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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
Geneos Wealth Management Inc.525$32K<0.01%+41013F-HRTimeline
WASHINGTON TRUST Co521$31.7K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC485$30K<0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.464$28.3K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.445$27.1K<0.01%+10013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…469$26.5K<0.01%+45713F-HRTimeline
Quent Capital, LLC434$26.4K<0.01%-7913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.431$26K<0.01%-1913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.427$26K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATHER GROUP, LLC.402$24.5K<0.01%013F-HRTimeline
SWAN Capital LLC400$24.4K0.01%013F-HRTimeline
Arax Advisory Partners331$20.2K<0.01%+2513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS330$20.1K0.01%013F-HRTimeline
Allworth Financial LP344$19.4K<0.01%-11713F-HRTimeline
Global Retirement Partners, LLC319$19.4K<0.01%+113F-HRTimeline
Covestor Ltd309$19K0.01%-113F-HRTimeline
Accent Capital Management, LLC300$18.3K0.01%-7013F-HRTimeline
Asset Planning,Inc292$17.8K0.01%13F-HRTimeline
Tradewinds Capital Management, LLC265$16.1K<0.01%-5013F-HRTimeline
Holos Integrated Wealth LLC259$15.8K0.01%13F-HRTimeline
Private Wealth Management Group, LLC253$15.4K0.01%013F-HRTimeline
UMB Bank, n.a.200$12.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tacita Capital Inc200$12.2K0.01%013F-HRTimeline
ORG Partners LLC200$12.2K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd192$11.7K<0.01%-6113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.175$10.7K<0.01%new13F-HRTimeline
JDM Financial Group LLC167$10.2K0.01%013F-HRTimeline
HM PAYSON & CO160$9.74K<0.01%013F-HRTimeline
Sachetta, LLC157$9.56K<0.01%013F-HRTimeline
Caitong International Asset Management …143$8.71K0.01%13F-HR/ATimeline
Manchester Capital Management LLC135$8.22K<0.01%-3,90013F-HRTimeline
Aventura Private Wealth, LLC135$8.22K<0.01%13F-HRTimeline
Fortitude Family Office, LLC124$7.55K<0.01%-16313F-HRTimeline
Avior Wealth Management, LLC124$7.55K<0.01%+10913F-HRTimeline
Bruce G. Allen Investments, LLC123$7.49K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.120$7.31K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC110$6.7K<0.01%013F-HR/ATimeline
DANSKE BANK A/S100$6.09K<0.01%-2,80013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$6.09K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BFSG, LLC100$6.09K<0.01%013F-HRTimeline
Tower View Wealth Management LLC100$6.09K<0.01%013F-HRTimeline
TSFG, LLC100$6K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK87$5.3K<0.01%+6013F-HRTimelineGroup
Blume Capital Management, Inc.80$4.87K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC79$4.81K<0.01%+913F-HRTimeline
Leonteq Securities AG73$4.45K<0.01%-10413F-HRTimeline
Bell Investment Advisors, Inc70$4.26K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$3.96K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…64$3.9K<0.01%-2913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB64$3.9K<0.01%+4013F-HRTimeline
Beacon Capital Management, LLC64$3.9K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…55$3.35K<0.01%013F-HR/ATimeline
City State Bank55$3.35K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC55$3.35K<0.01%new13F-HRTimeline
Aspect Partners, LLC50$3.04K<0.01%new13F-HRTimeline
Copia Wealth Management50$3.04K<0.01%13F-HRTimeline
HALL LAURIE J TRUSTEE50$3K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.47$2.86K<0.01%13F-HRTimeline
CGC Financial Services, LLC45$2.74K<0.01%013F-HRTimeline
Elequin Capital, LP43$2.62K<0.01%+2913F-HRTimeline
SOA Wealth Advisors, LLC.41$2.5K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…37$2.25K<0.01%-14013F-HRTimeline
CVA Family Office, LLC35$2.13K<0.01%013F-HRTimeline
Painted Porch Advisors LLC35$2.13K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$2.07K<0.01%+2513F-HRTimelineGroup
Clearstead Advisors, LLC27$1.62K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.25$1.52K<0.01%+913F-HRTimeline
SJS Investment Consulting Inc.22$1.34K<0.01%-513F-HRTimeline
Larson Financial Group LLC21$1.28K<0.01%+1613F-HRTimeline
Continuum Advisory, LLC18$1.1K<0.01%-1613F-HRTimeline
Whipplewood Advisors, LLC17$1.03K<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC16$974<0.01%new13F-HRTimeline
Heritage Wealth Advisors15$914<0.01%013F-HRTimeline
PayPay Securities Corp15$9140.04%+613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14$853<0.01%013F-HRTimeline
Cornerstone Planning Group LLC13$717<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.11$689<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11$670<0.01%-2013F-HRTimeline
Darwin Wealth Management, LLC10$609<0.01%013F-HR/ATimeline
Vermillion Wealth Management, Inc.10$609<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC8$487<0.01%13F-HRTimeline
Parkside Financial Bank & Trust7$427<0.01%-1513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$427<0.01%-213F-HRTimeline
Parkworth Wealth Management, Inc.6$366<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5$305<0.01%013F-HRTimeline
Hexagon Capital Partners LLC3$183<0.01%-313F-HRTimeline
High Note Wealth, LLC2$122<0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC100$52<0.01%new13F-HRTimeline
West Oak Capital, LLC40$24<0.01%013F-HR/ATimeline
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,504$213new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.