% 1,527,526 $93.0M
Hudson Bay Capital Management LP 0.63% New 1,427,745 $86.9M
Northern Trust Corp. 0.01% Add +28.2% 1,417,493 $86.3M
Goldman Sachs Group Inc. 0.02% Add +57.3% 1,333,762 $81.2M
Foxhaven Asset Management, LP 2.17% New 1,328,684 $80.9M
Invesco Ltd. 0.01% Add +198.1% 1,308,722 $79.7M
Voloridge Investment Management, LLC 0.27% New 1,260,067 $76.7M
1832 Asset Management L.P. 0.13% Reduce -40.3% 1,215,500 $74.0M
Dimensional Fund Advisors LP 0.02% Reduce -39.9% 1,138,494 $69.4M
Millennium Management 0.06% Reduce -51.8% 1,045,212 $63.7M
Leo Wealth, LLC 5.60% Reduce -7.2% 1,025,513 $62.5M
UBS Group AG 0.01% Reduce -31.0% 935,978 $57.0M
Bank of New York Mellon Corp 0.01% Add +0.6% 885,097 $53.9M
Bank of America Corp. 0.00% Reduce -48.3% 855,044 $52.1M
Two Sigma Investments, LP 0.12% Add +48.2% 822,333 $50.1M
Artemis Investment Management LLP 0.67% Add +2.1% 770,245 $46.9M
Gilder Gagnon Howe & Co. LLC 0.50% Add +1801.2% 767,677 $46.8M
Allen Operations LLC 6.97% No change 721,382 $43.9M
ThornTree Capital Partners LP 6.89% Reduce -6.0% 674,081 $41.1M
Wells Fargo & Company 0.01% Add +1288.6% 673,657 $41.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +9.8% 664,329 $40.5M
Two Sigma Advisers, LP 0.09% New 654,600 $39.9M
Capital Fund Management S.A. 0.39% Reduce -1.0% 640,042 $39.0M
Nuveen Asset Management, LLC 0.01% Add +2.6% 610,896 $37.2M
Balyasny Asset Management L.P. 0.09% Reduce -40.7% 601,692 $36.6M
Amundi 0.01% Add +107.5% 603,437 $35.4M
Man Group plc 0.10% Reduce -55.2% 528,620 $32.2M
Driehaus Capital Management LLC 0.24% Add +12.4% 483,748 $29.5M
Kodai Capital Management LP 1.20% Reduce -51.7% 479,898 $29.2M
Swiss National Bank 0.02% Add +2.8% 476,400 $29.0M
Squarepoint Ops LLC 0.07% Add +92.3% 431,971 $26.3M
California Public Employees Retirement System 0.02% Add +34.7% 412,074 $25.1M
RJA Asset Management LLC 5.81% No change 397,425 $24.2M
Jane Street Group, LLC 0.04% Reduce -59.9% 391,013 $23.8M
Penserra Capital Management LLC 0.40% Reduce -11.5% 359,770 $21.9M
Legal & General Group Plc 0.01% Add +38.5% 345,230 $21.0M
Glendon Capital Management LP 1.24% No change 336,000 $20.5M
BNP Paribas Financial Markets 0.02% New 322,962 $19.7M
Pacific Heights Asset Management LLC 1.32% No change 315,000 $19.2M
Ardmore Road Asset Management LP 2.67% Add +50.5% 301,000 $18.3M
Moore Capital Management, LP 0.37% New 297,659 $18.1M
Cable Car Capital, LP 1.38% New 295,800 $18.0M
NZS Capital, LLC 0.73% Add +8.6% 281,388 $17.1M
Alliancebernstein L.P. 0.01% Reduce -41.7% 263,241 $16.0M
Verition Fund Management LLC 0.08% Add +2.1% 256,617 $15.6M
Allen Holding Inc. 1.70% No change 255,262 $15.5M
Rhumbline Advisers 0.01% Add +10.8% 249,451 $15.2M
Trexquant Investment LP 0.17% Reduce -6.9% 240,295 $14.6M
Raymond James Financial Inc. 0.01% — 239,594 $14.6M
ExodusPoint Capital Management, LP 0.15% New 236,993 $14.4M
California State Teachers Retirement System 0.02% Add +1.0% 226,593 $13.8M
Soros Capital Management LLC 2.10% Add +96.7% 220,300 $13.4M
State Board of Administration of Florida Retirement System 0.03% Add +10.4% 219,447 $13.4M
Ogborne Capital Management, LLC 3.20% Reduce -24.1% 215,000 $13.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3.8% 201,002 $12.2M
First Trust Advisors LP 0.01% Add +190.0% 193,071 $11.8M
Teachers Retirement System of the State of Kentucky 0.10% No change 192,558 $11.7M
Royal Bank of Canada 0.00% Reduce -3.1% 189,709 $11.6M
HRT Financial LP 0.06% New 186,237 $11.3M
Algert Global LLC 0.26% Add +13.8% 178,677 $10.9M
Berkshire Capital Holdings Inc. 3.90% Add +22.5% 177,370 $10.8M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -32.5% 169,940 $10.3M
Jump Financial, LLC 0.21% Add +100.0% 158,973 $9.7M
Susquehanna Fundamental Investments, LLC 0.16% — 158,517 $9.7M
Catalyst Private Wealth, LLC 4.18% Reduce -8.7% 154,278 $9.4M
Schonfeld Strategic Advisors LLC 0.06% Reduce -9.2% 150,278 $9.2M
AQR Capital Management 0.01% Reduce -15.5% 147,024 $9.0M
Ameriprise Financial Inc. 0.00% Add +2.6% 145,932 $8.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.2% 133,233 $8.9M
Atreides Management 0.28% Reduce -71.2% 144,206 $8.8M
Polar Capital Holdings Plc 0.05% New 136,206 $8.3M
New York State Common Retirement Fund 0.01% Add +6.0% 131,515 $8.0M
Mercer Global Advisors Inc. 0.02% Reduce -25.4% 130,051 $7.9M
Barclays PLC 0.00% Reduce -15.5% 128,169 $7.8M
a16z Perennial Management, L.P. 0.90% Reduce -6.6% 127,520 $7.8M
Quadrature Capital Ltd 0.15% Reduce -74.1% 125,847 $7.7M
Quantinno Capital Management LP 0.07% Add +34.3% 121,113 $7.4M
Allen Investment Management, LLC 0.08% Reduce -27.6% 116,683 $7.1M
Brevan Howard Capital Management LP 0.18% New 116,491 $7.1M
Treasurer of the State of North Carolina 0.03% Add +12.7% 113,983 $6.9M
Susquehanna International Group, LLP 0.01% Reduce -94.9% 112,412 $6.8M
Townsquare Capital LLC 0.08% Add +3.6% 112,322 $6.8M
Allianz Asset Management GmbH 0.01% Add +31.0% 109,744 $6.7M
Janus Henderson Group PLC 0.00% Reduce -1.1% 109,116 $6.6M
Diversify Advisory Services, LLC 0.36% Add +8.7% 116,743 $6.5M
PEAK6 LLC 0.25% — 105,698 $6.4M
Nordea Investment Management AB 0.01% New 103,018 $6.4M
Lord, Abbett & Co. LLC 0.02% Add +60.0% 103,647 $6.3M
Omega Financial Group, LLC 2.37% Add +5.0% 103,027 $6.3M
Flight Deck Capital, LP 6.96% Reduce -42.3% 102,800 $6.3M
Ensign Peak Advisors, Inc 0.01% No change 98,849 $6.0M
American Century Companies Inc. 0.00% Reduce -5.2% 95,324 $5.8M
Police & Firemen's Retirement System of New Jersey 0.06% — 93,404 $5.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -2.2% 91,494 $5.6M
Elyxium Wealth, LLC 3.36% Add +6.6% 90,481 $5.5M
Public Employees Retirement System of Ohio 0.02% Add +5.9% 89,047 $5.4M
GF Fund Management Co. LTD. 0.12% — 87,837 $5.3M
Oddo BHF Asset Management Sas 0.26% New 83,521 $5.1M
Citigroup Inc. 0.00% Reduce -85.2% 82,786 $5.0M
Global IMC LLC 0.90% New 81,912 $5.0M
Atika Capital Management LLC 0.64% New 81,300 $5.0M
Nisa Investment Advisors, LLC 0.02% Add +13.1% 77,500 $4.7M
State of Wisconsin Investment Board 0.01% Reduce -39.2% 77,156 $4.7M
Faithward Advisors, LLC 0.79% Add +0.9% 76,028 $4.6M
Natixis 0.03% New 75,518 $4.6M
Nomura Holdings Inc. 0.02% Add +815.4% 74,984 $4.6M
LPL Financial LLC 0.00% Add +47.8% 71,884 $4.4M
Arizona State Retirement System 0.03% Add +2.1% 69,827 $4.3M
Liontrust Investment Partners LLP 0.06% New 69,736 $4.2M
Liberty Mutual Group Asset Management Inc. 1.01% No change 69,374 $4.2M
Gotham Asset Management 0.04% Reduce -39.1% 69,322 $4.2M
Victory Capital Management Inc. 0.00% Add +106.3% 65,819 $4.0M
Compound Planning, Inc. 0.20% Reduce -7.0% 64,796 $3.9M
Aquatic Capital Management LLC 0.10% Reduce -86.9% 63,176 $3.8M
Teacher Retirement System of Texas 0.01% Add +121.9% 62,436 $3.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.2% 61,913 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -9.5% 60,818 $3.7M
Main Management ETF Advisors, LLC 0.16% Reduce -8.3% 59,096 $3.6M
Handelsbanken Fonder AB 0.01% Reduce -5.1% 59,000 $3.6M
Y-Intercept (Hong Kong) Ltd 0.24% Add +46.9% 58,215 $3.5M
Mariner, LLC 0.01% Reduce -4.2% 54,339 $3.3M
Tudor Investment Corporation 0.03% New 53,132 $3.2M
QRG Capital Management, Inc. 0.03% Reduce -47.9% 52,886 $3.2M
Hidden Lake Asset Management LP 2.09% Reduce -78.0% 50,341 $3.1M
Alight Capital Management LP 1.03% Reduce -61.5% 50,000 $3.0M
Vestor Capital, LLC 0.23% New 49,607 $3.0M
Hel Ved Capital Management Ltd 0.92% Add +147.7% 49,545 $3.0M
KLP Kapitalforvaltning As 0.01% — 48,900 $3.0M
Tidal Investments LLC 0.02% Add +122.2% 48,379 $2.9M
Voleon Capital Management LP 0.22% — 47,695 $2.9M
Dynamic Technology Lab Private Ltd 0.46% Reduce -21.9% 47,017 $2.9M
Engineers Gate Manager LP 0.05% Add +223.0% 46,951 $2.9M
Employees Retirement System of Texas 0.03% No change 46,234 $2.8M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.70% — 45,850 $2.8M
Tabor Asset Management, LP 1.31% New 44,984 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -18.0% 44,938 $2.7M
Estate Counselors, LLC 0.27% No change 41,575 $2.5M
LMR Partners LLP 0.06% Reduce -36.0% 41,399 $2.5M
Sei Investments Co. 0.00% Add +5.3% 40,840 $2.5M
Diker Management LLC 2.11% Reduce -50.0% 40,000 $2.4M
3G Capital Partners LP 0.70% New 40,000 $2.4M
NewEdge Advisors, LLC 0.01% Add +305.3% 39,776 $2.4M
Walleye Capital LLC 0.03% Add +140.6% 38,855 $2.4M
Jain Global LLC 0.07% — 38,094 $2.3M
Jasper Ridge Partners, L.P. 0.07% No change 38,086 $2.3M
MML Investors Services, LLC 0.01% Add +428.5% 37,089 $2.3M
Evolutionary Tree Capital Management, LLC 2.29% New 36,963 $2.3M
WT Asset Management Ltd 0.25% New 36,850 $2.2M
Cetera Investment Advisers 0.00% Add +5.4% 35,801 $2.2M
Westerly Capital Management, LLC 0.98% Reduce -68.2% 35,000 $2.1M
Pictet Asset Management Holding SA 0.00% Add +7.8% 33,857 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -15.1% 33,757 $2.1M
Deutsche Bank AG 0.00% Add +2.6% 32,400 $2.0M
Headlands Technologies LLC 0.19% New 31,829 $1.9M
Voya Investment Management LLC 0.00% Reduce -7.9% 31,736 $1.9M
Quantbot Technologies LP 0.07% Reduce -50.0% 31,465 $1.9M
SG Americas Securities, LLC 0.01% Add +86.3% 30,791 $1.9M
Ieq Capital, LLC 0.02% Reduce -0.8% 30,199 $1.8M
Edgestream Partners, L.P. 0.08% Reduce -54.9% 29,481 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 29,380 $1.8M
Lecap Asset Management Ltd. 0.48% Reduce -43.9% 29,147 $1.8M
Gladstone Institutional Advisory LLC 0.08% New 28,971 $1.8M
Parallax Volatility Advisers, L.P. 0.04% Reduce -90.2% 28,101 $1.7M
SBI Securities Co., Ltd. 0.05% — 28,071 $1.7M
HighTower Advisors, LLC 0.00% Reduce -55.8% 27,783 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.7% 27,661 $1.7M
Neuberger Berman Group LLC 0.00% Add +0.6% 26,269 $1.6M
Wolverine Trading, LLC 0.04% Reduce -52.2% 25,277 $1.6M
Legacy Capital Group California, Inc. 0.44% Reduce -2.1% 23,520 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 23,329 $1.4M
Sculptor Capital LP 0.03% New 21,650 $1.3M
HSBC Holdings PLC 0.00% New 20,828 $1.3M
M&T Bank Corp 0.00% Add +18.8% 21,027 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -9.1% 20,097 $1.2M
PDT Partners, LLC 0.11% New 20,022 $1.2M
Fortress Investment Group LLC 0.19% New 20,000 $1.2M
Entropy Technologies, LP 0.12% Add +73.9% 19,765 $1.2M
Mission Wealth Management, LP 0.03% Add +0.0% 19,500 $1.2M
Natixis Advisors, LLC 0.00% Add +4.3% 19,403 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -22.8% 19,216 $1.2M
Russell Investments Group, Ltd. 0.00% Add +86.7% 19,190 $1.2M
Chicago Partners Investment Group LLC 0.04% Reduce -32.1% 19,729 $1.2M
Sora Investors LLC 0.13% Reduce -73.2% 18,750 $1.1M
Boothbay Fund Management, LLC 0.04% Reduce -75.6% 18,654 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -79.3% 18,569 $1.1M
Independent Advisor Alliance 0.01% Add +9.6% 18,024 $1.1M
Belmont Capital, LLC 0.18% No change 18,000 $1.1M
Cim Investment Management Inc. 0.32% Reduce -0.3% 17,894 $1.1M
Hilltop Holdings Inc. 0.07% Reduce -28.2% 17,709 $1.1M
HarbourVest Partners LLC 0.52% Reduce -25.0% 17,410 $1.1M
XTX Topco Ltd 0.09% Reduce -67.8% 17,375 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -51.1% 16,988 $1.0M
US Bancorp \de 0.00% Reduce -2.9% 16,579 $1.0M
Savant Capital, LLC 0.01% New 16,180 $985K
Sterling Capital Management LLC 0.01% Add +77.4% 15,401 $938K
O'shaughnessy Asset Management, LLC 0.01% Add +116.8% 15,045 $916K
Cresset Asset Management, LLC 0.00% Reduce -70.1% 14,445 $880K
Gsa Capital Partners LLP 0.06% Reduce -57.7% 14,212 $866K
TD Waterhouse Canada Inc. 0.01% Add +41.1% 14,178 $863K
Utah Retirement Systems 0.01% Add +12.9% 14,000 $853K
Maryland State Retirement & Pension System 0.02% Add +6.2% 13,838 $843K
Ashford Capital Management Inc. 0.10% New 13,800 $840K
Creative Planning 0.00% Add +8.4% 13,632 $830K
Amalgamated Bank 0.01% Add +11.9% 13,493 $822K
STRS Ohio 0.00% Reduce -42.7% 13,469 $820K
Ellevest, Inc. 0.05% Reduce -1.3% 13,422 $817K
Principal Financial Group Inc. 0.00% Reduce -11.6% 13,317 $811K
Freestone Capital Holdings, LLC 0.03% Reduce -30.5% 13,263 $808K
Garden State Investment Advisory Services LLC 0.25% New 13,139 $800K
Laird Norton Wetherby Trust Company, LLC 0.11% No change 12,721 $775K
Alpha DNA Investment Management LLC 0.42% Add +17.3% 12,674 $772K
Belpointe Asset Management LLC 0.05% Reduce -2.7% 17,470 $769K
Xponance LLC 0.01% Add +34.8% 12,456 $759K
Rockefeller Capital Management L.P. 0.00% New 12,402 $755K
IMC-Chicago, LLC 0.02% Reduce -88.7% 12,354 $752K
Integris Wealth Management, LLC 0.21% New 12,310 $750K
Prudential Financial Inc. 0.00% Reduce -74.5% 12,145 $740K
Cravens & Co Advisors, LLC 0.56% Reduce -1.9% 12,133 $739K
Jefferies Financial Group Inc. 0.01% Add +92.0% 12,093 $736K
Friedenthal Financial 0.43% Reduce -31.7% 12,063 $735K
Myecfo, LLC 0.39% Reduce -2.1% 12,005 $731K
Sequoia Financial Advisors, LLC 0.01% Reduce -0.1% 11,808 $719K
Janney Montgomery Scott LLC 0.00% Add +9.5% 11,713 $713K
Mount Vernon Associates Inc. 0.55% Add +45.0% 11,600 $706K
BBR Partners, LLC 0.05% No change 11,366 $692K
HB Wealth Management, LLC 0.01% Add +0.9% 11,219 $683K
O'Neil Global Advisors, Inc. 0.20% Reduce -97.1% 11,193 $682K
Prospera Financial Services Inc 0.02% Reduce -17.2% 11,194 $682K
Integrated Wealth Concepts LLC 0.01% New 10,958 $667K
Independent Financial Group, LLC 0.02% New 10,788 $657K
Paragon Capital Management Ltd 0.13% No change 10,770 $656K
Left Brain Wealth Management, LLC 0.25% New 10,725 $653K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,627 $647K
Kera Capital Partners, Inc. 0.19% — 10,620 $647K
Occudo Quantitative Strategies LP 0.11% New 10,184 $620K
Jacobs Levy Equity Management, Inc. 0.00% No change 10,134 $617K
RBF Capital, LLC 0.03% Reduce -33.3% 10,000 $609K
GAMCO Investors 0.01% No change 10,000 $609K
Summit Trail Advisors, LLC 0.02% Add +57.5% 9,979 $608K
Equitable Holdings, Inc. 0.01% Reduce -16.1% 9,920 $604K
KBC Group NV 0.00% Add +53.2% 9,698 $591K
TriaGen Wealth Management LLC 0.20% New 9,612 $585K
Private Advisor Group, LLC 0.00% Reduce -11.2% 9,349 $569K
Optiver Holding B.V. 0.02% Reduce -74.3% 9,277 $565K
Caprock Group, LLC 0.02% Add +9.1% 9,240 $563K
Vident Advisory, LLC 0.01% Add +23.8% 9,178 $559K
AlTi Global, Inc. 0.01% Reduce -16.5% 9,148 $557K
Bank of Montreal 0.00% Reduce -98.8% 9,072 $552K
Franklin Resources Inc. 0.00% Add +29.3% 8,893 $542K
Empowered Funds, LLC 0.01% New 8,838 $538K
PNC Financial Services Group, Inc. 0.00% Reduce -21.6% 8,543 $520K
Arete Wealth Advisors, LLC 0.04% Add +42.0% 8,482 $517K
White Lighthouse Investment Management Inc. 0.09% Reduce -18.0% 8,439 $514K
Lazard Asset Management LLC 0.00% Add +20.6% 8,420 $511K
Catalyst Funds Management Pty Ltd 0.12% Add +18.6% 8,300 $505K
Intrepid Financial Planning Group LLC 0.21% New 8,200 $499K
Venture Visionary Partners LLC 0.02% New 8,037 $489K
Forum Financial Management, LP 0.01% Add +16.4% 7,985 $486K
Encompass More Asset Management 0.16% Add +26.5% 7,965 $485K
CIBC Asset Management Inc 0.00% Add +5.6% 7,942 $484K
Corient Private Wealth LP 0.00% Reduce -0.8% 7,938 $483K
Counterpoint Mutual Funds LLC 0.06% New 7,827 $477K
Plato Investment Management Ltd 0.03% Add +147.3% 7,674 $469K
Wealthedge Investment Advisors, LLC 0.21% — 7,689 $468K
Tower Research Capital LLC (TRC) 0.01% Add +8.7% 7,668 $467K
Praxis Investment Management Inc. 0.03% New 7,230 $440K
Oder Investment Management, LLC 0.36% Reduce -18.9% 7,057 $430K
Shearwater Capital LLC 0.29% No change 7,000 $426K
Institute for Wealth Management, LLC. 0.05% New 6,751 $411K
United Capital Financial Advisors, LLC 0.00% Reduce -3.0% 6,704 $408K
Fox Run Management, L.L.C. 0.07% Reduce -9.7% 6,507 $396K
Meeder Advisory Services, Inc. 0.02% Add +2.6% 6,501 $396K
Silverleafe Capital Partners, LLC 0.12% New 6,400 $390K
SeaCrest Wealth Management, LLC 0.04% New 6,348 $387K
Blueshift Asset Management, LLC 0.14% Reduce -91.0% 6,341 $386K
Biltmore Family Office, LLC 0.06% No change 6,205 $378K
Twinbeech Capital LP 0.01% Reduce -90.8% 6,200 $378K
Cerity Partners LLC 0.00% Reduce -11.6% 6,921 $370K
Quinn Opportunity Partners LLC 0.03% New 6,000 $365K
Huntleigh Advisors, Inc. 0.08% — 5,888 $359K
Cwm, LLC 0.00% Add +10.4% 5,861 $357K
Hemington Wealth Management 0.09% Reduce -0.4% 5,824 $354K
Holistic Financial Partners 0.17% Reduce -3.1% 5,624 $343K
Avantax Advisory Services, Inc. 0.00% New 5,587 $340K
Capstone Investment Advisors, LLC 0.00% New 5,579 $340K
China Universal Asset Management Co., Ltd. 0.03% New 5,547 $338K
Waldron Private Wealth LLC 0.01% Add +7.0% 5,479 $334K
CTC LLC 0.03% Reduce -53.5% 5,428 $331K
Oak Thistle LLC 0.10% Reduce -81.3% 5,397 $329K
Choate Investment Advisors 0.01% No change 5,384 $328K
Stifel Financial Corp. 0.00% Reduce -3.7% 5,367 $327K
Comerica Bank 0.00% Reduce -31.5% 5,226 $318K
Kingsview Wealth Management, LLC 0.01% New 5,224 $318K
Yeomans Consulting Group, Inc. 0.12% New 5,145 $313K
Aspiriant, LLC 0.01% Add +1.2% 5,106 $311K
Signaturefd, LLC 0.01% Reduce -2.5% 5,035 $307K
Rakuten Securities, Inc. 0.12% Reduce -6.0% 5,025 $306K
AdvisorNet Financial, Inc 0.03% Add +0.0% 5,006 $305K
PMC FIG Opportunities LLC 0.76% Reduce -68.3% 4,930 $300K
West Family Investments, Inc. 0.10% New 4,866 $296K
Paradigm Asset Management Co. LLC 0.08% New 4,700 $286K
MetLife Investment Management, LLC 0.00% Add +12.3% 4,554 $277K
Commerce Bank 0.00% New 4,503 $274K
Shell Asset Management Co. 0.01% New 4,487 $273K
Marex Group Ltd 0.00% New 4,477 $273K
Daiwa Securities Group Inc. 0.00% Add +2.6% 4,470 $272K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 4,376 $266K
West Michigan Advisors, LLC 0.08% New 4,280 $261K
Choreo, LLC 0.00% New 4,161 $261K
Coldstream Capital Management Inc. 0.01% New 4,242 $258K
Parallel Advisors, LLC 0.01% Add +16.6% 4,201 $256K
Jupiter Asset Management Ltd. 0.00% New 4,195 $255K
GAMMA Investing LLC 0.02% Add +21.5% 4,177 $254K
Polymer Capital Management (HK) LTD 0.04% New 4,170 $254K
Van Eck Associates Corp. 0.00% Reduce -20.4% 4,084 $249K
Ballentine Partners, LLC 0.00% New 4,082 $249K
SLT Holdings LLC 0.24% — 4,054 $247K
Foundations Investment Advisors, LLC 0.00% New 4,054 $247K
Essex Financial Services, Inc. 0.02% New 4,004 $244K
Challenger Wealth Management 0.21% — 4,000 $244K
Bridgefront Capital, LLC 0.08% New 3,959 $241K
Captrust Financial Advisors 0.00% New 3,942 $240K
Acadian Asset Management LLC 0.00% New 3,843 $233K
Pinkerton Wealth, LLC 0.03% New 3,806 $232K
Maven Securities LTD 0.04% New 3,800 $231K
Bayforest Capital Ltd 0.29% — 3,765 $229K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,747 $228K
Thrivent Financial for Lutherans 0.00% New 3,750 $228K
Frank, Rimerman Advisors LLC 0.02% New 3,691 $225K
Diversified Trust Co. 0.01% New 3,689 $225K
Atria Wealth Solutions, Inc. 0.00% New 3,674 $224K
Veltria Advisors Corp. 0.09% Reduce -43.3% 3,661 $223K
Wealthfront Advisers LLC 0.00% New 3,641 $222K
Landscape Capital Management, L.L.C. 0.02% Reduce -95.4% 3,627 $221K
Keystone Investors Pte Ltd. 0.02% Reduce -97.2% 3,579 $218K
Swiss Life Asset Management Ltd 0.00% New 3,508 $213K
Ancora Advisors LLC 0.00% Add +0.0% 3,501 $213K
Truist Financial Corp. 0.00% New 3,484 $212K
IFP Advisors, Inc 0.01% Add +47.2% 3,438 $212K
Leigh Baldwin & Co., LLC 0.18% — 3,451 $210K
Bleakley Financial Group, LLC 0.01% New 3,450 $210K
Vontobel Holding Ltd. 0.00% New 3,409 $208K
Versant Capital Management, Inc 0.04% Add +20.8% 3,405 $207K
Corton Capital Inc. 0.12% Reduce -32.3% 3,396 $207K
HighPoint Advisor Group LLC 0.01% New 2,615 $204K
Kathleen S. Wright Associates Inc. 0.08% Reduce -36.1% 3,328 $203K
C M Bidwell & Associates Ltd. 0.12% New 3,312 $202K
MAI Capital Management 0.00% New 2,652 $162K
NFSG Corp 0.04% Add +4.3% 2,397 $146K
GeoWealth Management, LLC 0.00% Reduce -2.0% 2,363 $144K
Northwestern Mutual Wealth Management Co. 0.00% Add +1127.9% 2,247 $137K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.4% 2,132 $130K
Steward Partners Investment Advisory, LLC 0.00% Add +59.4% 1,878 $114K
National Bank of Canada 0.00% Reduce -57.8% 1,862 $113K
Twin Lakes Capital Management, LLC 0.07% No change 1,811 $110K
Corebridge Financial, Inc. 0.00% Add +4.5% 1,802 $110K
Hanseatic Management Services Inc. 0.14% Add +12.1% 1,797 $109K
Advisors Asset Management, Inc. 0.00% Add +67.3% 1,790 $109K
Federation des caisses Desjardins du Quebec 0.00% Add +0.6% 1,788 $109K
Global Wealth Strategies & Associates 0.03% No change 1,770 $108K
Y.D. More Investments Ltd 0.01% Reduce -2.8% 1,691 $103K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +45.4% 1,589 $99K
Credit Agricole S A 0.00% Reduce -82.0% 1,604 $98K
Venturi Wealth Management, LLC 0.00% Add +29.6% 1,422 $87K
Citadel Advisors 0.00% Reduce -100.0% 1,410 $86K
Westside Investment Management, Inc. 0.02% No change 1,391 $85K
Brooklyn Investment Group 0.03% Reduce -28.1% 1,382 $84K
Jones Financial Companies LLLP 0.00% Reduce -39.0% 1,368 $83K
Smartleaf Asset Management LLC 0.01% Add +3.1% 1,322 $83K
Quadrant Capital Group LLC 0.01% Reduce -9.5% 1,221 $74K
CoreCap Advisors, LLC 0.00% Add +11810.0% 1,191 $73K
Farther Finance Advisors, LLC 0.00% Add +6.0% 1,138 $69K
WealthTrak Capital Management LLC 0.06% — 1,110 $68K
Valley National Advisers Inc. 0.01% New 1,010 $61K
Bogart Wealth, LLC 0.00% New 1,000 $61K
Lindbrook Capital, LLC 0.01% Reduce -0.8% 954 $58K
Blue Trust, Inc. 0.00% Add +19.7% 934 $57K
Ridgewood Investments LLC 0.03% No change 900 $55K
CIBC Private Wealth Group LLC 0.00% Add +1.0% 803 $47K
Prestige Wealth Management Group LLC 0.01% Add +78.1% 757 $46K
Creative Financial Designs Inc. 0.00% Add +640.0% 740 $45K
Ascentis Wealth Management, LLC 0.01% No change 701 $43K
Coppell Advisory Solutions LLC 0.01% New 639 $40K
AlphaQuest LLC 0.01% Reduce -93.5% 622 $38K
Quarry LP 0.01% Reduce -83.3% 601 $37K
Strategic Investment Solutions, Inc. 0.01% New 700 $34K
R Squared Ltd 0.03% — 540 $33K
Geneos Wealth Management Inc. 0.00% Add +356.5% 525 $32K
WASHINGTON TRUST Co 0.00% No change 521 $32K
Capital Advisors, Ltd. LLC 0.00% No change 485 $30K
Itau Unibanco Holding S.A. 0.00% New 464 $28K
Harbour Investments, Inc. 0.00% Add +29.0% 445 $27K
Concourse Financial Group Securities, Inc. 0.00% Add +3808.3% 469 $26K
Quent Capital, LLC 0.00% Reduce -15.4% 434 $26K
Hantz Financial Services, Inc. 0.00% No change 427 $26K
CI Investments Inc. 0.00% Reduce -4.2% 431 $26K
Principal Securities, Inc. 0.00% Reduce -62.0% 409 $25K
Mather Group, Llc. 0.00% No change 402 $24K
SWAN Capital LLC 0.01% No change 400 $24K
Arax Advisory Partners 0.00% Add +8.2% 331 $20K
Optimum Investment Advisors 0.01% No change 330 $20K
Allworth Financial LP 0.00% Reduce -25.4% 344 $19K
Global Retirement Partners, LLC 0.00% Add +0.3% 319 $19K
Covestor Ltd 0.01% Reduce -0.3% 309 $19K
Accent Capital Management, LLC 0.01% Reduce -18.9% 300 $18K
Asset Planning,Inc 0.01% — 292 $18K
Tradewinds Capital Management, LLC 0.00% Reduce -15.9% 265 $16K
Holos Integrated Wealth LLC 0.01% — 259 $16K
Private Wealth Management Group, LLC 0.01% No change 253 $15K
Tacita Capital Inc 0.01% No change 200 $12K
ORG Partners LLC 0.00% No change 200 $12K
UMB Bank, n.a. 0.00% New 200 $12K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -24.1% 192 $12K
Fuller & Thaler Asset Management, Inc. 0.00% New 175 $11K
JDM Financial Group LLC 0.01% No change 167 $10K
HM Payson & Co. 0.00% No change 160 $10K
Sachetta, LLC 0.00% No change 157 $10K
Caitong International Asset Management Co., Ltd 0.01% — 143 $9K
Aventura Private Wealth, LLC 0.00% — 135 $8K
Manchester Capital Management LLC 0.00% Reduce -96.7% 135 $8K
Fortitude Family Office, LLC 0.00% Reduce -56.8% 124 $8K
Avior Wealth Management, LLC 0.00% Add +726.7% 124 $8K
Bruce G. Allen Investments, LLC 0.01% No change 123 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 120 $7K
Tortoise Investment Management, LLC 0.00% No change 110 $7K
Tower View Wealth Management LLC 0.00% No change 100 $6K
Bfsg, LLC 0.00% No change 100 $6K
Salem Investment Counselors Inc. 0.00% No change 100 $6K
Danske Bank A/S 0.00% Reduce -96.5% 100 $6K
Tsfg, LLC 0.00% No change 100 $6K
Huntington National Bank 0.00% Add +222.2% 87 $5K
Blume Capital Management, Inc. 0.00% No change 80 $5K
JFS Wealth Advisors, LLC 0.00% Add +12.9% 79 $5K
Leonteq Securities AG 0.00% Reduce -58.8% 73 $4K
Bell Investment Advisors, Inc 0.00% No change 70 $4K
Meeder Asset Management Inc. 0.00% Reduce -6.7% 70 $4K
Armstrong Advisory Group, Inc. 0.00% No change 65 $4K
Beacon Capital Management, LLC 0.00% No change 64 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +166.7% 64 $4K
Fifth Third Bancorp 0.00% Reduce -31.2% 64 $4K
New Wave Wealth Advisors LLC 0.00% New 55 $3K
City State Bank 0.00% No change 55 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 55 $3K
Copia Wealth Management 0.00% — 50 $3K
Aspect Partners, LLC 0.00% New 50 $3K
Hall Laurie J Trustee 0.00% No change 50 $3K
Decker Retirement Planning Inc. 0.00% — 47 $3K
CGC Financial Services, LLC 0.00% No change 45 $3K
Elequin Capital, LP 0.00% Add +207.1% 43 $3K
SOA Wealth Advisors, LLC. 0.00% No change 41 $2K
West Oak Capital, LLC 0.00% No change 40 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -79.1% 37 $2K
Painted Porch Advisors LLC 0.00% New 35 $2K
CVA Family Office, LLC 0.00% No change 35 $2K
Assetmark, Inc. 0.00% Add +277.8% 34 $2K
Clearstead Advisors, LLC 0.00% Add +8.0% 27 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +56.3% 25 $2K
SJS Investment Consulting Inc. 0.00% Reduce -18.5% 22 $1K
Larson Financial Group LLC 0.00% Add +320.0% 21 $1K
Continuum Advisory, LLC 0.00% Reduce -47.1% 18 $1K
Whipplewood Advisors, LLC 0.00% — 17 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 16 $974
PayPay Securities Corp 0.04% Add +66.7% 15 $914
Heritage Wealth Advisors 0.00% No change 15 $914
Bartlett & Co. Wealth Management LLC 0.00% No change 14 $853
Cornerstone Planning Group LLC 0.00% No change 13 $717
Riggs Asset Managment Co. Inc. 0.00% No change 11 $689
Richardson Financial Services Inc. 0.00% Reduce -64.5% 11 $670
Vermillion Wealth Management, Inc. 0.00% — 10 $609
Darwin Wealth Management, LLC 0.00% No change 10 $609
Principia Wealth Advisory, LLC 0.00% — 8 $487
Parkside Financial Bank & Trust 0.00% Reduce -68.2% 7 $427
MV Capital Management, Inc. 0.00% Reduce -22.2% 7 $427
Parkworth Wealth Management, Inc. 0.00% — 6 $366
Elevation Wealth Partners, LLC 0.00% No change 5 $305
Macquarie Group Ltd. 0.00% New 3,504 $213
Hexagon Capital Partners LLC 0.00% Reduce -50.0% 3 $183
High Note Wealth, LLC 0.00% New 2 $122
FSC Wealth Advisors, LLC 0.00% New 100 $52

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