Affirm HoldingsAFRM

13F holders, Q1 2025 (March 31)
490holders −11
88new positions
100sold out
11famous investors
$45.14avg. 13F price*

At the end of Q1 2025, 490 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 11 from Q4 2024. 88 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.1B), Capital Research Global Investors ($1.0B) and Morgan Stanley ($957.9M). 11 famous investors held it, including Daniel Sundheim (0.6% of D1 Capital Partners's portfolio), Gavin Baker (0.5% of Atreides Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions88$366.8M
Exits100$348.1M

All 13F filers, Q4 2024 → Q1 2025: 31,336,307 shares bought and 22,350,210 shares sold, net +8,986,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 490 holders

Vanguard Group Inc. 0.02% Add +6.7% 23,272,997 $1.1B
Capital Research Global Investors 0.23% Reduce -4.7% 23,124,260 $1.0B
Morgan Stanley 0.07% Reduce -8.9% 21,196,218 $957.9M
Capital World Investors 0.15% Add +10.3% 20,218,782 $913.7M
BlackRock, Inc. 0.01% Reduce -2.4% 13,218,366 $597.3M
Baillie Gifford & Co. 0.36% Reduce -4.0% 9,003,471 $406.9M
FMR LLC 0.02% Reduce -6.4% 8,424,010 $380.7M
Durable Capital Partners LP 2.66% Add +12.3% 6,580,882 $297.4M
Jericho Capital Asset Management L.P. 4.16% Reduce -2.7% 5,057,039 $228.5M
T. Rowe Price Associates Inc. 0.03% Add +140.8% 4,544,132 $205.3M
Geode Capital Management, LLC 0.02% Add +5.5% 4,404,928 $199.1M
State Street Corp. 0.01% Reduce -1.1% 4,292,778 $194.0M
Qube Research & Technologies Ltd 0.20% Add +61.3% 2,914,824 $131.7M
Citadel Advisors 0.12% Add +189765.7% 2,677,106 $121.0M
Holocene Advisors, LP 0.33% New 2,498,946 $112.9M
UBS Group AG 0.02% Add +158.3% 2,418,088 $109.3M
Norges Bank 0.02% Add +3.6% 2,380,433 $107.6M
Marshall Wace, LLP 0.14% Add +2.5% 2,309,158 $104.4M
Charles Schwab Investment Management Inc. 0.02% Add +0.3% 2,279,218 $103.0M
Foxhaven Asset Management, LP 2.86% Add +56.7% 2,081,957 $94.1M
Spyglass Capital Management LLC 5.90% Add +11.8% 1,902,425 $86.0M
Goldman Sachs Group Inc. 0.01% Add +26.2% 1,682,614 $76.0M
Wellington Management Group LLP 0.01% Add +8.3% 1,654,341 $74.8M
Northern Trust Corp. 0.01% Add +0.8% 1,428,238 $64.5M
D. E. Shaw & Co. 0.08% Reduce -55.2% 1,408,058 $63.6M
Capital International Investors 0.01% Reduce -21.1% 1,296,048 $58.6M
Lord, Abbett & Co. LLC 0.22% Add +1137.5% 1,282,663 $58.0M
Franklin Resources Inc. 0.02% Add +14256.5% 1,276,725 $57.7M
Bank of America Corp. 0.01% Add +47.9% 1,264,692 $57.2M
Gilder Gagnon Howe & Co. LLC 0.74% Add +62.7% 1,248,687 $56.4M
Dimensional Fund Advisors LP 0.01% Add +8.1% 1,230,786 $55.6M
1832 Asset Management L.P. 0.10% Reduce -4.8% 1,156,900 $52.3M
JPMorgan Chase & Co. 0.00% Reduce -33.9% 1,129,954 $51.1M
Abdiel Capital Advisors, LP 5.19% Reduce -45.9% 1,113,427 $50.3M
Susquehanna International Group, LLP 0.07% Add +789.5% 999,931 $45.2M
Allspring Global Investments Holdings, LLC 0.08% New 991,706 $45.1M
Leo Wealth, LLC 6.19% Reduce -7.1% 952,305 $43.0M
Millennium Management 0.04% Reduce -9.3% 948,170 $42.8M
Bank of New York Mellon Corp 0.01% Reduce -1.5% 872,190 $39.4M
D1 Capital Partners 0.57% New 820,000 $37.1M
Renaissance Technologies 0.06% New 818,900 $37.0M
Barclays PLC 0.01% Add +464.0% 722,906 $32.7M
Allen Operations LLC 5.36% No change 721,382 $32.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.5% 720,730 $32.6M
Invesco Ltd. 0.01% Reduce -45.8% 709,457 $32.1M
ThornTree Capital Partners LP 6.61% Reduce -1.7% 662,841 $30.0M
Ardmore Road Asset Management LP 2.78% Add +99.3% 600,000 $27.1M
Nuveen, LLC 0.01% — 598,830 $27.1M
Alliancebernstein L.P. 0.01% Add +121.8% 583,920 $26.4M
Squarepoint Ops LLC 0.06% Add +34.6% 581,518 $26.3M
BIT Capital GmbH 3.14% New 576,674 $26.1M
Kodai Capital Management LP 1.01% Add +17.3% 562,889 $25.4M
Voloridge Investment Management, LLC 0.09% Reduce -55.3% 562,794 $25.4M
RJA Asset Management LLC 7.72% Add +39.4% 553,827 $25.0M
Twin Tree Management, LP 0.49% New 490,782 $22.2M
Swiss National Bank 0.01% Reduce -1.8% 468,000 $21.1M
Bank of Montreal 0.01% Add +4581.6% 424,714 $19.2M
Capital Fund Management S.A. 0.24% Reduce -34.0% 422,716 $19.1M
Glendon Capital Management LP 1.09% Add +24.1% 417,100 $18.8M
California Public Employees Retirement System 0.01% Reduce -3.0% 399,486 $18.1M
Deutsche Bank AG 0.01% Add +1130.2% 398,571 $18.0M
Driehaus Capital Management LLC 0.17% Reduce -18.9% 392,480 $17.7M
Amundi 0.01% Reduce -34.9% 392,981 $15.3M
Jump Financial, LLC 0.23% Add +106.1% 327,605 $14.8M
12 West Capital Management LP 2.17% New 325,000 $14.7M
Pacific Heights Asset Management LLC 0.98% Add +1.6% 320,000 $14.5M
Atreides Management 0.51% Add +113.2% 307,453 $13.9M
Trexquant Investment LP 0.15% Add +17.8% 282,962 $12.8M
Aquatic Capital Management LLC 0.32% Add +344.3% 280,717 $12.7M
NZS Capital, LLC 0.57% Reduce -1.4% 277,595 $12.5M
Penserra Capital Management LLC 0.22% Reduce -23.1% 276,621 $12.5M
Legal & General Group Plc 0.00% Reduce -22.1% 268,929 $12.2M
BNP Paribas Financial Markets 0.01% Reduce -20.2% 257,755 $11.6M
Rhumbline Advisers 0.01% Add +2.5% 255,582 $11.5M
Allen Holding Inc. 1.18% Add +0.1% 255,512 $11.4M
Diversify Advisory Services, LLC 0.70% Add +91.1% 223,094 $11.2M
State Board of Administration of Florida Retirement System 0.02% Add +6.6% 233,937 $10.6M
California State Teachers Retirement System 0.01% Add +0.5% 227,719 $10.3M
Verition Fund Management LLC 0.06% Reduce -12.2% 225,383 $10.2M
Schonfeld Strategic Advisors LLC 0.07% Add +49.3% 224,380 $10.1M
Teachers Retirement System of the State of Kentucky 0.08% Add +4.2% 200,558 $9.1M
Royal Bank of Canada 0.00% Add +2.0% 193,601 $8.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -6.4% 188,189 $8.5M
Jefferies Financial Group Inc. 0.15% Add +1439.3% 186,144 $8.4M
Envestnet Asset Management Inc. 0.00% Add +893.2% 184,432 $8.3M
Hudson Bay Capital Management LP 0.06% Reduce -87.4% 180,188 $8.1M
Eisler Capital Management Ltd. 0.24% New 175,826 $7.9M
Algert Global LLC 0.20% Reduce -1.7% 175,666 $7.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +29.9% 173,133 $7.8M
Raymond James Financial Inc. 0.00% Reduce -28.4% 171,422 $7.7M
Wells Fargo & Company 0.00% Reduce -74.7% 170,712 $7.7M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -0.3% 158,117 $7.1M
American Century Companies Inc. 0.00% Add +59.7% 152,245 $6.9M
Ameriprise Financial Inc. 0.00% Add +2.7% 149,914 $6.8M
LMR Partners LLP 0.19% Add +261.1% 149,508 $6.8M
Townsquare Capital LLC 0.07% Add +26.2% 141,756 $6.4M
Quantinno Capital Management LP 0.04% Add +15.7% 140,156 $6.3M
G2 Investment Partners Management LLC 2.06% New 140,000 $6.3M
Tairen Capital Ltd 0.42% New 140,000 $6.3M
Berkshire Capital Holdings Inc. 3.01% Reduce -21.3% 139,520 $6.3M
Catalyst Private Wealth, LLC 3.03% Reduce -10.7% 137,851 $6.2M
State of Wisconsin Investment Board 0.02% Add +74.6% 134,705 $6.1M
First Trust Advisors LP 0.01% Reduce -31.5% 132,228 $6.0M
New York State Common Retirement Fund 0.01% Reduce -3.1% 127,415 $5.8M
Q Fund Management (Hong Kong) Ltd 7.67% New 124,200 $5.6M
Quadrature Capital Ltd 0.12% Reduce -2.1% 123,235 $5.6M
Treasurer of the State of North Carolina 0.02% Add +4.1% 118,613 $5.4M
Allen Investment Management, LLC 0.06% No change 116,683 $5.3M
Landscape Capital Management, L.L.C. 0.46% Add +3071.8% 115,041 $5.2M
Natixis 0.03% Add +48.8% 112,335 $5.1M
Liontrust Investment Partners LLP 0.08% Add +60.8% 112,150 $5.1M
Janus Henderson Group PLC 0.00% Reduce -1.8% 107,182 $5.0M
Omega Financial Group, LLC 1.90% Add +6.1% 109,279 $4.9M
Gotham Asset Management 0.04% Add +54.4% 107,022 $4.8M
a16z Perennial Management, L.P. 0.59% Reduce -18.3% 104,220 $4.7M
Nordea Investment Management AB 0.00% Add +0.6% 103,651 $4.6M
Allianz Asset Management GmbH 0.01% Reduce -6.9% 102,156 $4.6M
Hiddenite Capital Partners LP 4.15% New 101,600 $4.6M
Brevan Howard Capital Management LP 0.13% Reduce -14.9% 99,076 $4.5M
Ensign Peak Advisors, Inc 0.01% No change 98,849 $4.5M
Man Group plc 0.01% Reduce -81.4% 98,443 $4.4M
Elyxium Wealth, LLC 1.96% Add +8.5% 98,136 $4.4M
Ogborne Capital Management, LLC 1.69% Reduce -54.6% 97,500 $4.4M
Flight Deck Capital, LP 4.42% Reduce -7.8% 94,800 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Add +1.0% 94,309 $4.3M
Dilation Capital Management LP 5.06% New 92,255 $4.2M
Two Sigma Advisers, LP 0.01% Reduce -86.5% 88,500 $4.0M
Citigroup Inc. 0.00% Add +3.3% 85,474 $3.9M
Osaic Holdings, Inc. 0.01% Add +38.4% 84,188 $3.8M
Interval Partners, LP 0.13% New 84,146 $3.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -9.1% 83,151 $3.8M
LPL Financial LLC 0.00% Add +13.6% 81,656 $3.7M
Edgestream Partners, L.P. 0.12% Add +171.9% 80,156 $3.6M
Public Employees Retirement System of Ohio 0.01% Reduce -10.4% 79,816 $3.6M
Quantbot Technologies LP 0.11% Add +148.2% 78,110 $3.5M
Jane Street Group, LLC 0.01% Reduce -80.5% 76,402 $3.5M
Ballentine Partners, LLC 0.06% Add +1768.4% 76,268 $3.4M
Sei Investments Co. 0.00% Add +85.4% 75,725 $3.4M
Walleye Capital LLC 0.04% Add +92.3% 74,735 $3.4M
Faithward Advisors, LLC 0.57% Reduce -4.7% 72,482 $3.3M
Victory Capital Management Inc. 0.00% Add +7.3% 70,629 $3.2M
Liberty Mutual Group Asset Management Inc. 1.04% No change 69,374 $3.1M
Arizona State Retirement System 0.02% Reduce -0.9% 69,227 $3.1M
Zweig-DiMenna Associates LLC 0.48% New 66,900 $3.0M
Handelsbanken Fonder AB 0.01% Add +5.9% 62,500 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.9% 62,447 $2.8M
PEAK6 LLC 0.10% Reduce -44.9% 58,295 $2.6M
Polar Capital Holdings Plc 0.02% Reduce -57.6% 57,728 $2.6M
Compound Planning, Inc. 0.12% Reduce -11.4% 57,410 $2.6M
Nisa Investment Advisors, LLC 0.01% Reduce -27.3% 56,310 $2.5M
Balyasny Asset Management L.P. 0.01% Reduce -90.8% 55,417 $2.5M
QRG Capital Management, Inc. 0.03% Add +2.8% 54,378 $2.5M
Mariner, LLC 0.00% Reduce -0.3% 54,197 $2.4M
GF Fund Management Co. LTD. 0.06% Reduce -39.2% 53,418 $2.4M
Westerly Capital Management, LLC 1.08% Add +42.9% 50,000 $2.3M
AQR Capital Management 0.00% Reduce -65.1% 51,336 $2.2M
KLP Kapitalforvaltning As 0.01% Add +0.4% 49,100 $2.2M
Teacher Retirement System of Texas 0.01% Reduce -25.8% 46,322 $2.1M
Employees Retirement System of Texas 0.02% No change 46,234 $2.1M
Readystate Asset Management LP 0.19% New 45,161 $2.0M
Soros Fund Management 0.05% New 45,000 $2.0M
Evolutionary Tree Capital Management, LLC 2.32% Add +19.6% 44,200 $2.0M
Acadian Asset Management LLC 0.01% Add +1015.5% 42,868 $1.9M
Estate Counselors, LLC 0.20% Add +1.4% 42,175 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -67.6% 42,156 $1.9M
Tidal Investments LLC 0.02% Reduce -17.5% 39,931 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 39,888 $1.8M
Russell Investments Group, Ltd. 0.00% Add +104.2% 39,184 $1.8M
Pictet Asset Management Holding SA 0.00% Add +13.9% 38,548 $1.7M
Two Sigma Investments, LP 0.00% Reduce -95.3% 38,569 $1.7M
Jasper Ridge Partners, L.P. 0.06% No change 38,086 $1.7M
Boothbay Fund Management, LLC 0.06% Add +103.9% 38,030 $1.7M
Simplicity Wealth,LLC 0.13% New 37,867 $1.7M
Engineers Gate Manager LP 0.03% Reduce -19.6% 37,729 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 36,994 $1.7M
SBI Securities Co., Ltd. 0.06% Add +31.0% 36,770 $1.7M
Bayesian Capital Management, LP 0.26% New 35,418 $1.6M
Ieq Capital, LLC 0.01% Add +15.5% 34,874 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +3.0% 34,754 $1.6M
Wakefield Asset Management LLLP 0.46% New 33,566 $1.5M
Hidden Lake Asset Management LP 1.47% Reduce -34.3% 33,080 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -17.2% 32,928 $1.5M
Voya Investment Management LLC 0.00% Add +2.0% 32,365 $1.5M
Cetera Investment Advisers 0.00% Reduce -14.1% 30,766 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +8.3% 29,969 $1.4M
Bayforest Capital Ltd 0.59% Add +695.8% 29,963 $1.4M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -48.7% 29,844 $1.3M
Main Management ETF Advisors, LLC 0.06% Reduce -51.2% 28,840 $1.3M
Catalyst Funds Management Pty Ltd 0.33% Add +232.5% 27,600 $1.2M
Dark Forest Capital Management LP 0.06% New 27,149 $1.2M
HighTower Advisors, LLC 0.00% Reduce -5.8% 26,181 $1.2M
Gladstone Institutional Advisory LLC 0.06% Reduce -9.8% 26,125 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 26,004 $1.2M
Captrust Financial Advisors 0.00% Add +555.3% 25,831 $1.2M
Ashford Capital Management Inc. 0.15% Add +83.3% 25,293 $1.1M
Valliance Asset Management Ltd 4.28% New 25,000 $1.1M
Graham Capital Management, L.P. 0.05% New 24,190 $1.1M
Paloma Partners Management Co 0.39% New 23,700 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 23,329 $1.1M
Quantessence Capital LLC 0.26% New 22,727 $1.0M
Oppenheimer Asset Management Inc. 0.01% Add +15.6% 22,220 $1.0M
M&T Bank Corp 0.00% Add +1.9% 21,416 $968K
MML Investors Services, LLC 0.00% Reduce -43.0% 21,160 $956K
Connective Capital Management, LLC 0.87% New 20,937 $946K
Mission Wealth Management, LP 0.02% Add +4.1% 20,303 $917K
Creative Planning 0.00% Add +47.8% 20,147 $910K
Royal Fund Management, LLC 0.11% New 19,894 $899K
US Bancorp \de 0.00% Add +18.1% 19,579 $885K
Integrated Wealth Concepts LLC 0.01% Add +77.9% 19,492 $881K
Independent Advisor Alliance 0.03% Add +3.6% 18,681 $844K
Pathstone Holdings, LLC 0.00% Reduce -9.5% 18,183 $823K
Truist Financial Corp. 0.00% Add +417.8% 18,039 $815K
Belmont Capital, LLC 0.15% No change 18,000 $813K
Cim Investment Management Inc. 0.18% Reduce -0.1% 17,883 $808K
Chicago Partners Investment Group LLC 0.03% Reduce -20.9% 15,609 $804K
Integris Wealth Management, LLC 0.23% Add +43.6% 17,681 $799K
Belpointe Asset Management LLC 0.04% Add +0.0% 17,471 $790K
STRS Ohio 0.00% Add +29.7% 17,471 $790K
Sculptor Capital LP 0.03% Reduce -21.5% 17,000 $768K
Empowered Funds, LLC 0.01% Add +90.7% 16,852 $762K
Hilltop Holdings Inc. 0.05% Reduce -6.6% 16,543 $748K
Prudential Financial Inc. 0.00% Add +34.3% 16,315 $737K
Savant Capital, LLC 0.01% Add +0.6% 16,269 $735K
O'shaughnessy Asset Management, LLC 0.01% Add +5.3% 15,835 $716K
Natixis Advisors, LLC 0.00% Reduce -19.9% 15,548 $703K
Panoramic Capital, LLC 0.86% New 15,158 $685K
Virtu Financial LLC 0.04% New 14,582 $659K
Danske Bank A/S 0.00% Add +14426.0% 14,526 $656K
Sterling Capital Management LLC 0.01% Reduce -6.4% 14,411 $651K
Hillsdale Investment Management Inc. 0.03% New 14,400 $651K
Utah Retirement Systems 0.01% No change 14,000 $633K
Amalgamated Bank 0.01% Add +2.1% 13,773 $622K
Mount Vernon Associates Inc. 0.50% Add +16.8% 13,550 $612K
Rockefeller Capital Management L.P. 0.00% Add +8.1% 13,406 $606K
Manufacturers Life Insurance Company, The 0.00% Reduce -70.7% 13,185 $596K
Xponance LLC 0.01% Add +5.6% 13,148 $594K
Cresset Asset Management, LLC 0.00% Reduce -10.7% 12,897 $583K
Laird Norton Wetherby Trust Company, LLC 0.09% No change 12,721 $575K
Principal Financial Group Inc. 0.00% Reduce -4.7% 12,687 $573K
Voleon Capital Management LP 0.04% Reduce -73.8% 12,480 $564K
Myecfo, LLC 0.29% Add +2.2% 12,264 $554K
Vident Advisory, LLC 0.01% Add +33.4% 12,247 $553K
Envestnet Portfolio Solutions, Inc. 0.00% New 12,157 $549K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 12,115 $547K
GAMCO Investors 0.01% Add +20.0% 12,000 $542K
Vontobel Holding Ltd. 0.00% Add +251.8% 11,993 $542K
Lazard Asset Management LLC 0.00% Add +41.2% 11,889 $537K
Quantitative Investment Management, LLC 0.05% New 11,784 $532K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.8% 11,712 $529K
Central Pacific Bank - Trust Division 0.08% New 11,611 $525K
Cravens & Co Advisors, LLC 0.41% Reduce -4.4% 11,596 $524K
HB Wealth Management, LLC 0.00% Add +2.3% 11,471 $518K
Capstone Investment Advisors, LLC 0.01% Add +103.9% 11,378 $514K
BBR Partners, LLC 0.04% No change 11,366 $514K
Prospera Financial Services Inc 0.01% Add +0.7% 11,267 $509K
Bantamac Capital, LLC 0.24% New 11,237 $508K
Equitable Holdings, Inc. 0.00% Add +11.4% 11,052 $499K
Lecap Asset Management Ltd. 0.11% Reduce -62.7% 10,874 $491K
Summit Trail Advisors, LLC 0.02% Add +8.8% 10,852 $490K
Paragon Capital Management Ltd 0.10% No change 10,770 $487K
KBC Group NV 0.00% Add +8.5% 10,525 $476K
AXA S.A. 0.00% New 10,309 $466K
Caprock Group, LLC 0.01% Add +8.6% 10,032 $453K
Diker Management LLC 0.54% Reduce -75.0% 10,000 $452K
Fox Run Management, L.L.C. 0.07% Add +53.1% 9,964 $450K
Oppenheimer & Co. Inc. 0.01% Reduce -42.3% 9,805 $443K
PNC Financial Services Group, Inc. 0.00% Add +12.8% 9,633 $435K
White Lighthouse Investment Management Inc. 0.08% Add +13.1% 9,542 $431K
OP Asset Management Ltd 0.01% — 9,465 $428K
TD Waterhouse Canada Inc. 0.00% Reduce -34.7% 9,258 $420K
Ellevest, Inc. 0.03% Reduce -32.2% 9,103 $411K
Precision Wealth Strategies, LLC 0.31% New 8,990 $406K
Shell Asset Management Co. 0.02% Add +92.2% 8,626 $390K
Magnetar Financial LLC 0.01% New 8,582 $388K
Left Brain Wealth Management, LLC 0.17% Reduce -21.0% 8,475 $383K
Corient Private Wealth LP 0.00% Add +5.8% 8,401 $380K
Intrepid Financial Planning Group LLC 0.17% Add +1.8% 8,350 $377K
Sherbrooke Park Advisers LLC 0.17% New 8,266 $374K
Capital Advisors Inc. 0.01% New 8,123 $367K
CIBC Asset Management Inc 0.00% Add +1.9% 8,097 $366K
Atria Wealth Solutions, Inc. 0.00% Add +115.3% 7,910 $357K
Institute for Wealth Management, LLC. 0.05% Add +16.4% 7,856 $355K
Bridgefront Capital, LLC 0.10% Add +94.3% 7,694 $348K
Wedmont Private Capital 0.02% New 8,529 $345K
Forum Financial Management, LP 0.01% Reduce -5.4% 7,555 $341K
SG Americas Securities, LLC 0.00% Reduce -75.8% 7,464 $337K
Oder Investment Management, LLC 0.28% Add +4.8% 7,396 $334K
Wilmington Savings Fund Society, FSB 0.01% New 7,250 $328K
Praxis Investment Management Inc. 0.02% No change 7,230 $327K
Gsa Capital Partners LLP 0.03% Reduce -50.1% 7,095 $321K
Shearwater Capital LLC 0.22% No change 7,000 $316K
J. Goldman & Co LP 0.01% New 6,970 $315K
Diversified Trust Co. 0.01% Add +85.2% 6,830 $309K
SeaCrest Wealth Management, LLC 0.03% Add +7.4% 6,820 $308K
Altshuler Shaham Ltd 0.01% New 6,800 $307K
United Capital Financial Advisors, LLC 0.00% Add +0.5% 6,734 $304K
Dynamic Technology Lab Private Ltd 0.04% Reduce -85.7% 6,713 $303K
AlTi Global, Inc. 0.01% Reduce -27.7% 6,612 $299K
Quadcap Wealth Management, LLC 0.04% New 6,511 $294K
Nomura Holdings Inc. 0.00% Reduce -91.4% 6,467 $292K
Mgo One Seven LLC 0.01% New 6,457 $292K
Blueshift Asset Management, LLC 0.12% Add +1.3% 6,424 $290K
Mach-1 Financial Group, LLC 0.09% New 6,364 $288K
Biltmore Family Office, LLC 0.05% No change 6,205 $280K
Semanteon Capital Management, LP 0.15% New 6,154 $278K
HRT Financial LP 0.00% Reduce -96.8% 6,040 $272K
Cwm, LLC 0.00% Add +1.5% 5,950 $269K
Kestra Private Wealth Services, LLC 0.00% New 5,880 $266K
Huntleigh Advisors, Inc. 0.04% Reduce -0.7% 5,847 $264K
Hemington Wealth Management 0.04% Add +0.7% 5,862 $264K
Meeder Advisory Services, Inc. 0.02% Reduce -11.8% 5,734 $259K
RFG Advisory, LLC 0.01% New 5,667 $256K
Centiva Capital, LP 0.01% New 5,663 $256K
Signaturefd, LLC 0.00% Add +11.3% 5,604 $253K
HSBC Holdings PLC 0.00% Reduce -73.2% 5,582 $253K
Private Advisor Group, LLC 0.00% Reduce -40.6% 5,557 $251K
Comerica Bank 0.00% Add +5.5% 5,513 $249K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +2800.2% 46,084 $249K
Wealthfront Advisers LLC 0.00% Add +50.5% 5,478 $248K
Holistic Financial Partners 0.12% Reduce -2.7% 5,471 $247K
Accuvest Global Advisors 0.21% New 5,431 $245K
Focus Partners Wealth 0.00% New 5,384 $243K
Choate Investment Advisors 0.01% No change 5,384 $243K
Oddo BHF Asset Management Sas 0.01% Reduce -93.6% 5,350 $242K
Stifel Financial Corp. 0.00% Reduce -0.6% 5,333 $241K
Avantax Advisory Services, Inc. 0.00% Reduce -5.0% 5,309 $240K
Apollon Wealth Management, LLC 0.01% New 5,223 $236K
Pursue Wealth Partners LLC 0.14% New 5,201 $235K
Ossiam 0.00% New 5,187 $234K
CSS LLC 0.05% New 5,123 $232K
Tudor Investment Corporation 0.00% Reduce -90.4% 5,120 $231K
Aspiriant, LLC 0.01% Reduce -0.9% 5,062 $229K
AdvisorNet Financial, Inc 0.02% Add +0.1% 5,010 $226K
RBF Capital, LLC 0.01% Reduce -50.0% 5,000 $226K
Sowell Financial Services LLC 0.01% New 4,987 $225K
Parallel Advisors, LLC 0.01% Add +18.3% 4,971 $225K
Los Angeles Capital Management LLC 0.00% New 4,932 $223K
Paradigm Asset Management Co. LLC 0.06% No change 4,700 $212K
MetLife Investment Management, LLC 0.00% Add +2.3% 4,660 $211K
Kingsview Wealth Management, LLC 0.00% Reduce -11.9% 4,601 $208K
GAMMA Investing LLC 0.02% Add +10.0% 4,596 $208K
Tower Research Capital LLC (TRC) 0.01% Reduce -40.1% 4,591 $207K
Cerity Partners LLC 0.00% Reduce -34.1% 4,564 $206K
Two Sigma Securities, LLC 0.03% New 4,513 $204K
Daiwa Securities Group Inc. 0.00% Reduce -0.8% 4,433 $200K
Kathleen S. Wright Associates Inc. 0.08% Add +31.5% 4,375 $198K
IFP Advisors, Inc 0.01% Add +27.2% 4,373 $198K
Integrated Investment Consultants, LLC 0.04% New 192,578 $193K
Versant Capital Management, Inc 0.03% Add +19.6% 4,074 $184K
Coldstream Capital Management Inc. 0.00% Reduce -7.0% 3,946 $178K
Aster Capital Management (DIFC) Ltd 0.03% Add +1290.6% 2,670 $171K
Ancora Advisors LLC 0.00% No change 3,501 $158K
MAI Capital Management 0.00% Add +25.4% 3,327 $150K
C M Bidwell & Associates Ltd. 0.09% No change 3,312 $150K
Jones Financial Companies LLLP 0.00% Add +130.0% 3,147 $145K
AlphaQuest LLC 0.01% Add +352.6% 2,815 $127K
Rakuten Securities, Inc. 0.06% Reduce -45.5% 2,741 $124K
Steward Partners Investment Advisory, LLC 0.00% Add +42.6% 2,678 $121K
Spire Wealth Management 0.00% New 2,658 $120K
DekaBank Deutsche Girozentrale 0.00% New 2,617 $114K
NFSG Corp 0.03% No change 2,397 $108K
Y.D. More Investments Ltd 0.01% Add +3.7% 1,754 $108K
Advisors Asset Management, Inc. 0.00% Add +33.1% 2,383 $108K
EverSource Wealth Advisors, LLC 0.01% Add +8.4% 2,311 $104K
Credit Agricole S A 0.00% Add +41.4% 2,268 $102K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.2% 2,086 $94K
Twin Lakes Capital Management, LLC 0.06% No change 1,811 $82K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -93.9% 1,798 $81K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.1% 1,768 $80K
Corebridge Financial, Inc. 0.00% Reduce -3.2% 1,744 $79K
National Bank of Canada 0.00% Reduce -11.8% 1,643 $74K
Global Wealth Strategies & Associates 0.02% Reduce -8.0% 1,628 $74K
First Horizon Advisors, Inc. 0.00% New 1,523 $69K
Brooklyn Investment Group 0.01% Add +0.7% 1,392 $63K
Smartleaf Asset Management LLC 0.01% Add +2.9% 1,360 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +3637.8% 1,383 $62K
Westside Investment Management, Inc. 0.01% Reduce -2.9% 1,351 $61K
Quadrant Capital Group LLC 0.00% Add +7.1% 1,308 $59K
Lindbrook Capital, LLC 0.00% Add +20.1% 1,146 $52K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 1,125 $51K
WealthTrak Capital Management LLC 0.04% Add +0.5% 1,115 $50K
Valley National Advisers Inc. 0.01% Add +10.2% 1,113 $50K
SVB Wealth LLC 0.00% New 1,049 $47K
Blue Trust, Inc. 0.00% Add +11.3% 1,040 $47K
Ridgewood Investments LLC 0.02% No change 900 $41K
Quarry LP 0.01% Add +17.0% 703 $32K
Leonteq Securities AG 0.00% Add +767.1% 633 $29K
CI Investments Inc. 0.00% Add +42.5% 614 $28K
Allworth Financial LP 0.00% Add +63.7% 563 $27K
Principal Securities, Inc. 0.00% No change 409 $25K
WASHINGTON TRUST Co 0.00% No change 521 $24K
Bogart Wealth, LLC 0.00% Reduce -48.3% 517 $23K
Capital Advisors, Ltd. LLC 0.00% No change 485 $22K
Quent Capital, LLC 0.00% No change 434 $20K
Itau Unibanco Holding S.A. 0.00% Reduce -10.3% 416 $19K
Arax Advisory Partners 0.00% Add +22.1% 404 $18K
Mather Group, Llc. 0.00% No change 402 $18K
SWAN Capital LLC 0.01% No change 400 $18K
CIBC Private Wealth Group LLC 0.00% Reduce -44.1% 449 $16K
Copia Wealth Management 0.02% Add +624.0% 362 $16K
Hantz Financial Services, Inc. 0.00% Reduce -16.4% 357 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Add +428.1% 338 $15K
Optimum Investment Advisors 0.01% No change 330 $15K
Covestor Ltd 0.01% Add +0.7% 311 $14K
UMB Bank, n.a. 0.00% Add +52.5% 305 $14K
Harbour Investments, Inc. 0.00% Reduce -31.9% 303 $14K
TD Private Client Wealth LLC 0.00% New 284 $13K
Tradewinds Capital Management, LLC 0.00% No change 265 $12K
Holos Integrated Wealth LLC 0.01% No change 259 $12K
Private Wealth Management Group, LLC 0.00% No change 253 $11K
Summit Securities Group LLC 0.01% New 234 $11K
Tacita Capital Inc 0.01% No change 200 $9K
Accent Capital Management, LLC 0.01% Reduce -33.3% 200 $9K
Compass Wealth Management LLC 0.00% New 200 $9K
Fuller & Thaler Asset Management, Inc. 0.00% No change 175 $8K
JDM Financial Group LLC 0.00% No change 167 $8K
Meeder Asset Management Inc. 0.00% Add +137.1% 166 $8K
HM Payson & Co. 0.00% No change 160 $7K
Sachetta, LLC 0.00% No change 157 $7K
Bessemer Group Inc. 0.00% New 164 $7K
Geneos Wealth Management Inc. 0.00% Reduce -71.2% 151 $7K
SouthState Bank Corp 0.00% New 147 $7K
Manchester Capital Management LLC 0.00% No change 135 $6K
Kiker Wealth Management, LLC 0.00% New 130 $6K
Fortitude Family Office, LLC 0.00% No change 124 $6K
Bruce G. Allen Investments, LLC 0.00% No change 123 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 120 $5K
Tsfg, LLC 0.00% No change 100 $5K
Tortoise Investment Management, LLC 0.00% No change 110 $5K
Tower View Wealth Management LLC 0.00% No change 100 $5K
Bfsg, LLC 0.00% No change 100 $5K
Salem Investment Counselors Inc. 0.00% No change 100 $5K
Armstrong Advisory Group, Inc. 0.00% No change 65 $4K
Blume Capital Management, Inc. 0.00% No change 80 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -1.3% 78 $4K
Bell Investment Advisors, Inc 0.00% No change 70 $3K
Beacon Capital Management, LLC 0.00% No change 64 $3K
Pandora Wealth, Inc. 0.00% — 55 $2K
City State Bank 0.00% No change 55 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 55 $2K
Huntington National Bank 0.00% Reduce -39.1% 53 $2K
Aspect Partners, LLC 0.00% No change 50 $2K
Plato Investment Management Ltd 0.00% Reduce -99.4% 43 $2K
Clearstead Trust, LLC 0.00% New 43 $2K
SOA Wealth Advisors, LLC. 0.00% No change 41 $2K
Physician Wealth Advisors, Inc. 0.00% New 41 $2K
West Oak Capital, LLC 0.00% No change 40 $2K
Clearstead Advisors, LLC 0.00% Add +44.4% 39 $2K
Aventura Private Wealth, LLC 0.00% Reduce -74.1% 35 $2K
Painted Porch Advisors LLC 0.00% No change 35 $2K
CVA Family Office, LLC 0.00% No change 35 $2K
CoreCap Advisors, LLC 0.00% Reduce -97.6% 29 $1K
Nova Wealth Management, Inc. 0.00% New 28 $1K
Assetmark, Inc. 0.00% Reduce -23.5% 26 $1K
Larson Financial Group LLC 0.00% Add +19.1% 25 $1K
Private Wealth Asset Management, LLC 0.00% — 24 $1K
Winthrop Capital Management, LLC 0.00% New 20 $1K
SJS Investment Consulting Inc. 0.00% No change 22 $995
Asset Dedication, LLC 0.00% New 22 $995
True Wealth Design, LLC 0.00% New 20 $904
Continuum Advisory, LLC 0.00% Add +5.6% 19 $859
Chesapeake Asset Management LLC 0.00% New 18 $813
Cornerstone Planning Group LLC 0.00% Add +30.8% 17 $796
Whipplewood Advisors, LLC 0.00% Add +1335.3% 244 $768
Parkside Financial Bank & Trust 0.00% Add +128.6% 16 $724
Rise Advisors, LLC 0.00% New 16 $723
Heritage Wealth Advisors 0.00% No change 15 $678
PayPay Securities Corp 0.04% Reduce -6.7% 14 $637
DiNuzzo Private Wealth, Inc. 0.00% Reduce -44.0% 14 $633
Fifth Third Bancorp 0.00% Reduce -78.1% 14 $633
Bartlett & Co. Wealth Management LLC 0.00% No change 14 $633
Darwin Wealth Management, LLC 0.00% No change 10 $609
Cromwell Holdings LLC 0.00% New 12 $542
Riggs Asset Managment Co. Inc. 0.00% No change 11 $498
Richardson Financial Services Inc. 0.00% No change 11 $497
Vermillion Wealth Management, Inc. 0.00% No change 10 $452
Rothschild Investment LLC 0.00% New 10 $452
Hughes Financial Services, LLC 0.00% New 9 $410
Global Financial Private Client, LLC 0.00% New 9 $407
Activest Wealth Management 0.00% Add +0.0% 8 $362
MV Capital Management, Inc. 0.00% Add +14.3% 8 $362
Cheviot Value Management, LLC 0.00% New 5 $260
Parkworth Wealth Management, Inc. 0.00% Reduce -16.7% 5 $226
Creative Financial Designs Inc. 0.00% Reduce -99.3% 5 $226
Crewe Advisors LLC 0.00% New 4 $181
HFM Investment Advisors, LLC 0.00% — 3 $136
Highline Wealth Partners LLC 0.00% New 3 $136
High Note Wealth, LLC 0.00% No change 2 $90
Bay Harbor Wealth Management, LLC 0.00% New 1 $45
Avion Wealth 0.00% New 5 $0

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