§ FINANCIAL SERVICES
USD · Financial ServicesAFRM
AFFIRM HOLDINGS INC
USDSector · Financial ServicesBeta · 3.75
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 72.00HIGH 72.60LOW 70.3252W 30.90 — 100.00
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
420 increased/new, 193 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 48.0 | P/B | 7.27 |
| EPS (TTM) | 0.78 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital Research Global Investors | 24.6M | 0.2% | +6% |
| Capital World Investors | 22.5M | 0.1% | +4% |
| Morgan Stanley | 21.7M | 0.1% | n/a |
| BlackRock, Inc. | 18.7M | 0.0% | −1% |
| Fidelity Management | 17.3M | 0.0% | +26% |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.2M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AFRM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER16.7% · 0 holders
OTHER29.9% · 461 holders
QUALITY / COMPOUNDER22.4% · 34 holders
DEALER / BANK13.9% · 48 holders
PASSIVE / INDEX8.3% · 10 holders
TACTICAL / MACRO3.1% · 6 holders
SYSTEMATIC / QUANT3.0% · 15 holders
GROWTH / MOMENTUM1.6% · 1 holder
INCOME / DEFENSIVE0.8% · 28 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AFRM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AFRM yet.