Who owns AFRM?
Institutional ownership of Affirm Holdings Inc. from Form 13F, Q2 2026
659 institutional managers reported holding Affirm Holdings Inc. (AFRM) in Form 13F filings for Q2 2026, with 260,214,855 shares worth $21.2B. The largest reported holder was Capital Research Global Investors. Managers that filed both quarters added a net 20,820,580 shares (+8.7%). 138 opened new positions and 72 sold out.
- Funds holding
- 659
- Value held
- $21.2B
- New / sold out
- 138 / 72
- Net shares, same filers
- +8.7%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of AFRM
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Capital Research Global Investors | $2.1B | 10.0% | 26,000,572 | Added |
| Capital World Investors | $1.9B | 8.9% | 23,115,136 | Added |
| Morgan Stanley | $1.9B | 8.8% | 23,000,269 | Added |
| BlackRock, Inc. | $1.6B | 7.5% | 19,613,537 | Added |
| FMR LLC | $1.4B | 6.8% | 17,581,656 | Added |
| JPMorgan Chase & Co | $1.4B | 6.4% | 16,722,922 | Added |
| Vanguard Capital Management LLC | $1.0B | 4.7% | 12,320,890 | Added |
| Vanguard Portfolio Management LLC | $969M | 4.6% | 11,886,405 | Added |
| State Street Corp | $518M | 2.4% | 6,349,214 | Added |
| Baillie Gifford & Co | $478M | 2.3% | 5,856,569 | Added |
| Geode Capital Management, LLC | $465M | 2.2% | 5,712,491 | Added |
| Winslow Capital Management, LLC | $373M | 1.8% | 4,577,562 | New |
| Durable Capital Partners LP | $361M | 1.7% | 4,425,406 | Trimmed |
| Norges Bank | $300M | 1.4% | 3,681,211 | New |
| Bank of America Corp | $232M | 1.1% | 2,840,260 | Added |
| UBS Group AG | $205M | 1.0% | 2,511,220 | Added |
| D1 Capital Partners L.P. | $156M | 0.7% | 1,908,511 | Trimmed |
| Vanguard Fiduciary Trust Co | $153M | 0.7% | 1,875,338 | Added |
| Northern Trust Corp | $148M | 0.7% | 1,814,431 | Added |
| Sei Investments Co | $139M | 0.7% | 1,705,507 | Added |
| Charles Schwab Investment Management Inc | $135M | 0.6% | 1,656,971 | Added |
| Dimensional Fund Advisors LP | $131M | 0.6% | 1,601,389 | Added |
| Allspring Global Investments Holdings, LLC | $127M | 0.6% | 1,520,255 | Trimmed |
| Spyglass Capital Management LLC | $125M | 0.6% | 1,537,840 | Trimmed |
| 1832 Asset Management L.P. | $125M | 0.6% | 1,534,400 | New |
Share of 13F holdings is each fund's shares as a share of the 260,214,855 AFRM shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- JPMorgan Chase & Co Added+$935M
- Winslow Capital Management, LLC New+$373M
- Norges Bank New+$300M
- 1832 Asset Management L.P. New+$125M
- Sei Investments Co Added+$121M
- Capital Research Global Investors Added+$115M
- Morgan Stanley Added+$105M
- BlackRock, Inc. Added+$71.8M
- Federated Hermes, Inc. New+$63.0M
- Worldquant Millennium Advisors LLC New+$54.7M
Biggest sellers in Q2 2026
- Citadel Advisors LLC Trimmed-$230M
- Marshall Wace, LLP Trimmed-$143M
- Wellington Management Group LLP Trimmed-$122M
- Durable Capital Partners LP Trimmed-$99.8M
- Qube Research & Technologies Ltd Sold out-$72.2M
- Foxhaven Asset Management, LP Trimmed-$54.8M
- Balyasny Asset Management L.P. Sold out-$52.7M
- Ardmore Road Asset Management LP Trimmed-$47.4M
- Los Angeles Capital Management LLC Trimmed-$35.0M
- AustralianSuper Pty Ltd Sold out-$28.1M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $3.4B and sold $1.5B; 257 added and 165 trimmed.
Schedule 13D and 13G filings on AFRM
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-07-16JPMORGAN CHASE & CO SCHEDULE 13G filed by Affirm Holdings Inc.Schedule 13G
- 2026-07-16JPMORGAN CHASE & CO SCHEDULE 13G filed by Affirm Holdings Inc.Schedule 13G
- 2026-05-06FMR LLC SCHEDULE 13G filed by Affirm Holdings Inc.Schedule 13G
- 2026-01-21BlackRock, Inc. SCHEDULE 13G filed by BlackRock Inc.Schedule 13G
Questions about AFRM ownership
- Who owns AFRM stock?
- 659 institutional investment managers reported AFRM positions in their Form 13F filings for Q2 2026, holding 260,214,855 shares worth $21.2B in total. Capital Research Global Investors reported the largest position.
- Are funds buying or selling AFRM?
- In Q2 2026, 138 managers opened new AFRM positions, 257 added, 165 trimmed and 72 sold out. Managers that filed in both quarters added a net 20,820,580 shares.
- How current is this AFRM institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to AFRM by CUSIP. Options are left out. AFRM news and filings · AFRM insider trades · Top funds