AFRM in the 13F filings
Affirm HLDGS Inc · CUSIP 00827B106
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 9 listed it in both
- Shares listed
- 72,514,305
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AFRM in Q2 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 23,759,115 shares now+4,339,130
- Dragoneer Investment Group LLCnew position · 1,496,824 shares now+1,496,824
- Man Group PLCexisting position · 2,132,257 shares now+1,342,821
- Bridgewater Associates LPnew position · 88,012 shares now+88,012
- Winton Group Ltdnew position · 31,867 shares now+31,867
Reductions
- Baillie Gifford & Coexisting position · 13,400,426 shares now-5,331,981
- Two Sigma Investments LPexisting position · 1,624,944 shares now-1,911,085
- D. E. Shaw & Co.existing position · 7,539,252 shares now-1,532,739
- Two Sigma Advisers LPexisting position · 2,543,800 shares now-1,012,700
- Capital World Investorsexisting position · 18,807,792 shares now-271,279
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2021 | 11 | $2.5bn | n.a. | n.a. |
| Q3 2021 | 14 | $6.1bn | n.a. | n.a. |
| Q4 2021 | 13 | $5.4bn | n.a. | n.a. |
| Q1 2022 | 5 | $2.9bn | n.a. | n.a. |
| Q2 2022 | 7 | $1.0bn | n.a. | n.a. |
| Q3 2022 | 5 | $1.1bn | n.a. | n.a. |
| Q4 2022 | 3 | $545m | n.a. | n.a. |
| Q1 2023 | 4 | $747m | n.a. | n.a. |
| Q2 2023 | 5 | $1.0bn | n.a. | n.a. |
| Q3 2023 | 9 | $1.7bn | n.a. | n.a. |
| Q4 2023 | 16 | $4.4bn | 12 | 4 |
| Q1 2024 | 12 | $2.8bn | 6 | 8 |
| Q2 2024 | 13 | $2.2bn | 7 | 6 |
| Q3 2024 | 15 | $2.8bn | 9 | 9 |
| Q4 2024 | 21 | $4.9bn | 15 | 6 |
| Q1 2025 | 18 | $3.3bn | 11 | 9 |
| Q2 2025 | 23 | $5.8bn | 14 | 9 |
| Q3 2025 | 20 | $6.0bn | 11 | 9 |
| Q4 2025 | 18 | $6.3bn | 19 | 21 |
| Q1 2026 | 17 | $4.1bn | 23 | 18 |
| Q2 2026 | 14 | $6.8bn | 18 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AFRM and V →AFRM and AXP →AFRM and BAC →Choose a stock to compare with AFRM →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AFRM, latest filings →Back to the 13F Explorer →