Affirm Holdings Inc (AFRM) Ownership

45.19 ↓1.01 (-2.19%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Capital Research Global Investors is the biggest individual institutional holder of Affirm Holdings Inc (AFRM), owning a total of 24.3 million shares. Combined, the top 50 institutional holders of AFRM own 69.39% of the company with a total of 219.4 million shares.

In the latest ownership report on December 31st 2024, the top 50 institutional holders increased their combined ownership of AFRM by 13.4 million shares. 15 institutions bought 24,139,021 total additional shares and increased their ownership by an average of 2,939.12%. However 4 institutions sold 10,739,467 total shares and decreased their ownership by an average of 25.63%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Affirm Holdings increased by a net total of 13,399,554 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital Research Global Investors	7.580%	1.977%	24,264,396	470,409	2024-12-31
Morgan Stanley - Brokerage Accounts	7.273%	-22.902%	23,279,477	-6,914,985	2024-12-31
Vanguard Group Inc	6.815%	3.396%	21,815,563	716,574	2024-12-31
Capital World Investors	5.729%	0.397%	18,339,165	72,582	2024-12-31
BlackRock Inc	4.230%	36.330%	13,538,900	3,607,900	2024-12-31
Baillie Gifford & Co Limited.	2.930%	-5.604%	9,378,974	-556,794	2024-12-31
FMR Inc	2.813%	43,221.000%	9,002,965	8,982,183	2024-12-31
Durable Capital Partners LP	1.830%	97.285%	5,858,283	2,888,827	2024-12-31
Jericho Capital Asset Management LP	1.624%	11.566%	5,198,039	538,892	2024-12-31
State Street Corp	1.356%	10.113%	4,341,418	398,720	2024-12-31
Geode Capital Management, LLC	1.304%	5.358%	4,173,353	212,234	2024-12-31
D. E. Shaw & Co LP	0.982%	-44.969%	3,142,941	-2,568,222	2024-12-31
Coatue Management LLC	0.823%	0.000%	2,633,442	2,633,442	2024-12-31
NORGES BANK	0.718%	222.421%	2,298,020	1,585,280	2024-12-31
Charles Schwab Investment Management Inc	0.710%	3.125%	2,272,058	68,848	2024-12-31
Marshall Wace Asset Management Ltd	0.704%	18.997%	2,253,530	359,753	2024-12-31
Abdiel Capital Advisors LLC	0.644%	0.000%	2,059,737	0	2024-12-31
T. Rowe Price Associates, Inc.	0.590%	7.174%	1,887,058	126,320	2024-12-31
Qube Research & Technologies	0.565%	447.645%	1,807,019	1,477,057	2024-12-31
JPMorgan Chase & Co	0.534%	-29.028%	1,710,182	-699,466	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital Research Global Investors	7.580%	1.977%	24,264,396	470,409	2024-12-31
Morgan Stanley - Brokerage Accounts	7.273%	-22.902%	23,279,477	-6,914,985	2024-12-31
Vanguard Group Inc	6.815%	3.396%	21,815,563	716,574	2024-12-31
Capital World Investors	5.729%	0.397%	18,339,165	72,582	2024-12-31
BlackRock Inc	4.230%	36.330%	13,538,900	3,607,900	2024-12-31
Baillie Gifford & Co Limited.	2.930%	-5.604%	9,378,974	-556,794	2024-12-31
FMR Inc	2.813%	43,221.000%	9,002,965	8,982,183	2024-12-31
Durable Capital Partners LP	1.830%	97.285%	5,858,283	2,888,827	2024-12-31
Jericho Capital Asset Management LP	1.624%	11.566%	5,198,039	538,892	2024-12-31
Lightspeed Ultimate General Partner IX, Ltd.	1.577%	0.000%	4,721,064	4,721,064	2023-03-31
State Street Corp	1.356%	10.113%	4,341,418	398,720	2024-12-31
Geode Capital Management, LLC	1.304%	5.358%	4,173,353	212,234	2024-12-31
Jennison Associates LLC	1.429%	0.921%	4,145,182	37,807	2022-09-30
State Street Corporation	1.209%	2.372%	3,760,116	87,118	2024-03-31
D. E. Shaw & Co LP	0.982%	-44.969%	3,142,941	-2,568,222	2024-12-31
Citadel Advisors Llc	0.839%	-35.505%	2,647,923	-1,457,682	2024-09-30
Coatue Management LLC	0.823%	0.000%	2,633,442	2,633,442	2024-12-31
Two Sigma Advisers, LLC	0.810%	-28.475%	2,543,800	-1,012,700	2024-06-30
UBS Group AG	0.755%	9.230%	2,369,116	200,196	2024-06-30
Spyglass Capital Management LLC	0.744%	9.333%	2,348,095	200,449	2024-09-30
NORGES BANK	0.718%	222.421%	2,298,020	1,585,280	2024-12-31
Charles Schwab Investment Management Inc	0.710%	3.125%	2,272,058	68,848	2024-12-31
Marshall Wace Asset Management Ltd	0.704%	18.997%	2,253,530	359,753	2024-12-31
Susquehanna International Group, LLP	0.698%	363.825%	2,204,867	1,729,501	2024-09-30
Millennium Management LLC	0.687%	-4.354%	2,170,353	-98,800	2024-09-30
Man Group PLC	0.679%	170.099%	2,132,257	1,342,821	2024-06-30
Alyeska Investment Group, L.P.	0.705%	0.000%	2,125,693	2,125,693	2023-06-30
Abdiel Capital Advisors LLC	0.644%	0.000%	2,059,737	0	2024-12-31
GGV Capital LLC	0.694%	0.000%	2,059,237	0	2023-03-31
1832 Asset Management L.P	0.645%	0.000%	2,037,400	2,037,400	2024-09-30
Three Bridge Wealth Advisors, LLC	0.660%	-2.925%	1,991,587	-60,000	2023-09-30
Wellington Management Company LLP	0.627%	154.846%	1,980,639	1,203,450	2024-09-30
Dimensional Fund Advisors, Inc.	0.603%	-2.027%	1,892,664	-39,148	2024-09-30
T. Rowe Price Associates, Inc.	0.590%	7.174%	1,887,058	126,320	2024-12-31
VK Services LLC	0.641%	-40.362%	1,858,958	-1,258,134	2022-06-30
Qube Research & Technologies	0.565%	447.645%	1,807,019	1,477,057	2024-12-31
JANE STREET GROUP, LLC	0.564%	60.973%	1,743,811	660,514	2023-12-31
JPMorgan Chase & Co	0.534%	-29.028%	1,710,182	-699,466	2024-12-31
Bank of America Corp	0.544%	0.438%	1,708,889	7,449	2024-06-30
Two Sigma Investments LLC	0.518%	-54.046%	1,624,944	-1,911,085	2024-06-30
Founders Fund Growth Management, LLC	0.525%	0.000%	1,622,338	0	2024-03-31
Gilder Gagnon Howe & CO LLC	0.482%	-19.073%	1,421,122	-334,921	2022-12-31
BFT FINANCIAL GROUP, LLC	0.434%	-2.258%	1,308,111	-30,212	2023-06-30
Lightspeed Opportunity Fund, L.P.	0.416%	0.000%	1,254,623	0	2023-06-30
Capital Fund Management SA	0.415%	214.126%	1,251,078	852,806	2023-06-30
Goldman Sachs Group Inc	0.402%	-26.115%	1,240,358	-438,407	2023-12-31
Leo Wealth, LLC.	0.382%	0.000%	1,173,111	1,173,111	2023-12-31
Barclays PLC	0.382%	6.007%	1,122,247	63,589	2022-12-31
Northern Trust Corp	0.359%	45.492%	1,041,533	325,662	2022-06-30
Holocene Advisors, LP	0.220%	0.000%	682,797	682,797	2024-09-30

Mutual Fund Ownership

Capital Group Growth Fnd of Amer Comp is the biggest individual fund holder of Affirm Holdings Inc (AFRM), owning a total of 23.1 million shares. Combined, the top 35 mutual fund holders of AFRM own 58.60% of the company with a total of 184.5 million shares.

In the latest ownership report on February 28th 2025, the top 35 fund holders increased their combined ownership of AFRM by 375 thousand shares. 3 funds bought 34,304 total additional shares and increased their ownership by an average of 0.22%. However 2 funds sold 409,270 total shares and decreased their ownership by an average of 6.95%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Affirm Holdings decreased by a net total of -374,966 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.276%	0.213%	7,284,720	15,468	2025-02-28
Vanguard Small Cap Index	1.844%	0.082%	5,900,961	4,809	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.175%	0.374%	3,761,938	14,027	2025-02-28
Vanguard Small Cap Growth Index Inv	1.036%	-0.429%	3,314,573	-14,281	2025-02-28
MS INVF US Growth I	0.792%	-13.477%	2,535,935	-394,989	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital Group Growth Fnd of Amer Comp	7.221%	9.505%	23,113,158	2,006,143	2024-12-31
American Funds Growth Fund of Amer A	7.221%	9.505%	23,113,158	2,006,143	2024-12-31
Performer (AFRIS)	4.660%	0.000%	14,499,181	14,499,181	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.276%	0.213%	7,284,720	15,468	2025-02-28
American Funds AMCAP A	2.199%	0.000%	7,039,503	0	2024-12-31
VA CollegeAmerica Amcap 529A	2.267%	0.000%	7,039,503	0	2024-12-31
Capital Group AMCAP Composite	2.199%	0.000%	7,039,503	0	2024-12-31
American Funds SMALLCAP World A	1.962%	0.000%	6,281,610	0	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.028%	2.606%	6,117,811	155,374	2023-03-31
Vanguard Small Cap Index	1.844%	0.082%	5,900,961	4,809	2025-02-28
Capital Group New Economy Comp	1.360%	-4.924%	4,354,419	-225,500	2024-12-31
American Funds New Economy A	1.360%	-4.924%	4,354,419	-225,500	2024-12-31
Morgan Stanley Growth	1.342%	-24.381%	4,295,490	-1,384,980	2024-12-31
Morgan Stanley Growth SMA	1.342%	-24.381%	4,295,490	-1,384,980	2024-12-31
Scottish Mortgage Ord	1.282%	0.000%	4,102,644	0	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.175%	0.374%	3,761,938	14,027	2025-02-28
Morgan Stanley Inst Growth I	1.118%	-37.022%	3,577,438	-2,103,032	2025-01-31
Vanguard US Growth Investor	1.081%	-8.523%	3,458,573	-322,256	2024-12-31
Baillie Gifford US Equity Growth	1.081%	-3.092%	3,458,573	-110,345	2024-12-31
Vanguard Small Cap Growth Index Inv	1.036%	-0.429%	3,314,573	-14,281	2025-02-28
BrighthouseI Morgan Stanley Discovery B	1.060%	9.710%	3,199,637	283,174	2023-09-30
Morgan Stanley Inst Discovery I	1.011%	16.372%	3,088,146	434,449	2023-09-30
Morgan Stanley Discovery	1.011%	16.372%	3,088,146	434,449	2023-09-30
Vanguard Extended Market Index Investor	0.996%	-0.018%	2,980,281	-521	2023-08-31
T. Rowe Price US Large-Cap Core Grwth Eq	1.021%	-0.567%	2,962,110	-16,901	2022-09-30
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
T. Rowe Price Blue Chip Growth	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
MS INVF US Growth I	0.792%	-13.477%	2,535,935	-394,989	2025-02-28
Jennison Concentrated LC Growth Equity	0.868%	0.000%	2,518,063	0	2022-09-30
American Funds IS® Growth 1	0.703%	12.572%	2,250,362	251,311	2024-12-31
Capital Group Growth Composite	0.703%	12.572%	2,250,362	251,311	2024-12-31
Transamerica Capital Growth A	0.651%	5.644%	2,024,832	108,181	2024-08-31
Morgan Stanley Insight A	0.655%	0.584%	2,021,243	11,742	2023-12-31
Morgan Stanley Insight	0.659%	0.584%	2,021,243	11,742	2023-12-31
Baillie Gifford American B Inc	0.619%	6.998%	1,795,440	117,426	2022-12-31