DaveManuel.com · Institutional Ownership · Who Owns It
AFFIRM HLDGS INC (AFRM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
684
Reporting holders
$22.9B
Reported value
3.4%
Calls
3.8%
Puts
+77
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | $2.1B | 26,000,572 | 0.30% | 22q | +5.7%+$114.9M |
| Capital World Investors | $1.9B | 23,115,136 | 0.22% | 14q | +2.7%+$49.1M |
| MORGAN STANLEY | $1.9B | 23,000,269 | 0.10% | 22q | +5.9%+$104.7M |
| BlackRock, Inc. | $1.6B | 19,613,537 | 0.02% | 8q | +4.7%+$71.8M |
| FMR LLC | $1.4B | 17,581,656 | 0.06% | 22q | +1.7%+$23.4M |
| JPMORGAN CHASE & CO | $1.4B incl. $10.6M options CALL+PUT | 16,722,922 | 0.08% | 22q | +215.7%+$942.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 12,320,890 | 0.02% | 2q | +1.4%+$13.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $969.3M | 11,886,405 | 0.04% | 2q | +2.5%+$23.4M |
| STATE STREET CORP | $517.8M | 6,349,214 | 0.02% | 22q | +5.3%+$25.9M |
| BAILLIE GIFFORD & CO | $477.6M | 5,856,569 | 0.43% | 22q | +10.5%+$45.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $464.7M | 5,712,491 | 0.02% | 22q | +3.4%+$15.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $419.7M incl. $359.2M options CALL+PUT | 742,283 | 0.03% | 22q | -28.6%-$168.4M |
| JANE STREET GROUP, LLC | $394.9M incl. $338.3M options CALL+PUT | 694,088 | 0.03% | 22q | -33.1%-$195.1M |
| Winslow Capital Management, LLC | $373.3M | 4,577,562 | 1.28% | new | NEW |
| Durable Capital Partners LP | $360.9M | 4,425,406 | 3.51% | 8q | -21.7%-$99.8M |
| CITADEL ADVISORS LLC | $329.4M incl. $227.6M options CALL+PUT | 1,248,374 | 0.04% | 22q | -69.3%-$744.8M |
| NORGES BANK | $300.2M | 3,681,211 | 0.03% | 16q | -2.8%-$8.7M |
| BANK OF AMERICA CORP /DE/ | $231.6M | 2,840,260 | 0.01% | 22q | +2.4%+$5.4M |
| UBS Group AG | $206.7M incl. $1.9M options CALL+PUT | 2,511,220 | 0.03% | 22q | +9.1%+$17.2M |
| D1 Capital Partners L.P. | $155.6M | 1,908,511 | 0.45% | 6q | -1.5%-$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $152.9M | 1,875,338 | 0.03% | 2q | +3.4%+$5.1M |
| IMC-Chicago, LLC | $151.9M incl. $144.4M options CALL+PUT | 91,880 | 0.04% | 19q | -18.5%-$34.4M |
| NORTHERN TRUST CORP | $148.0M | 1,814,431 | 0.02% | 22q | +3.0%+$4.2M |
| SEI INVESTMENTS CO | $139.1M | 1,705,507 | 0.12% | 14q | +672.4%+$121.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.1M | 1,656,971 | 0.02% | 22q | +12.8%+$15.4M |
| DIMENSIONAL FUND ADVISORS LP | $130.6M | 1,601,389 | 0.02% | 20q | +1.7%+$2.2M |
| Allspring Global Investments Holdings, LLC | $127.5M | 1,520,255 | 0.20% | 6q | -3.6%-$4.8M |
| Spyglass Capital Management LLC | $125.4M | 1,537,840 | 6.79% | 20q | -7.5%-$10.2M |
| 1832 Asset Management L.P. | $125.1M | 1,534,400 | 0.06% | new | NEW |
| Foxhaven Asset Management, LP | $125.1M | 1,534,155 | 3.35% | 7q | -30.4%-$54.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $122.1M | 1,496,735 | 0.01% | 22q | -13.1%-$18.4M |
| MILLENNIUM MANAGEMENT LLC | $121.9M incl. $1.8M options CALL+PUT | 1,473,364 | 0.04% | 21q | +6.6%+$7.6M |
| TREMBLANT CAPITAL GROUP | $119.4M | 1,464,129 | 3.43% | 3q | +4.8%+$5.5M |
| GOLDMAN SACHS GROUP INC | $113.7M incl. $9.8M options PUT | 1,273,728 | 0.01% | 22q | -18.2%-$25.3M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $110.3M | 1,352,200 | 0.36% | 5q | +25.1%+$22.1M |
| Atreides Management, LP | $103.8M | 1,273,050 | 0.72% | 8q | +6.6%+$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $101.6M | 1,245,563 | 0.02% | 21q | +17.0%+$14.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $101.4M | 1,243,908 | 0.02% | 13q | -54.6%-$122.2M |
| GILDER GAGNON HOWE & CO LLC | $90.4M | 1,108,083 | 0.93% | 11q | +15.7%+$12.2M |
| AMERICAN CENTURY COMPANIES INC | $87.8M | 1,076,745 | 0.04% | 13q | +19.1%+$14.1M |
| Optiver Holding B.V. | $84.0M CALL+PUT | options only | 0.02% | 5q | OPTIONS |
| Artemis Investment Management LLP | $78.4M | 961,002 | 0.70% | 5q | +40.2%+$22.5M |
| MARSHALL WACE, LLP | $77.7M incl. $195.7K options CALL+PUT | 950,683 | 0.06% | 12q | -64.9%-$143.7M |
| Bank of New York Mellon Corp | $75.1M | 921,164 | 0.01% | 22q | -10.0%-$8.4M |
| Amundi | $69.1M | 846,986 | 0.02% | 20q | +15.2%+$9.1M |
| Nuveen, LLC | $64.1M | 785,978 | 0.02% | 6q | +23.3%+$12.1M |
| Swiss National Bank | $64.0M | 785,200 | 0.03% | 19q | -2.7%-$1.8M |
| FEDERATED HERMES, INC. | $63.0M | 772,078 | 0.09% | new | NEW |
| AMERIPRISE FINANCIAL INC | $59.0M | 723,193 | 0.01% | 22q | +336.9%+$45.5M |
| ALLEN OPERATIONS LLC | $58.8M | 721,382 | 8.15% | 22q | HELD |
| Capital Impact Advisors, LLC | $57.4M | 704,065 | 3.22% | 4q | +540.5%+$48.5M |
| Holocene Advisors, LP | $57.4M | 703,463 | 0.13% | 2q | +313.7%+$43.5M |
| PEAK6 LLC | $56.6M CALL+PUT | options only | 0.12% | 7q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $56.4M | 691,879 | 0.04% | 12q | +54.6%+$19.9M |
| CITIGROUP INC | $55.8M | 684,535 | 0.02% | 22q | -4.0%-$2.3M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $54.7M | 670,803 | 0.19% | new | NEW |
| Pacific Heights Asset Management LLC | $53.0M | 650,000 | 1.68% | 22q | -3.7%-$2.0M |
| Walleye Trading LLC | $52.9M CALL+PUT | options only | 0.06% | 22q | OPTIONS |
| Parallax Volatility Advisers, L.P. | $46.6M CALL+PUT | options only | 0.08% | 22q | OPTIONS |
| Schonfeld Strategic Advisors LLC | $46.4M | 569,152 | 0.17% | 12q | +79.1%+$20.5M |
| ThornTree Capital Partners LP | $46.4M | 568,524 | 6.34% | 9q | -31.9%-$21.7M |
| Legal & General Group Plc | $44.9M | 550,499 | 0.01% | 20q | -10.6%-$5.3M |
| Driehaus Capital Management LLC | $43.8M | 537,519 | 0.25% | new | NEW |
| Daiwa Securities Group Inc. | $43.2M | 529,318 | 0.08% | 9q | +2049.6%+$41.2M |
| Islander Capital Partners, L.P. | $43.1M | 529,097 | 15.65% | 3q | -7.2%-$3.3M |
| Invesco Ltd. | $42.8M | 524,934 | 0.00% | 20q | +5.5%+$2.2M |
| Sumitomo Mitsui Trust Group, Inc. | $42.0M | 515,298 | 0.02% | 4q | -2.5%-$1.1M |
| Glendon Capital Management LP | $41.9M | 514,100 | 5.43% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $40.8M incl. $29.8M options CALL+PUT | 135,112 | 0.01% | 7q | -46.7%-$35.8M |
| RAYMOND JAMES FINANCIAL INC | $40.6M | 498,168 | 0.01% | 7q | +136.2%+$23.4M |
| Point72 Asset Management, L.P. | $39.6M CALL+PUT | options only | 0.04% | 8q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $39.2M | 480,680 | 0.02% | 19q | +5.4%+$2.0M |
| Quantinno Capital Management LP | $38.7M | 474,279 | 0.05% | 12q | -8.9%-$3.8M |
| 12 West Capital Management LP | $37.5M | 460,000 | 7.02% | 6q | -14.0%-$6.1M |
| CAPITAL FUND MANAGEMENT S.A. | $37.3M incl. $8.9M options CALL+PUT | 348,607 | 0.16% | 18q | +48.3%+$12.2M |
| DEUTSCHE BANK AG\ | $37.3M | 456,911 | 0.01% | 22q | +9.4%+$3.2M |
| Gotham Asset Management, LLC | $37.1M | 454,524 | 0.09% | 11q | +142.8%+$21.8M |
| Militia Capital Management LLC | $36.4M incl. $28.8M options CALL | 92,502 | 1.08% | 2q | -66.1%-$70.8M |
| CONGRESS ASSET MANAGEMENT CO | $34.8M | 426,470 | 0.21% | 2q | +4638.6%+$34.0M |
| ENVESTNET ASSET MANAGEMENT INC | $33.5M | 410,775 | 0.01% | 20q | +20.2%+$5.6M |
| Polar Capital Holdings Plc | $33.0M | 404,896 | 0.08% | 7q | +6.9%+$2.1M |
| Flat Footed LLC | $31.8M PUT | options only | 2.43% | new | OPTIONS |
| WELLS FARGO & COMPANY/MN | $31.8M | 389,630 | 0.01% | 22q | +99.3%+$15.8M |
| California Public Employees Retirement System | $30.1M | 368,905 | 0.02% | 18q | -24.9%-$10.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29.9M | 367,042 | 0.03% | 20q | -4.2%-$1.3M |
| T. Rowe Price Investment Management, Inc. | $29.7M | 363,770 | 0.02% | 4q | +2.4%+$702.2K |
| ROYAL BANK OF CANADA | $28.8M | 353,664 | 0.00% | 22q | +10.9%+$2.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $28.6M | 350,856 | 0.02% | 17q | +93.5%+$13.8M |
| BARCLAYS PLC | $28.0M incl. $9.9M options CALL+PUT | 220,834 | 0.01% | 18q | +0.6%+$174.1K |
| RHUMBLINE ADVISERS | $27.8M | 341,313 | 0.02% | 17q | +8.1%+$2.1M |
| SIMPLEX TRADING, LLC | $27.5M CALL+PUT | options only | 0.02% | 22q | OPTIONS |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $27.2M | 334,000 | 0.04% | new | NEW |
| D. E. Shaw & Co., Inc. | $27.0M incl. $24.2M options CALL+PUT | 35,333 | 0.01% | 20q | -80.9%-$114.8M |
| BIT Capital GmbH | $27.0M | 331,200 | 0.80% | 6q | +534.5%+$22.8M |
| Diversify Advisory Services, LLC | $26.0M | 355,854 | 0.43% | 10q | +26.8%+$5.5M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $26.0M | 355,854 | 0.43% | 2q | +10.2%+$2.4M |
| SG Americas Securities, LLC | $22.4M | 274,076 | 0.01% | 22q | -41.7%-$16.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $22.3M | 273,694 | 0.02% | 7q | -3.0%-$685.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22.0M | 269,644 | 0.03% | 6q | +348.7%+$17.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $20.2M | 247,900 | 0.38% | new | NEW |
Showing the largest 100 of 684 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-25 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-26 | Linford Michael | Chief Operating Officer | Sold | 100,000 | $8.0M |
| 2026-08-28 | Linford Michael | Chief Operating Officer | Sold | 79,219 | $7.1M |
| 2026-10-09 | O'Hare Robert | Chief Financial Officer | Sold | 65,591 | $5.2M |
| 2026-09-03 | Adkins Katherine | Chief Legal Officer | Sold | 41,664 | $3.1M |
| 2026-09-01 | Adkins Katherine | Chief Legal Officer | Sold | 41,664 | $2.9M ×3 |
| 2026-09-14 | Jiyane Siphelele | Chief Accounting Officer | Sold | 26,980 | $1.9M |
| 2026-09-04 | Jiyane Siphelele | Chief Accounting Officer | Sold | 25,000 | $1.8M |
| 2026-09-01 | O'Hare Robert | Chief Financial Officer | Sold | 15,745 | $1.1M ×2 |
| 2026-09-02 | O'Hare Robert | Chief Financial Officer | Sold | 5,886 | $435.7K |
| 2026-08-12 | Watson Noel Bertram | Director | Sold | 2,000 | $155.7K |
| 2026-05-13 | Watson Noel Bertram | Director | Sold | 2,000 | $130.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 193 | $368.8M | 5,251,353 | 37 | 58 | 49 | 0.1% |
| Q2 2026 | 684 | $22.9B | 260,239,483 | 140 | 258 | 174 | 7.3% |
| Q1 2026 | 607 | $12.1B | 240,619,530 | 75 | 226 | 195 | 8.7% |
| Q4 2025 | 658 | $20.3B | 238,859,415 | 86 | 239 | 173 | 12.6% |
| Q3 2025 | 637 | $19.7B | 228,429,205 | 155 | 211 | 168 | 15.4% |
| Q2 2025 | 576 | $17.9B | 224,307,989 | 135 | 207 | 136 | 13.1% |
| Q1 2025 | 503 | $11.0B | 216,315,249 | 95 | 178 | 143 | 11.5% |
| Q4 2024 | 513 | $15.1B | 207,616,109 | 106 | 145 | 152 | 16.5% |
| Q3 2024 | 439 | $9.8B | 199,003,253 | 94 | 121 | 133 | 16.9% |
| Q2 2024 | 387 | $6.9B | 191,813,277 | 59 | 119 | 109 | 15.5% |
| Q1 2024 | 397 | $10.9B | 254,885,823 | 59 | 118 | 109 | 12.9% |
| Q4 2023 | 436 | $13.5B | 222,446,242 | 130 | 86 | 118 | 18.8% |
| Q3 2023 | 330 | $4.9B | 196,247,132 | 56 | 90 | 85 | 14.8% |
| Q2 2023 | 323 | $3.2B | 177,942,260 | 50 | 76 | 99 | 14.4% |
| Q1 2023 | 322 | $2.6B | 181,784,432 | 47 | 91 | 91 | 20.5% |
| Q4 2022 | 358 | $2.0B | 164,190,069 | 69 | 97 | 88 | 19.6% |
| Q3 2022 | 339 | $5.7B | 645,336,530 | 60 | 106 | 80 | 11.6% |
| Q2 2022 | 331 | $4.9B | 230,456,063 | 56 | 128 | 80 | 15.0% |
| Q1 2022 | 391 | $12.2B | 225,950,966 | 89 | 153 | 66 | 14.3% |
| Q4 2021 | 438 | $23.1B | 188,481,424 | 141 | 142 | 77 | 16.9% |
| Q3 2021 | 341 | $18.7B | 135,649,094 | 154 | 76 | 67 | 15.6% |
| Q2 2021 | 234 | $11.8B | 170,199,285 | 78 | 72 | 29 | 3.0% |
| Q1 2021 | 205 | $8.6B | 115,714,577 | 206 | 0 | 0 | 3.4% |
| Q4 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $40.0K | 588 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $40.0K | 588 | 1 | 0 | 0 | 0.0% |