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Disclosery

AFRM AFFIRM HLDGS INC

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Stock (common), issuer CIK 1820953

550 managers (563 13F filers) reported a position in AFRM shares at 2025-06-30, 223,943,262 shares in all. 130 filers opened a position and 61 filers sold out during the quarter.

Managers
550
13F filers
563
New
130
Added
212
Reduced
145
Sold out
61
Shares held by filers
223,943,262

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORDEN GROUP LLC3,163$219K0.02%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,133$217K0.17%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC3,085$213K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.3,037$210K0.01%new13F-HRTimeline
Centiva Capital, LP3,026$209K0.01%-2,63713F-HRTimeline
DANSKE BANK A/S3,003$208K<0.01%-11,52313F-HRTimeline
RBF Capital, LLC3,000$207K0.01%-2,00013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,000$207K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,948$204K<0.01%new13F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,925$202K<0.01%new13F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS2,919$202K<0.01%new13F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC2,900$201K0.05%-1,80013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,894$200K0.13%new13F-HRTimeline
Integrated Investment Consultants, LLC192,578$193K0.04%013F-HRTimeline
Advisors Asset Management, Inc.2,757$191K<0.01%+37413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,738$189K0.01%+42713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,658$184K0.01%013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,537$175K<0.01%new13F-HRTimelineGroup
NFSG Corp2,297$159K0.03%-10013F-HRTimeline
GeoWealth Management, LLC2,074$143K0.01%new13F-HRTimeline
Manchester Capital Management LLC2,073$143K0.02%+1,93813F-HRTimeline
Twin Lakes Capital Management, LLC1,811$125K0.08%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,763$122K<0.01%-513F-HRTimeline
Global Wealth Strategies & Associates1,628$113K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,563$106K0.01%-19113F-HRTimelineGroup
First Horizon Advisors, Inc.1,521$105K<0.01%-213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,387$95.9K0.01%+413F-HRTimeline
Brooklyn Investment Group1,371$94.8K0.01%-2113F-HR/ATimeline
Westside Investment Management, Inc.1,351$93.2K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,300$89.9K<0.01%+17513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,226$84K0.01%+11313F-HRTimeline
Bogart Wealth, LLC1,213$83.9K<0.01%+69613F-HRTimeline
Wilmington Savings Fund Society, FSB1,167$80.7K<0.01%-6,08313F-HRTimeline
Global Retirement Partners, LLC1,130$78.1K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC1,110$76.7K0.06%-513F-HRTimeline
Leonteq Securities AG1,108$76.6K<0.01%+47513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,021$70.6K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,014$70.1K<0.01%+56513F-HRTimelineGroup
LOM Asset Management Ltd1,000$69K0.02%13F-HR/ATimeline
Smartleaf Asset Management LLC972$66.2K0.01%-38813F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS950$65.7K<0.01%-4,40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ridgewood Investments LLC900$62.2K0.03%013F-HRTimeline
Blue Trust, Inc.886$61.3K<0.01%-15413F-HRTimeline
Sound Income Strategies, LLC853$59K<0.01%new13F-HRTimeline
Allworth Financial LP799$55.2K<0.01%+23613F-HRTimeline
UMB Bank, n.a.569$39.3K<0.01%+26413F-HR/ATimeline
FNY Investment Advisers, LLC547$37K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC485$34K<0.01%013F-HRTimeline
Blume Capital Management, Inc.455$31.5K0.01%+37513F-HRTimeline
Quarry LP445$30.8K0.01%-25813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp427$29.5K<0.01%+28013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.402$28K<0.01%-21213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.404$27.9K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners404$27.9K<0.01%013F-HRTimeline
Copia Wealth Management402$27.8K0.02%+4013F-HRTimeline
SWAN Capital LLC400$27.7K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK389$26.9K<0.01%+33613F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.372$25.7K<0.01%-4413F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS330$22.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.325$22.5K<0.01%+2213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…324$22.4K<0.01%-4,26713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…319$22.1K<0.01%+30513F-HRTimelineGroup
CoreCap Advisors, LLC313$21.6K<0.01%+28413F-HRTimeline
GPS Wealth Strategies Group, LLC306$21.2K<0.01%new13F-HRTimeline
Covestor Ltd310$21K0.01%-113F-HRTimeline
Larson Financial Group LLC286$19.8K<0.01%+26113F-HRTimeline
Clearstead Advisors, LLC275$19K<0.01%+23613F-HRTimeline
Holos Integrated Wealth LLC259$18.7K0.01%013F-HRTimeline
Private Wealth Management Group, LLC253$17.5K0.01%013F-HRTimeline
Matrix Trust Co242$17K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC220$15.2K0.01%+9613F-HRTimeline
Tacita Capital Inc200$13.8K0.01%013F-HRTimeline
Accent Capital Management, LLC200$13.8K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC182$12.6K<0.01%new13F-HR/ATimeline
FULLER & THALER ASSET MANAGEMENT, INC.175$12.1K<0.01%013F-HRTimeline
Sachetta, LLC169$11.7K<0.01%+1213F-HRTimeline
JDM Financial Group LLC167$11.5K0.01%013F-HRTimeline
HM PAYSON & CO160$11.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC160$11.1K<0.01%+13413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC164$11K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO157$10.9K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB145$10K<0.01%-19313F-HRTimeline
Kiker Wealth Management, LLC130$8.99K0.01%013F-HRTimeline
Tortoise Investment Management, LLC124$8.57K<0.01%+1413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…123$8.5K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC123$8.5K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.120$8.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.115$8K<0.01%-24213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC115$7.95K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC94$7.23K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC103$7.12K<0.01%-18113F-HRTimeline
TSFG, LLC100$7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$6.91K<0.01%013F-HR/ATimeline
BFSG, LLC100$6.91K<0.01%013F-HRTimeline
Tower View Wealth Management LLC100$6.91K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$6.91K<0.01%new13F-HRTimeline
Pandora Wealth, Inc.100$6.91K<0.01%+4513F-HRTimeline
Berbice Capital Management LLC100$6.91K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC96$6.64K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc88$6.08K<0.01%+1813F-HRTimeline
JFS WEALTH ADVISORS, LLC84$5.81K<0.01%+613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$4.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC64$4.42K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…55$3.8K<0.01%013F-HRTimeline
City State Bank55$3.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust52$3.6K<0.01%+3613F-HRTimeline
Aspect Partners, LLC50$3.46K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC47$3.25K<0.01%new13F-HRTimeline
Plato Investment Management Ltd47$3.24K<0.01%+413F-HRTimeline
Cromwell Holdings LLC44$3.04K<0.01%+3213F-HRTimeline
SOA Wealth Advisors, LLC.41$2.83K<0.01%013F-HRTimeline
CVA Family Office, LLC35$2.42K<0.01%013F-HRTimeline
True Wealth Design, LLC35$2.42K<0.01%+1513F-HRTimeline
Painted Porch Advisors LLC35$2.42K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC35$2.42K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC24$1.8K<0.01%+713F-HRTimeline
Hughes Financial Services, LLC23$1.78K<0.01%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$1.73K<0.01%+1513F-HRTimeline
Asset Dedication, LLC22$1.52K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.22$1.52K<0.01%+813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC21$1.45K<0.01%new13F-HRTimeline
Clearstead Trust, LLC21$1.45K<0.01%-2213F-HRTimeline
WPG Advisers, LLC19$1.31K<0.01%new13F-HRTimeline
Essential Partners LLC19$1.31K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC17$1.18K<0.01%-22713F-HRTimeline
Tradewinds Capital Management, LLC15$1.04K<0.01%-25013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15$1.04K<0.01%new13F-HRTimeline
Heritage Wealth Advisors15$1.04K<0.01%013F-HRTimeline
Avion Wealth22$1K<0.01%+1713F-HR/ATimeline
Winthrop Capital Management, LLC20$1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.13$899<0.01%-913F-HRTimeline
Team Financial Group, LLC12$830<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.11$761<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11$761<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.10$692<0.01%-3113F-HRTimeline
Vermillion Wealth Management, Inc.10$691<0.01%013F-HRTimeline
Rise Advisors, LLC10$691<0.01%-613F-HRTimeline
PayPay Securities Corp10$6910.03%-413F-HRTimeline
Stephens Consulting, LLC9$623<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$554<0.01%013F-HRTimeline
American Capital Advisory, LLC8$554<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC6$415<0.01%new13F-HRTimeline
Cheviot Value Management, LLC5$362<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.5$346<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$346<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC4$276<0.01%+313F-HRTimeline
DecisionPoint Financial, LLC4$269<0.01%new13F-HRTimeline
Activest Wealth Management1$69<0.01%-713F-HRTimeline
West Oak Capital, LLC40$28<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.