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AFRMFinancialsCommon Stock

Affirm Holdings, Inc (Class A)

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 00827B106 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 10 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 4 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
0 vs last quarter (like-for-like)
Total value held
$1.38B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$310.02M
+40.5% vs last quarter
Net shares bought
-3.5M
Est. net flow -$283.55M
Quarter activity
5 bought · 4 sold
1 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns AFRM?

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Who owns AFRM? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Baillie Gifford Baillie Gifford & Co 5.86M $477.60M 0.4% Added +554.3K +10.5% +$45.20M
2 Henry Ellenbogen Durable Capital Partners 4.43M $360.89M 3.5% Reduced -1.2M -21.7% -$99.82M
3 Norges Bank Norges Bank Investment Management 3.68M $300.20M 0.0% — — — —
4 Israel Englander Millennium Management 1.47M $120.15M 0.1% Added +91.5K +6.6% +$7.46M
5 Ken Griffin Citadel Advisors 1.25M $101.80M 0.1% Reduced -2.8M -69.3% -$230.19M
6 Jim Simons Renaissance Technologies 74.80K $6.10M 0.0% Added +68.9K +1167.8% +$5.62M
7 Two Sigma Two Sigma Investments 51.32K $4.19M 0.0% New +51.3K — +$4.19M
8 David Shaw D.E. Shaw & Co. 35.33K $2.88M 0.0% Reduced -150.0K -80.9% -$12.23M
9 Mario Gabelli GAMCO Investors 12.00K $978.60K 0.0% Held 0 0.0% $0
10 Polen Capital Polen Capital Management 8.96K $730.52K 0.0% Added +4.2K +88.1% +$342.10K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Steve Cohen Point72 Asset Management -89.7K $4.11M

Politician trades

Politician trades in AFRM

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.