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Get Institutions for : 
Affirm Holdings, Inc. (AFRM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 391    67
Total shares held : 
191,493,335  
% of shares held : 
86.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  49  
Amount of shares held : 
388,473  
% of shares held change : 
  0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
104
 7,458,275
 3.89%
 
Increased Positions :
97
 20,159,684
 10.53%
 
Unchanged Positions :
75
 4,107,851
 2.15%
 
Decreased Positions :
115
-22,839,820
-11.93%
 
Closed Positions :
37
-4,389,666
-2.29%
 
Guru Positions :
1
420,000
 0.22%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Founders Fund Growth Management LLC 1 - 2024-03-31 1,622,338 $60,448,000 0
   ALLEN OPERATIONS LLC 9 - 2024-03-31 721,382 $26,879,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 891 - 2024-03-31 335,420 $12,498,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 35 - 2024-03-31 315,000 $11,737,000 0
   ZWEIGDIMENNA ASSOCIATES LLC 36 - 2024-03-31 313,316 $11,674,000 0
   ALLEN HOLDING INC /NY 7 - 2024-03-31 255,262 $9,511,000 0
   Belmont Capital LLC 12 - 2024-03-31 188,000 $7,005,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 81 - 2024-03-31 161,044 $6,000,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 719 - 2024-03-31 130,663 $4,869,000 0
   DIKER MANAGEMENT LLC 6 - 2024-03-31 115,000 $4,285,000 0
   DFPG INVESTMENTS INC. 100 - 2023-12-31 75,010 $3,262,000 0
   Once Capital Management LLC 15 - 2024-03-31 84,400 $3,145,000 0
   VK Services LLC 7 - 2024-03-31 74,981 $2,794,000 0
   LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. 25 - 2024-03-31 69,374 $2,585,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 720 - 2024-03-31 58,623 $2,184,000 0
   DELTA AIR LINES INC. 4 - 2024-03-31 50,000 $1,863,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 83 - 2024-03-31 40,253 $1,500,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 715 - 2024-03-31 23,329 $869,000 0
   CIM INVESTMENT MANGEMENT INC 101 - 2024-03-31 18,567 $692,000 0
   Source Financial Advisors LLC 63 - 2024-03-31 15,835 $590,000 0
   BBR PARTNERS, LLC 130 - 2024-03-31 15,818 $589,000 0
   Maryland State Retirement & Pension System 1069 - 2024-03-31 17,492 $538,000 0
   Oder Investment Management LLC 70 - 2024-03-31 11,573 $431,000 0
   PARAGON CAPITAL MANAGEMENT LTD 78 - 2024-03-31 10,770 $401,000 0
   GAMCO INVESTORS INC ET AL 723 - 2024-03-31 10,000 $373,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 227 - 2023-09-30 13,454 $286,000 0
   Shearwater Capital LLC 37 - 2024-03-31 7,000 $261,000 0
   Biltmore Family Office LLC 174 - 2024-03-31 6,100 $227,000 0
   Spectrum Wealth Counsel LLC 128 - 2024-03-31 5,850 $218,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 1008 - 2024-03-31 5,637 $210,000 0
   SILVERCREST ASSET MANAGEMENT GROUP LLC 823 - 2024-03-31 5,500 $205,000 0
   EverSource Wealth Advisors LLC 520 - 2024-03-31 2,887 $142,000 0
   ANCORA ADVISORS, LLC 730 - 2024-03-31 3,500 $130,000 0
   DEKABANK DEUTSCHE GIROZENTRALE 1273 - 2024-03-31 2,617 $96,000 0
   Twin Lakes Capital Management LLC 124 - 2024-03-31 1,811 $67,000 0
   Westside Investment Management Inc. 325 - 2024-03-31 1,641 $61,000 0
   Private Ocean LLC 277 - 2024-03-31 961 $36,000 0
   Allspring Global Investments Holdings LLC 2078 - 2024-03-31 655 $24,000 0
   HARBOUR INVESTMENTS INC. 1851 - 2023-12-31 420 $21,000 0
   WASHINGTON TRUST CO 582 - 2024-03-31 521 $19,000 0
   Capital Advisors Ltd. LLC 604 - 2024-03-31 479 $18,000 0
   Goss Wealth Management LLC 2669 - 2024-03-31 451 $17,000 0
   OPTIMUM INVESTMENT ADVISORS 507 - 2024-03-31 330 $12,000 0
   Tradewinds Capital Management LLC 301 - 2024-03-31 315 $12,000 0
   Activest Wealth Management 212 - 2024-03-31 304 $11,000 0
   SEEYOND 602 - 2022-12-31 960 $9,000 0
   TSFG LLC 492 - 2024-03-31 250 $9,000 0
   VALLEY NATIONAL ADVISERS INC 698 - 2024-03-31 220 $8,000 0
   Banque Cantonale Vaudoise 940 - 2024-03-31 200 $7,000 0
   Tacita Capital Inc 193 - 2024-03-31 200 $7,000 0
   Sachetta LLC 480 - 2024-03-31 118 $6,000 0
   JDM Financial Group LLC 177 - 2024-03-31 167 $6,000 0
   Fortitude Family Office LLC 638 - 2024-03-31 124 $5,000 0
   Householder Group Estate & Retirement Specialist L 943 - 2024-03-31 135 $5,000 0
   Tortoise Investment Management LLC 691 - 2024-03-31 110 $4,000 0
   BFSG LLC 552 - 2024-03-31 100 $4,000 0
   Tower View Investment Management & Research LLC 174 - 2024-03-31 100 $4,000 0
   SALEM INVESTMENT COUNSELORS INC 954 - 2024-03-31 100 $4,000 0
   Geneos Wealth Management Inc. 1783 - 2024-03-31 115 $4,000 0
   Bell Investment Advisors Inc 1207 - 2024-03-31 70 $3,000 0
   Scarborough Advisors LLC 293 - 2024-03-31 70 $3,000 0
   AllSquare Wealth Management LLC 448 - 2024-03-31 68 $3,000 0
   GRADIENT INVESTMENTS LLC 797 - 2024-03-31 77 $3,000 0
   Blume Capital Management Inc. 286 - 2024-03-31 80 $3,000 0
   CGC Financial Services LLC 274 - 2024-03-31 50 $2,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 763 - 2024-03-31 55 $2,000 0
   HALL LAURIE J TRUSTEE 244 - 2024-03-31 50 $2,000 0
   JFS WEALTH ADVISORS, LLC 1501 - 2024-03-31 53 $2,000 0
   City State Bank 662 - 2024-03-31 55 $2,000 0
   Sutton Wealth Advisors Inc. 724 - 2023-09-30 98 $2,000 0
   CarsonAllaria Wealth Management Ltd. 341 - 2024-03-31 50 $2,000 0
   SOA Wealth Advisors LLC. 726 - 2024-03-31 41 $2,000 0
   Beacon Capital Management LLC 835 - 2024-03-31 64 $2,000 0
   Rise Advisors LLC 1170 - 2024-03-31 20 $1,000 0
   SJS Investment Consulting Inc. 937 - 2024-03-31 27 $1,000 0
   CVA Family Office LLC 983 - 2024-03-31 35 $1,000 0
   WEST OAK CAPITAL LLC 290 - 2024-03-31 40 $1,000 0
   BerganKDV Wealth Management LLC 781 - 2023-06-30 33 $1,000 0
   Heritage Wealth Advisors 503 - 2024-03-31 15 $1,000 0
   ICA Group Wealth Management LLC 1208 - 2024-03-31 30 $1,000 0
   Riggs Asset Managment Co. Inc. 664 - 2024-03-31 3 $0 0
   Larson Financial Group LLC 1803 - 2024-03-31 5 $0 0
   NOMURA ASSET MANAGEMENT CO LTD 1795 *New 2024-03-31 0 $0 0
   MCF Advisors LLC 1011 - 2024-03-31 3 $0 0
   WEST PACES ADVISORS INC. 657 - 2024-03-31 5 $0 0
   Hexagon Capital Partners LLC 1528 - 2024-03-31 3 $0 0

  86 Records found
  1    
  Page 1 of 1
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