AFRM in the 13F filings
Affirm HLDGS Inc · CUSIP 00827B106
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 18 Aug 2025
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 14 listed it in both
- Shares listed
- 83,614,810
- combined, among listed positions
- Reported value
- $5.8bn
- combined, at the quarter end
Among the 95 comparable managers: 14 buyers (opened or added shares) and 9 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 2025
23 of 23 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCnew position · 1,340,406 shares now+1,340,406
- Whale Rock Capital Management LLCnew position · 1,275,022 shares now+1,275,022
- Capital World Investorsexisting position · 21,185,170 shares now+966,388
- Durable Capital Partners LPexisting position · 7,389,337 shares now+808,455
- Capital Research Global Investorsexisting position · 23,700,297 shares now+576,037
Reductions
- Holocene Advisors LPexisting position · 903,067 shares now-1,595,879
- Baillie Gifford & Coexisting position · 7,532,410 shares now-1,471,061
- T. Rowe Price Associates Incexisting position · 3,262,162 shares now-1,281,970
- Marshall Wace LLPexisting position · 1,473,034 shares now-836,124
- D. E. Shaw & Co.existing position · 1,039,882 shares now-368,176
New positions and exits
New (6)
Exited (1)
- Soros Fund Management LLCwas $2.0m
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 →