Affirm Holdings, Inc.
AFRM- Exchange
- Nasdaq
- Industry
- Personal Credit Institutions
- SEC CIK
- 0001820953
In the last 90 days, Affirm Holdings, Inc. insiders filed 0 open-market purchases and 6 sales; 667 institutions reported holding it in 13F filings for Q2 2026, worth $21.2B in total; D1 Capital Partners is the only superinvestor holding it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $23.8M in total
- 6
- 13F holdersQ2 2026, +76 vs. previous quarter
- 667
- 13F valueReported value at the end of Q2 2026
- $21.2B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $4.26B
- +32.2% year over year
- Net income, FY2026
- $1.93B
- +3,597.9% year over year
- Free cash flow, FY2026
- $992.6M
- +65.0% year over year
- Revenue, Q1 FY2027
- $1.26B
- +35.2% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 17.5M
- Shares sold short
- Change
- +156.6K
- +0.9% vs. previous
- Days to cover
- 6.16
- At average daily volume
Superinvestors holding AFRM, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Affirm Holdings, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
D1 Capital Partners
Dan Sundheim
0.4%
Affirm Holdings, Inc.'s share of the portfolio
- Shares
- 1,908,511
- Value
- $155.6M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Affirm Holdings, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 14, 2026 (view filing)4:00 PM ET | Oct 9 | 5 days | O'Hare RobertChief Financial Officer | SSaleClass A Common Stock | −65.6K | $80.02 | −$5.25M | −96.0%2.73K after | 10b5-1 |
| Sep 16, 2026 (view filing)4:07 PM ET | Sep 14 | 2 days | Jiyane SipheleleChief Accounting Officer | SSaleClass A Common Stock | −27.0K | $72.19 | −$1.95M | −12.5%188.7K after | |
| Sep 9, 2026 (view filing)4:00 PM ET | Sep 4 | 5 days | Jiyane SipheleleChief Accounting Officer | SSaleClass A Common Stock | −25.0K | $72.41 | −$1.81M | −10.4%215.7K after | |
| Sep 3, 2026 (view filing)5:15 PM ET | Sep 1-3 | 2 days | Adkins KatherineChief Legal Officer | SSaleClass A Common Stock | −83.3K | $73.04 | −$6.09M | −35.3%152.4K after | 4 lots10b5-1 |
| Sep 3, 2026 (view filing)4:06 PM ET | Sep 1-2 | 2 days | O'Hare RobertChief Financial Officer | SSaleClass A Common Stock | −21.6K | $72.26 | −$1.56M | −88.8%2.73K after | 3 lots10b5-1 |
| Sep 1, 2026 (view filing)4:15 PM ET | Aug 28 | 4 days | Linford MichaelChief Operating Officer | SSaleClass A Common Stock | −79.2K | $90.01 | −$7.13M | −39.6%120.7K after | 10b5-1 |
| Aug 14, 2026 (view filing)4:00 PM ET | Aug 12 | 2 days | Watson Noel BertramDirector | SSaleClass A Common Stock | −2.00K | $77.86 | −$155.7K | −5.5%34.1K after | 10b5-1 |
| Jun 30, 2026 (view filing) | Jun 26 | 4 days | Linford MichaelChief Operating Officer | SSaleClass A Common Stock | −100.0K | $80.04 | −$8.00M | −45.9%118.0K after | 10b5-1 |
| May 14, 2026 (view filing) | May 13 | 1 day | Watson Noel BertramDirector | SSaleClass A Common Stock | −2.00K | $65.00 | −$130.0K | −5.3%36.1K after | 10b5-1 |
| Apr 16, 2026 (view filing) | Apr 14 | 2 days | Watson Noel BertramDirector | SSaleClass A Common Stock | −2.00K | $55.00 | −$110.0K | −5.0%38.1K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 667 holdersThe largest institutional positions in Affirm Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 26,000,572 | $2.12B | 0.30% | +1,408,539+5.7% | Added |
| Capital World Investors | 23,115,136 | $1.89B | 0.22% | +602,213+2.7% | Added |
| Morgan Stanley | 23,000,269 | $1.88B | 0.10% | +1,284,287+5.9% | Added |
| BlackRock, Inc. | 19,613,537 | $1.60B | 0.02% | +881,044+4.7% | Added |
| FMR LLC | 17,581,656 | $1.43B | 0.06% | +287,275+1.7% | Added |
| JPMorgan Chase & Co | 16,722,922 | $1.37B | 0.08% | +11,425,906+215.7% | Added |
| Vanguard Capital Management LLC | 12,320,890 | $1.00B | 0.02% | +168,515+1.4% | Added |
| Vanguard Portfolio Management LLC | 11,886,405 | $969.3M | 0.04% | +286,412+2.5% | Added |
| State Street Corp | 6,349,214 | $517.8M | 0.02% | +318,073+5.3% | Added |
| Baillie Gifford & Co | 5,856,569 | $477.6M | 0.43% | +554,272+10.5% | Added |
Holders of 5% or more of AFRM
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Affirm Holdings, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Capital World Investors | 13G/A | 7.90%23.1M shares | – | Feb 9, 20243 filings | Aug 12, 2026 | SEC |
| Morgan Stanley | 13G/A | 7.10%20.7M shares | −1.00 ppfrom 8.10% | Feb 8, 20235 filings | May 11, 2026 | SEC |
| JPMorgan Chase & Co | 13G | 5.70%16.8M shares | 0.00 ppfrom 5.70% | Jul 16, 20262 filings | Jul 16, 2026 | SEC |
| BlackRock, Inc. | 13G | 5.10%14.8M shares | New | Jan 21, 20261 filing | Jan 21, 2026 | SEC |
Politician trades
All politician trades in AFRM3 members of Congress reported 6 trades in Affirm Holdings, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 19, 2023 |  Daniel S. Goldman House · NY | Buy | $1K-$15K |
| May 20, 2022 |  Thomas R. Suozzi House · NY | Sell | $1K-$15K |
| Mar 18, 2022 |  Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Jan 10, 2022 | Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Nov 15, 2021 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
House · NY · May 19, 2023
Buy$1K-$15K
House · NY · May 20, 2022
Sell$1K-$15K
House · NJ · Mar 18, 2022
Sell$1K-$15K
House · NJ · Jan 10, 2022
Sell (partial)$1K-$15K
House · NJ · Nov 15, 2021
Buy$1K-$15K