Ticker · CUSIP 00827B106

AFRM

AFFIRM HLDGS INC
Financial Services·Credit Services
···Share
Holders (tracked)
23
Combined shares
24,706,308
Combined value
$1.71B
Last close
$60.28
Quarter
2025Q4
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
23182024Q12025Q4
Price is -13.0% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

27 events
  1. Watson Noel Bertram
    2026-04-14
    Sold $110.0K @ $55.00
    Insider sell
  2. T. Rowe Price added2026-02-17
    +1,029,646 shares · 2025Q4
    13F
  3. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +173,300 shares · 2025Q4
    13F
  4. Ken Griffin (Citadel Advisors) trimmed2026-02-17
    −292,375 shares · 2025Q4
    13F
  5. AQR Capital Management trimmed2026-02-17
    −229,944 shares · 2025Q4
    13F
  6. D.E. Shaw & Co. trimmed2026-02-17
    −134,228 shares · 2025Q4
    13F
  7. Stephen Mandel (Lone Pine Capital) opened position2026-02-17
    +3,817,170 shares · 2025Q4
    13F
  8. Wellington Management added2026-02-17
    +585,357 shares · 2025Q4
    13F
  9. Izzy Englander (Millennium Mgmt) trimmed2026-02-17
    −262,336 shares · 2025Q4
    13F
  10. Steve Cohen (Point72) added2026-02-17
    +78,300 shares · 2025Q4
    13F
  11. Ray Dalio (Bridgewater Associates) exited2026-02-13
    −8,860 shares · 2025Q4
    13F
  12. Lee Ainslie (Maverick Capital) added2026-02-13
    +17,914 shares · 2025Q4
    13F
  13. Norges Bank (Norway SWF) opened position2026-02-10
    +3,788,266 shares · 2025Q4
    13F
  14. Baillie Gifford & Co trimmed2026-01-23
    −412,419 shares · 2025Q4
    13F
  15. Steve Cohen (Point72) exited2025-11-14
    −133,583 shares · 2025Q3
    13F
  16. Two Sigma Investments added2025-11-14
    +24,900 shares · 2025Q3
    13F
  17. D.E. Shaw & Co. trimmed2025-11-14
    −750,114 shares · 2025Q3
    13F
  18. AQR Capital Management added2025-11-14
    +15,053 shares · 2025Q3
    13F
  19. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −1,029,335 shares · 2025Q3
    13F
  20. Lee Ainslie (Maverick Capital) trimmed2025-11-14
    −4,096 shares · 2025Q3
    13F
  21. Whale Rock Capital exited2025-11-14
    −1,275,022 shares · 2025Q3
    13F
  22. T. Rowe Price trimmed2025-11-14
    −2,594,308 shares · 2025Q3
    13F
  23. Wellington Management trimmed2025-11-14
    −1,209,645 shares · 2025Q3
    13F
  24. Ray Dalio (Bridgewater Associates) opened position2025-11-13
    +8,860 shares · 2025Q3
    13F
  25. Norges Bank (Norway SWF) exited2025-11-13
    −2,653,671 shares · 2025Q3
    13F
  26. Norges Bank (Norway SWF) added2025-11-12
    +713,671 shares · 2024Q3
    13F
  27. Baillie Gifford & Co trimmed2025-10-31
    −1,637,048 shares · 2025Q3
    13F

Insider activity

Last 30 days
Net (open-market)
−$110.0K
Buys
0 · $0
Sells
1 · $110.0K
Unique insiders
1
DateInsiderCodeSharesPriceValue
04-14Watson Noel Bertram
Director
S2,000$55.00$110.0K
View full insider history for AFRM →
Follow-the-investor returns
If you'd copied each holder of AFRM…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2021Q1$12.46+383.8%$102.3M
Mario Gabelli (GAMCO)2022Q1$41.38+45.7%$723K
Dan Sundheim (D1 Capital)2025Q1$45.19+33.4%$49.4M
Two Sigma Investments2021Q3$50.42+19.6%$3.7M
Lee Ainslie (Maverick Capital)2024Q1$62.62-3.7%$4.0M
AQR Capital Management2022Q3$64.43-6.4%$7.0M
Baillie Gifford & Co2021Q1$65.67-8.2%$330.5M
Steve Cohen (Point72)2021Q3$69.81-13.7%$5.0M
Steve Cohen (Point72)2021Q3$69.81-13.7%$5.0M
Wellington Management2021Q1$71.08-15.2%$90.7M
Izzy Englander (Millennium Mgmt)2021Q2$73.49-18.0%$4.1M
Izzy Englander (Millennium Mgmt)2021Q2$73.49-18.0%$4.1M
Izzy Englander (Millennium Mgmt)2021Q2$73.49-18.0%$4.1M
Paul Tudor Jones (Tudor Investment)2021Q1$73.68-18.2%$9.3M
Paul Tudor Jones (Tudor Investment)2021Q1$73.68-18.2%$9.3M
Ken Griffin (Citadel Advisors)2021Q2$73.85-18.4%$101.5M
Ken Griffin (Citadel Advisors)2021Q2$73.85-18.4%$101.5M
Ken Griffin (Citadel Advisors)2021Q2$73.85-18.4%$101.5M
D.E. Shaw & Co.2021Q3$74.09-18.6%$87.5M
D.E. Shaw & Co.2021Q3$74.09-18.6%$87.5M
D.E. Shaw & Co.2021Q3$74.09-18.6%$87.5M
Stephen Mandel (Lone Pine Capital)2025Q4$74.43-19.0%$230.1M
Norges Bank (Norway SWF)2021Q3$4737.72-98.7%$228.4M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions3
Added to4
Trimmed5
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
18
$66.73B
2022Q2
17
$22.86B
2022Q3
19
$28.1M
2022Q4
19
$427.3M
2023Q1
17
$509.1M
2023Q2
18
$636.9M
2023Q3
20
$927.7M
2023Q4
17
$2.03B
2024Q1
18
$1.60B
2024Q2
22
$1.44B
2024Q3
19
$1.34B
2024Q4
21
$1.79B
2025Q1
23
$1.12B
2025Q2
25
$1.67B
2025Q3
20
$1.30B
2025Q4
23
$1.71B

Who owns AFRM

23 super-investors · 2025Q4
Tracked stake
24.71M
shares
Combined value
$1.71B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New4Added5Trim11Held3
#ManagerSharesValue
1Baillie Gifford & Co5.48M$408M
2Stephen Mandel
Lone Pine Capital
3.82M$284M
3Norges Bank
Norway SWF
3.79M$282M
4Ken Griffin
Citadel Advisors
2.75M$205M
5Ken Griffin
Citadel Advisors
1.68M$125M
6Wellington Management1.50M$112M
7D.E. Shaw & Co.1.45M$108M
8Dan Sundheim
D1 Capital
820.0K$61M
9Ken Griffin
Citadel Advisors
418.0K$31M
10D.E. Shaw & Co.212.7K$16M
11Izzy Englander
Millennium Mgmt
194.3K$14M
12D.E. Shaw & Co.155.5K$12M
13Paul Tudor Jones
Tudor Investment
154.1K$11M
14AQR Capital Management115.7K$9M
15Steve Cohen
Point72
101.6K$8M
16Steve Cohen
Point72
82.7K$6M
17Izzy Englander
Millennium Mgmt
67.9K$5M
18Lee Ainslie
Maverick Capital
66.0K$5M
19Two Sigma Investments62.1K$5M
20Izzy Englander
Millennium Mgmt
48.7K$4M
21Paul Tudor Jones
Tudor Investment
19.2K$1M
22Mario Gabelli
GAMCO
12.0K$893K
23T. Rowe Price1.70M$126K

Recent moves

20 transactions
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