Affirm Ownership 2024 | Who Owns Affirm Now?
Institutional Ownership
60.59%
Insider Ownership
4.77%
Retail Ownership
34.63%
Institutional Holders
399.00
Affirm Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 9.77% | 0.07% | 30,545,418 | -23,769 | -0.08% | 922,777,097 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 7.60% | 0.16% | 23,759,115 | 4,339,130 | 22.34% | 717,767,543 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.73% | 0.01% | 21,037,188 | 213,385 | 1.02% | 635,533,450 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 6.02% | 0.09% | 18,807,792 | -271,279 | -1.42% | 568,183,412 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 4.29% | 0.32% | 13,400,426 | -5,331,981 | -28.46% | 404,826,870 | Jun 30, 2024 |
| BLACKROCK INC. | 3.19% | 0.01% | 9,969,927 | 4,080 | 0.04% | 301,191,494 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 2.41% | 0.21% | 7,539,252 | -1,532,739 | -16.90% | 227,760,803 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.28% | 0.01% | 4,003,660 | 182,174 | 4.77% | 121,522,807 | Jun 30, 2024 |
| STATE STREET CORP | 1.23% | 0.01% | 3,841,547 | 81,431 | 2.17% | 116,053,135,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.76% | 0.02% | 2,369,116 | 200,196 | 9.23% | 71,570,995 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.73% | 0.03% | 2,269,153 | 1,039,017 | 84.46% | 68,551,112 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | 0.69% | 4.75% | 2,147,646 | 504,839 | 30.73% | 64,880,386 | Jun 30, 2024 |
| MAN GROUP PLC | 0.68% | 0.16% | 2,132,257 | 1,342,821 | 170.10% | 64,415,484 | Jun 30, 2024 |
| ABDIEL CAPITAL ADVISORS, LP | 0.66% | 4.39% | 2,059,737 | -69,307 | -3.26% | 62,224,655 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.62% | 0.02% | 1,931,812 | -336,730 | -14.84% | 58,364,039 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.58% | 0.01% | 1,810,717 | -344,282 | -15.98% | 54,703,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.55% | 0.00% | 1,708,889 | 7,449 | 0.44% | 51,625,548 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.52% | 0.14% | 1,626,600 | 100 | 0.01% | 49,139,586 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.52% | 0.11% | 1,624,944 | -1,911,085 | -54.05% | 49,089,558 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.49% | 0.01% | 1,530,327 | 23,310 | 1.55% | 46,231,179 | Jun 30, 2024 |
Affirm's largest institutional shareholder is MORGAN STANLEY, holding 9.77% of the company's total share outstanding, currently valued at $922.78M. The top 10 institutional shareholders own together 43.27% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOUNDERS FUND GROWTH MANAGEMENT, LLC | 0.33% | 95.61% | 1,034,838 | -587,500 | -36.21% | 31,262,456 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.10% | 24.44% | 310,000 | 310,000 | 100.00% | 65,292,200 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | 0.69% | 4.75% | 2,147,646 | 504,839 | 30.73% | 64,880,386 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.29% | 4.62% | 897,848 | 897,848 | 100.00% | 27,123,988 | Jun 30, 2024 |
| ABDIEL CAPITAL ADVISORS, LP | 0.66% | 4.39% | 2,059,737 | -69,307 | -3.26% | 62,224,655 | Jun 30, 2024 |
| ALLEN OPERATIONS LLC | 0.23% | 4.26% | 721,382 | - | - | 21,792,950 | Jun 30, 2024 |
| HIDDEN LAKE ASSET MANAGEMENT LP | 0.06% | 4.11% | 175,730 | 175,730 | 100.00% | 5,308,803 | Jun 30, 2024 |
| LEO WEALTH, LLC | 0.37% | 3.52% | 1,143,219 | 35 | 0.00% | 34,536,646 | Jun 30, 2024 |
| RJA ASSET MANAGEMENT LLC | 0.13% | 3.40% | 397,425 | - | - | 12,006,209 | Jun 30, 2024 |
| DIKER MANAGEMENT LLC | 0.04% | 2.94% | 115,000 | - | - | 3,474,150 | Jun 30, 2024 |
| CATALYST PRIVATE WEALTH, LLC | 0.05% | 2.59% | 162,241 | -2,237 | -1.36% | 4,901,301 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.05% | 1.94% | 171,400 | 87,000 | 103.08% | 5,177,994 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.07% | 1.77% | 231,500 | -9,200 | -3.82% | 6,993,615 | Jun 30, 2024 |
| OMEGA FINANCIAL GROUP, LLC | 0.03% | 1.25% | 102,171 | 8,603 | 9.19% | 3,086,586 | Jun 30, 2024 |
| INDUSTRY VENTURES, L.L.C. | 0.01% | 1.13% | 24,205 | 24,205 | 100.00% | 731,233 | Jun 30, 2024 |
| ALLEN HOLDING INC /NY | 0.01% | 0.96% | 30,262 | -225,000 | -88.14% | 7,711,465 | Jun 30, 2024 |
| DRAGONEER INVESTMENT GROUP, LLC | 0.48% | 0.86% | 1,496,824 | 1,496,824 | 100.00% | 45,219,053 | Jun 30, 2024 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.10% | 0.75% | 315,000 | - | - | 9,516,150 | Jun 30, 2024 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 0.06% | 0.65% | 200,000 | 200,000 | 100.00% | 6,042,000 | Jun 30, 2024 |
| VK SERVICES, LLC | 0.02% | 0.55% | 74,981 | - | - | 2,265,176 | Jun 30, 2024 |
The largest Affirm shareholder by % of total assets is FOUNDERS FUND GROWTH MANAGEMENT, LLC. The company owns 1.03M shares of Affirm (AFRM), representing 95.61% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 7.60% | 0.16% | 23,759,115 | 4,339,130 | 22.34% | 717,767,543 | Jun 30, 2024 |
| DRAGONEER INVESTMENT GROUP, LLC | 0.48% | 0.86% | 1,496,824 | 1,496,824 | 100.00% | 45,219,053 | Jun 30, 2024 |
| MAN GROUP PLC | 0.68% | 0.16% | 2,132,257 | 1,342,821 | 170.10% | 64,415,484 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.73% | 0.03% | 2,269,153 | 1,039,017 | 84.46% | 68,551,112 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.29% | 4.62% | 897,848 | 897,848 | 100.00% | 27,123,988 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.33% | 0.04% | 1,020,253 | 869,192 | 575.39% | 30,821,843 | Jun 30, 2024 |
| NORGES BANK | 0.23% | 0.00% | 712,740 | 712,740 | 100.00% | 21,531,875 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.20% | 0.36% | 623,132 | 623,132 | 100.00% | 18,824,818 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.25% | 0.00% | 773,180 | 556,792 | 257.31% | 23,357,766 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | 0.69% | 4.75% | 2,147,646 | 504,839 | 30.73% | 64,880,386 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.18% | 0.04% | 559,600 | 387,400 | 224.97% | 16,905,516 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.17% | 0.03% | 537,533 | 363,787 | 209.38% | 16,238,872 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 0.01% | 688,999 | 353,579 | 105.41% | 20,814,660 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.13% | 0.01% | 419,737 | 349,176 | 494.86% | 12,680,000 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.10% | 0.01% | 324,300 | 324,300 | 100.00% | 9,797,103 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.10% | 24.44% | 310,000 | 310,000 | 100.00% | 65,292,200 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.09% | 0.01% | 285,600 | 285,600 | 100.00% | 8,627,976 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.08% | 0.00% | 257,800 | 257,800 | 100.00% | 7,703,064 | Jun 30, 2024 |
| NZS CAPITAL, LLC | 0.08% | 0.31% | 252,162 | 252,162 | 100.00% | 7,617,814 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.07% | 0.02% | 228,929 | 228,929 | 100.00% | 6,916,407 | Jun 30, 2024 |
As of Jun 30 2024, Affirm's largest institutional buyer is CAPITAL RESEARCH GLOBAL INVESTORS. The company purchased 4.34M stocks of AFRM, valued at $717.77M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 4.29% | 0.32% | 13,400,426 | -5,331,981 | -28.46% | 404,826,870 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.52% | 0.11% | 1,624,944 | -1,911,085 | -54.05% | 49,089,558 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 2.41% | 0.21% | 7,539,252 | -1,532,739 | -16.90% | 227,760,803 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 0.03% | 560,632 | -1,437,122 | -71.94% | 16,936,693 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.46% | 0.04% | 1,447,700 | -1,158,200 | -44.45% | 43,735,017 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -1,145,929 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.25% | 0.00% | 787,971 | -674,971 | -46.14% | 23,804,615 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -598,836 | -100.00% | - | Jun 30, 2024 |
| FOUNDERS FUND GROWTH MANAGEMENT, LLC | 0.33% | 95.61% | 1,034,838 | -587,500 | -36.21% | 31,262,456 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.04% | 0.01% | 129,845 | -512,679 | -79.79% | 3,922,617 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.05% | 0.03% | 166,600 | -438,200 | -72.45% | 5,032,986 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -420,000 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.05% | 0.05% | 163,241 | -377,555 | -69.81% | 4,931,511 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.58% | 0.01% | 1,810,717 | -344,282 | -15.98% | 54,703,000 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -343,300 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.62% | 0.02% | 1,931,812 | -336,730 | -14.84% | 58,364,039 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 902 | -319,485 | -99.72% | 27,249 | Jun 30, 2024 |
| ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -313,316 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.21% | 0.06% | 668,300 | -299,000 | -30.91% | 20,189,343 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 6.02% | 0.09% | 18,807,792 | -271,279 | -1.42% | 568,183,412 | Jun 30, 2024 |
As of Jun 30 2024, Affirm's biggest institutional seller is BAILLIE GIFFORD & CO. The company sold -5.33M shares of AFRM, valued at $404.83M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DRAGONEER INVESTMENT GROUP, LLC | 0.48% | 0.86% | 1,496,824 | 1,496,824 | 100.00% | 45,219,053 | Jun 30, 2024 |
| THORNTREE CAPITAL PARTNERS LP | 0.29% | 4.62% | 897,848 | 897,848 | 100.00% | 27,123,988 | Jun 30, 2024 |
| NORGES BANK | 0.23% | 0.00% | 712,740 | 712,740 | 100.00% | 21,531,875 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.20% | 0.36% | 623,132 | 623,132 | 100.00% | 18,824,818 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.10% | 24.44% | 310,000 | 310,000 | 100.00% | 65,292,200 | Jun 30, 2024 |
| NZS CAPITAL, LLC | 0.08% | 0.31% | 252,162 | 252,162 | 100.00% | 7,617,814 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.07% | 0.02% | 228,929 | 228,929 | 100.00% | 6,916,407 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.07% | 0.01% | 216,654 | 216,654 | 100.00% | 6,545,117 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.07% | 0.03% | 211,459 | 211,459 | 100.00% | 6,388,176 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.06% | 0.01% | 180,000 | 180,000 | 100.00% | 5,437,800 | Jun 30, 2024 |
| HIDDEN LAKE ASSET MANAGEMENT LP | 0.06% | 4.11% | 175,730 | 175,730 | 100.00% | 5,308,803 | Jun 30, 2024 |
| A16Z PERENNIAL MANAGEMENT, L.P. | 0.05% | 0.47% | 170,000 | 170,000 | 100.00% | 5,135,700 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.04% | 0.24% | 112,962 | 112,962 | 100.00% | 3,413,000 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.03% | 0.01% | 88,012 | 88,012 | 100.00% | 2,658,843 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.03% | 0.51% | 86,432 | 86,432 | 100.00% | 2,611,000 | Jun 30, 2024 |
| AMBASSADOR ADVISORS, LLC | 0.02% | 0.41% | 75,618 | 75,618 | 100.00% | 2,284,420 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.02% | 0.04% | 72,221 | 72,221 | 100.00% | 2,181,796 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.02% | 0.00% | 70,000 | 70,000 | 100.00% | 2,115,000 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.02% | 0.35% | 61,190 | 61,190 | 100.00% | 1,848,550 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.02% | 0.00% | 56,217 | 56,217 | 100.00% | 1,698,316 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.11% | 43,062 | 43,062 | 100.00% | 1,300,903 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.01% | 0.07% | 31,867 | 31,867 | 100.00% | 962,702 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.13% | 24,535 | 24,535 | 100.00% | 741,202 | Jun 30, 2024 |
| INDUSTRY VENTURES, L.L.C. | 0.01% | 1.13% | 24,205 | 24,205 | 100.00% | 731,233 | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.01% | 0.04% | 19,193 | 19,193 | 100.00% | 579,821 | Jun 30, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | 0.00% | 0.16% | 13,727 | 13,727 | 100.00% | 414,694 | Jun 30, 2024 |
| CTC LLC | 0.00% | 0.00% | 13,156 | 13,156 | 100.00% | 397,443 | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.02% | 10,000 | 10,000 | 100.00% | 302,100 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | 0.00% | 7,862 | 7,862 | 100.00% | 237,511 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 0.00% | 0.00% | 7,725 | 7,725 | 100.00% | 233,000 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.04% | 7,662 | 7,662 | 100.00% | 231,469 | Jun 30, 2024 |
| ICONIQ CAPITAL, LLC | 0.00% | 0.00% | 7,502 | 7,502 | 100.00% | 226,635 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.00% | 0.01% | 6,653 | 6,653 | 100.00% | 200,985 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.01% | 6,109 | 6,109 | 100.00% | 184,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,750 | 1,750 | 100.00% | 52,868 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.01% | 900 | 900 | 100.00% | 27,189 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 598 | 598 | 100.00% | 18,066 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | - | 500 | 500 | 100.00% | 900 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 469 | 469 | 100.00% | 14,168 | Jun 30, 2024 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 457 | 457 | 100.00% | 13,792 | Jun 30, 2024 |
| SWAN CAPITAL LLC | 0.00% | 0.01% | 400 | 400 | 100.00% | 12,084 | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 233 | 233 | 100.00% | 7,039 | Jun 30, 2024 |
| BROWN, LISLE/CUMMINGS, INC. | - | 0.00% | 120 | 120 | 100.00% | 3,625 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | 0.00% | 101 | 101 | 100.00% | 3,051 | Jun 30, 2024 |
| ARMSTRONG ADVISORY GROUP, INC | - | 0.00% | 65 | 65 | 100.00% | 1,964 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 20 | 20 | 100.00% | 605 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 15 | 15 | 100.00% | 453 | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | 0.00% | 10 | 10 | 100.00% | 303 | Jun 30, 2024 |
| ASSETMARK, INC | - | - | 9 | 9 | 100.00% | 272 | Jun 30, 2024 |
| DT INVESTMENT PARTNERS, LLC | - | - | 8 | 8 | 100.00% | 242 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 31 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 30 | Jun 30, 2024 |
Affirm's largest new institutional shareholder by number of shares is DRAGONEER INVESTMENT GROUP, LLC, purchased 1.50M shares, valued at $45.22M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HOLOCENE ADVISORS, LP | - | - | - | -1,145,929 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -598,836 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -420,000 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -343,300 | -100.00% | - | Jun 30, 2024 |
| ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -313,316 | -100.00% | - | Jun 30, 2024 |
| BW GESTAO DE INVESTIMENTOS LTDA. | - | - | - | -250,000 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -208,227 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -145,500 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -112,896 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -75,787 | -100.00% | - | Jun 30, 2024 |
| VESTOR CAPITAL, LLC | - | - | - | -73,829 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -62,718 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -60,474 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -55,800 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -49,200 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -48,500 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -35,608 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -33,436 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | - | - | - | -26,895 | -100.00% | - | Jun 30, 2024 |
| CERTUITY, LLC | - | - | - | -24,590 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -23,179 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -22,575 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -21,698 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -20,946 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -20,500 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | - | - | - | -18,387 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -18,192 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -15,609 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -14,498 | -100.00% | - | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | - | - | - | -14,355 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -13,691 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -13,080 | -100.00% | - | Jun 30, 2024 |
| YEOMANS CONSULTING GROUP, INC. | - | - | - | -11,294 | -100.00% | - | Jun 30, 2024 |
| GAINPLAN LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| ETHIC INC. | - | - | - | -8,574 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -7,790 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -7,478 | -100.00% | - | Jun 30, 2024 |
| OPPENHEIMER & CO INC | - | - | - | -7,110 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -6,661 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -6,540 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -6,133 | -100.00% | - | Jun 30, 2024 |
| BILTMORE FAMILY OFFICE, LLC | - | - | - | -6,100 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -5,949 | -100.00% | - | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | - | - | - | -5,931 | -100.00% | - | Jun 30, 2024 |
| PINKERTON RETIREMENT SPECIALISTS, LLC | - | - | - | -5,929 | -100.00% | - | Jun 30, 2024 |
| WALDRON PRIVATE WEALTH LLC | - | - | - | -5,876 | -100.00% | - | Jun 30, 2024 |
| HOLISTIC FINANCIAL PARTNERS | - | - | - | -5,786 | -100.00% | - | Jun 30, 2024 |
| HEMINGTON WEALTH MANAGEMENT | - | - | - | -5,588 | -100.00% | - | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| ADVENT CAPITAL MANAGEMENT /DE/ | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,854 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -843 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| HOEY INVESTMENTS, INC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -123 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| ALLSQUARE WEALTH MANAGEMENT LLC | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -61 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -8 | -100.00% | - | Jun 30, 2024 | |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Affirm's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -1.15M shares, valued at -, as of undefined.
Affirm Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 4.56% | 746,779 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 2.83% | 5,610,000 | 1,020,000 | 22.22% | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 2.79% | 6,625,000 | 1,205,000 | 22.23% | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 2.37% | 4,820,000 | 855,000 | 21.56% | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 1.59% | 5,995,000 | 1,060,000 | 21.48% | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 1.54% | 7,595,000 | 1,340,000 | 21.42% | Jan 31, 2024 |
| Alger ETF Trust | 1.52% | 10,812 | 1,848 | 20.62% | Dec 31, 2023 |
| Virtus Strategy Trust | 1.50% | 31,695,000 | -1,470,000 | -4.43% | Mar 28, 2024 |
| AGF Investments Trust | 1.43% | -26,985 | 10,929 | -28.83% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 1.00% | 379,636 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.86% | 29,475,000 | -2,500,000 | -7.82% | Mar 28, 2024 |
| GROWTH FUND OF AMERICA | 0.83% | 20,561,562 | - | - | Feb 29, 2024 |
| Milliman Variable Insurance Trust | 0.75% | 313 | -487 | -60.88% | Mar 31, 2024 |
| Capital Group Growth ETF | 0.70% | 271,821 | 271,821 | - | Feb 29, 2024 |
| AMCAP FUND | 0.68% | 5,808,086 | -1,137,222 | -16.37% | Feb 29, 2024 |
| NEW ECONOMY FUND | 0.58% | 2,609,593 | -2,746 | -0.11% | Feb 29, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.56% | 518,642 | - | - | Jan 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.48% | 34,080 | 34,080 | - | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.47% | 125,509 | 116,532 | 1298.12% | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 18 | 0.45% | 112,811 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.34% | 397,906 | - | - | Mar 28, 2024 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.30% | 1,832,977 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.28% | 1,317,183 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.27% | 141,417 | - | - | Mar 31, 2024 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.22% | 17,679 | - | - | Dec 31, 2022 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.22% | 12,667 | - | - | Dec 31, 2022 |
| RENAISSANCE CAPITAL GREENWICH FUNDS | 0.19% | 143,795 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.17% | 65,347 | - | - | Dec 31, 2023 |
| T. Rowe Price Growth Stock Fund, Inc. | 0.15% | 925,629 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.13% | 25,794 | 6,163 | 31.39% | Mar 28, 2024 |
| ALGER FUNDS | 0.13% | 128,519 | - | - | Jan 31, 2024 |
| MSS Series Trust | 0.13% | 9,500 | -2,500 | -20.83% | Feb 29, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.12% | 41,159 | - | - | Mar 31, 2024 |
| Morgan Stanley Insight Fund | 0.11% | 1,736,343 | -284,900 | -14.10% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.11% | 69,021 | - | - | Feb 29, 2024 |
| JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.11% | 403,614 | - | - | Dec 31, 2023 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.10% | 7,268,744 | 885,998 | 13.88% | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.10% | 7,197,586 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.10% | 92,336 | 91,896 | 20885.45% | Feb 29, 2024 |
| REYNOLDS FUNDS INC | 0.06% | 700 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 171,900 | -1,018,500 | -85.56% | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.05% | 187,269 | - | - | Mar 28, 2024 |
| MFS SERIES TRUST IV | 0.05% | 173,884 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.05% | 19,323,207 | -1,844,432 | -8.71% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 480,832 | -372,600 | -43.66% | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.04% | 67,950 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 138,483 | -91,975 | -39.91% | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 890 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.03% | 2,730 | 1,733 | 173.82% | Feb 29, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 2,700 | - | - | Feb 29, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.03% | 7,318 | - | - | Jan 31, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.03% | 315,000 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.03% | 45,367 | 1,466 | 3.34% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 5,810 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.03% | 197,345 | -121,861 | -38.18% | Dec 31, 2023 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.03% | 3,005 | - | - | Mar 31, 2024 |
| Morgan Creek Global Equity Long/Short Institutional Fund | 0.02% | 448 | - | - | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST III | 0.02% | 7,595 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.02% | 116,925 | -308 | -0.26% | Jan 31, 2024 |
| Harbor ETF Trust | 0.02% | 89,656 | -61,774 | -40.79% | Jan 31, 2024 |
| Innovator ETFs Trust | 0.02% | 76,029 | - | - | Jan 31, 2024 |
| Engine No. 1 ETF Trust | 0.02% | 1,075 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 54,480 | 1,939 | 3.69% | Feb 29, 2024 |
| Amplify ETF Trust | 0.02% | 463,170 | 204,170 | 78.83% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 3 | 0.01% | 251,082 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 32,479 | -139,545 | -81.12% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.01% | 3,452,351 | -68,193 | -1.94% | Feb 29, 2024 |
| BAILLIE GIFFORD FUNDS | 0.01% | 142,990 | -9,822 | -6.43% | Mar 28, 2024 |
| MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 0.01% | 918,534 | 121,263 | 15.21% | Mar 31, 2024 |
| JPMORGAN TRUST IV | 0.01% | 239,970 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,081,881 | 110,738 | 5.62% | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.01% | 46,500 | 46,100 | 11525.00% | Mar 31, 2024 |
| FIDELITY CONTRAFUND | 0.01% | 594,827 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 155,775 | 106,399 | 215.49% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 62,900 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 403,799 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.01% | 1,118 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust II | 0.01% | 7,636 | 1,378 | 22.02% | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.01% | 541,863 | - | - | Mar 28, 2024 |
| Series Portfolios Trust | 0.01% | 38,456 | 40,051 | -2511.03% | Jan 31, 2024 |
| FundVantage Trust | 0.01% | 89,519 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 472,179 | -126,452 | -21.12% | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 67,221 | - | - | Jan 31, 2024 |
| UBS INVESTMENT TRUST | 0.01% | 5,438 | - | - | Feb 29, 2024 |
| Global X Funds | 0.01% | 239,564 | -31,313 | -11.56% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 52,298 | -6,345 | -10.82% | Mar 31, 2024 |
| Meeder Funds | 0.01% | 25,136 | - | - | Mar 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 241,712 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 136,923 | -1,382 | -1.00% | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 9,981 | - | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 3,567 | 1,582 | 79.70% | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 93,032 | -226,372 | -70.87% | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 95,945 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 132,347 | 7,872 | 6.32% | Jan 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND TRUST | 0.00% | 1,630,372 | -169,817 | -9.43% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 61,914 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.00% | 645,000 | -53,000 | -7.59% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 55,981 | 964 | 1.75% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 5,467 | -22,406 | -80.39% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,171,516 | 69,343 | 6.29% | Feb 29, 2024 |
Affirm's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 746.78K shares, compromising 4.56% of its total assets.
Affirm Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 399 | -8.28% |
| 31 Mar, 24 | 435 | -9.00% |
| 31 Dec, 23 | 478 | 33.15% |
| 30 Sep, 23 | 359 | 1.70% |
| 30 Jun, 23 | 353 | 0.28% |
| 31 Mar, 23 | 352 | -10.89% |
| 31 Dec, 22 | 395 | 6.47% |
| 30 Sep, 22 | 371 | 1.64% |
| 30 Jun, 22 | 365 | -17.42% |
| 31 Mar, 22 | 442 | -7.72% |
| 31 Dec, 21 | 479 | 28.42% |
| 30 Sep, 21 | 373 | 49.20% |
| 30 Jun, 21 | 250 | 12.61% |
| 31 Mar, 21 | 222 | 22100.00% |
| 31 Dec, 20 | 1 | - |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 30 Jun 24, 399 institutions are holding Affirm's shares, representing a decrease of -8.28% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 189,433,870 | -1.15% |
| 31 Mar, 24 | 191,637,269 | -0.51% |
| 31 Dec, 23 | 192,619,511 | 0.35% |
| 30 Sep, 23 | 191,940,022 | 7.95% |
| 30 Jun, 23 | 177,799,242 | -2.10% |
| 31 Mar, 23 | 181,613,586 | 10.70% |
| 31 Dec, 22 | 164,065,396 | -5.48% |
| 30 Sep, 22 | 173,584,520 | 6.86% |
| 30 Jun, 22 | 162,444,221 | 2.66% |
| 31 Mar, 22 | 158,229,085 | 13.51% |
| 31 Dec, 21 | 139,394,110 | 22.15% |
| 30 Sep, 21 | 114,118,928 | 27.74% |
| 30 Jun, 21 | 89,335,939 | 11.41% |
| 31 Mar, 21 | 80,190,146 | 13637679.93% |
| 31 Dec, 20 | 588 | - |
| 30 Sep, 20 | 588 | - |
| 30 Jun, 20 | 588 | - |
| 31 Mar, 20 | 588 | - |
| 31 Dec, 19 | 588 | - |
| 30 Sep, 19 | 588 | - |
| 30 Jun, 19 | 588 | - |
| 31 Mar, 19 | 588 | - |
Affirm (AFRM) has 189.43M shares outstanding as of 30 Jun 24, down -1.15% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 60.59% | 1.56% |
| 31 Mar, 24 | 62.31% | 1.59% |
| 31 Dec, 23 | 62.63% | 1.48% |
| 30 Sep, 23 | 64.99% | 1.82% |
| 30 Jun, 23 | 59.82% | 1.60% |
| 31 Mar, 23 | 61.11% | 1.96% |
| 31 Dec, 22 | 55.86% | 1.57% |
| 30 Sep, 22 | 59.67% | 1.88% |
| 30 Jun, 22 | 56.38% | 1.84% |
| 31 Mar, 22 | 55.39% | 2.26% |
| 31 Dec, 21 | 49.51% | 2.81% |
| 30 Sep, 21 | 42.01% | 1.32% |
| 30 Jun, 21 | 56.41% | 4.78% |
| 31 Mar, 21 | 34.37% | 70946278450.00% |
| 31 Dec, 20 | 0.00% | 500000.00% |
| 30 Sep, 20 | 0.00% | 500000.00% |
| 30 Jun, 20 | 0.00% | 500000.00% |
| 31 Mar, 20 | 0.00% | 500000.00% |
| 31 Dec, 19 | 0.00% | 500000.00% |
| 30 Sep, 19 | 0.00% | 500000.00% |
| 30 Jun, 19 | 0.00% | 500000.00% |
| 31 Mar, 19 | 0.00% | - |
As of 30 Jun 24, Affirm is held by 60.59% institutional shareholders, representing a 1.56% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 170 | -8.11% |
| 31 Mar, 24 | 185 | -27.45% |
| 31 Dec, 23 | 255 | 58.39% |
| 30 Sep, 23 | 161 | 14.18% |
| 30 Jun, 23 | 141 | -0.70% |
| 31 Mar, 23 | 142 | -29.00% |
| 31 Dec, 22 | 200 | 15.61% |
| 30 Sep, 22 | 173 | -6.49% |
| 30 Jun, 22 | 185 | -25.10% |
| 31 Mar, 22 | 247 | -21.09% |
| 31 Dec, 21 | 313 | 37.89% |
| 30 Sep, 21 | 227 | 49.34% |
| 30 Jun, 21 | 152 | -25.12% |
| 31 Mar, 21 | 203 | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
170 institutional shareholders have increased their position in AFRM stock as of 30 Jun 24 compared to 185 in the previous quarter (a -8.11% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 112 | -11.81% |
| 31 Mar, 24 | 127 | 14.41% |
| 31 Dec, 23 | 111 | 32.14% |
| 30 Sep, 23 | 84 | -11.58% |
| 30 Jun, 23 | 95 | 4.40% |
| 31 Mar, 23 | 91 | 12.35% |
| 31 Dec, 22 | 81 | - |
| 30 Sep, 22 | 81 | 6.58% |
| 30 Jun, 22 | 76 | 4.11% |
| 31 Mar, 22 | 73 | -10.98% |
| 31 Dec, 21 | 82 | 15.49% |
| 30 Sep, 21 | 71 | 129.03% |
| 30 Jun, 21 | 31 | - |
| 31 Mar, 21 | - | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
112 institutional shareholders have reduced their position in AFRM stock as of 30 Jun 24 compared to 127 in the previous quarter (a -11.81% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 399 | -8.28% | 189,433,870 | -1.15% | 60.59% | 1.56% | 170 | -8.11% | 112 | -11.81% |
| 31 Mar, 24 | 435 | -9.00% | 191,637,269 | -0.51% | 62.31% | 1.59% | 185 | -27.45% | 127 | 14.41% |
| 31 Dec, 23 | 478 | 33.15% | 192,619,511 | 0.35% | 62.63% | 1.48% | 255 | 58.39% | 111 | 32.14% |
| 30 Sep, 23 | 359 | 1.70% | 191,940,022 | 7.95% | 64.99% | 1.82% | 161 | 14.18% | 84 | -11.58% |
| 30 Jun, 23 | 353 | 0.28% | 177,799,242 | -2.10% | 59.82% | 1.60% | 141 | -0.70% | 95 | 4.40% |
| 31 Mar, 23 | 352 | -10.89% | 181,613,586 | 10.70% | 61.11% | 1.96% | 142 | -29.00% | 91 | 12.35% |
| 31 Dec, 22 | 395 | 6.47% | 164,065,396 | -5.48% | 55.86% | 1.57% | 200 | 15.61% | 81 | - |
| 30 Sep, 22 | 371 | 1.64% | 173,584,520 | 6.86% | 59.67% | 1.88% | 173 | -6.49% | 81 | 6.58% |
| 30 Jun, 22 | 365 | -17.42% | 162,444,221 | 2.66% | 56.38% | 1.84% | 185 | -25.10% | 76 | 4.11% |
| 31 Mar, 22 | 442 | -7.72% | 158,229,085 | 13.51% | 55.39% | 2.26% | 247 | -21.09% | 73 | -10.98% |
| 31 Dec, 21 | 479 | 28.42% | 139,394,110 | 22.15% | 49.51% | 2.81% | 313 | 37.89% | 82 | 15.49% |
| 30 Sep, 21 | 373 | 49.20% | 114,118,928 | 27.74% | 42.01% | 1.32% | 227 | 49.34% | 71 | 129.03% |
| 30 Jun, 21 | 250 | 12.61% | 89,335,939 | 11.41% | 56.41% | 4.78% | 152 | -25.12% | 31 | - |
| 31 Mar, 21 | 222 | 22100.00% | 80,190,146 | 13637679.93% | 34.37% | 70946278450.00% | 203 | - | - | - |
| 31 Dec, 20 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 30 Sep, 20 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 30 Jun, 20 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 31 Mar, 20 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 31 Dec, 19 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 30 Sep, 19 | 1 | - | 588 | - | 0.00% | 500000.00% | - | - | - | - |
| 30 Jun, 19 | 1 | - | 588 | - | 0.00% | 500000.00% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 588 | - | 0.00% | - | 1 | - | - | - |
Affirm Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Affirm's stock was made by Rabois Keith on Aug 05 2024, selling 6,081 shares at $26.41 per share (valued at $160.61K).
Affirm Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 9 | 12 | 75.00% |
| Q2 2024 | 11 | 47 | 23.40% |
| Q1 2024 | 13 | 43 | 30.23% |
| Q4 2023 | 20 | 46 | 43.48% |
| Q3 2023 | 24 | 46 | 52.17% |
| Q2 2023 | 12 | 47 | 25.53% |
| Q1 2023 | 13 | 57 | 22.81% |
| Q4 2022 | 18 | 57 | 31.58% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 17 | 1 | 1700.00% |
| Q4 2021 | 7 | 4 | 175.00% |
| Q3 2021 | 10 | 4 | 250.00% |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 11 | 9 | 122.22% |
9 total buy trades, and 12 total sell trades (buy/sell ratio of 0.75%) were made by Affirm's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | - | 5 | - |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 7 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 17 | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 8 | 2 | 400.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Affirm's stocks.
AFRM Ownership FAQ
Who Owns Affirm?
Affirm is owned by institutional shareholders (60.59%), insiders (4.77%), and public (34.63%). The largest institutional shareholder of Affirm is MORGAN STANLEY (9.77% of total shares) and the top mutual fund owner is Manager Directed Portfolios (4.56% of total shares).
Who are the major institutional shareholders of Affirm?
Affirm's major institutional shareholders are MORGAN STANLEY, CAPITAL RESEARCH GLOBAL INVESTORS, VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, and BAILLIE GIFFORD & CO. The top five shareholders own together 34.40% of the company's share outstanding.
How many Affirm shareholders are there?
As of Jun 2024, there are 399 institutional shareholders of Affirm.
What percentage of Affirm is owned by MORGAN STANLEY?
MORGAN STANLEY owns 30.55M shares of Affirm, representing 9.77% of the company's total shares outstanding, valued at $922.78M (as of Jun 2024).
What percentage of Affirm is owned by CAPITAL RESEARCH GLOBAL INVESTORS?
As of Jun 2024, CAPITAL RESEARCH GLOBAL INVESTORS holds 23.76M shares of Affirm (AFRM), compromising 7.60% of the company, valued at $717.77M.
What percentage of Affirm is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Affirm. The company owns 21.04M of the company's shares outstanding (worth $635.53M).