Security Snapshot

Affirm Holdings, Inc. - Class A Stock (AFRM) Institutional Ownership

CUSIP: 00827B106

13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

629

Shares (Excl. Options)

238,517,912

Price

$74.43

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Type / Class
Equity / Class A Stock
Symbol
AFRM on Nasdaq
Shares outstanding
289,548,078
Price per share
$45.82
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
238,517,912
Total reported value
$17,751,771,009
% of total 13F portfolios
0.02%
Share change
+11,124,100
Value change
+$834,009,317
Number of holders
629
Price from insider filings
$45.82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AFRM - Affirm Holdings, Inc. - Class A Stock is tracked under CUSIP 00827B106.
  • 629 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 629 to 85 between Q4 2025 and Q1 2026.
  • Reported value moved from $17,751,771,009 to $102,609,297.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 629 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 00827B106?
CUSIP 00827B106 identifies AFRM - Affirm Holdings, Inc. - Class A Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Affirm Holdings, Inc. - Class A Stock (AFRM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 8.1% $1,085,652,153 22,115,546 Morgan Stanley 31 Dec 2024
BlackRock, Inc. 5.1% $1,099,104,237 14,766,952 BlackRock, Inc. 31 Dec 2025
GIC Private Ltd 3.2% $434,300,850 8,847,033 GIC Private Limited 31 Dec 2024

As of 31 Dec 2025, 629 institutional investors reported holding 238,517,912 shares of Affirm Holdings, Inc. - Class A Stock (AFRM). This represents 82% of the company’s total 289,548,078 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Affirm Holdings, Inc. - Class A Stock (AFRM) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 8.6% 24,847,206 +1.8% 0.03% $1,849,377,542
Capital Research Global Investors 8% 23,145,942 +0.45% 0.32% $1,722,797,401
MORGAN STANLEY 7.9% 23,010,300 +0.19% 0.1% $1,712,656,868
Capital World Investors 7.5% 21,710,914 +2.4% 0.22% $1,615,952,744
BlackRock, Inc. 6.5% 18,873,925 +6.6% 0.02% $1,404,786,246
FMR LLC 4.7% 13,675,838 +12% 0.05% $1,017,892,644
STATE STREET CORP 2% 5,847,566 +3.6% 0.01% $435,234,337
GEODE CAPITAL MANAGEMENT, LLC 1.9% 5,501,387 +6.4% 0.03% $408,433,329
BAILLIE GIFFORD & CO 1.9% 5,482,943 -7% 0.34% $408,095,448
MARSHALL WACE, LLP 1.5% 4,333,752 -3% 0.31% $322,561,160
Invesco Ltd. 1.4% 4,071,571 -6% 0.05% $303,047,027
LONE PINE CAPITAL LLC 1.3% 3,817,170 2.1% $284,111,963
NORGES BANK 1.3% 3,788,266 0.03% $281,960,638
Durable Capital Partners LP 1.3% 3,681,173 -41% 2.6% $273,989,706
Jericho Capital Asset Management L.P. 1.2% 3,601,248 +7.5% 3.1% $268,040,888
LORD, ABBETT & CO. LLC 0.75% 2,159,982 +37% 0.49% $160,767,000
BANK OF AMERICA CORP /DE/ 0.74% 2,153,730 -4.9% 0.01% $160,302,141
Foxhaven Asset Management, LP 0.66% 1,906,882 -1.3% 3.5% $141,929,227
JPMORGAN CHASE & CO 0.64% 1,855,883 +21% 0.01% $138,133,426
1832 Asset Management L.P. 0.62% 1,782,700 -24% 0.17% $132,686,361
UBS Group AG 0.59% 1,712,842 -3.8% 0.03% $127,486,830
PRICE T ROWE ASSOCIATES INC /MD/ 0.59% 1,697,500 +154% 0.01% $126,346,000
NORTHERN TRUST CORP 0.57% 1,647,608 +1.1% 0.02% $122,631,464
WELLINGTON MANAGEMENT GROUP LLP 0.52% 1,504,709 +64% 0.02% $111,995,491
Spyglass Capital Management LLC 0.5% 1,443,580 +44% 5.4% $107,445,659

Institutional Holders of Affirm Holdings, Inc. - Class A Stock (AFRM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,238,418 $102,609,297 -$14,040,929 $45.82 85
2025 Q4 238,517,912 $17,751,771,009 +$834,009,317 $74.43 629
2025 Q3 226,686,366 $16,570,511,805 +$235,729,239 $73.08 607
2025 Q2 223,686,777 $15,481,469,564 +$675,570,416 $69.14 554
2025 Q1 213,843,937 $9,662,667,169 +$168,218,563 $45.19 480
2024 Q4 207,431,260 $12,631,290,403 +$586,052,297 $60.90 493
2024 Q3 197,639,963 $8,068,007,153 +$337,101,008 $40.82 420
2024 Q2 190,739,039 $5,763,590,049 -$81,326,380 $30.21 370
2024 Q1 192,911,623 $7,185,503,425 -$73,497,858 $37.26 376
2023 Q4 193,651,438 $9,512,743,916 -$33,425,963 $49.14 403
2023 Q3 196,219,256 $4,172,732,549 +$445,307,344 $21.27 303
2023 Q2 177,552,231 $2,722,483,166 -$8,855,181 $15.33 301
2023 Q1 181,628,103 $2,046,624,220 +$181,587,187 $11.27 296
2022 Q4 164,100,218 $1,587,034,914 -$154,708,463 $9.67 328
2022 Q3 173,654,894 $3,258,317,435 +$228,287,693 $18.76 314
2022 Q2 162,266,454 $2,930,983,305 -$31,680,016 $18.06 299
2022 Q1 158,369,136 $7,328,479,606 +$212,322,204 $46.28 367
2021 Q4 134,794,219 $13,556,804,878 +$1,849,871,472 $100.56 420
2021 Q3 108,510,659 $12,917,301,074 +$3,410,697,025 $119.13 328
2021 Q2 89,376,410 $6,009,523,745 +$1,624,993,180 $67.35 227
2021 Q1 73,240,467 $5,120,885,287 +$5,120,017,247 $70.72 198
2020 Q4 588 $40,000 $68.03 1
2020 Q3 588 $40,000 $68.03 1
2020 Q2 588 $40,000 $68.03 1
2020 Q1 588 $40,000 $68.03 1
2019 Q4 588 $40,000 $68.03 1
2019 Q3 588 $40,000 $68.03 1
2019 Q2 588 $40,000 $68.03 1
2019 Q1 588 $40,000 $68.03 1