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Disclosery

AFRM AFFIRM HLDGS INC

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Stock (common), issuer CIK 1820953

479 managers (492 13F filers) reported a position in AFRM shares at 2025-03-31, 216,467,908 shares in all. 88 filers opened a position and 100 filers sold out during the quarter.

Managers
479
13F filers
492
New
88
Added
187
Reduced
145
Sold out
100
Shares held by filers
216,467,908

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Royal Fund Management, LLC19,894$899K0.11%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,579$885K<0.01%+3,00013F-HRTimelineGroup
Integrated Wealth Concepts LLC19,492$881K0.01%+8,53413F-HRTimeline
Independent Advisor Alliance18,681$844K0.03%+65713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,183$823K<0.01%-1,91413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,039$815K<0.01%+14,55513F-HRTimelineGroup
Belmont Capital, LLC18,000$813K0.15%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC17,883$808K0.18%-1113F-HRTimeline
Chicago Partners Investment Group LLC15,609$804K0.03%-4,12013F-HRTimeline
Integris Wealth Management, LLC17,681$799K0.23%+5,37113F-HRTimeline
STRS OHIO17,471$790K<0.01%+4,00213F-HRTimeline
Belpointe Asset Management LLC17,471$790K0.04%+113F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP17,000$768K0.02%-4,65013F-HRTimelineGroup
Empowered Funds, LLC16,852$762K0.01%+8,01413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,543$748K0.05%-1,16613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,315$737K<0.01%+4,17013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC16,269$735K0.01%+8913F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,835$716K0.01%+79013F-HRTimeline
Panoramic Capital, LLC15,158$685K0.86%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,582$659K0.04%new13F-HRTimelineGroup
DANSKE BANK A/S14,526$656K<0.01%+14,42613F-HRTimeline
Sterling Capital Management LLC14,411$651K0.01%-99013F-HRTimeline
Hillsdale Investment Management Inc.14,400$651K0.03%new13F-HRTimeline
Utah Retirement Systems14,000$633K0.01%013F-HRTimeline
AMALGAMATED BANK13,773$622K0.01%+28013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/13,550$612K0.5%+1,95013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,406$606K<0.01%+1,00413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,096$598K-630Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …13,185$596K<0.01%-31,75313F-HRTimelineGroup
XPONANCE LLC13,148$594K0.01%+69213F-HRTimeline
Cresset Asset Management, LLC12,897$583K<0.01%-1,54813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,721$575K0.09%013F-HRTimelineGroup
Voleon Capital Management LP12,480$564K0.04%-35,21513F-HRTimeline
MYECFO, LLC12,264$554K0.29%+25913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,247$553K0.01%+3,06913F-HRTimelineGroup
Maryland State Retirement & Pension Sys…12,115$547K0.01%-1,72313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)12,000$542K0.01%+2,00013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,993$542K<0.01%+8,58413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC11,889$537K<0.01%+3,46913F-HRTimelineGroup
Quantitative Investment Management, LLC11,784$532K0.05%new13F-HRTimeline
Sequoia Financial Advisors, LLC11,712$529K<0.01%-9613F-HRTimeline
Central Pacific Bank - Trust Division11,611$525K0.07%new13F-HRTimeline
Cravens & Co Advisors, LLC11,596$524K0.41%-53713F-HRTimeline
HB Wealth Management, LLC11,471$518K<0.01%+25213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,378$514K<0.01%+5,79913F-HRTimelineGroup
BBR PARTNERS, LLC11,366$514K0.04%013F-HRTimeline
Prospera Financial Services Inc11,267$509K0.01%+7313F-HRTimeline
BANTAMAC CAPITAL, LLC11,237$508K0.24%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,052$499K<0.01%+1,13213F-HRTimelineGroup
LECAP ASSET MANAGEMENT LTD10,874$491K0.11%-18,27313F-HRTimeline
Summit Trail Advisors, LLC10,852$490K0.02%+87313F-HRTimeline
Paragon Capital Management Ltd10,770$487K0.1%013F-HRTimeline
KBC Group NVin group KBC Group NV10,525$476K<0.01%+82713F-HRTimelineGroup
AXA S.A.in group AXA S.A.10,309$466K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC10,032$453K0.01%+79213F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC10,000$452K0.54%-30,00013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.9,964$450K0.07%+3,45713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,633$435K<0.01%+1,09013F-HRTimelineGroup
White Lighthouse Investment Management …9,542$431K0.08%+1,10313F-HRTimeline
OP Asset Management Ltd9,465$428K0.01%13F-HR/ATimeline
TD Waterhouse Canada Inc.9,258$420K<0.01%-4,92013F-HRTimeline
Ellevest, Inc.9,103$411K0.03%-4,31913F-HRTimeline
Precision Wealth Strategies, LLC8,990$406K0.31%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO8,626$390K0.02%+4,13913F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC8,582$388K0.01%new13F-HRTimelineGroup
Left Brain Wealth Management, LLC8,475$383K0.17%-2,25013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,401$380K<0.01%+46313F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,350$377K0.17%+15013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC8,266$374K0.17%new13F-HRTimeline
CAPITAL ADVISORS INC/OK8,123$367K0.01%new13F-HRTimeline
CIBC Asset Management Inc8,097$366K<0.01%+15513F-HRTimeline
Atria Wealth Solutions, Inc.7,910$357K<0.01%+4,23613F-HRTimeline
Institute for Wealth Management, LLC.7,856$355K0.05%+1,10513F-HRTimeline
Bridgefront Capital, LLC7,694$348K0.1%+3,73513F-HRTimeline
Wedmont Private Capital8,529$345K0.02%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,555$341K0.01%-43013F-HRTimelineGroup
SG Americas Securities, LLC7,464$337K<0.01%-23,32713F-HRTimeline
Oder Investment Management, LLC7,396$334K0.28%+33913F-HRTimeline
Wilmington Savings Fund Society, FSB7,250$328K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,230$327K0.02%013F-HRTimeline
GSA CAPITAL PARTNERS LLP7,095$321K0.03%-7,11713F-HRTimeline
Shearwater Capital LLC7,000$316K0.22%013F-HR/ATimeline
J. Goldman & Co LP6,970$315K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO6,830$309K0.01%+3,14113F-HRTimeline
SeaCrest Wealth Management, LLC6,820$308K0.03%+47213F-HRTimeline
Altshuler Shaham Ltd6,800$307K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,734$304K<0.01%+3013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd6,713$303K0.04%-40,30413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,612$299K0.01%-2,53613F-HRTimelineGroup
Quadcap Wealth Management, LLC6,511$294K0.04%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding6,467$292K-68,517Timeline
MGO ONE SEVEN LLC6,457$292K0.01%new13F-HRTimeline
Blueshift Asset Management, LLC6,424$290K0.12%+8313F-HRTimeline
Mach-1 Financial Group, LLC6,364$288K0.09%new13F-HRTimeline
Biltmore Family Office, LLC6,205$280K0.05%013F-HRTimeline
Semanteon Capital Management, LP6,154$278K0.15%new13F-HRTimeline
HRT FINANCIAL LP6,040$272K<0.01%-180,19713F-HRTimeline
CWM, LLCin group CWM, LLC5,950$269K<0.01%+8913F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding5,900$267K-671Timeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC5,880$266K<0.01%new13F-HRTimelineGroup
Huntleigh Advisors, Inc.5,847$264K0.06%-4113F-HR/ATimeline
Hemington Wealth Management5,862$264K0.04%+3813F-HRTimeline
RFG Advisory, LLC5,667$256K0.01%new13F-HRTimeline
Centiva Capital, LP5,663$256K0.01%new13F-HRTimeline
SIGNATUREFD, LLC5,604$253K<0.01%+56913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,582$253K<0.01%-15,24613F-HRTimelineGroup
Private Advisor Group, LLC5,557$251K<0.01%-3,79213F-HRTimeline
COMERICA BANK5,513$249K<0.01%+28713F-HRTimeline
Wealthfront Advisers LLC5,478$248K<0.01%+1,83713F-HRTimeline
Holistic Financial Partners5,471$247K0.12%-15313F-HRTimeline
Accuvest Global Advisors5,431$245K0.21%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,384$243K<0.01%new13F-HR/ATimelineGroup
Choate Investment Advisors5,384$243K0.01%013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS5,350$242K0.01%-78,17113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,333$241K<0.01%-3413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,309$240K<0.01%-27813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,223$236K0.01%new13F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC5,201$235K0.14%new13F-HRTimeline
OSSIAM5,187$234K<0.01%new13F-HRTimeline
CSS LLC/IL5,123$232K0.02%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,120$231K<0.01%-48,01213F-HRTimeline
ASPIRIANT, LLC5,062$229K0.01%-4413F-HRTimeline
AdvisorNet Financial, Inc5,010$226K0.02%+413F-HRTimeline
RBF Capital, LLC5,000$226K0.01%-5,00013F-HRTimeline
Sowell Financial Services LLC4,987$225K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,971$225K0.01%+77013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,932$223K<0.01%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,700$212K0.06%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,660$211K<0.01%+10613F-HRTimelineGroup
Kingsview Wealth Management, LLC4,601$208K<0.01%-62313F-HRTimeline
GAMMA Investing LLC4,596$208K0.02%+41913F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,591$207K0.01%-3,07713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,564$206K<0.01%-2,35713F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,513$204K0.03%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,433$200K<0.01%-3713F-HRTimelineGroup
Kathleen S. Wright Associates Inc.4,375$198K0.08%+1,04713F-HRTimeline
IFP Advisors, Inc4,373$198K0.01%+93513F-HRTimeline
Integrated Investment Consultants, LLC192,578$193K0.04%new13F-HR/ATimeline
Versant Capital Management, Inc4,074$184K0.03%+66913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,946$178K<0.01%-29613F-HRTimeline
Aster Capital Management (DIFC) Ltd2,670$171K0.03%+2,47813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,501$158K<0.01%013F-HRTimelineGroup
MAI Capital Management3,327$150K<0.01%+67513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,312$150K0.09%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,147$145K<0.01%+1,77913F-HR/ATimelineGroup
AlphaQuest LLC2,815$127K0.01%+2,19313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2,741$124K0.06%-2,28413F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,678$121K<0.01%+80013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,658$120K<0.01%new13F-HRTimelineGroup
DekaBank Deutsche Girozentrale2,617$114K<0.01%new13F-HRTimeline
NFSG Corp2,397$108K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,754$108K0.01%+6313F-HRTimelineGroup
Advisors Asset Management, Inc.2,383$108K<0.01%+59313F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,311$104K0.01%+17913F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,268$102K<0.01%+66413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,086$94.3K<0.01%-16113F-HRTimelineGroup
Twin Lakes Capital Management, LLC1,811$81.8K0.06%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,798$81K<0.01%-27,58213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,768$79.9K<0.01%-2013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,744$78.8K<0.01%-5813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,643$74.2K<0.01%-21913F-HRTimelineGroup
Global Wealth Strategies & Associates1,628$73.6K0.02%-14213F-HRTimeline
First Horizon Advisors, Inc.1,523$68.8K<0.01%new13F-HRTimeline
Brooklyn Investment Group1,392$62.9K0.01%+1013F-HRTimeline
Smartleaf Asset Management LLC1,360$62.8K0.01%+3813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,383$62.5K0.01%+1,34613F-HRTimeline
Westside Investment Management, Inc.1,351$61.1K0.01%-4013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,308$59.1K<0.01%+8713F-HRTimeline
Lindbrook Capital, LLC1,146$51.8K<0.01%+19213F-HRTimeline
Farther Finance Advisors, LLC1,125$51.2K<0.01%-1313F-HRTimeline
WealthTrak Capital Management LLC1,115$50.4K0.04%+513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,113$50K0.01%+10313F-HRTimeline
SVB WEALTH LLC1,049$47.4K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,040$47K<0.01%+10613F-HRTimeline
Ridgewood Investments LLC900$40.7K0.02%013F-HRTimeline
Quarry LP703$31.8K0.01%+10213F-HRTimeline
Leonteq Securities AG633$28.6K<0.01%+56013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.614$28K<0.01%+18313F-HRTimelineGroup
Allworth Financial LP563$27.1K<0.01%+21913F-HRTimeline
WASHINGTON TRUST Co521$23.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC517$23.4K<0.01%-48313F-HRTimeline
Capital Advisors, Ltd. LLC485$22K<0.01%013F-HRTimeline
Quent Capital, LLC434$19.6K<0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.416$19K<0.01%-4813F-HRTimelineGroup
Arax Advisory Partners404$18.3K<0.01%+7313F-HRTimeline
MATHER GROUP, LLC.402$18.2K<0.01%013F-HRTimeline
SWAN Capital LLC400$18.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.377$17K<0.01%-14813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.449$16.4K<0.01%-35413F-HRTimelineGroup
Copia Wealth Management362$16.4K0.02%+31213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.357$16K<0.01%-7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB338$15.3K<0.01%+27413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS330$14.9K0.01%013F-HRTimeline
Covestor Ltd311$14K0.01%+213F-HRTimeline
UMB Bank, n.a.305$13.8K<0.01%+10513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.303$13.7K<0.01%-14213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC284$12.8K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC265$12K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC259$11.7K0.01%013F-HRTimeline
Private Wealth Management Group, LLC253$11.4K<0.01%013F-HRTimeline