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Disclosery

AFRM AFFIRM HLDGS INC

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Stock (common), issuer CIK 1820953

575 managers (593 13F filers) reported a position in AFRM shares at 2026-03-31, 240,330,866 shares in all. 77 filers opened a position and 130 filers sold out during the quarter.

Managers
575
13F filers
593
New
77
Added
230
Reduced
196
Sold out
130
Shares held by filers
240,330,866

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
POLEN CAPITAL MANAGEMENT LLC4,763$218K<0.01%-28,20613F-HRTimeline
CAPITAL ADVISORS INC/OK4,703$215K<0.01%new13F-HRTimeline
Ethic Inc.4,631$212K<0.01%+1,06713F-HRTimeline
UniSuper Management Pty Ltd4,600$211K<0.01%013F-HRTimeline
Savvy Advisors, Inc.4,575$210K0.01%+1,48013F-HRTimeline
Bayesian Capital Management, LP4,500$206K0.25%new13F-HRTimeline
Parallel Advisors, LLC4,497$206K<0.01%+48013F-HR/ATimeline
GAMMA Investing LLC4,475$205K0.01%-86513F-HRTimeline
State of Wyoming4,469$205K0.02%new13F-HRTimeline
Ares Systematic Credit Ltd4,752$204K0.16%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,421$203K<0.01%-11,02213F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC4,421$203K<0.01%+21413F-HRTimelineGroup
DIVERSIFIED TRUST CO4,380$201K<0.01%-32113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,377$201K<0.01%+7913F-HRTimelineGroup
Advisory Services Network, LLC3,941$181K<0.01%+82513F-HRTimeline
Advisors Asset Management, Inc.3,929$180K<0.01%+74813F-HRTimeline
IFP Advisors, Inc3,737$171K<0.01%-22413F-HRTimeline
Siemens Fonds Invest GmbH3,734$171K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,500$160K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc3,453$158K0.02%-75813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,150$143K<0.01%new13F-HRTimelineGroup
Quarry LP2,953$135K0.03%+2,89513F-HRTimeline
OSSIAM2,789$128K<0.01%-24213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,721$125K<0.01%-7513F-HR/ATimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC2,700$124K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,557$117K<0.01%-12413F-HRTimelineGroup
Smartleaf Asset Management LLC2,621$113K<0.01%+20513F-HRTimeline
NFSG Corp2,297$105K0.02%013F-HRTimeline
NVWM, LLC2,141$98.1K0.02%new13F-HRTimeline
Allworth Financial LP1,953$89.5K<0.01%+1,05513F-HRTimeline
Twin Lakes Capital Management, LLC1,811$83K0.04%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,800$82.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,740$79.7K<0.01%-4,29913F-HRTimeline
Oslo Pensjonsforsikring AS1,442$66.1K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,420$65.1K<0.01%+1,38013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,314$60.2K0.02%013F-HRTimeline
Larson Financial Group LLC1,259$57.7K<0.01%+98513F-HRTimeline
Westside Investment Management, Inc.1,170$53.6K0.01%-8013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,042$47.7K<0.01%+3813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,016$46.6K<0.01%+49613F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC983$45K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…902$41.3K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC853$38.8K<0.01%013F-HRTimeline
UMB Bank, n.a.772$35.4K<0.01%-1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blume Capital Management, Inc.755$34.6K0.01%+22513F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…744$34.1K<0.01%new13F-HRTimeline
Osbon Capital Management LLC661$30.3K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…651$29.8K<0.01%-95513F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…600$27.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.579$26.5K<0.01%-2313F-HRTimeline
V-Square Quantitative Management LLC517$23.7K<0.01%new13F-HRTimeline
Quent Capital, LLC482$22.1K<0.01%-4713F-HRTimeline
Capital Advisors, Ltd. LLC489$22K<0.01%+413F-HRTimeline
Strive Financial Group ,LLC450$21K0.01%013F-HRTimeline
Arax Advisory Partners458$21K<0.01%-2,92113F-HRTimeline
Triumph Capital Management428$19.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.418$19.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.402$18.5K<0.01%-10013F-HRTimeline
SWAN Capital LLC400$18.3K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…382$17.5K<0.01%+25913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp377$17.3K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC369$16.9K<0.01%+27913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.358$16.4K<0.01%+20013F-HRTimelineGroup
Garden State Investment Advisory Servic…354$16.2K<0.01%013F-HRTimeline
Root Financial Partners, LLC344$15.8K<0.01%-9013F-HRTimeline
MassMutual Private Wealth & Trust, FSB335$15.3K<0.01%+9613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC330$15K<0.01%-16413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC306$14K<0.01%-9,75313F-HRTimelineGroup
Trask Adam Roland300$13.7K0.01%13F-HRTimeline
Owl Creek Wealth Partners LLC290$13.3K<0.01%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…272$12.5K<0.01%+7013F-HRTimeline
Holos Integrated Wealth LLC259$12.3K0.01%013F-HRTimeline
Private Wealth Management Group, LLC252$11.5K<0.01%013F-HRTimeline
Byrne Asset Management LLC250$11.5K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC250$11.5K0.01%-1913F-HRTimeline
Fortitude Family Office, LLC240$11K<0.01%-1013F-HRTimeline
ROTHSCHILD INVESTMENT LLC215$9.85K<0.01%+17913F-HRTimeline
Bell Investment Advisors, Inc206$9.44K<0.01%+11113F-HRTimeline
Tacita Capital Inc200$9.16K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC194$8.89K<0.01%-11313F-HRTimeline
CENTRAL TRUST Co187$8.57K<0.01%+17813F-HRTimeline
Aspect Partners, LLC187$8.57K<0.01%+1513F-HRTimeline
Ankerstar Wealth, LLC187$8.57K0.01%+16213F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…195$8.39K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC181$8.29K<0.01%+7613F-HRTimeline
Sachetta, LLC169$7.74K<0.01%013F-HRTimeline
JDM Financial Group LLC167$7.65K<0.01%013F-HRTimeline
HM PAYSON & CO163$7.47K<0.01%-9013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.158$7.24K<0.01%-2,44713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO157$7.19K<0.01%013F-HRTimelineGroup
Avion Wealth131$6K<0.01%+10613F-HRTimeline
Covestor Ltd125$6K<0.01%-10313F-HRTimeline
Bruce G. Allen Investments, LLC123$5.64K<0.01%013F-HRTimeline
Vision Retirement, LLC123$5.64K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC107$4.9K<0.01%-2713F-HRTimeline
Copia Wealth Management102$4.67K<0.01%-31313F-HRTimeline
BFSG, LLC100$4.58K<0.01%013F-HRTimeline
Tower View Wealth Management LLC100$4.58K<0.01%013F-HRTimeline
BAYBAN100$4.58K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.94$4.31K<0.01%+6313F-HRTimeline
Rachor Investment Advisory Services, LLC88$4.03K<0.01%+1413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.89$4K<0.01%-2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SJS Investment Consulting Inc.87$3.99K<0.01%+5213F-HRTimeline
Cornerstone Planning Group LLC59$3.94K<0.01%+3013F-HRTimeline
ABOUND FINANCIAL, LLC85$3.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.79$3.62K<0.01%+7213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC74$3.39K<0.01%+5013F-HRTimeline
JPL Wealth Management, LLC71$3.25K<0.01%new13F-HR/ATimeline
Cedar Mountain Advisors, LLC67$3.07K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC65$2.98K<0.01%-10013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC64$2.93K<0.01%new13F-HRTimeline
Bogart Wealth, LLC62$2.84K<0.01%-45913F-HRTimeline
Elequin Capital, LP58$2.66K<0.01%-10013F-HRTimeline
True Wealth Design, LLC56$2.57K<0.01%-813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…55$2.52K<0.01%013F-HRTimeline
City State Bank55$2.52K<0.01%013F-HRTimeline
Cromwell Holdings LLC53$2.43K<0.01%+913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC53$2.43K<0.01%new13F-HRTimelineGroup
Torren Management, LLC53$2.43K<0.01%-1,61813F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…50$2.29K<0.01%new13F-HRTimeline
Clearstead Trust, LLC49$2.25K<0.01%+2813F-HRTimeline
SHP Wealth Management45$2.07K<0.01%+3113F-HRTimeline
Hilton Head Capital Partners, LLC45$2.06K<0.01%+2213F-HRTimeline
CX Institutional37$2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust43$1.97K<0.01%-1513F-HRTimeline
SOA Wealth Advisors, LLC.41$1.88K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC35$1.6K<0.01%-813F-HRTimeline
IMA Advisory Services, Inc.31$1.42K<0.01%-313F-HRTimeline
Intentional Wealth Strategies, LLC31$1.42K<0.01%13F-HRTimeline
Rossby Financial, LCC28$1.27K<0.01%-513F-HRTimeline
PayPay Securities Corp21$1.27K0.04%+413F-HRTimeline
Signature Equity Partners, LLC25$1.15K<0.01%-1913F-HRTimeline
DiNuzzo Private Wealth, Inc.24$1.1K<0.01%-513F-HRTimeline
Asset Dedication, LLC22$1.01K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC20$916<0.01%+413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19$871<0.01%-2913F-HRTimelineGroup
MCF Advisors LLC19$871<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc18$825<0.01%-1,99213F-HRTimeline
Vermillion Wealth Management, Inc.17$779<0.01%+713F-HRTimeline
Whipplewood Advisors, LLC17$779<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC17$778<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16$733<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC16$733<0.01%-713F-HRTimeline
Tradewinds Capital Management, LLC15$688<0.01%013F-HRTimeline
American Capital Advisory, LLC15$688<0.01%+613F-HRTimeline
Heritage Wealth Advisors15$687<0.01%013F-HRTimeline
CoreCap Advisors, LLC13$596<0.01%-42813F-HRTimeline
Raleigh Capital Management Inc.13$596<0.01%-1,62213F-HRTimeline
Principia Wealth Advisory, LLC13$596<0.01%+213F-HRTimeline
Team Financial Group, LLC12$550<0.01%013F-HRTimeline
LRI Investments, LLC12$550<0.01%-10313F-HRTimeline
Bare Financial Services, Inc11$504<0.01%new13F-HRTimeline
Essential Partners LLC11$504<0.01%-213F-HRTimeline
Cassaday & Co Wealth Management LLC10$459<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$458<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9$413<0.01%+113F-HRTimeline
1015 Capital Partners, LLC9$412<0.01%-513F-HRTimeline
FIRST HORIZON CORP7$321<0.01%-2013F-HRTimeline
HFM Investment Advisors, LLC7$321<0.01%-313F-HRTimeline
Quaker Wealth Management, LLC6$275<0.01%013F-HRTimeline
Davis Capital Management6$275<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$275<0.01%+113F-HRTimeline
Dunhill Financial, LLC5$269<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC5$230<0.01%-12713F-HRTimeline
Cheviot Value Management, LLC5$229<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC4$184<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$184<0.01%013F-HRTimeline
Manchester Capital Management LLC3$138<0.01%-16813F-HRTimeline
GILL CAPITAL PARTNERS, LLC3$137<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2$93<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2$92<0.01%new13F-HRTimeline
CURIO WEALTH, LLC2$92<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1$67<0.01%-1813F-HRTimeline
TFC Financial Management, Inc.1$46<0.01%new13F-HRTimeline
Pacer Advisors, Inc.8$00%+113F-HR/ATimelineValue 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