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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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
O'Hare Robertofficer (Chief Financial Officer)2026-10-09-65,591 S$80.02Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+5,636 M$57.59Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+8,991 M$44.06Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+21,836 M$23.35Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+10,239 M$22.3Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+1,866 M$41.8Form 4
O'Hare Robertofficer (Chief Financial Officer)2026-10-09+17,023 M$17.19Form 4

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
SUMMIT SECURITIES GROUP LLC234$10.6K0.01%new13F-HRTimeline
Tacita Capital Inc200$9.04K0.01%013F-HRTimeline
Compass Wealth Management LLC200$9.04K<0.01%new13F-HRTimeline
Accent Capital Management, LLC200$9.04K0.01%-10013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.175$7.91K<0.01%013F-HRTimeline
JDM Financial Group LLC167$7.55K<0.01%013F-HRTimeline
HM PAYSON & CO160$7.23K<0.01%013F-HRTimeline
Sachetta, LLC157$7.09K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC164$7K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp147$6.64K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC135$6.1K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC130$5.88K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC124$5.6K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC123$5.56K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.120$5.42K<0.01%013F-HRTimeline
TSFG, LLC100$5K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC110$4.97K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC100$4.52K<0.01%013F-HRTimeline
BFSG, LLC100$4.52K<0.01%013F-HRTimeline
Tower View Wealth Management LLC100$4.52K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$3.96K<0.01%013F-HRTimeline
Blume Capital Management, Inc.80$3.62K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC78$3.52K<0.01%-113F-HRTimeline
Bell Investment Advisors, Inc70$3.16K<0.01%013F-HRTimeline
Beacon Capital Management, LLC64$2.89K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…55$2.48K<0.01%013F-HRTimeline
City State Bank55$2.48K<0.01%013F-HRTimeline
Pandora Wealth, Inc.55$2.48K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK53$2.4K<0.01%-3413F-HRTimelineGroup
Aspect Partners, LLC50$2.26K<0.01%013F-HRTimeline
Plato Investment Management Ltd43$1.96K<0.01%-7,63113F-HRTimeline
Clearstead Trust, LLC43$1.94K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.41$1.85K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.41$1.85K<0.01%013F-HRTimeline
Clearstead Advisors, LLC39$1.76K<0.01%+1213F-HRTimeline
CVA Family Office, LLC35$1.58K<0.01%013F-HRTimeline
Painted Porch Advisors LLC35$1.58K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC35$1.58K<0.01%-10013F-HRTimeline
CoreCap Advisors, LLC29$1.31K<0.01%-1,16213F-HRTimeline
Nova Wealth Management, Inc.28$1.26K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.18K<0.01%-813F-HRTimelineGroup
Larson Financial Group LLC25$1.13K<0.01%+413F-HRTimeline
Private Wealth Asset Management, LLC24$1.08K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC20$1K<0.01%new13F-HRTimeline
Asset Dedication, LLC22$995<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.22$995<0.01%013F-HRTimeline
True Wealth Design, LLC20$904<0.01%new13F-HRTimeline
Continuum Advisory, LLC19$859<0.01%+113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC18$813<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC17$796<0.01%+413F-HRTimeline
Whipplewood Advisors, LLC244$768<0.01%+22713F-HRTimeline
Parkside Financial Bank & Trust16$724<0.01%+913F-HRTimeline
Rise Advisors, LLC16$723<0.01%new13F-HRTimeline
Heritage Wealth Advisors15$678<0.01%013F-HRTimeline
PayPay Securities Corp14$6370.04%-113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14$633<0.01%-5013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.14$633<0.01%-1113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14$633<0.01%013F-HRTimeline
Darwin Wealth Management, LLC10$609<0.01%013F-HRTimeline
Cromwell Holdings LLC12$542<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.11$498<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11$497<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$452<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.10$452<0.01%013F-HRTimeline
Hughes Financial Services, LLC9$410<0.01%new13F-HRTimeline
Global Financial Private Client, LLC9$407<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$362<0.01%+113F-HRTimeline
Activest Wealth Management8$362<0.01%+813F-HRTimeline
Cheviot Value Management, LLC5$260<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$226<0.01%-73513F-HRTimeline
Parkworth Wealth Management, Inc.5$226<0.01%-113F-HRTimeline
Crewe Advisors LLC4$181<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$136<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$136<0.01%13F-HRTimeline
High Note Wealth, LLC2$90<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$45<0.01%new13F-HRTimeline
West Oak Capital, LLC40$18<0.01%013F-HRTimeline
Avion Wealth5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-46913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • O'Hare Robert reported transactions in AFRM shares with no net change in a Form 4 filed 2026-10-14. 0001628280-26-065868

    Accepted , ingested