AFFIRM HLDGS INC

Watch

Share

AFRM·00827B106·US·equity·Financial Services - Credit Services-13D/G

AFRM (AFFIRM HLDGS INC) is held by 229 institutional investors as of Q1 2026. Largest holders: Capital Research Global Investors ($1.1B), Capital World Investors ($1B), MORGAN STANLEY ($995M). Net institutional sentiment: Mixed.

229

Holders

Avg rating(17 Elite)

$8.7B

Total Value

52% (259)

Fund Consensus

126 buying - 118 selling

Smart Money Verdict

View all

35Weak MomentumSplit Signals

Institutional (13F)51

Insider (Form 4)0

Activist (13D/13G)50

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how AFRM's score breaks down across 4 SEC sources

Holder Quality

17

★★★★★

Elite

73

★★★★

Strong

78

★★★

Solid

67

★★

Below

23

★

Weak

Held by 229 funds

17 elite

Who's Trading

InsiderWBWatson Noel BertramSell $130KMay 13, 2026

ActivistMorgan Stanley7.1%May 11, 2026

ActivistFMR LLC6.1%May 6, 2026

InsiderMLMichalek LiborExercise 2K shMay 1, 2026

InsiderMLMichalek LiborTax 1K shMay 1, 2026

InsiderAKAdkins KatherineExercise 1K shMay 1, 2026

Sign up to unlock

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (229)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital Research Global Investors	Increased	24.6M(+6.3%)	$1.1B	0.2%	+8.84%	41
Capital World Investors	Increased	22.5M(+3.7%)	$1B	0.1%	+219.69%	40
MORGAN STANLEY	Decreased	21.7M(-5.6%)	$995M	0.1%	+96.45%	0
BlackRock, Inc.	Decreased	18.7M(-0.8%)	$858.3M	0.0%	+0.23%	0
FMR LLC	Increased	17.3M(+26.5%)	$792.4M	0.0%	+4.29%	39
STATE STREET CORP	Increased	6M(+3.1%)	$276.3M	0.0%	+17.03%	32
DUDurable Capital Partners LP	Increased	5.6M(+53.5%)	$258.9M	2.7%	+28.57%	75
GEODE CAPITAL MANAGEMENT, LLC	Increased	5.5M(+0.4%)	$252.4M	0.0%	+19.89%	31
BAILLIE GIFFORD & CO	Decreased	5.3M(-3.3%)	$243M	0.2%	-1.10%	0
JPMORGAN CHASE & CO	Increased	5.3M(+185.4%)	$227.9M	0.0%	+17.91%	49
CITADEL ADVISORS LLC	Increased	4.1M(+874.0%)	$186.5M	0.0%	+31.33%	49
BANK OF AMERICA CORP /DE/	Increased	2.8M(+28.8%)	$127.1M	0.0%	+9.98%	38
WELLINGTON MANAGEMENT GROUP LLP	Increased	2.7M(+82.3%)	$125.7M	0.0%	+25.18%	46
MWMARSHALL WACE, LLP	Decreased	2.7M(-37.5%)	$124.1M	0.1%	+1.89%	0
UBS Group AG	Increased	2.3M(+34.4%)	$105.5M	0.0%	+33.44%	39
D1 Capital Partners L.P.	Increased	1.9M(+136.2%)	$88.7M	0.8%	+39.63%	69
NORTHERN TRUST CORP	Increased	1.8M(+7.0%)	$80.8M	0.0%	+20.43%	32
Qube Research & Technologies Ltd	Increased	1.6M(+21.6%)	$72.2M	0.1%	+9.30%	36
DIMENSIONAL FUND ADVISORS LP	Increased	1.6M(+11.8%)	$72.1M	0.0%	+103.20%	33
Allspring Global Investments Holdings, LLC	Increased	1.6M(+23.8%)	$71.8M	0.1%	+12.20%	43

Showing 1-20 of 258

Per page:

1 / 13

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

423 holders · $333.9B

MAMASTERCARD INCORPORATED

410 holders · $300.6B

JPMJPMORGAN CHASE & CO

406 holders · $422.8B

BACBANK AMERICA CORP

397 holders · $204.2B

BRK/BBERKSHIRE HATHAWAY INC DEL

392 holders · $307B

COFCAPITAL ONE FINL CORP

381 holders · $76.4B

WFCWELLS FARGO & CO

380 holders · $148.4B

SPGIS&P GLOBAL INC

378 holders · $82.7B

MSMORGAN STANLEY

377 holders · $183.7B

SCHWSCHWAB CHARLES CORP

377 holders · $101.4B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer