Affirm Holdings Inc (AFRM) Ownership

32.45 ↑1.13 (3.59%)
As of May 17, 2024, 11:20am EST.

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of Affirm Holdings Inc (AFRM), owning a total of 28.4 million shares. Combined, the top 39 institutional holders of AFRM own 61.77% of the company with a total of 188.4 million shares.

In the latest ownership report on December 31st 2023, the top 39 institutional holders decreased their combined ownership of AFRM by 7.7 million shares. 12 institutions bought 8,358,590 total additional shares and increased their ownership by an average of 40.00%. However 7 institutions sold 16,013,631 total shares and decreased their ownership by an average of 28.14%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Affirm Holdings decreased by a net total of -7,655,041 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Morgan Stanley - Brokerage Accounts9.245%-16.657%28,370,244-5,669,9472023-12-31
Capital Research Global Investors6.599%-6.998%20,251,044-1,523,6972023-12-31
Vanguard Group Inc6.357%4.109%19,506,902769,8432023-12-31
Capital World Investors6.192%1.164%19,002,021218,7202023-12-31
Baillie Gifford & Co Limited.5.860%-5.478%17,983,039-1,042,2542023-12-31
BlackRock Inc3.101%6.093%9,514,581546,4342023-12-31
T. Rowe Price Associates, Inc.1.545%-50.976%4,741,188-4,930,0392023-12-31
Two Sigma Advisers, LLC1.534%230.458%4,707,7003,283,1002023-12-31
Two Sigma Investments LLC1.466%1.710%4,498,42975,6062023-12-31
State Street Corporation1.197%6.842%3,672,998235,1992023-12-31
Geode Capital Management, LLC1.142%7.895%3,504,102256,4042023-12-31
Dimensional Fund Advisors, Inc.0.855%6.224%2,622,592153,6752023-12-31
JANE STREET GROUP, LLC0.568%60.973%1,743,811660,5142023-12-31
Founders Fund Growth Management, LLC0.529%0.000%1,622,33802023-12-31
Marshall Wace Asset Management Ltd0.498%148.917%1,527,442913,8062023-12-31
Charles Schwab Investment Management Inc0.447%5.559%1,370,50872,1782023-12-31
NORGES BANK0.446%-35.525%1,369,766-754,7162023-12-31
Spyglass Capital Management LLC0.436%-55.265%1,339,313-1,654,5712023-12-31
Goldman Sachs Group Inc0.404%-26.115%1,240,358-438,4072023-12-31
Leo Wealth, LLC.0.382%0.000%1,173,1111,173,1112023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Morgan Stanley - Brokerage Accounts9.245%-16.657%28,370,244-5,669,9472023-12-31
Capital Research Global Investors6.599%-6.998%20,251,044-1,523,6972023-12-31
Vanguard Group Inc6.357%4.109%19,506,902769,8432023-12-31
Capital World Investors6.192%1.164%19,002,021218,7202023-12-31
Baillie Gifford & Co Limited.5.860%-5.478%17,983,039-1,042,2542023-12-31
BlackRock Inc3.101%6.093%9,514,581546,4342023-12-31
T. Rowe Price Associates, Inc.1.545%-50.976%4,741,188-4,930,0392023-12-31
Lightspeed Ultimate General Partner IX, Ltd.1.577%0.000%4,721,0644,721,0642023-03-31
Two Sigma Advisers, LLC1.534%230.458%4,707,7003,283,1002023-12-31
Two Sigma Investments LLC1.466%1.710%4,498,42975,6062023-12-31
Jennison Associates LLC1.429%0.921%4,145,18237,8072022-09-30
State Street Corporation1.197%6.842%3,672,998235,1992023-12-31
Geode Capital Management, LLC1.142%7.895%3,504,102256,4042023-12-31
Bank of America Corp0.924%423.697%2,741,6422,218,1252023-03-31
Dimensional Fund Advisors, Inc.0.855%6.224%2,622,592153,6752023-12-31
Abdiel Capital Advisors LLC0.753%0.107%2,309,3162,4692023-09-30
Wellington Management Company LLP0.763%0.000%2,303,2852,303,2852023-06-30
Alyeska Investment Group, L.P.0.705%0.000%2,125,6932,125,6932023-06-30
GGV Capital LLC0.694%0.000%2,059,23702023-03-31
Three Bridge Wealth Advisors, LLC0.660%-2.925%1,991,587-60,0002023-09-30
Holocene Advisors, LP0.640%610.851%1,962,9301,686,7922023-09-30
VK Services LLC0.641%-40.362%1,858,958-1,258,1342022-06-30
FMR Inc0.604%82.307%1,774,472801,1312022-09-30
JANE STREET GROUP, LLC0.568%60.973%1,743,811660,5142023-12-31
JPMorgan Chase & Co0.567%-40.170%1,677,125-1,126,0062022-12-31
Founders Fund Growth Management, LLC0.529%0.000%1,622,33802023-12-31
Citadel Advisors Llc0.527%-1.486%1,618,332-24,4152023-09-30
Marshall Wace Asset Management Ltd0.498%148.917%1,527,442913,8062023-12-31
Gilder Gagnon Howe & CO LLC0.482%-19.073%1,421,122-334,9212022-12-31
Charles Schwab Investment Management Inc0.447%5.559%1,370,50872,1782023-12-31
NORGES BANK0.446%-35.525%1,369,766-754,7162023-12-31
Spyglass Capital Management LLC0.436%-55.265%1,339,313-1,654,5712023-12-31
BFT FINANCIAL GROUP, LLC0.434%-2.258%1,308,111-30,2122023-06-30
Lightspeed Opportunity Fund, L.P.0.416%0.000%1,254,62302023-06-30
Capital Fund Management SA0.415%214.126%1,251,078852,8062023-06-30
Goldman Sachs Group Inc0.404%-26.115%1,240,358-438,4072023-12-31
Leo Wealth, LLC.0.382%0.000%1,173,1111,173,1112023-12-31
Barclays PLC0.382%6.007%1,122,24763,5892022-12-31
Northern Trust Corp0.359%45.492%1,041,533325,6622022-06-30

Mutual Fund Ownership

American Funds Growth Fund of Amer A is the biggest individual fund holder of Affirm Holdings Inc (AFRM), owning a total of 20.1 million shares. Combined, the top 31 mutual fund holders of AFRM own 53.32% of the company with a total of 162.7 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of AFRM by 1 million shares. 6 funds bought 2,653,195 total additional shares and increased their ownership by an average of 12.04%. However 6 funds sold 1,700,742 total shares and decreased their ownership by an average of 2.83%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Affirm Holdings increased by a net total of 952,453 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Growth Fund of Amer A6.547%-2.285%20,091,812-469,7502024-03-31
Capital Group Growth Fnd of Amer Comp6.547%-2.285%20,091,812-469,7502024-03-31
American Funds SMALLCAP World A2.346%0.000%7,197,58602024-03-31
Vanguard Total Stock Mkt Idx Inv2.272%8.016%6,972,775517,4642024-03-31
Capital Group AMCAP Composite1.893%-6.109%5,808,086-377,8752024-03-31
VA CollegeAmerica Amcap 529A1.893%-6.109%5,808,086-377,8752024-03-31
Vanguard Small Cap Index1.834%6.108%5,628,263323,9682024-03-31
Baillie Gifford US Equity Growth1.232%22.969%3,780,829706,2132024-03-31
Vanguard US Growth Investor1.232%19.685%3,780,829621,8352024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.152%8.436%3,534,638274,9832024-03-31
Vanguard Small Cap Growth Index Inv1.038%7.013%3,185,262208,7322024-03-31
Capital Group New Economy Comp0.850%-0.105%2,609,593-2,7462024-03-31
American Funds New Economy A0.850%-0.105%2,609,593-2,7462024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Growth Fund of Amer A6.547%-2.285%20,091,812-469,7502024-03-31
Capital Group Growth Fnd of Amer Comp6.547%-2.285%20,091,812-469,7502024-03-31
Performer (AFRIS)4.725%0.000%14,499,18114,499,1812024-02-29
American Funds SMALLCAP World A2.346%0.000%7,197,58602024-03-31
Vanguard Total Stock Mkt Idx Inv2.272%8.016%6,972,775517,4642024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.028%2.606%6,117,811155,3742023-03-31
Capital Group AMCAP Composite1.893%-6.109%5,808,086-377,8752024-03-31
VA CollegeAmerica Amcap 529A1.893%-6.109%5,808,086-377,8752024-03-31
Vanguard Small Cap Index1.834%6.108%5,628,263323,9682024-03-31
Morgan Stanley Growth SMA1.784%-4.899%5,475,849-282,1082023-12-31
Morgan Stanley Growth1.784%-4.899%5,475,849-282,1082023-12-31
Morgan Stanley Inst Growth I1.777%-5.286%5,453,599-304,3582023-12-31
Baillie Gifford US Equity Growth1.232%22.969%3,780,829706,2132024-03-31
Vanguard US Growth Investor1.232%19.685%3,780,829621,8352024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.152%8.436%3,534,638274,9832024-03-31
MS INVF US Growth I1.101%-0.643%3,378,881-21,8812024-01-31
BrighthouseI Morgan Stanley Discovery B1.060%9.710%3,199,637283,1742023-09-30
Vanguard Small Cap Growth Index Inv1.038%7.013%3,185,262208,7322024-03-31
Morgan Stanley Discovery1.011%16.372%3,088,146434,4492023-09-30
Morgan Stanley Inst Discovery I1.011%16.372%3,088,146434,4492023-09-30
Vanguard Extended Market Index Investor0.996%-0.018%2,980,281-5212023-08-31
T. Rowe Price US Large-Cap Core Grwth Eq1.021%-0.567%2,962,110-16,9012022-09-30
T. Rowe Price Blue Chip Growth0.900%-8.809%2,661,347-257,0952023-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp0.900%-8.809%2,661,347-257,0952023-03-31
Capital Group New Economy Comp0.850%-0.105%2,609,593-2,7462024-03-31
American Funds New Economy A0.850%-0.105%2,609,593-2,7462024-03-31
Jennison Concentrated LC Growth Equity0.868%0.000%2,518,06302022-09-30
Scottish Mortgage Ord0.732%-0.134%2,245,651-3,0062024-02-29
Morgan Stanley Insight0.659%0.584%2,021,24311,7422023-12-31
Morgan Stanley Insight A0.659%0.584%2,021,24311,7422023-12-31
Baillie Gifford American B Inc0.619%6.998%1,795,440117,4262022-12-31

Discussions

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graffititrain2/12/23 10:12pm

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145zip2/1/23 02:21pm

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