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Disclosery

AFRM AFFIRM HLDGS INC

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Stock (common), issuer CIK 1820953

491 managers (503 13F filers) reported a position in AFRM shares at 2024-12-31, 207,451,193 shares in all. 103 filers opened a position and 51 filers sold out during the quarter.

Managers
491
13F filers
503
New
103
Added
152
Reduced
154
Sold out
51
Shares held by filers
207,451,193

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Independent Advisor Alliance18,024$1.1M0.01%+1,57513F-HRTimeline
Belmont Capital, LLC18,000$1.1M0.18%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC17,894$1.09M0.32%-4513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,709$1.08M0.07%-6,95313F-HRTimelineGroup
HarbourVest Partners LLC17,410$1.06M0.52%-5,80013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,375$1.06M0.09%-36,65713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\16,579$1.01M<0.01%-48613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC16,180$985K0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC15,401$938K0.01%+6,71813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,045$916K0.01%+8,10713F-HRTimeline
Cresset Asset Management, LLC14,445$880K<0.01%-33,87313F-HRTimeline
GSA CAPITAL PARTNERS LLP14,212$866K0.06%-19,41613F-HRTimeline
TD Waterhouse Canada Inc.14,178$863K0.01%+4,12913F-HRTimeline
Utah Retirement Systems14,000$853K0.01%+1,60013F-HRTimeline
Maryland State Retirement & Pension Sys…13,838$843K0.02%+80713F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC13,800$840K0.1%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,726$836K-2,408Timeline
Creative Planningin group Creative Planning13,632$830K<0.01%+1,06213F-HRTimelineGroup
AMALGAMATED BANK13,493$822K0.01%+1,43213F-HRTimeline
STRS OHIO13,469$820K<0.01%-10,04413F-HRTimeline
Ellevest, Inc.13,422$817K0.05%-17413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,263$808K0.03%-5,82513F-HRTimelineGroup
Garden State Investment Advisory Servic…13,139$800K0.25%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,721$775K0.11%013F-HRTimelineGroup
Alpha DNA Investment Management LLC12,674$772K0.42%+1,87113F-HRTimeline
Belpointe Asset Management LLC17,470$769K0.05%-48613F-HRTimeline
XPONANCE LLC12,456$759K0.01%+3,21613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,402$755K<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC12,354$752K0.02%-97,15913F-HRTimeline
Integris Wealth Management, LLC12,310$750K0.21%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC12,145$740K<0.01%-35,50013F-HRTimelineGroup
Cravens & Co Advisors, LLC12,133$739K0.56%-23013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,093$736K0.01%+5,79613F-HR/ATimelineGroup
Friedenthal Financial12,063$735K0.43%-5,58813F-HRTimeline
MYECFO, LLC12,005$731K0.39%-25513F-HRTimeline
Sequoia Financial Advisors, LLC11,808$719K0.01%-1713F-HR/ATimeline
Janney Montgomery Scott LLC11,713$713K<0.01%+1,01513F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/11,600$706K0.55%+3,60013F-HRTimeline
BBR PARTNERS, LLC11,366$692K0.05%013F-HRTimeline
HB Wealth Management, LLC11,219$683K0.01%+9813F-HRTimeline
O'Neil Global Advisors, Inc.11,193$682K0.2%-369,20213F-HRTimeline
Prospera Financial Services Inc11,194$682K0.02%-2,32513F-HRTimeline
Integrated Wealth Concepts LLC10,958$667K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,788$657K0.02%new13F-HRTimeline
Paragon Capital Management Ltd10,770$656K0.13%013F-HRTimeline
Left Brain Wealth Management, LLC10,725$653K0.25%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,627$647K<0.01%new13F-HRTimeline
Kera Capital Partners, Inc.10,620$647K0.19%13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP10,184$620K0.11%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC10,134$617K<0.01%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)10,000$609K0.01%013F-HRTimelineGroup
RBF Capital, LLC10,000$609K0.03%-5,00013F-HRTimeline
Summit Trail Advisors, LLC9,979$608K0.02%+3,64113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,920$604K0.01%-1,91013F-HRTimelineGroup
KBC Group NVin group KBC Group NV9,698$591K<0.01%+3,36713F-HRTimelineGroup
TriaGen Wealth Management LLC9,612$585K0.2%new13F-HRTimeline
Private Advisor Group, LLC9,349$569K<0.01%-1,17913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.9,277$565K0.02%-26,88513F-HRTimelineGroup
Caprock Group, LLC9,240$563K0.02%+77013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,178$559K0.01%+1,76513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.9,148$557K0.01%-1,80913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,072$552K<0.01%-715,26413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources8,893$542K<0.01%+2,01513F-HRTimelineGroup
Empowered Funds, LLC8,838$538K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,543$520K<0.01%-2,36113F-HRTimelineGroup
Arete Wealth Advisors, LLC8,482$517K0.04%+2,51013F-HRTimeline
White Lighthouse Investment Management …8,439$514K0.09%-1,85213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,420$511K<0.01%+1,43613F-HRTimelineGroup
Catalyst Funds Management Pty Ltd8,300$505K0.12%+1,30013F-HRTimeline
Intrepid Financial Planning Group LLC8,200$499K0.21%new13F-HRTimeline
Venture Visionary Partners LLC8,037$489K0.02%new13F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,985$486K0.01%+1,12813F-HR/ATimelineGroup
Encompass More Asset Management7,965$485K0.16%+1,66813F-HRTimeline
CIBC Asset Management Inc7,942$484K<0.01%+42213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,938$483K<0.01%-6613F-HRTimelineGroup
Counterpoint Mutual Funds LLC7,827$477K0.06%new13F-HRTimeline
Plato Investment Management Ltd7,674$469K0.03%+4,57113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,689$468K0.21%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,668$467K0.01%+61213F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC7,230$440K0.03%new13F-HRTimeline
Oder Investment Management, LLC7,057$430K0.36%-1,64913F-HRTimeline
Shearwater Capital LLC7,000$426K0.29%013F-HRTimeline
Institute for Wealth Management, LLC.6,751$411K0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,704$408K<0.01%-21113F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding6,571$400K+162Timeline
FOX RUN MANAGEMENT, L.L.C.6,507$396K0.07%-70113F-HRTimeline
Silverleafe Capital Partners, LLC6,400$390K0.12%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,348$387K0.04%new13F-HRTimeline
Blueshift Asset Management, LLC6,341$386K0.14%-64,52113F-HRTimeline
Biltmore Family Office, LLC6,205$378K0.06%013F-HRTimeline
TWINBEECH CAPITAL LP6,200$378K0.01%-61,11413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,921$370K<0.01%-90413F-HRTimelineGroup
Quinn Opportunity Partners LLC6,000$365K0.03%new13F-HRTimeline
Huntleigh Advisors, Inc.5,888$359K0.08%13F-HRTimeline
CWM, LLCin group CWM, LLC5,861$357K<0.01%+55213F-HRTimelineGroup
Hemington Wealth Management5,824$354K0.09%-2113F-HRTimeline
Holistic Financial Partners5,624$343K0.17%-18113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,587$340K<0.01%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,579$340K<0.01%new13F-HRTimelineGroup
China Universal Asset Management Co., L…5,547$338K0.03%new13F-HRTimeline
Waldron Private Wealth LLC5,479$334K0.01%+35713F-HRTimeline
CTC LLC5,428$331K0.03%-6,23413F-HRTimeline
Oak Thistle LLC5,397$329K0.1%-23,42613F-HRTimeline
Choate Investment Advisors5,384$328K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,367$327K<0.01%-20813F-HRTimelineGroup
COMERICA BANK5,226$318K<0.01%-2,40013F-HR/ATimeline
Kingsview Wealth Management, LLC5,224$318K0.01%new13F-HRTimeline
Yeomans Consulting Group, Inc.5,145$313K0.12%new13F-HRTimeline
ASPIRIANT, LLC5,106$311K0.01%+6113F-HRTimeline
SIGNATUREFD, LLC5,035$307K0.01%-13113F-HRTimeline
Rakuten Securities, Inc.5,025$306K0.12%-31813F-HRTimeline
AdvisorNet Financial, Inc5,006$305K0.03%+113F-HRTimeline
PMC FIG Opportunities LLC4,930$300K0.76%-10,59613F-HRTimeline
West Family Investments, Inc.4,866$296K0.1%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,700$286K0.08%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,554$277K<0.01%+49913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK4,503$274K<0.01%new13F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO4,487$273K0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,477$273K<0.01%new13F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,470$272K<0.01%+11513F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…4,376$266K0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,280$261K0.08%new13F-HRTimeline
CHOREO, LLC4,161$261K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,242$258K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,201$256K0.01%+59813F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD4,195$255K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,177$254K0.02%+73813F-HRTimeline
Polymer Capital Management (HK) LTD4,170$254K0.04%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP4,084$249K<0.01%-1,04813F-HRTimelineGroup
Ballentine Partners, LLC4,082$249K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC4,054$247K<0.01%new13F-HRTimeline
SLT Holdings LLC4,054$247K0.23%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,004$244K0.02%new13F-HRTimelineGroup
Challenger Wealth Management4,000$244K0.21%13F-HRTimeline
Bridgefront Capital, LLC3,959$241K0.08%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,942$240K<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC3,843$233K<0.01%new13F-HRTimelineGroup
PINKERTON WEALTH, LLC3,806$232K0.03%new13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD3,800$231K0.04%new13F-HRTimelineGroup
Bayforest Capital Ltd3,765$229K0.29%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,747$228K<0.01%new13F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,750$228K<0.01%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC3,691$225K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO3,689$225K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.3,674$224K<0.01%new13F-HRTimeline
Veltria Advisors Corp.3,661$223K0.09%-2,80013F-HRTimeline
Wealthfront Advisers LLC3,641$222K<0.01%new13F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…3,627$221K0.02%-74,85913F-HRTimelineGroup
KEYSTONE INVESTORS PTE LTD3,579$218K0.02%-125,85313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,508$213K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,501$213K<0.01%+113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,484$212K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,438$212K0.01%+1,10313F-HRTimeline
LEIGH BALDWIN & CO., LLC3,451$210K0.18%13F-HR/ATimeline
Bleakley Financial Group, LLC3,450$210K0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,409$208K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc3,405$207K0.04%+58613F-HRTimeline
Corton Capital Inc.3,396$207K0.12%-1,62013F-HRTimeline
HighPoint Advisor Group LLC2,615$204K0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.3,328$203K0.08%-1,88213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,312$202K0.12%new13F-HRTimeline
MAI Capital Management2,652$162K<0.01%new13F-HRTimeline
NFSG Corp2,397$146K0.04%+10013F-HRTimeline
GeoWealth Management, LLC2,363$144K<0.01%-4913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,247$137K<0.01%+2,06413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,132$130K0.01%-3013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,878$114K<0.01%+70013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,862$113K<0.01%-2,54813F-HRTimelineGroup
Twin Lakes Capital Management, LLC1,811$110K0.07%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,802$110K<0.01%+7813F-HRTimelineGroup
HANSEATIC MANAGEMENT SERVICES INC1,797$109K0.14%+19413F-HRTimeline
Advisors Asset Management, Inc.1,790$109K<0.01%+72013F-HR/ATimeline
Federation des caisses Desjardins du Qu…1,788$109K<0.01%+1113F-HRTimeline
Global Wealth Strategies & Associates1,770$108K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,691$103K0.01%-4813F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,604$97.7K<0.01%-7,33013F-HRTimelineGroup
Venturi Wealth Management, LLC1,422$86.6K<0.01%+32513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,410$85.9K<0.01%-2,646,51313F-HRTimelineGroup
Westside Investment Management, Inc.1,391$84.7K0.02%013F-HRTimeline
Brooklyn Investment Group1,382$84.2K0.03%-54013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,368$83.3K<0.01%-87513F-HRTimelineGroup
Smartleaf Asset Management LLC1,322$82.8K0.01%+4013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,221$74.4K0.01%-12813F-HRTimeline
CoreCap Advisors, LLC1,191$72.5K<0.01%+1,18113F-HRTimeline
Farther Finance Advisors, LLC1,138$69.3K<0.01%+6413F-HRTimeline
WealthTrak Capital Management LLC1,110$67.6K0.06%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,010$61K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,000$60.9K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC954$58.1K0.01%-813F-HRTimeline
Blue Trust, Inc.934$56.9K<0.01%+15413F-HR/ATimeline
Ridgewood Investments LLC900$54.8K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.803$47.1K<0.01%+813F-HRTimelineGroup
Prestige Wealth Management Group LLC757$46.1K0.01%+33213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV740$45.1K<0.01%+64013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…701$42.7K0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC639$40K0.01%new13F-HRTimeline
AlphaQuest LLC622$37.9K0.01%-8,95813F-HRTimeline
Quarry LP601$36.6K0.01%-3,00713F-HRTimeline
Strategic Investment Solutions, Inc. /IL700$34.4K0.01%new13F-HRTimeline
R Squared Ltd540$32.9K0.03%13F-HRTimeline