• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Affirm Holdings Inc. (Amendment)

    2/12/24 10:23:25 AM ET
    $AFRM
    Finance: Consumer Services
    Finance
    Get the next $AFRM alert in real time by email
    SC 13G/A 1 AffirmHoldingsIncAFRM.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* Affirm Holdings, Inc. ----------------------------------------------------- (Name of Issuer) Class A Common Stock ----------------------------------------------------- (Title of Class of Securities) 00827B106 ----------------------------------------------------- (CUSIP Number) December 31, 2023 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.00827B106 13G Page 2 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 23,763,414 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 25,920,981 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 25,920,981 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 10.7% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: HC, CO -------------------------------------------------------------------------------- CUSIP No.00827B106 13G Page 3 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley Investment Management Inc. I.R.S. # 13-3040307 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 22,690,109 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 24,752,003 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 24,752,003 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 10.2% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IA, CO -------------------------------------------------------------------------------- CUSIP No.00827B106 13G Page 4 of 8 Pages -------------------------------------------------------------------------------- Item 1. (a) Name of Issuer: Affirm Holdings, Inc. -------------------------------------------------------------- (b) Address of Issuer's Principal Executive Offices: 650 CALIFORNIA STREET SAN FRANCISCO CA 94108 UNITED STATES OF AMERICA -------------------------------------------------------------- Item 2. (a) Name of Person Filing: (1) Morgan Stanley (2) Morgan Stanley Investment Management Inc. -------------------------------------------------------------- (b) Address of Principal Business Office, or if None, Residence: (1) 1585 Broadway New York, NY 10036 (2) 1585 Broadway New York, NY 10036 -------------------------------------------------------------- (c) Citizenship: (1) Delaware. (2) Delaware. -------------------------------------------------------------- (d) Title of Class of Securities: Class A Common Stock -------------------------------------------------------------- (e) CUSIP Number: 00827B106 -------------------------------------------------------------- Item 3. If this statement is filed pursuant to Sections 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [x] An investment adviser in accordance with Sections 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [x] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with section 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with sections 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with sections 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Not Applicable CUSIP No.00827B106 13G Page 5 of 8 Pages -------------------------------------------------------------------------------- Item 4. Ownership as of December 31, 2023.* (a) Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s). (b) Percent of Class: See the response(s) to Item 11 on the attached cover page(s). (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s). (ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s). (iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s). (iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s). Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. See Exhibit 99.2 Item 8. Identification and Classification of Members of the Group. Not Applicable Item 9. Notice of Dissolution of Group. Not Applicable Item 10. Certification. (1) By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release. CUSIP No.00827B106 13G Page 6 of 8 Pages -------------------------------------------------------------------------------- Signature After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: February 12, 2024 Signature: /s/ Christopher O'Hara -------------------------------------------------------------------- Name/Title: Christopher O'Hara/Authorized Signatory, Morgan Stanley -------------------------------------------------------------------- MORGAN STANLEY Date: February 12, 2024 Signature: /s/ Deidre A. Downes -------------------------------------------------------------------- Name/Title: Deidre A. Downes/Authorized Signatory, Morgan Stanley Investment Management Inc. -------------------------------------------------------------------- Morgan Stanley Investment Management Inc. EXHIBIT NO. EXHIBITS PAGE ----------- ---------- ---- 99.1 Joint Filing Agreement 7 99.2 Item 7 Information 8 * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.00827B106 13G Page 7 of 8 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT --------------------------------------------------- February 12, 2024 --------------------------------------------------- MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara --------------------------------------------------------------------- Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Management Inc. BY: /s/ Deidre A. Downes --------------------------------------------------------------------- Deidre A. Downes/Authorized Signatory, Morgan Stanley Investment Management Inc. * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.00827B106 13G Page 8 of 8 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.2 ------------------ ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley.
    Get the next $AFRM alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $AFRM

    DatePrice TargetRatingAnalyst
    8/1/2025$74.00Neutral
    Rothschild & Co Redburn
    7/21/2025$80.00Outperform
    Oppenheimer
    7/17/2025$78.00Buy
    Deutsche Bank
    7/14/2025Buy → Neutral
    BTIG Research
    6/12/2025$69.00Equal-Weight
    Stephens
    6/2/2025$58.00Buy
    Truist
    5/9/2025$65.00Neutral → Positive
    Susquehanna
    4/8/2025$50.00Buy
    TD Cowen
    More analyst ratings

    $AFRM
    SEC Filings

    View All

    SEC Form 144 filed by Affirm Holdings Inc.

    144 - Affirm Holdings, Inc. (0001820953) (Subject)

    8/18/25 4:42:55 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    SEC Form 144 filed by Affirm Holdings Inc.

    144 - Affirm Holdings, Inc. (0001820953) (Subject)

    8/18/25 4:42:42 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    SEC Form 144 filed by Affirm Holdings Inc.

    144 - Affirm Holdings, Inc. (0001820953) (Subject)

    8/18/25 4:12:19 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    $AFRM
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Legal Officer Adkins Katherine exercised 6,489 shares at a strike of $23.33 and sold $486,675 worth of shares (6,489 units at $75.00) (SEC Form 4)

    4 - Affirm Holdings, Inc. (0001820953) (Issuer)

    8/7/25 5:59:54 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Chief Legal Officer Adkins Katherine sold $4,545,885 worth of shares (60,596 units at $75.02), exercised 62,302 shares at a strike of $22.69 and covered exercise/tax liability with 773 shares, increasing direct ownership by 0.83% to 113,400 units (SEC Form 4)

    4 - Affirm Holdings, Inc. (0001820953) (Issuer)

    8/5/25 6:03:25 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    President Michalek Libor converted options into 2,336 shares and covered exercise/tax liability with 1,187 shares, increasing direct ownership by 0.63% to 184,614 units (SEC Form 4)

    4 - Affirm Holdings, Inc. (0001820953) (Issuer)

    8/5/25 6:03:18 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    $AFRM
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Rothschild & Co Redburn initiated coverage on Affirm with a new price target

    Rothschild & Co Redburn initiated coverage of Affirm with a rating of Neutral and set a new price target of $74.00

    8/1/25 8:12:40 AM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Oppenheimer initiated coverage on Affirm with a new price target

    Oppenheimer initiated coverage of Affirm with a rating of Outperform and set a new price target of $80.00

    7/21/25 8:29:09 AM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Deutsche Bank resumed coverage on Affirm with a new price target

    Deutsche Bank resumed coverage of Affirm with a rating of Buy and set a new price target of $78.00

    7/17/25 8:02:31 AM ET
    $AFRM
    Finance: Consumer Services
    Finance

    $AFRM
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Affirm launches on Stripe Terminal, unlocking pay-over-time for in-store shoppers

    First-ever direct BNPL integration on Stripe Terminal Allows U.S. and Canadian merchants to offer Affirm across online and offline channels Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, and Stripe, the programmable financial services company, have expanded their partnership with the first buy now, pay later (BNPL) integration on Stripe Terminal. This integration enables U.S. and Canadian merchants to offer Affirm's flexible, transparent payment options to in-store shoppers directly through Stripe Terminal, which has over one million devices in use. "We're excited to deepen our multi-year partnership with Stripe and bring Affirm to

    8/13/25 9:00:00 AM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Affirm expands work with Google Pay, integrates with autofill on Chrome

    U.S. consumers shopping on Chrome's desktop browser can quickly and seamlessly access Affirm via autofill feature Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, today announced that it is expanding its collaboration with Google Pay and making its flexible, transparent payment options available via autofill on Chrome. This announcement builds on Affirm's launch on Google Pay in early 2024, which enabled eligible consumers to pay over time with Affirm wherever the Google Pay button is accepted. Now, using autofill on Chrome, eligible shoppers can pay over time with Affirm quickly and conveniently, at more places where they shop. "By i

    8/12/25 9:10:00 AM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Boot Barn renews exclusive partnership with Affirm

    Multi-year renewal extends Affirm's exclusive role as Boot Barn's pay-over-time provider, both online and in-store Boot Barn Holdings, Inc. (NYSE:BOOT), the parent company of Boot Barn, Sheplers, and Country Outfitter, today announced it has extended its exclusive, multi-year partnership with Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth. The renewed agreement builds on a strong relationship between the two companies, allowing consumers to continue using Affirm to pay over time — both online at checkout across all three brands and in-store at over 450 Boot Barn locations nationwide. Whether shopping for work boots, western wear, or ap

    8/6/25 9:00:00 AM ET
    $AFRM
    $BOOT
    Finance: Consumer Services
    Finance
    Clothing/Shoe/Accessory Stores
    Consumer Discretionary

    $AFRM
    Leadership Updates

    Live Leadership Updates

    View All

    FICO and Affirm Unveil Industry-Leading Analysis of 'Buy Now, Pay Later' Loans

    First-of-its-kind analysis finds Affirm customers with multiple BNPL loans would be most likely to experience score increases with FICO's innovative treatment of that data FICO (NYSE:FICO), global analytics software leader, today released key guidance and takeaways from a study that analyzed the impact of including ‘Buy Now, Pay Later' (BNPL) loans in a consumer's FICO® Score. FICO conducted the 12-month study in partnership with Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth. The research compared the FICO® Scores of more than 500,000 consumers who opened at least one new Affirm BNPL loan against a benchmark population of consumers wi

    2/4/25 8:00:00 AM ET
    $AFRM
    $FICO
    Finance: Consumer Services
    Finance
    Real Estate

    $AFRM
    Financials

    Live finance-specific insights

    View All

    Affirm to Announce Fourth Quarter Fiscal Year 2025 Results on August 28, 2025

    Affirm Holdings, Inc. (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, today announced that it will publish its fourth quarter fiscal year 2025 shareholder letter, including its financial results, on its investor relations website at https://investors.affirm.com/ on Thursday, August 28, 2025, after market close. The Company will host a conference call and webcast at 5:00pm ET that same day. Hosting the call will be Max Levchin (Founder and Chief Executive Officer), Michael Linford (Chief Operating Officer), and Rob O'Hare (Chief Financial Officer). A replay will be available on the investor relations website following the call. About Affirm

    7/31/25 4:07:00 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Affirm reports third fiscal quarter 2025 results

    Affirm Holdings, Inc. (NASDAQ:AFRM) ("Affirm" or the "Company"), the payment network that empowers consumers and helps merchants drive growth, today reported financial results for its fiscal 2025 third quarter ended March 31, 2025. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the "Events and Presentations" section of the Company's investor relations website at https://investors.affirm.com/. Affirm will host a conference call and webcast to discuss its financial results today at 5:00pm ET. Hosting the call will be Max Levchin, Founder and Chief Executive Officer, Michael Linford, Chief Operating Officer

    5/8/25 4:05:00 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Affirm to Announce Third Quarter Fiscal Year 2025 Results on May 8, 2025

    Affirm Holdings, Inc. (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, today announced that it will publish its third quarter fiscal year 2025 shareholder letter, including its financial results, on its investor relations website at https://investors.affirm.com/ on Thursday, May 8, 2025, after market close. The Company will host a conference call and webcast at 5:00pm ET that same day. Hosting the call will be Max Levchin (Founder and Chief Executive Officer), Michael Linford (Chief Operating Officer), and Rob O'Hare (Chief Financial Officer). A replay will be available on the investor relations website following the call. About Affirm Affirm's

    4/3/25 4:05:00 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    $AFRM
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

    SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

    11/13/24 12:49:26 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

    SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

    10/29/24 4:05:59 PM ET
    $AFRM
    Finance: Consumer Services
    Finance

    Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

    SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

    8/5/24 8:50:22 AM ET
    $AFRM
    Finance: Consumer Services
    Finance