Affirm Holdings Inc (AFRM) Ownership

33.42 ↑0.09 (0.27%)

As of April 29, 2024, 3:59pm EST.

Institutions
Mutual Funds

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 38 institutional holders of AFRM own 61.54% of the company with a total of 187.7 million shares.

In the latest ownership report on December 31st 2023, the top 38 institutional holders decreased their combined ownership of AFRM by 8.4 million shares. 11 institutions bought 7,185,479 total additional shares and increased their ownership by an average of 43.63%. However 6 institutions sold 15,575,224 total shares and decreased their ownership by an average of 28.48%.

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 -8,389,745 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	9.245%	-16.657%	28,370,244	-5,669,947	2023-12-31
Capital Research Global Investors	6.599%	-6.998%	20,251,044	-1,523,697	2023-12-31
Vanguard Group Inc	6.357%	4.109%	19,506,902	769,843	2023-12-31
Capital World Investors	6.192%	1.164%	19,002,021	218,720	2023-12-31
Baillie Gifford & Co Limited.	5.860%	-5.478%	17,983,039	-1,042,254	2023-12-31
BlackRock Inc	3.101%	6.093%	9,514,581	546,434	2023-12-31
T. Rowe Price Associates, Inc.	1.545%	-50.976%	4,741,188	-4,930,039	2023-12-31
Two Sigma Advisers, LLC	1.534%	230.458%	4,707,700	3,283,100	2023-12-31
Two Sigma Investments LLC	1.466%	1.710%	4,498,429	75,606	2023-12-31
State Street Corporation	1.197%	6.842%	3,672,998	235,199	2023-12-31
Geode Capital Management, LLC	1.142%	7.895%	3,504,102	256,404	2023-12-31
Dimensional Fund Advisors, Inc.	0.855%	6.224%	2,622,592	153,675	2023-12-31
JANE STREET GROUP, LLC	0.568%	60.973%	1,743,811	660,514	2023-12-31
Founders Fund Growth Management, LLC	0.529%	0.000%	1,622,338	0	2023-12-31
Marshall Wace Asset Management Ltd	0.498%	148.917%	1,527,442	913,806	2023-12-31
Charles Schwab Investment Management Inc	0.447%	5.559%	1,370,508	72,178	2023-12-31
NORGES BANK	0.446%	-35.525%	1,369,766	-754,716	2023-12-31
Spyglass Capital Management LLC	0.438%	-55.265%	1,339,313	-1,654,571	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	9.245%	-16.657%	28,370,244	-5,669,947	2023-12-31
Capital Research Global Investors	6.599%	-6.998%	20,251,044	-1,523,697	2023-12-31
Vanguard Group Inc	6.357%	4.109%	19,506,902	769,843	2023-12-31
Capital World Investors	6.192%	1.164%	19,002,021	218,720	2023-12-31
Baillie Gifford & Co Limited.	5.860%	-5.478%	17,983,039	-1,042,254	2023-12-31
BlackRock Inc	3.101%	6.093%	9,514,581	546,434	2023-12-31
T. Rowe Price Associates, Inc.	1.545%	-50.976%	4,741,188	-4,930,039	2023-12-31
Lightspeed Ultimate General Partner IX, Ltd.	1.577%	0.000%	4,721,064	4,721,064	2023-03-31
Two Sigma Advisers, LLC	1.534%	230.458%	4,707,700	3,283,100	2023-12-31
Two Sigma Investments LLC	1.466%	1.710%	4,498,429	75,606	2023-12-31
Jennison Associates LLC	1.429%	0.921%	4,145,182	37,807	2022-09-30
State Street Corporation	1.197%	6.842%	3,672,998	235,199	2023-12-31
Geode Capital Management, LLC	1.142%	7.895%	3,504,102	256,404	2023-12-31
Bank of America Corp	0.924%	423.697%	2,741,642	2,218,125	2023-03-31
Dimensional Fund Advisors, Inc.	0.855%	6.224%	2,622,592	153,675	2023-12-31
Abdiel Capital Advisors LLC	0.753%	0.107%	2,309,316	2,469	2023-09-30
Wellington Management Company LLP	0.763%	0.000%	2,303,285	2,303,285	2023-06-30
Alyeska Investment Group, L.P.	0.705%	0.000%	2,125,693	2,125,693	2023-06-30
GGV Capital LLC	0.694%	0.000%	2,059,237	0	2023-03-31
Three Bridge Wealth Advisors, LLC	0.660%	-2.925%	1,991,587	-60,000	2023-09-30
Holocene Advisors, LP	0.640%	610.851%	1,962,930	1,686,792	2023-09-30
VK Services LLC	0.641%	-40.362%	1,858,958	-1,258,134	2022-06-30
FMR Inc	0.604%	82.307%	1,774,472	801,131	2022-09-30
JANE STREET GROUP, LLC	0.568%	60.973%	1,743,811	660,514	2023-12-31
Goldman Sachs Group Inc	0.550%	188.179%	1,678,765	1,096,223	2023-09-30
JPMorgan Chase & Co	0.567%	-40.170%	1,677,125	-1,126,006	2022-12-31
Founders Fund Growth Management, LLC	0.529%	0.000%	1,622,338	0	2023-12-31
Citadel Advisors Llc	0.527%	-1.486%	1,618,332	-24,415	2023-09-30
Marshall Wace Asset Management Ltd	0.498%	148.917%	1,527,442	913,806	2023-12-31
Gilder Gagnon Howe & CO LLC	0.482%	-19.073%	1,421,122	-334,921	2022-12-31
Charles Schwab Investment Management Inc	0.447%	5.559%	1,370,508	72,178	2023-12-31
NORGES BANK	0.446%	-35.525%	1,369,766	-754,716	2023-12-31
Spyglass Capital Management LLC	0.438%	-55.265%	1,339,313	-1,654,571	2023-12-31
BFT FINANCIAL GROUP, LLC	0.434%	-2.258%	1,308,111	-30,212	2023-06-30
Lightspeed Opportunity Fund, L.P.	0.416%	0.000%	1,254,623	0	2023-06-30
Capital Fund Management SA	0.415%	214.126%	1,251,078	852,806	2023-06-30
Barclays PLC	0.382%	6.007%	1,122,247	63,589	2022-12-31
Northern Trust Corp	0.359%	45.492%	1,041,533	325,662	2022-06-30

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 20.6 million shares. Combined, the top 31 mutual fund holders of AFRM own 53.01% of the company with a total of 161.8 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of AFRM by 14.6 million shares. 4 funds bought 14,601,528 total additional shares and increased their ownership by an average of 0.68%. However 1 funds sold 29,298 total shares and decreased their ownership by an average of 0.45%.

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 14,572,230 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	4.725%	0.000%	14,499,181	14,499,181	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.104%	-0.452%	6,455,311	-29,298	2024-02-29
Vanguard Small Cap Index	1.729%	0.930%	5,304,295	48,873	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.062%	0.260%	3,259,655	8,454	2024-02-29
Baillie Gifford US Equity Growth	1.002%	0.000%	3,074,616	0	2024-02-29
Vanguard Small Cap Growth Index Inv	0.970%	1.536%	2,976,530	45,020	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Growth Fund of Amer A	6.700%	-2.364%	20,561,562	-497,882	2023-12-31
Capital Group Growth Fnd of Amer Comp	6.700%	-2.364%	20,561,562	-497,882	2023-12-31
Performer (AFRIS)	4.725%	0.000%	14,499,181	14,499,181	2024-02-29
American Funds SMALLCAP World A	2.346%	0.000%	7,197,586	0	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.104%	-0.452%	6,455,311	-29,298	2024-02-29
VA CollegeAmerica Amcap 529A	2.016%	-14.028%	6,185,961	-1,009,347	2023-12-31
Capital Group AMCAP Composite	2.016%	-14.028%	6,185,961	-1,009,347	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.028%	2.606%	6,117,811	155,374	2023-03-31
Morgan Stanley Growth	1.784%	-4.899%	5,475,849	-282,108	2023-12-31
Morgan Stanley Growth SMA	1.784%	-4.899%	5,475,849	-282,108	2023-12-31
Morgan Stanley Inst Growth I	1.777%	-5.286%	5,453,599	-304,358	2023-12-31
Vanguard Small Cap Index	1.729%	0.930%	5,304,295	48,873	2024-02-29
MS INVF US Growth I	1.101%	-0.643%	3,378,881	-21,881	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.062%	0.260%	3,259,655	8,454	2024-02-29
BrighthouseI Morgan Stanley Discovery B	1.060%	9.710%	3,199,637	283,174	2023-09-30
Vanguard US Growth Investor	1.029%	0.000%	3,158,994	0	2023-12-31
Morgan Stanley Discovery	1.011%	16.372%	3,088,146	434,449	2023-09-30
Morgan Stanley Inst Discovery I	1.011%	16.372%	3,088,146	434,449	2023-09-30
Baillie Gifford US Equity Growth	1.002%	0.000%	3,074,616	0	2024-02-29
Vanguard Extended Market Index Investor	0.996%	-0.018%	2,980,281	-521	2023-08-31
Vanguard Small Cap Growth Index Inv	0.970%	1.536%	2,976,530	45,020	2024-02-29
T. Rowe Price US Large-Cap Core Grwth Eq	1.021%	-0.567%	2,962,110	-16,901	2022-09-30
T. Rowe Price Blue Chip Growth	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.900%	-8.809%	2,661,347	-257,095	2023-03-31
American Funds New Economy A	0.851%	0.000%	2,612,339	0	2023-12-31
Capital Group New Economy Comp	0.851%	0.000%	2,612,339	0	2023-12-31
Jennison Concentrated LC Growth Equity	0.868%	0.000%	2,518,063	0	2022-09-30
Scottish Mortgage Ord	0.733%	-0.020%	2,248,657	-453	2024-01-31
Morgan Stanley Insight	0.659%	0.584%	2,021,243	11,742	2023-12-31
Morgan Stanley Insight A	0.659%	0.584%	2,021,243	11,742	2023-12-31
Baillie Gifford American B Inc	0.619%	6.998%	1,795,440	117,426	2022-12-31