Stocklore

Affirm Holdings, Inc. (AFRM)

Financials · US stock

What changed in recent filings

  • Institutions — 4 new · 1 added13F · as of end of 2026 Q2
  • Risk factors — 1 added · 3 removed · new: We have applied to establish Affirm Bank as…10-K Jun 30, 2025 → Jun 30, 2026 · filed this month

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Affirm Holdings, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2021 Q1 · 82021 Q2 · 72021 Q3 · 72021 Q4 · 62022 Q1 · 22022 Q2 · 42022 Q3 · 22022 Q4 · 32023 Q1 · 22023 Q2 · 22023 Q3 · 32023 Q4 · 22024 Q1 · 32024 Q2 · 52024 Q3 · 12024 Q4 · 42025 Q1 · 32025 Q2 · 32025 Q3 · 42025 Q4 · 42026 Q1 · 22026 Q2 · 5
21 Q123 Q326 Q2

2021 Q1: 8 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Affirm Holdings, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.43% of portfolio · since 2021 Q1
  • Durable Capital Partners3.51% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.22% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)under 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Affirm. A buy-now-pay-later (BNPL) company. Partnering with major platforms like Amazon and Shopify, it offers interest-free installment payments.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

Affirm Holdings, Inc. is classified under the Financials sector. See peers below.

Affirm Holdings, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

35.2%
1.79x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Affirm Holdings, Inc. vs Financials sector benchmark

Median of 30 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
32.2%vs benchmark 13.5%↑ above
Operating margin
12.6%vs benchmark 30.6%↓ below
Net margin
45.3%vs benchmark 26.7%↑ above
ROE
35.2%vs benchmark 13.4%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

AFRM segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Jun '25Jun '26
United States 97%Canada 3%Other Geographical 0%

ETFs holding Affirm Holdings, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

JEPIJPMorgan Equity Premium Income ETF
0.12%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%

AFRM on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Financials average
See full AFRM analysis →

Peers · Financials

AFRM FAQ

What is Affirm Holdings, Inc. (AFRM)?

Affirm. A buy-now-pay-later (BNPL) company. Partnering with major platforms like Amazon and Shopify, it offers interest-free installment payments.

What sector is Affirm Holdings, Inc. in?

Affirm Holdings, Inc. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

What are Affirm Holdings, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 32.2%, Operating margin 12.6%, Net margin 45.3%, ROE 35.2%, Debt-to-equity 1.79x. Definitions and interpretation are available on Stocklore.

Where can I analyze Affirm Holdings, Inc. (AFRM) stock?

On Stocklore you can see AFRM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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