AFRM Institutional Ownership & Shareholders
AFFIRM HOLDINGS INC (AFRM) is currently held by 665 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Research Global Investors is currently the largest disclosed institutional shareholder of AFRM tracked by InsiderSet, reporting ownership valued at approximately $2.12B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.97B, representing an estimated loss of -7.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed AFRM value among the investors covered in this analysis. Major shareholders include Capital Research Global Investors, Capital World Investors, Morgan Stanley, and several other long-term asset managers with concentrated positions in AFFIRM HOLDINGS INC (AFRM).
This page ranks the largest institutional AFRM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
665
Total Reported Value
$20.01B
Largest Holder
Capital Research Global Investors
Largest Position
$2.12B
Insider Transactions (90d)
31
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 0.30% | 26,000,572 | $2,120,360,482 | $1,965,383,237 | -$154,977,245 | -7.31% | |
| Capital World Investors | 0.22% | 23,115,136 | $1,885,041,505 | $1,747,273,130 | -$137,768,375 | -7.31% | |
| Morgan Stanley | 0.10% | 23,000,269 | $1,875,672,248 | $1,738,590,334 | -$137,081,914 | -7.31% | |
| Blackrock, Inc. | 0.02% | 19,613,537 | $1,599,483,967 | $1,482,587,262 | -$116,896,705 | -7.31% | |
| Jpmorgan Chase & Co | 0.08% | 16,722,922 | $1,368,844,827 | $1,264,085,674 | -$104,759,153 | -7.65% | |
| Vanguard Capital Management Llc | 0.02% | 12,320,890 | $1,004,768,580 | $931,336,075 | -$73,432,505 | -7.31% | |
| Vanguard Portfolio Management Llc | 0.04% | 11,886,405 | $969,336,328 | $898,493,354 | -$70,842,974 | -7.31% | |
| State Street Corp | 0.02% | 6,349,214 | $517,778,402 | $479,937,086 | -$37,841,316 | -7.31% | |
| Baillie Gifford & Co | 0.43% | 5,856,569 | $477,603,203 | $442,698,051 | -$34,905,152 | -7.31% | |
| Geode Capital Management, Llc | 0.02% | 5,712,491 | $464,655,186 | $431,807,195 | -$32,847,991 | -7.07% | |
| Fmr Llc | 0.02% | 8,424,010 | $380,680,998 | $636,770,916 | +$256,089,918 | +67.27% | |
| Winslow Capital Management, Llc | 1.28% | 4,577,562 | $373,300,181 | $346,017,912 | -$27,282,269 | -7.31% | |
| Durable Capital Partners | Henry Ellenbogen | 3.51% | 4,425,406 | $360,891,859 | $334,516,440 | -$26,375,419 | -7.31% |
| Norges Bank | 0.03% | 3,681,211 | $300,202,757 | $278,262,739 | -$21,940,018 | -7.31% | |
| Bank Of America Corp | 0.01% | 2,840,260 | $231,623,203 | $214,695,253 | -$16,927,950 | -7.31% | |
| Ubs Group Ag | 0.03% | 2,511,220 | $204,789,991 | $189,823,120 | -$14,966,871 | -7.31% | |
| Banque Cantonale Vaudoise | 0.03% | 2,326 | $190,000,000 | $175,822 | -$189,824,178 | -99.91% | |
| D1 Capital Partners L.P. | 0.45% | 1,908,511 | $155,639,072 | $144,264,346 | -$11,374,726 | -7.31% | |
| Vanguard Fiduciary Trust Co | 0.03% | 1,875,338 | $152,933,814 | $141,756,799 | -$11,177,015 | -7.31% | |
| Northern Trust Corp | 0.02% | 1,814,431 | $147,966,848 | $137,152,839 | -$10,814,009 | -7.31% | |
| Sei Investments Co | 0.12% | 1,705,507 | $139,083,777 | $128,919,274 | -$10,164,503 | -7.31% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,656,971 | $135,125,985 | $125,250,438 | -$9,875,547 | -7.31% | |
| Spyglass Capital Management Llc | 6.79% | 1,537,840 | $125,410,852 | $116,245,326 | -$9,165,526 | -7.31% | |
| 1832 Asset Management L.P. | 0.15% | 1,534,400 | $125,130,320 | $115,985,296 | -$9,145,024 | -7.31% | |
| Foxhaven Asset Management, Lp | 3.35% | 1,534,155 | $125,110,340 | $115,966,776 | -$9,143,564 | -7.31% | |
| Price T Rowe Associates Inc | 0.01% | 1,496,735 | $122,060,000 | $113,138,199 | -$8,921,801 | -7.31% | |
| Millennium Management Llc | 0.08% | 1,473,364 | $120,152,834 | $111,371,585 | -$8,781,249 | -7.31% | |
| Tremblant Capital Group | 3.43% | 1,464,129 | $119,399,720 | $110,673,511 | -$8,726,209 | -7.31% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,653,755 | $114,490,323 | $125,007,340 | +$10,517,017 | +9.19% | |
| Westfield Capital Management Co Lp | 0.36% | 1,352,200 | $110,271,910 | $102,212,798 | -$8,059,112 | -7.31% | |
| Allspring Global Investments Holdings, Llc | 0.16% | 1,489,226 | $104,886,187 | $112,570,593 | +$7,684,406 | +7.33% | |
| Goldman Sachs Group Inc | 0.01% | 1,273,728 | $103,872,547 | $96,281,100 | -$7,591,447 | -7.31% | |
| Atreides Management, Lp | 0.93% | 1,273,050 | $103,817,228 | $96,229,850 | -$7,587,379 | -7.31% | |
| Citadel Advisors Llc | 0.06% | 1,248,374 | $101,804,900 | $94,364,591 | -$7,440,309 | -7.31% | |
| Wellington Management Group Llp | 0.02% | 1,243,908 | $101,440,698 | $94,027,006 | -$7,413,692 | -7.31% | |
| Gilder Gagnon Howe & Co Llc | 0.93% | 1,108,083 | $90,364,169 | $83,759,994 | -$6,604,175 | -7.31% | |
| American Century Companies Inc | 0.04% | 1,076,745 | $87,808,555 | $81,391,155 | -$6,417,400 | -7.31% | |
| Neuberger Berman Group Llc | 0.06% | 1,104,068 | $82,175,770 | $83,456,500 | +$1,280,730 | +1.56% | |
| Marshall Wace, Llp | 0.07% | 950,683 | $77,528,199 | $71,862,128 | -$5,666,071 | -7.31% | |
| Nuveen, Llc | 0.02% | 785,978 | $64,096,506 | $59,412,077 | -$4,684,429 | -7.31% | |
| Swiss National Bank | 0.03% | 785,200 | $64,033,060 | $59,353,268 | -$4,679,792 | -7.31% | |
| Bank Of New York Mellon Corp | 0.01% | 922,882 | $63,891,138 | $69,760,650 | +$5,869,512 | +9.19% | |
| Daiwa Securities Group Inc. | 0.14% | 916,263 | $63,432,888 | $69,260,320 | +$5,827,432 | +9.19% | |
| Federated Hermes, Inc. | 0.09% | 772,078 | $62,962,961 | $58,361,376 | -$4,601,585 | -7.31% | |
| Susquehanna International Group, Llp | 0.05% | 742,283 | $60,533,179 | $56,109,172 | -$4,424,007 | -7.31% | |
| Ameriprise Financial Inc | 0.01% | 723,193 | $58,976,389 | $54,666,159 | -$4,310,230 | -7.31% | |
| Capital Impact Advisors, Llc | 3.22% | 704,065 | $57,416,501 | $53,220,273 | -$4,196,228 | -7.31% | |
| Holocene Advisors, Lp | 0.13% | 703,463 | $57,367,408 | $53,174,768 | -$4,192,640 | -7.31% | |
| Jane Street Group, Llc | 0.04% | 694,088 | $56,602,876 | $52,466,112 | -$4,136,764 | -7.31% | |
| Citigroup Inc | 0.03% | 803,410 | $55,620,075 | $60,729,762 | +$5,109,687 | +9.19% |
Frequently asked questions about AFRM
Who are the largest institutional holders of AFRM?
The largest institutional holders of AFRM reported in the latest SEC Form 13F filings include Capital Research Global Investors, Capital World Investors, Morgan Stanley, Blackrock, Inc., and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported AFRM position.
What is AFRM institutional ownership?
This page tracks AFRM positions reported by institutional investment managers through SEC Form 13F. AFFIRM HOLDINGS INC (AFRM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AFRM?
InsiderSet currently tracks 665 institutional managers reporting AFRM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AFRM shareholders.
How much AFRM stock do institutions own?
Institutional investment managers disclosed approximately $20.01B in AFRM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AFRM institutional ownership last updated?
The latest AFRM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AFRM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AFRM position after the reporting date.
Are institutions buying or selling AFRM?
Institutional buying and selling can be analyzed by comparing AFRM positions across consecutive 13F reporting periods. InsiderSet's AFRM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AFRM ownership changes.
How has AFRM institutional ownership changed over time?
InsiderSet tracks AFRM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.