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AFRM · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AFRMAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AFRM
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAFRMAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 2020none listed holders, n.a.21 holders, $30.8bn
Q1 202114 holders, $1.9bn24 holders, $36.9bn
Q2 202111 holders, $2.5bn21 holders, $42.9bn
Q3 202114 holders, $6.1bn26 holders, $42.0bn
Q4 202113 holders, $5.4bn27 holders, $39.7bn
Q1 20225 holders, $2.9bn20 holders, $45.0bn
Q2 20227 holders, $1.0bn36 holders, $33.2bn
Q3 20225 holders, $1.1bn35 holders, $32.3bn
Q4 20223 holders, $545m35 holders, $34.4bn
Q1 20234 holders, $747m32 holders, $38.7bn
Q2 20235 holders, $1.0bn30 holders, $40.1bn
Q3 20239 holders, $1.7bn34 holders, $34.1bn
Q4 202316 holders, $4.4bn28 holders, $42.5bn
Q1 202412 holders, $2.8bn33 holders, $52.6bn
Q2 202413 holders, $2.2bn31 holders, $52.6bn
Q3 202415 holders, $2.8bn30 holders, $60.7bn
Q4 202421 holders, $4.9bn26 holders, $65.8bn
Q1 202518 holders, $3.3bn33 holders, $59.9bn
Q2 202523 holders, $5.8bn29 holders, $69.4bn
Q3 202520 holders, $6.0bn30 holders, $70.8bn
Q4 202518 holders, $6.3bn31 holders, $77.2bn
Q1 202617 holders, $4.1bn33 holders, $61.2bn
Q2 202614 holders, $6.8bn30 holders, $65.4bn
AFRM

Affirm HLDGS Inc

Holders
16
Reported value
$4.4bn
Buyers
12
Sellers
4

Breadth +8 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
28
Reported value
$42.5bn
Buyers
11
Sellers
16

Breadth -5 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AFRM (10)

Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Jane Street Group LLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only AXP (22)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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