Affirm Holdings Inc (AFRM) Ownership

55.35 ↑0.66 (1.21%)

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

Institutions
Mutual Funds

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of Affirm Holdings Inc (AFRM), owning a total of 30.2 million shares. Combined, the top 49 institutional holders of AFRM own 68.25% of the company with a total of 210.7 million shares.

In the latest ownership report on September 30th 2024, the top 49 institutional holders decreased their combined ownership of AFRM by 23.9 million shares. 11 institutions bought 14,543,634 total additional shares and increased their ownership by an average of 60.06%. However 9 institutions sold 38,407,428 total shares and decreased their ownership by an average of 16.32%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Affirm Holdings decreased by a net total of -23,863,794 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	9.724%	-50.575%	30,194,462	-30,896,374	2024-09-30
Capital Research Global Investors	7.662%	0.147%	23,793,987	34,872	2024-09-30
Vanguard Group Inc	6.795%	0.294%	21,098,989	61,801	2024-09-30
Capital World Investors	5.882%	-2.878%	18,266,583	-541,209	2024-09-30
Baillie Gifford & Co Limited.	3.200%	-25.855%	9,935,768	-3,464,658	2024-09-30
BlackRock Inc	3.198%	-0.390%	9,931,000	-38,927	2024-09-30
D. E. Shaw & Co LP	1.839%	-24.248%	5,711,163	-1,828,089	2024-09-30
Jericho Capital Asset Management LP	1.500%	0.000%	4,659,147	4,659,147	2024-09-30
Geode Capital Management, LLC	1.276%	-1.063%	3,961,119	-42,541	2024-09-30
State Street Corp	1.270%	2.633%	3,942,698	101,151	2024-09-30
Durable Capital Partners LP	0.956%	0.000%	2,969,456	2,969,456	2024-09-30
Citadel Advisors Llc	0.853%	-35.505%	2,647,923	-1,457,682	2024-09-30
Spyglass Capital Management LLC	0.756%	9.333%	2,348,095	200,449	2024-09-30
Susquehanna International Group, LLP	0.710%	363.825%	2,204,867	1,729,501	2024-09-30
Charles Schwab Investment Management Inc	0.710%	43.970%	2,203,210	672,883	2024-09-30
Millennium Management LLC	0.699%	-4.354%	2,170,353	-98,800	2024-09-30
Abdiel Capital Advisors LLC	0.663%	0.000%	2,059,737	0	2024-09-30
1832 Asset Management L.P	0.656%	0.000%	2,037,400	2,037,400	2024-09-30
Wellington Management Company LLP	0.638%	154.846%	1,980,639	1,203,450	2024-09-30
Marshall Wace Asset Management Ltd	0.610%	85.618%	1,893,777	873,524	2024-09-30
Dimensional Fund Advisors, Inc.	0.603%	-2.027%	1,892,664	-39,148	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	9.724%	-50.575%	30,194,462	-30,896,374	2024-09-30
Capital Research Global Investors	7.662%	0.147%	23,793,987	34,872	2024-09-30
Vanguard Group Inc	6.795%	0.294%	21,098,989	61,801	2024-09-30
Capital World Investors	5.882%	-2.878%	18,266,583	-541,209	2024-09-30
Baillie Gifford & Co Limited.	3.200%	-25.855%	9,935,768	-3,464,658	2024-09-30
BlackRock Inc	3.198%	-0.390%	9,931,000	-38,927	2024-09-30
D. E. Shaw & Co LP	1.839%	-24.248%	5,711,163	-1,828,089	2024-09-30
Lightspeed Ultimate General Partner IX, Ltd.	1.577%	0.000%	4,721,064	4,721,064	2023-03-31
Jericho Capital Asset Management LP	1.500%	0.000%	4,659,147	4,659,147	2024-09-30
Jennison Associates LLC	1.429%	0.921%	4,145,182	37,807	2022-09-30
Geode Capital Management, LLC	1.276%	-1.063%	3,961,119	-42,541	2024-09-30
State Street Corp	1.270%	2.633%	3,942,698	101,151	2024-09-30
State Street Corporation	1.209%	2.372%	3,760,116	87,118	2024-03-31
Durable Capital Partners LP	0.956%	0.000%	2,969,456	2,969,456	2024-09-30
Citadel Advisors Llc	0.853%	-35.505%	2,647,923	-1,457,682	2024-09-30
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	0.756%	9.333%	2,348,095	200,449	2024-09-30
Susquehanna International Group, LLP	0.710%	363.825%	2,204,867	1,729,501	2024-09-30
Charles Schwab Investment Management Inc	0.710%	43.970%	2,203,210	672,883	2024-09-30
Millennium Management LLC	0.699%	-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	0.663%	0.000%	2,059,737	0	2024-09-30
GGV Capital LLC	0.694%	0.000%	2,059,237	0	2023-03-31
1832 Asset Management L.P	0.656%	0.000%	2,037,400	2,037,400	2024-09-30
Qube Research & Technologies	0.642%	7,351.800%	1,997,754	1,970,945	2024-03-31
Three Bridge Wealth Advisors, LLC	0.660%	-2.925%	1,991,587	-60,000	2023-09-30
Wellington Management Company LLP	0.638%	154.846%	1,980,639	1,203,450	2024-09-30
Holocene Advisors, LP	0.640%	610.851%	1,962,930	1,686,792	2023-09-30
Marshall Wace Asset Management Ltd	0.610%	85.618%	1,893,777	873,524	2024-09-30
Dimensional Fund Advisors, Inc.	0.603%	-2.027%	1,892,664	-39,148	2024-09-30
VK Services LLC	0.641%	-40.362%	1,858,958	-1,258,134	2022-06-30
T. Rowe Price Associates, Inc.	0.577%	-15.976%	1,810,717	-344,282	2024-06-30
FMR Inc	0.604%	82.307%	1,774,472	801,131	2022-09-30
JANE STREET GROUP, LLC	0.564%	60.973%	1,743,811	660,514	2023-12-31
Bank of America Corp	0.544%	0.438%	1,708,889	7,449	2024-06-30
JPMorgan Chase & Co	0.567%	-40.170%	1,677,125	-1,126,006	2022-12-31
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
NORGES BANK	0.444%	-35.525%	1,369,766	-754,716	2023-12-31
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

Mutual Fund Ownership

American Funds Growth Fund of Amer A is the biggest individual fund holder of Affirm Holdings Inc (AFRM), owning a total of 21.1 million shares. Combined, the top 34 mutual fund holders of AFRM own 58.08% of the company with a total of 179.1 million shares.

In the latest ownership report on November 30th 2024, the top 34 fund holders increased their combined ownership of AFRM by 84 thousand shares. 4 funds bought 387,398 total additional shares and increased their ownership by an average of 2.82%. However 2 funds sold 303,592 total shares and decreased their ownership by an average of 3.44%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Affirm Holdings increased by a net total of 83,806 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	2.293%	-1.271%	7,120,341	-91,681	2024-11-30
Vanguard Small Cap Index	1.847%	0.588%	5,735,151	33,537	2024-11-30
MS INVF US Growth I	1.159%	9.052%	3,599,314	298,755	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.157%	0.806%	3,594,025	28,745	2024-11-30
Baillie Gifford US Equity Growth	1.149%	-5.605%	3,568,918	-211,911	2024-11-30
Vanguard Small Cap Growth Index Inv	1.016%	0.842%	3,155,580	26,361	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Growth Fund of Amer A	6.797%	0.000%	21,107,015	0	2024-09-30
Capital Group Growth Fnd of Amer Comp	6.797%	0.000%	21,107,015	0	2024-09-30
Performer (AFRIS)	4.660%	0.000%	14,499,181	14,499,181	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.293%	-1.271%	7,120,341	-91,681	2024-11-30
Capital Group AMCAP Composite	2.267%	-0.059%	7,039,503	-4,128	2024-09-30
VA CollegeAmerica Amcap 529A	2.267%	-0.059%	7,039,503	-4,128	2024-09-30
American Funds SMALLCAP World A	2.023%	-12.726%	6,281,610	-915,976	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.028%	2.606%	6,117,811	155,374	2023-03-31
Vanguard Small Cap Index	1.847%	0.588%	5,735,151	33,537	2024-11-30
Morgan Stanley Growth SMA	1.829%	0.704%	5,680,470	39,735	2024-09-30
Morgan Stanley Growth	1.829%	0.704%	5,680,470	39,735	2024-09-30
Morgan Stanley Inst Growth I	1.829%	0.704%	5,680,470	39,735	2024-09-30
Capital Group New Economy Comp	1.475%	0.000%	4,579,919	0	2024-09-30
American Funds New Economy A	1.475%	0.000%	4,579,919	0	2024-09-30
Scottish Mortgage Ord	1.321%	0.000%	4,102,644	0	2024-10-31
Vanguard US Growth Investor	1.218%	0.000%	3,780,829	0	2024-09-30
MS INVF US Growth I	1.159%	9.052%	3,599,314	298,755	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.157%	0.806%	3,594,025	28,745	2024-11-30
Baillie Gifford US Equity Growth	1.149%	-5.605%	3,568,918	-211,911	2024-11-30
BrighthouseI Morgan Stanley Discovery B	1.060%	9.710%	3,199,637	283,174	2023-09-30
Vanguard Small Cap Growth Index Inv	1.016%	0.842%	3,155,580	26,361	2024-11-30
Morgan Stanley Discovery	1.011%	16.372%	3,088,146	434,449	2023-09-30
Morgan Stanley Inst Discovery I	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 Blue Chip Growth	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
Jennison Concentrated LC Growth Equity	0.868%	0.000%	2,518,063	0	2022-09-30
Transamerica Capital Growth A	0.651%	5.644%	2,024,832	108,181	2024-08-31
Morgan Stanley Insight	0.659%	0.584%	2,021,243	11,742	2023-12-31
Morgan Stanley Insight A	0.655%	0.584%	2,021,243	11,742	2023-12-31
American Funds IS® Growth 1	0.644%	0.000%	1,999,051	0	2024-09-30
Capital Group Growth Composite	0.644%	0.000%	1,999,051	0	2024-09-30
Baillie Gifford American B Inc	0.619%	6.998%	1,795,440	117,426	2022-12-31