$AFRM

$69.49 -$0.59 (0.84%) Close

$AFRM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 337.1M shares outstanding

Who owns AFRM?

By type of holder

Institutions 76.9% Insiders 0.0% Everyone else 23.1%

Concentration Top 10 holders own 48.2%

Capital Research Global Investors 7.7% · Capital World Investors 6.9%

Institutional ownership

76.9%

+5.6 pts vs last qtr

Institutional holders

660

+68 vs last qtr

Net shares bought

+18.8M

by institutions in Q2 2026

New / sold out

145 / 77

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +11.4M
Winslow Capital Management, LLC NEW +4.6M

Biggest sellers in Q2 2026

Citadel Advisors LLC −2.8M
Marshall Wace, LLP −1.8M

Who is planning to sell?

Notices of proposed sale, last 12 months

$88.8M

15 notices from 7 people

Shares covered

1.1M

0.34% of the company

Arranged in advance

96%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Maksim Rafael Levchin Officer/director 10b5-1 $53.7M
Michael Linford Officer 10b5-1 $13.8M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2026

+636.8%

+33.02% a year

Each share's claim on the business

−86.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$272M vs $2.17B

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years15% 1–3 years10% Under 1 year9%

Quarterly turnover

13.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AFRM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CR Capital Research Global Investors	26.0M	7.71%	+1.4M (+5.7%)	≤2021	0.3%
Shares held by quarter Peak holding26.0M (Q2'26) Change over 8 quarters+2.2M Share of the company7.710% Capital Research Global Investors's full portfolio →
CW Capital World Investors	23.1M	6.86%	+602.2K (+2.7%)	2023	0.2%
Shares held by quarter Peak holding23.1M (Q2'26) Change over 8 quarters+4.8M Share of the company6.860% Capital World Investors's full portfolio →

Capital Research Global Investors

26.0M

% of company

7.71%

Change vs last qtr

+1.4M (+5.7%)

Held since

≤2021

Capital World Investors

23.1M

% of company

6.86%

Change vs last qtr

+602.2K (+2.7%)

Held since

2023

28 more super investors behind a free account

See every manager holding Affirm Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AFRM on Form N-PORT; together they hold 38.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GF Growth Fund of America Growth Fund of America	$1.72B	23.4M	6.94%	0.48%	May 31, 2026
AF AMCAP Fund AMCAP Fund	$810M	11.0M	3.26%	0.83%	May 31, 2026

Growth Fund of America

Position value

$1.72B

% of company

6.94%

% of the fund

0.48%

As of

May 31, 2026

AMCAP Fund

Position value

$810M

% of company

3.26%

% of the fund

0.83%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Affirm Holdings, Inc. and how much of the fund the position is.

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