Affirm Holdings, Inc. (AFRM)
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.
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
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)
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
ETFs holding Affirm Holdings, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
AFRM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
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.