Affirm Ownership 2024 | Who Owns Affirm Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

23.80%

Insider Ownership

4.83%

Retail Ownership

71.37%

Institutional Holders

252.00

Affirm Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MORGAN STANLEY	9.94%	0.09%	30,569,187	2,198,943	7.75%	1,139,007,955	Mar 31, 2024
VANGUARD GROUP INC	6.77%	0.02%	20,823,803	1,316,901	6.75%	775,894,900	Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	6.31%	0.16%	19,419,985	-831,059	-4.10%	723,588,653	Mar 31, 2024
CAPITAL WORLD INVESTORS	6.20%	0.12%	19,079,071	77,050	0.41%	710,886,185	Mar 31, 2024
BAILLIE GIFFORD & CO	6.09%	0.54%	18,732,407	749,368	4.17%	697,969,485	Mar 31, 2024
BLACKROCK INC.	3.24%	0.01%	9,965,847	451,266	4.74%	371,327,459	Mar 31, 2024
D. E. SHAW & CO., INC.	2.95%	0.29%	9,071,991	-312,856	-3.33%	338,022,384	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.46%	0.03%	4,484,000	4,484,000	100.00%	167,073,840	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.39%	0.03%	4,290,100	4,290,100	100.00%	159,849,126	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.24%	0.01%	3,821,486	317,384	9.06%	142,417,393	Mar 31, 2024
STATE STREET CORP	1.22%	0.01%	3,760,116	87,118	2.37%	140,101,922	Mar 31, 2024
TWO SIGMA ADVISERS, LP	1.16%	0.31%	3,556,500	-1,151,200	-24.45%	132,515,190	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	1.15%	0.31%	3,536,029	-962,400	-21.39%	131,752,441	Mar 31, 2024
CITADEL ADVISORS LLC	0.99%	0.02%	3,046,100	52,500	1.75%	113,497,686	Mar 31, 2024
CITADEL ADVISORS LLC	0.85%	0.02%	2,620,800	629,500	31.61%	97,651,008	Mar 31, 2024
D. E. SHAW & CO., INC.	0.85%	0.08%	2,605,900	1,255,400	92.96%	97,095,834	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.74%	0.02%	2,268,542	-354,050	-13.50%	84,525,875	Mar 31, 2024
UBS GROUP AG	0.71%	0.02%	2,168,920	2,068,594	2061.87%	80,813,959	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	0.70%	0.01%	2,154,999	-2,586,189	-54.55%	80,297,000	Mar 31, 2024
ABDIEL CAPITAL ADVISORS, LP	0.69%	4.96%	2,129,044	-104,680	-4.69%	79,328,179	Mar 31, 2024

Affirm's largest institutional shareholder is MORGAN STANLEY, holding 9.94% of the company's total share outstanding, currently valued at $1.14B. The top 10 institutional shareholders own together 45.60% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FOUNDERS FUND GROWTH MANAGEMENT, LLC	0.53%	96.45%	1,622,338	-	-	60,448,314	Mar 31, 2024
ALLEN OPERATIONS LLC	0.23%	5.10%	721,382	-	-	26,878,693	Mar 31, 2024
RJA ASSET MANAGEMENT LLC	0.13%	5.03%	397,425	397,425	100.00%	14,808,056	Mar 31, 2024
ABDIEL CAPITAL ADVISORS, LP	0.69%	4.96%	2,129,044	-104,680	-4.69%	79,328,179	Mar 31, 2024
LEO WEALTH, LLC	0.37%	4.36%	1,143,184	-29,927	-2.55%	42,595,036	Mar 31, 2024
SPYGLASS CAPITAL MANAGEMENT LLC	0.53%	4.08%	1,642,807	303,494	22.66%	61,210,989	Mar 31, 2024
DIKER MANAGEMENT LLC	0.04%	3.49%	115,000	-	-	4,284,900	Mar 31, 2024
CATALYST PRIVATE WEALTH, LLC	0.05%	3.21%	164,478	-10,870	-6.20%	6,128,450	Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC	0.08%	2.15%	240,700	-157,200	-39.51%	8,968,482	Mar 31, 2024
BELMONT CAPITAL, LLC	0.06%	1.91%	188,000	-	-	7,004,880,000	Mar 31, 2024
ONCE CAPITAL MANAGEMENT, LLC	0.03%	1.47%	84,400	-	-	3,144,744	Mar 31, 2024
OMEGA FINANCIAL GROUP, LLC	0.03%	1.43%	93,568	16,528	21.45%	3,486,344	Mar 31, 2024
ALLEN HOLDING INC /NY	0.08%	1.20%	255,262	-	-	9,511,062	Mar 31, 2024
ZWEIG-DIMENNA ASSOCIATES LLC	0.10%	1.02%	313,316	-	-	11,674,154	Mar 31, 2024
NUMERAI GP LLC	0.02%	1.01%	62,718	12,806	25.66%	2,336,873	Mar 31, 2024
PACIFIC HEIGHTS ASSET MANAGEMENT LLC	0.10%	0.96%	315,000	-	-	11,736,900	Mar 31, 2024
HARVEST INVESTMENT SERVICES, LLC	0.02%	0.95%	63,690	-9,973	-13.54%	2,373,089	Mar 31, 2024
CAPITAL IMPACT ADVISORS, LLC	0.01%	0.89%	18,387	-28,582	-60.85%	685,100	Mar 31, 2024
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.	0.02%	0.74%	69,374	-	-	2,585,000	Mar 31, 2024
HARBOURVEST PARTNERS LLC	0.01%	0.66%	38,646	15,436	66.51%	1,439,950	Mar 31, 2024

The largest Affirm shareholder by % of total assets is FOUNDERS FUND GROWTH MANAGEMENT, LLC. The company owns 1.62M shares of Affirm (AFRM), representing 96.45% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.46%	0.03%	4,484,000	4,484,000	100.00%	167,073,840	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.39%	0.03%	4,290,100	4,290,100	100.00%	159,849,126	Mar 31, 2024
MORGAN STANLEY	9.94%	0.09%	30,569,187	2,198,943	7.75%	1,139,007,955	Mar 31, 2024
UBS GROUP AG	0.71%	0.02%	2,168,920	2,068,594	2061.87%	80,813,959	Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.65%	0.12%	1,997,754	1,970,945	7351.80%	74,436,314	Mar 31, 2024
VANGUARD GROUP INC	6.77%	0.02%	20,823,803	1,316,901	6.75%	775,894,900	Mar 31, 2024
D. E. SHAW & CO., INC.	0.85%	0.08%	2,605,900	1,255,400	92.96%	97,095,834	Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.	0.53%	0.18%	1,626,500	976,000	150.04%	60,603,390	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.55%	0.01%	1,701,440	880,895	107.35%	63,395,670,000	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.48%	0.01%	1,462,942	842,763	135.89%	54,509,232	Mar 31, 2024
BAILLIE GIFFORD & CO	6.09%	0.54%	18,732,407	749,368	4.17%	697,969,485	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	0.00%	693,225	693,225	100.00%	25,829,563	Mar 31, 2024
CITADEL ADVISORS LLC	0.85%	0.02%	2,620,800	629,500	31.61%	97,651,008	Mar 31, 2024
CITADEL ADVISORS LLC	0.57%	0.01%	1,743,863	556,504	46.87%	64,976,335	Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD	0.18%	0.19%	540,796	540,796	100.00%	20,150,059	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.16%	0.04%	494,300	494,300	100.00%	18,417,617	Mar 31, 2024
BLACKROCK INC.	3.24%	0.01%	9,965,847	451,266	4.74%	371,327,459	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.14%	0.04%	442,500	442,500	100.00%	16,487,549	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.22%	0.00%	686,772	438,257	176.35%	25,589,125	Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.	0.31%	0.10%	967,300	412,400	74.32%	36,041,598	Mar 31, 2024

As of Mar 31 2024, Affirm's largest institutional buyer is SUSQUEHANNA INTERNATIONAL GROUP, LLP. The company purchased 4.48M stocks of AFRM, valued at $167.07M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRICE T ROWE ASSOCIATES INC /MD/	0.70%	0.01%	2,154,999	-2,586,189	-54.55%	80,297,000	Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.19%	0.08%	598,836	-2,404,487	-80.06%	22,312,629	Mar 31, 2024
JANE STREET GROUP, LLC	0.09%	0.00%	271,402	-1,472,409	-84.44%	10,112,438	Mar 31, 2024
MARSHALL WACE, LLP	0.05%	0.01%	151,061	-1,376,381	-90.11%	5,628,534	Mar 31, 2024
BARCLAYS PLC	-	-	-	-1,282,700	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-1,168,519	-100.00%	-	Mar 31, 2024
TWO SIGMA ADVISERS, LP	1.16%	0.31%	3,556,500	-1,151,200	-24.45%	132,515,190	Mar 31, 2024
THREE BRIDGE WEALTH ADVISORS, LLC	-	-	-	-1,096,587	-100.00%	-	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	1.15%	0.31%	3,536,029	-962,400	-21.39%	131,752,441	Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	6.31%	0.16%	19,419,985	-831,059	-4.10%	723,588,653	Mar 31, 2024
BARCLAYS PLC	0.01%	0.00%	45,000	-696,500	-93.93%	1,677,000	Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.	0.11%	0.03%	325,700	-690,300	-67.94%	12,135,582	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.26%	0.01%	800,000	-585,000	-42.24%	29,808,000	Mar 31, 2024
INVESCO LTD.	0.07%	0.00%	213,870	-572,558	-72.80%	7,968,796	Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.	0.11%	0.03%	350,700	-522,700	-59.85%	13,067,082	Mar 31, 2024
WOLVERINE TRADING, LLC	-	-	-	-509,900	-100.00%	-	Mar 31, 2024
D. E. SHAW & CO., INC.	0.23%	0.02%	696,400	-419,200	-37.58%	25,947,864	Mar 31, 2024
GTS SECURITIES LLC	0.14%	0.03%	427,800	-418,500	-49.45%	15,939,828	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.74%	0.02%	2,268,542	-354,050	-13.50%	84,525,875	Mar 31, 2024
WALLEYE TRADING LLC	0.06%	0.01%	177,900	-350,000	-66.30%	6,628,554	Mar 31, 2024

As of Mar 31 2024, Affirm's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -2.59M shares of AFRM, valued at $80.30M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.46%	0.03%	4,484,000	4,484,000	100.00%	167,073,840	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.39%	0.03%	4,290,100	4,290,100	100.00%	159,849,126	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	0.00%	693,225	693,225	100.00%	25,829,563	Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD	0.18%	0.19%	540,796	540,796	100.00%	20,150,059	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.16%	0.04%	494,300	494,300	100.00%	18,417,617	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.14%	0.04%	442,500	442,500	100.00%	16,487,549	Mar 31, 2024
RJA ASSET MANAGEMENT LLC	0.13%	5.03%	397,425	397,425	100.00%	14,808,056	Mar 31, 2024
J. GOLDMAN & CO LP	0.10%	0.36%	296,109	296,109	100.00%	11,033,021	Mar 31, 2024
OPTIVER HOLDING B.V.	0.08%	0.01%	253,351	253,351	100.00%	9,439,858	Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC	0.03%	0.21%	103,162	103,162	100.00%	3,593,132	Mar 31, 2024
VESTOR CAPITAL, LLC	0.02%	0.23%	73,829	73,829	100.00%	2,751,000	Mar 31, 2024
SIMPLEX TRADING, LLC	0.02%	0.00%	70,561	70,561	100.00%	2,629,000	Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.02%	0.00%	68,679	68,679	100.00%	2,558,980	Mar 31, 2024
LMR PARTNERS LLP	0.02%	0.02%	64,733	64,733	100.00%	2,411,952	Mar 31, 2024
LECAP ASSET MANAGEMENT LTD	0.02%	0.47%	60,390	60,390	100.00%	2,250,131	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.02%	0.00%	60,000	60,000	100.00%	2,235,600	Mar 31, 2024
ESTATE COUNSELORS, LLC	0.01%	0.18%	41,645	41,645	100.00%	1,551,693	Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	0.01%	0.03%	37,417	37,417	100.00%	1,394,157	Mar 31, 2024
MAGNETAR FINANCIAL LLC	0.01%	0.03%	32,982	32,982	100.00%	1,228,909	Mar 31, 2024
STATE OF MICHIGAN RETIREMENT SYSTEM	0.01%	0.01%	26,895	26,895	100.00%	1,002,108	Mar 31, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	0.09%	26,664	26,664	100.00%	993,501	Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO	0.01%	0.05%	25,000	25,000	100.00%	931,500	Mar 31, 2024
SPIDERROCK ADVISORS, LLC	0.01%	0.02%	24,461	24,461	100.00%	836,811	Mar 31, 2024
HAP TRADING, LLC	0.01%	0.10%	23,179	23,179	100.00%	863,650	Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.01%	0.04%	22,575	22,575	100.00%	841,145	Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.01%	0.17%	21,698	21,698	100.00%	808,467	Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC	0.01%	0.00%	20,113	20,113	100.00%	749,410	Mar 31, 2024
INTERVAL PARTNERS, LP	0.01%	0.02%	20,000	20,000	100.00%	745,200	Mar 31, 2024
MAVERICK CAPITAL LTD	0.01%	0.01%	19,886	19,886	100.00%	740,952	Mar 31, 2024
FREESTONE CAPITAL HOLDINGS, LLC	0.01%	0.03%	19,588	19,588	100.00%	729,849	Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP	0.01%	0.16%	19,563	19,563	100.00%	728,917	Mar 31, 2024
UBS OCONNOR LLC	0.01%	0.05%	18,500	18,500	100.00%	689,310	Mar 31, 2024
J. GOLDMAN & CO LP	0.00%	0.02%	15,000	15,000	100.00%	558,900	Mar 31, 2024
	0.00%	0.02%	14,498	14,498	100.00%	540,195	Mar 31, 2024
CREATIVEONE WEALTH, LLC	0.00%	0.02%	14,355	14,355	100.00%	535,000	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.00%	0.00%	11,868	11,868	100.00%	442,000	Mar 31, 2024
GAINPLAN LLC	0.00%	0.18%	10,000	10,000	100.00%	372,599	Mar 31, 2024
ETHIC INC.	0.00%	0.01%	8,574	8,574	100.00%	319,467	Mar 31, 2024
OLYMPIAD RESEARCH LP	0.00%	0.19%	7,790	7,790	100.00%	290,255	Mar 31, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.00%	0.01%	7,478	7,478	100.00%	278,630	Mar 31, 2024
OPPENHEIMER & CO INC	0.00%	0.00%	7,110	7,110	100.00%	264,919	Mar 31, 2024
AVANTAX ADVISORY SERVICES, INC.	0.00%	0.00%	6,937	6,937	100.00%	258,473	Mar 31, 2024
FORUM FINANCIAL MANAGEMENT, LP	0.00%	0.00%	6,852	6,852	100.00%	255,306	Mar 31, 2024
SCIENTECH RESEARCH LLC	0.00%	0.13%	6,661	6,661	100.00%	248,189	Mar 31, 2024
OXFORD ASSET MANAGEMENT LLP	0.00%	0.30%	6,540	6,540	100.00%	243,680	Mar 31, 2024
CAPULA MANAGEMENT LTD	0.00%	0.01%	6,300	6,300	100.00%	234,738	Mar 31, 2024
PINKERTON RETIREMENT SPECIALISTS, LLC	0.00%	0.04%	5,929	5,929	100.00%	220,915	Mar 31, 2024
	0.00%	0.00%	3,327	3,327	100.00%	123,964	Mar 31, 2024
WALLEYE CAPITAL LLC	0.00%	0.00%	3,197	3,197	100.00%	119,120	Mar 31, 2024
CTC LLC	0.00%	0.01%	2,935	2,935	100.00%	10,935,810	Mar 31, 2024
ADVENT CAPITAL MANAGEMENT /DE/	0.00%	0.00%	2,600	2,600	100.00%	96,876	Mar 31, 2024
CAPULA MANAGEMENT LTD	0.00%	0.00%	2,338	2,338	100.00%	87,113	Mar 31, 2024
CTC LLC	0.00%	0.00%	2,187	2,187	100.00%	8,148,762	Mar 31, 2024
HOEY INVESTMENTS, INC	0.00%	0.01%	913	913	100.00%	34,019,000	Mar 31, 2024
QUEST PARTNERS LLC	0.00%	0.01%	843	843	100.00%	31,410	Mar 31, 2024
HIGHTOWER ADVISORS, LLC	0.00%	-	800	800	100.00%	1,320	Mar 31, 2024
ORG PARTNERS LLC	0.00%	0.05%	689	689	100.00%	23,997,000	Mar 31, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.00%	0.01%	656	656	100.00%	24,438	Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.00%	-	655	655	100.00%	24,405	Mar 31, 2024
CI INVESTMENTS INC.	0.00%	0.00%	477	477	100.00%	18,000	Mar 31, 2024
MATHER GROUP, LLC.	0.00%	0.00%	402	402	100.00%	19,754,000	Mar 31, 2024
YHB INVESTMENT ADVISORS, INC.	0.00%	0.00%	300	300	100.00%	11,178	Mar 31, 2024
HOEY INVESTMENTS, INC	0.00%	0.00%	300	300	100.00%	11,178,000	Mar 31, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC	0.00%	-	200	200	100.00%	248	Mar 31, 2024
VENTURI WEALTH MANAGEMENT, LLC	-	0.00%	112	112	100.00%	4,174	Mar 31, 2024
HILLTOP NATIONAL BANK	-	0.00%	100	100	100.00%	3,726	Mar 31, 2024
FRG FAMILY WEALTH ADVISORS LLC	-	0.00%	75	75	100.00%	2,391	Mar 31, 2024
WINTHROP CAPITAL MANAGEMENT, LLC	-	0.00%	30	30	100.00%	1,000	Mar 31, 2024
RICHARDSON FINANCIAL SERVICES INC.	-	0.00%	20	20	100.00%	745	Mar 31, 2024
CONTINUUM ADVISORY, LLC	-	0.00%	16	16	100.00%	557,000	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	-	-	8	8	100.00%	279,000	Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	-	0.00%	8	8	100.00%	298,000	Mar 31, 2024
ZRC WEALTH MANAGEMENT, LLC	-	0.00%	5	5	100.00%	187,000	Mar 31, 2024

Affirm's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 4.48M shares, valued at $167.07M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARCLAYS PLC	-	-	-	-1,282,700	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-1,168,519	-100.00%	-	Mar 31, 2024
THREE BRIDGE WEALTH ADVISORS, LLC	-	-	-	-1,096,587	-100.00%	-	Mar 31, 2024
WOLVERINE TRADING, LLC	-	-	-	-509,900	-100.00%	-	Mar 31, 2024
GOLDMAN SACHS GROUP INC	-	-	-	-322,000	-100.00%	-	Mar 31, 2024
COATUE MANAGEMENT LLC	-	-	-	-305,104	-100.00%	-	Mar 31, 2024
AVALON GLOBAL ASSET MANAGEMENT LLC	-	-	-	-280,000	-100.00%	-	Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC	-	-	-	-254,700	-100.00%	-	Mar 31, 2024
UBS GROUP AG	-	-	-	-225,900	-100.00%	-	Mar 31, 2024
HSBC HOLDINGS PLC	-	-	-	-218,700	-100.00%	-	Mar 31, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.	-	-	-	-200,000	-100.00%	-	Mar 31, 2024
SCULPTOR CAPITAL LP	-	-	-	-200,000	-100.00%	-	Mar 31, 2024
NOMURA HOLDINGS INC	-	-	-	-177,900	-100.00%	-	Mar 31, 2024
RENAISSANCE CAPITAL LLC	-	-	-	-143,795	-100.00%	-	Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP	-	-	-	-122,000	-100.00%	-	Mar 31, 2024
EAM GLOBAL INVESTORS LLC	-	-	-	-100,888	-100.00%	-	Mar 31, 2024
HIDDENITE CAPITAL PARTNERS LP	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.	-	-	-	-88,620	-100.00%	-	Mar 31, 2024
MAPLELANE CAPITAL, LLC	-	-	-	-85,000	-100.00%	-	Mar 31, 2024
AZORA CAPITAL LP	-	-	-	-77,640	-100.00%	-	Mar 31, 2024
EAM INVESTORS, LLC	-	-	-	-73,164	-100.00%	-	Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT	-	-	-	-70,813	-100.00%	-	Mar 31, 2024
POINT72 EUROPE (LONDON) LLP	-	-	-	-54,712	-100.00%	-	Mar 31, 2024
IMC-CHICAGO, LLC	-	-	-	-54,400	-100.00%	-	Mar 31, 2024
O'NEIL GLOBAL ADVISORS, INC.	-	-	-	-45,869	-100.00%	-	Mar 31, 2024
HEL VED CAPITAL MANAGEMENT LTD	-	-	-	-38,700	-100.00%	-	Mar 31, 2024
SYMMETRY PEAK MANAGEMENT LLC	-	-	-	-37,500	-100.00%	-	Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	-	-	-	-34,545	-100.00%	-	Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.	-	-	-	-33,405	-100.00%	-	Mar 31, 2024
SEAPORT GLOBAL ADVISORS, LLC	-	-	-	-29,486	-100.00%	-	Mar 31, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-25,000	-100.00%	-	Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO	-	-	-	-23,900	-100.00%	-	Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC	-	-	-	-23,300	-100.00%	-	Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP	-	-	-	-22,023	-100.00%	-	Mar 31, 2024
OAK THISTLE LLC	-	-	-	-19,425	-100.00%	-	Mar 31, 2024
SEACREST WEALTH MANAGEMENT, LLC	-	-	-	-19,140	-100.00%	-	Mar 31, 2024
CUTLER GROUP LLC / CA	-	-	-	-18,271	-100.00%	-	Mar 31, 2024
FRIEDENTHAL FINANCIAL	-	-	-	-16,598	-100.00%	-	Mar 31, 2024
XR SECURITIES LLC	-	-	-	-15,800	-100.00%	-	Mar 31, 2024
CSS LLC/IL	-	-	-	-15,000	-100.00%	-	Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.	-	-	-	-15,000	-100.00%	-	Mar 31, 2024
SHELTON CAPITAL MANAGEMENT	-	-	-	-12,223	-100.00%	-	Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS	-	-	-	-11,508	-100.00%	-	Mar 31, 2024
FRED ALGER MANAGEMENT, LLC	-	-	-	-10,812	-100.00%	-	Mar 31, 2024
J.W. COLE ADVISORS, INC.	-	-	-	-9,223	-100.00%	-	Mar 31, 2024
BELVEDERE TRADING LLC	-	-	-	-9,000	-100.00%	-	Mar 31, 2024
NWAM LLC	-	-	-	-8,554	-100.00%	-	Mar 31, 2024
SYON CAPITAL LLC	-	-	-	-7,316	-100.00%	-	Mar 31, 2024
CETERA INVESTMENT ADVISERS	-	-	-	-7,215	-100.00%	-	Mar 31, 2024
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	-	-	-	-7,000	-100.00%	-	Mar 31, 2024
SCOTIA CAPITAL INC.	-	-	-	-6,381	-100.00%	-	Mar 31, 2024
ADVISORY RESEARCH INC	-	-	-	-6,343	-100.00%	-	Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	-	-	-	-6,207	-100.00%	-	Mar 31, 2024
AXQ CAPITAL, LP	-	-	-	-5,400	-100.00%	-	Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC	-	-	-	-5,360	-100.00%	-	Mar 31, 2024
CHOATE INVESTMENT ADVISORS	-	-	-	-5,245	-100.00%	-	Mar 31, 2024
MEEDER ADVISORY SERVICES, INC.	-	-	-	-5,134	-100.00%	-	Mar 31, 2024
B. RILEY WEALTH ADVISORS, INC.	-	-	-	-5,130	-100.00%	-	Mar 31, 2024
ASPIRIANT, LLC	-	-	-	-5,045	-100.00%	-	Mar 31, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	-	-	-	-5,017	-100.00%	-	Mar 31, 2024
CENTIVA CAPITAL, LP	-	-	-	-5,000	-100.00%	-	Mar 31, 2024
WEST FAMILY INVESTMENTS, INC.	-	-	-	-4,866	-100.00%	-	Mar 31, 2024
DIVERSIFIED TRUST CO	-	-	-	-4,643	-100.00%	-	Mar 31, 2024
CLEAR HARBOR ASSET MANAGEMENT, LLC	-	-	-	-4,500	-100.00%	-	Mar 31, 2024
CETERA ADVISORS LLC	-	-	-	-4,400	-100.00%	-	Mar 31, 2024
WETHERBY ASSET MANAGEMENT INC	-	-	-	-4,351	-100.00%	-	Mar 31, 2024
BALENTINE LLC	-	-	-	-4,348	-100.00%	-	Mar 31, 2024
COLDSTREAM CAPITAL MANAGEMENT INC	-	-	-	-4,209	-100.00%	-	Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP	-	-	-	-4,200	-100.00%	-	Mar 31, 2024
ESSEX FINANCIAL SERVICES, INC.	-	-	-	-4,192	-100.00%	-	Mar 31, 2024
EMPOWERED FUNDS, LLC	-	-	-	-4,120	-100.00%	-	Mar 31, 2024
SAVVY ADVISORS, INC.	-	-	-	-4,104	-100.00%	-	Mar 31, 2024
SYMMETRY INVESTMENTS LP	-	-	-	-4,087	-100.00%	-	Mar 31, 2024
STIFEL FINANCIAL CORP	-	-	-	-4,083	-100.00%	-	Mar 31, 2024
FIRST FOUNDATION ADVISORS	-	-	-	-4,042	-100.00%	-	Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	-	-	-	-3,500	-100.00%	-	Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC	-	-	-	-3,243	-100.00%	-	Mar 31, 2024
RICHELIEU GESTION PLC	-	-	-	-2,712	-100.00%	-	Mar 31, 2024
ARCADIA INVESTMENT MANAGEMENT CORP/MI	-	-	-	-2,500	-100.00%	-	Mar 31, 2024
WHITTIER TRUST CO	-	-	-	-1,500	-100.00%	-	Mar 31, 2024
STEPHENS CONSULTING, LLC	-	-	-	-1,500	-100.00%	-	Mar 31, 2024
SPIRE WEALTH MANAGEMENT	-	-	-	-1,040	-100.00%	-	Mar 31, 2024
RALEIGH CAPITAL MANAGEMENT INC.	-	-	-	-669	-100.00%	-	Mar 31, 2024
QUARRY LP	-	-	-	-619	-100.00%	-	Mar 31, 2024
PLANNED SOLUTIONS, INC.	-	-	-	-508	-100.00%	-	Mar 31, 2024
GLASSMAN WEALTH SERVICES	-	-	-	-246	-100.00%	-	Mar 31, 2024
LM ADVISORS LLC	-	-	-	-219	-100.00%	-	Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.	-	-	-	-215	-100.00%	-	Mar 31, 2024
CORNERSTONE PLANNING GROUP LLC	-	-	-	-200	-100.00%	-	Mar 31, 2024
LOOMIS SAYLES & CO L P	-	-	-	-134	-100.00%	-	Mar 31, 2024
RONALD BLUE TRUST, INC.	-	-	-	-108	-100.00%	-	Mar 31, 2024
BANK OF MONTREAL /CAN/	-	-	-	-100	-100.00%	-	Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC	-	-	-	-100	-100.00%	-	Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC	-	-	-	-95	-100.00%	-	Mar 31, 2024
FNY INVESTMENT ADVISERS, LLC	-	-	-	-80	-100.00%	-	Mar 31, 2024
VITALSTONE FINANCIAL, LLC	-	-	-	-67	-100.00%	-	Mar 31, 2024
ARLINGTON TRUST CO LLC	-	-	-	-55	-100.00%	-	Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC	-	-	-	-50	-100.00%	-	Mar 31, 2024
AVION WEALTH	-	-	-	-45	-100.00%	-	Mar 31, 2024
TFO-TDC, LLC	-	-	-	-43	-100.00%	-	Mar 31, 2024

Affirm's largest sold out institutional shareholder by shares sold is BARCLAYS PLC, sold -1.28M shares, valued at -, as of undefined.

Affirm Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BERKSHIRE FUNDS	9.80%	224,470	224,460	2244600.00%	Dec 31, 2023
Manager Directed Portfolios	4.56%	746,779	-	-	Jan 31, 2024
Virtus Equity & Convertible Income Fund	2.83%	5,610,000	1,020,000	22.22%	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	2.79%	6,625,000	1,205,000	22.23%	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	2.37%	4,820,000	855,000	21.56%	Jan 31, 2024
Milliman Variable Insurance Trust	1.76%	800	-	-	Dec 31, 2023
Virtus Convertible & Income Fund II	1.59%	5,995,000	1,060,000	21.48%	Jan 31, 2024
Virtus Convertible & Income Fund	1.54%	7,595,000	1,340,000	21.42%	Jan 31, 2024
Alger ETF Trust	1.52%	10,812	1,848	20.62%	Dec 31, 2023
Virtus Strategy Trust	1.51%	33,165,000	5,355,000	19.26%	Dec 29, 2023
TAX-MANAGED GROWTH PORTFOLIO	1.13%	379,636	-	-	Dec 31, 2023
AGF Investments Trust	1.07%	-37,914	27,231	-41.80%	Dec 31, 2023
Virtus Investment Trust	0.94%	31,975,000	14,975,000	88.09%	Dec 29, 2023
GROWTH FUND OF AMERICA	0.83%	20,561,562	-	-	Feb 29, 2024
Capital Group Growth ETF	0.70%	271,821	271,821	-	Feb 29, 2024
AMCAP FUND	0.68%	5,808,086	-1,137,222	-16.37%	Feb 29, 2024
NEW ECONOMY FUND	0.58%	2,609,593	-2,746	-0.11%	Feb 29, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.56%	518,642	-	-	Jan 31, 2024
EntrepreneurShares Series Trust	0.47%	125,509	116,532	1298.12%	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 18	0.45%	112,811	-	-	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.37%	397,906	-	-	Dec 29, 2023
T. Rowe Price Quantitative Management Funds, Inc.	0.33%	1,190,400	1,190,400	-	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.29%	141,417	-	-	Dec 31, 2023
LORD ABBETT SECURITIES TRUST	0.28%	1,317,183	-	-	Jan 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS	0.23%	143,795	33,873	30.82%	Dec 31, 2023
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2	0.22%	17,679	-	-	Dec 31, 2022
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10	0.22%	12,667	-	-	Dec 31, 2022
Morgan Stanley Insight Fund	0.18%	2,021,243	11,742	0.58%	Dec 31, 2023
ALGER PORTFOLIOS	0.17%	65,347	-	-	Dec 31, 2023
T. Rowe Price Blue Chip Growth Fund, Inc.	0.16%	1,832,977	-	-	Dec 31, 2023
ALGER FUNDS	0.13%	128,519	-	-	Jan 31, 2024
MSS Series Trust	0.13%	9,500	-2,500	-20.83%	Feb 29, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC	0.12%	6,382,746	-940,320	-12.84%	Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.	0.11%	69,021	-	-	Feb 29, 2024
SMALLCAP WORLD FUND INC	0.11%	7,197,586	-	-	Dec 31, 2023
JP MORGAN MUTUAL FUND INVESTMENT TRUST	0.11%	403,614	-	-	Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.	0.10%	19,631	14,779	304.60%	Dec 29, 2023
LORD ABBETT RESEARCH FUND INC	0.10%	92,336	91,896	20885.45%	Feb 29, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.08%	41,159	-	-	Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.07%	172,024	172,024	-	Dec 31, 2023
T. Rowe Price Growth Stock Fund, Inc.	0.07%	925,629	-	-	Dec 31, 2023
REYNOLDS FUNDS INC	0.06%	700	-	-	Mar 31, 2024
DELAWARE VIP TRUST	0.06%	187,269	-	-	Dec 29, 2023
MFS SERIES TRUST IV	0.05%	173,884	-	-	Feb 29, 2024
T. Rowe Price Equity Funds, Inc.	0.05%	853,432	-982,673	-53.52%	Dec 31, 2023
Morgan Creek Global Equity Long/Short Institutional Fund	0.05%	448	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.05%	21,167,639	3,849,106	22.23%	Dec 31, 2023
T. Rowe Price Equity Series, Inc.	0.04%	67,950	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.04%	138,483	-91,975	-39.91%	Jan 31, 2024
Zacks Trust	0.03%	2,730	1,733	173.82%	Feb 29, 2024
T. Rowe Price Tax-Efficient Funds, Inc.	0.03%	2,700	-	-	Feb 29, 2024
ALGER INSTITUTIONAL FUNDS	0.03%	7,318	-	-	Jan 31, 2024
PERMANENT PORTFOLIO FAMILY OF FUNDS	0.03%	315,000	-	-	Jan 31, 2024
Calvert Responsible Index Series, Inc.	0.03%	43,901	-79	-0.18%	Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST III	0.03%	7,595	-	-	Dec 31, 2023
ETF Managers Trust	0.03%	197,345	-121,861	-38.18%	Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 1	0.02%	5,810	905	18.45%	Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.02%	3,005	3,005	-	Dec 31, 2023
John Hancock Exchange-Traded Fund Trust	0.02%	116,925	-308	-0.26%	Jan 31, 2024
Harbor ETF Trust	0.02%	89,656	-61,774	-40.79%	Jan 31, 2024
FundVantage Trust	0.02%	89,519	-	-	Jan 31, 2024
Innovator ETFs Trust	0.02%	76,029	-	-	Jan 31, 2024
Engine No. 1 ETF Trust	0.02%	1,075	-	-	Jan 31, 2024
Amplify ETF Trust	0.02%	189,839	-69,161	-26.70%	Jan 31, 2024
FIDELITY COMMONWEALTH TRUST	0.02%	54,480	1,939	3.69%	Feb 29, 2024
VANGUARD HORIZON FUNDS	0.01%	319,404	237,146	288.30%	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 3	0.01%	251,082	-	-	Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.01%	890	-782	-46.77%	Dec 31, 2023
VANGUARD WORLD FUND	0.01%	3,452,351	-68,193	-1.94%	Feb 29, 2024
BAILLIE GIFFORD FUNDS	0.01%	152,812	-23,152	-13.16%	Dec 29, 2023
Fidelity Central Investment Portfolios LLC	0.01%	241,712	-	-	Feb 29, 2024
MORGAN STANLEY VARIABLE INSURANCE FUND INC.	0.01%	797,271	-175,868	-18.07%	Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.01%	27,873	27,873	-	Dec 31, 2023
FIDELITY COVINGTON TRUST	0.01%	155,775	106,399	215.49%	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.01%	2,081,881	110,738	5.62%	Feb 29, 2024
FIDELITY CONTRAFUND	0.01%	594,827	-	-	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III	0.01%	62,900	-	-	Dec 31, 2023
Goldman Sachs ETF Trust II	0.01%	7,636	1,378	22.02%	Feb 29, 2024
PRUDENTIAL SERIES FUND	0.01%	541,863	-	-	Dec 29, 2023
Collaborative Investment Series Trust	0.01%	1,118	-	-	Dec 31, 2023
SCHWAB STRATEGIC TRUST	0.01%	1,171,516	69,343	6.29%	Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.01%	22,325	-	-	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.01%	472,179	-126,452	-21.12%	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.01%	58,643	58,643	-	Dec 31, 2023
VANGUARD EXPLORER FUND	0.01%	67,221	-	-	Jan 31, 2024
UBS INVESTMENT TRUST	0.01%	5,438	-	-	Feb 29, 2024
Global X Funds	0.01%	239,564	-31,313	-11.56%	Feb 29, 2024
Meeder Funds	0.01%	25,136	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	138,305	3,879	2.89%	Dec 31, 2023
DEUTSCHE DWS VARIABLE SERIES II	0.00%	9,981	9,981	-	Dec 31, 2023
BlackRock ETF Trust	0.00%	3,567	1,582	79.70%	Jan 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND TRUST	0.00%	1,800,189	-1,287,957	-41.71%	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND	0.00%	61,914	-	-	Dec 31, 2023
FIDELITY MT VERNON STREET TRUST	0.00%	95,945	-	-	Feb 29, 2024
T. Rowe Price Index Trust, Inc.	0.00%	55,017	-	-	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV	0.00%	645,000	-53,000	-7.59%	Jan 31, 2024
HOMESTEAD FUNDS INC	0.00%	14,763	-19,907	-57.42%	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 12	0.00%	1,851	-	-	Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.	0.00%	28,054	-	-	Feb 29, 2024
FIDELITY SECURITIES FUND	0.00%	175,257	-	-	Jan 31, 2024

Affirm's largest mutual fund holder by % of total assets is "BERKSHIRE FUNDS", owning 224.47K shares, compromising 9.80% of its total assets.

Affirm Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	252	-46.84%
31 Dec, 23	474	33.52%
30 Sep, 23	355	2.01%
30 Jun, 23	348	1.46%
31 Mar, 23	343	-12.28%
31 Dec, 22	391	6.54%
30 Sep, 22	367	1.66%
30 Jun, 22	361	-17.20%
31 Mar, 22	436	-8.40%
31 Dec, 21	476	29.35%
30 Sep, 21	368	49.59%
30 Jun, 21	246	12.84%
31 Mar, 21	218	21700.00%
31 Dec, 20	1	-
30 Sep, 20	1	-
30 Jun, 20	1	-
31 Mar, 20	1	-
31 Dec, 19	1	-
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	1	-

As of 31 Mar 24, 252 institutions are holding Affirm's shares, representing a decrease of -46.84% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	73,201,229	-61.99%
31 Dec, 23	192,562,070	0.50%
30 Sep, 23	191,605,446	9.44%
30 Jun, 23	175,081,550	-2.13%
31 Mar, 23	178,895,367	9.07%
31 Dec, 22	164,023,451	-5.51%
30 Sep, 22	173,582,026	7.02%
30 Jun, 22	162,189,739	2.93%
31 Mar, 22	157,571,686	13.59%
31 Dec, 21	138,715,700	23.15%
30 Sep, 21	112,639,444	26.65%
30 Jun, 21	88,937,008	11.35%
31 Mar, 21	79,873,273	13583789.97%
31 Dec, 20	588	-
30 Sep, 20	588	-
30 Jun, 20	588	-
31 Mar, 20	588	-
31 Dec, 19	588	-
30 Sep, 19	588	-
30 Jun, 19	588	-
31 Mar, 19	588	-

Affirm (AFRM) has 73.20M shares outstanding as of 31 Mar 24, down -61.99% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	23.80%	0.61%
31 Dec, 23	62.61%	1.49%
30 Sep, 23	64.88%	1.87%
30 Jun, 23	58.91%	1.63%
31 Mar, 23	60.19%	1.93%
31 Dec, 22	55.85%	1.57%
30 Sep, 22	59.66%	1.88%
30 Jun, 22	56.29%	1.85%
31 Mar, 22	55.16%	2.27%
31 Dec, 21	49.27%	2.87%
30 Sep, 21	41.46%	1.31%
30 Jun, 21	56.16%	4.79%
31 Mar, 21	34.23%	70665932750.00%
31 Dec, 20	0.00%	500000.00%
30 Sep, 20	0.00%	500000.00%
30 Jun, 20	0.00%	500000.00%
31 Mar, 20	0.00%	500000.00%
31 Dec, 19	0.00%	500000.00%
30 Sep, 19	0.00%	500000.00%
30 Jun, 19	0.00%	500000.00%
31 Mar, 19	0.00%	-

As of 31 Mar 24, Affirm is held by 23.80% institutional shareholders, representing a 0.61% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	108	-57.48%
31 Dec, 23	254	58.75%
30 Sep, 23	160	13.48%
30 Jun, 23	141	-
31 Mar, 23	141	-28.43%
31 Dec, 22	197	14.53%
30 Sep, 22	172	-7.03%
30 Jun, 22	185	-25.70%
31 Mar, 22	249	-20.19%
31 Dec, 21	312	38.67%
30 Sep, 21	225	48.03%
30 Jun, 21	152	-24.38%
31 Mar, 21	201	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-

108 institutional shareholders have increased their position in AFRM stock as of 31 Mar 24 compared to 254 in the previous quarter (a -57.48% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	70	-36.36%
31 Dec, 23	110	30.95%
30 Sep, 23	84	-11.58%
30 Jun, 23	95	9.20%
31 Mar, 23	87	3.57%
31 Dec, 22	84	3.70%
30 Sep, 22	81	6.58%
30 Jun, 22	76	10.14%
31 Mar, 22	69	-15.85%
31 Dec, 21	82	17.14%
30 Sep, 21	70	141.38%
30 Jun, 21	29	-
31 Mar, 21	-	-
31 Dec, 20	-	-
30 Sep, 20	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-

70 institutional shareholders have reduced their position in AFRM stock as of 31 Mar 24 compared to 110 in the previous quarter (a -36.36% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	252	-46.84%	73,201,229	-61.99%	23.80%	0.61%	108	-57.48%	70	-36.36%
31 Dec, 23	474	33.52%	192,562,070	0.50%	62.61%	1.49%	254	58.75%	110	30.95%
30 Sep, 23	355	2.01%	191,605,446	9.44%	64.88%	1.87%	160	13.48%	84	-11.58%
30 Jun, 23	348	1.46%	175,081,550	-2.13%	58.91%	1.63%	141	-	95	9.20%
31 Mar, 23	343	-12.28%	178,895,367	9.07%	60.19%	1.93%	141	-28.43%	87	3.57%
31 Dec, 22	391	6.54%	164,023,451	-5.51%	55.85%	1.57%	197	14.53%	84	3.70%
30 Sep, 22	367	1.66%	173,582,026	7.02%	59.66%	1.88%	172	-7.03%	81	6.58%
30 Jun, 22	361	-17.20%	162,189,739	2.93%	56.29%	1.85%	185	-25.70%	76	10.14%
31 Mar, 22	436	-8.40%	157,571,686	13.59%	55.16%	2.27%	249	-20.19%	69	-15.85%
31 Dec, 21	476	29.35%	138,715,700	23.15%	49.27%	2.87%	312	38.67%	82	17.14%
30 Sep, 21	368	49.59%	112,639,444	26.65%	41.46%	1.31%	225	48.03%	70	141.38%
30 Jun, 21	246	12.84%	88,937,008	11.35%	56.16%	4.79%	152	-24.38%	29	-
31 Mar, 21	218	21700.00%	79,873,273	13583789.97%	34.23%	70665932750.00%	201	-	-	-
31 Dec, 20	1	-	588	-	0.00%	500000.00%	-	-	-	-
30 Sep, 20	1	-	588	-	0.00%	500000.00%	-	-	-	-
30 Jun, 20	1	-	588	-	0.00%	500000.00%	-	-	-	-
31 Mar, 20	1	-	588	-	0.00%	500000.00%	-	-	-	-
31 Dec, 19	1	-	588	-	0.00%	500000.00%	-	-	-	-
30 Sep, 19	1	-	588	-	0.00%	500000.00%	-	-	-	-
30 Jun, 19	1	-	588	-	0.00%	500000.00%	-	-100.00%	-	-
31 Mar, 19	1	-	588	-	0.00%	-	1	-	-	-

Affirm Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	6,776	$31.81	$215.55K	62,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	2,000	$32.81	$65.61K	60,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	500	$33.48	$16.74K	60,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	Michalek Libor	director, officer	President	F-InKind	Sell	1,184	$32.12	$38.03K	144,206
May 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	2,336	-	-	65,397
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	6,776	$31.81	$215.55K	62,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	2,000	$32.81	$65.61K	60,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	500	$33.48	$16.74K	60,000
May 03, 2024	Linford Michael	officer	Chief Financial Officer	F-InKind	Sell	708	$32.12	$22.74K	116,590
May 03, 2024	Linford Michael	officer	Chief Financial Officer	M-Exempt	Sell	2,336	-	-	65,397
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	F-InKind	Sell	3,072	$32.12	$98.67K	105,892
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	1,402	-	-	39,238
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	4,911	-	-	9,825
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	305	-	-	6,099
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	165	-	-	2,153
Apr 12, 2024	Michalek Libor	director, officer	President	G-Gift	Sell	1,180	-	-	872,114
Apr 03, 2024	Michalek Libor	director, officer	President	F-InKind	Sell	4,224	$34.83	$147.12K	143,054
Apr 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	2,335	-	-	67,733
Apr 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	8,449	-	-	42,245

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Buy	2,336	-	-	145,390
May 03, 2024	Michalek Libor	director, officer	President	F-InKind	Sell	1,184	$32.12	$38.03K	144,206
May 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	2,336	-	-	65,397
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	6,776	$31.81	$215.55K	62,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	2,000	$32.81	$65.61K	60,500
May 03, 2024	Rabois Keith	director	-	S-Sale	Sell	500	$33.48	$16.74K	60,000
May 03, 2024	Linford Michael	officer	Chief Financial Officer	M-Exempt	Buy	2,336	-	-	117,298
May 03, 2024	Linford Michael	officer	Chief Financial Officer	F-InKind	Sell	708	$32.12	$22.74K	116,590
May 03, 2024	Linford Michael	officer	Chief Financial Officer	M-Exempt	Sell	2,336	-	-	65,397
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Buy	6,783	-	-	108,964
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	F-InKind	Sell	3,072	$32.12	$98.67K	105,892
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	1,402	-	-	39,238
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	4,911	-	-	9,825
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	305	-	-	6,099
May 03, 2024	Adkins Katherine	officer	Chief Legal Officer	M-Exempt	Sell	165	-	-	2,153
Apr 12, 2024	Michalek Libor	director, officer	President	G-Gift	Sell	1,180	-	-	872,114
Apr 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Buy	10,784	-	-	147,278
Apr 03, 2024	Michalek Libor	director, officer	President	F-InKind	Sell	4,224	$34.83	$147.12K	143,054
Apr 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	2,335	-	-	67,733
Apr 03, 2024	Michalek Libor	director, officer	President	M-Exempt	Sell	8,449	-	-	42,245

The last insider sell of Affirm's stock was made by Michalek Libor on May 03 2024, selling 1,184 shares at $32.12 per share (valued at $38.03K).

Affirm Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	7	29	24.14%
Q1 2024	13	43	30.23%
Q4 2023	20	46	43.48%
Q3 2023	24	46	52.17%
Q2 2023	12	47	25.53%
Q1 2023	13	57	22.81%
Q4 2022	18	57	31.58%
Q3 2022	3	-	-
Q2 2022	17	1	1700.00%
Q4 2021	7	4	175.00%
Q3 2021	10	4	250.00%
Q2 2021	-	2	-
Q1 2021	11	9	122.22%

7 total buy trades, and 29 total sell trades (buy/sell ratio of 0.24%) were made by Affirm's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	6	-
Q1 2024	-	5	-
Q4 2023	-	7	-
Q3 2023	-	1	-
Q2 2023	-	1	-
Q1 2023	-	7	-
Q4 2022	-	4	-
Q3 2022	-	-	-
Q2 2022	17	-	-
Q4 2021	-	2	-
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	8	2	400.00%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 6 open market sell trades of Affirm's stocks.

Affirm Peer Ownership

Ticker	Company
HOOD	Robinhood Markets, Inc.
RBLX	Roblox Corporation
SNOW	Snowflake Inc.
UPST	Upstart Holdings, Inc.
SOFI	SoFi Technologies, Inc.

AFRM Ownership FAQ

Who Owns Affirm?

Affirm is owned by institutional shareholders (23.80%), insiders (4.83%), and public (71.37%). The largest institutional shareholder of Affirm is MORGAN STANLEY (9.94% of total shares) and the top mutual fund owner is BERKSHIRE FUNDS (9.80% of total shares).

Who are the major institutional shareholders of Affirm?

Affirm's major institutional shareholders are MORGAN STANLEY, VANGUARD GROUP INC, CAPITAL RESEARCH GLOBAL INVESTORS, CAPITAL WORLD INVESTORS, and BAILLIE GIFFORD & CO. The top five shareholders own together 35.32% of the company's share outstanding.

How many Affirm shareholders are there?

As of Mar 2024, there are 252 institutional shareholders of Affirm.

What percentage of Affirm is owned by MORGAN STANLEY?

MORGAN STANLEY owns 30.57M shares of Affirm, representing 9.94% of the company's total shares outstanding, valued at $1.14B (as of Mar 2024).

What percentage of Affirm is owned by VANGUARD GROUP INC?

As of Mar 2024, VANGUARD GROUP INC holds 20.82M shares of Affirm (AFRM), compromising 6.77% of the company, valued at $775.89M.

What percentage of Affirm is owned by CAPITAL RESEARCH GLOBAL INVESTORS?

CAPITAL RESEARCH GLOBAL INVESTORS is the third largest holder of Affirm. The company owns 19.42M of the company's shares outstanding (worth $723.59M).