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AFRM
Affirm Holdings, Inc.Latest close $706 of 27 marquee funds currently hold3 CUSIPs mapped
Current holders
6
27 funds tracked
Ever held
15
Current + past
New this quarter
2
Exited this quarter
4
Marquee-fund ownership over time
May 17, 2021Aug 14, 2024Aug 14, 2025May 15, 2026
Now
8
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $25 | $70 | +177% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $70 | — |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $27 | $70 | +165% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $70 | — |
| D1 Capital Partners | Q2 2025 | 4Q | $52 | $70 | +36% |
| Point72 Asset Management re-entered | Q3 2025(8Q snapshot) | 3Q | $77 | $70 | -9% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments 2× in & out | Q1 2026 | Q2 2026 | — | +0% |
| Lone Pine Capital | Q1 2026 | Q2 2026 | → $66 | +28% |
| D.E. Shaw 2× in & out | Q1 2026 | Q2 2026 | — | +0% |
| Maverick Capital 2× in & out | Q3 2025 | Q2 2026 | → $66 | -15% |
| Bridgewater Associates 2× in & out | Q4 2025 | Q1 2026 | → $50 | -32% |
| Soros Fund Management | Q2 2025 | Q3 2025 | → $77 | +49% |
| Coatue Management 3× in & out | Q1 2025 | Q2 2025 | → $52 | -36% |
| Tiger Global | Q2 2021 | Q2 2022 | → $23 | -55% |
| Viking Global Investors | Q2 2021 | Q3 2021 | → $64 | +26% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Affirm Holdings, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
9
Filings · last 90d
15
Total on file
438
Recent SEC buffer
Most recent
Jun 3, 2026
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-040241Jun 3, 2026
- Form 40001628280-26-040240Jun 3, 2026
- Form 40001628280-26-040239Jun 3, 2026
- Form 40001628280-26-040238Jun 3, 2026
- Form 40001628280-26-040237Jun 3, 2026
- Form 40001628280-26-035127May 14, 2026
- Form 40001628280-26-030653May 5, 2026
- Form 40001628280-26-030650May 5, 2026
- Form 40001628280-26-030649May 5, 2026
- Form 40001628280-26-025513Apr 16, 2026
- Form 40001628280-26-024436Apr 9, 2026
- Form 40001628280-26-023647Apr 3, 2026
- Form 40001628280-26-023316Apr 2, 2026
- Form 40001628280-26-023315Apr 2, 2026
- Form 40001628280-26-023314Apr 2, 2026
Showing 15 of 438 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Affirm Holdings, Inc.Annual figures sourced directly from Affirm Holdings, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$3.22B
FY2025+39% YoY
Net income
$52.19M
FY2025+110% YoY
EPS (diluted)
$0.1500
FY2025+109% YoY
Free cash flow(?)
$601.72M
FY2025+107% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Affirm Holdings, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventJan 16, 2026
- 8-KMaterial eventDec 18, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 6, 2025
- DEF 14AProxy statementOct 24, 2025
- 8-KMaterial eventSep 22, 2025
- 10-KAnnual reportAug 28, 2025
- 8-KMaterial eventAug 28, 2025
- 8-KMaterial eventJun 26, 2025
- 8-KMaterial eventJun 12, 2025
- DEF 14AProxy statementMay 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $66 | $64 | -2% |
| Renaissance Technologies | Q2 2026 | open | $68 | $64 | -5% |
| Two Sigma Investments | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Lone Pine Capital | Q1 2026 | Q2 2026 | $52 | $66 | +28% |
| D.E. Shaw | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Millennium Management | Q1 2026 | open | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $73 | $50 | -32% |
| Maverick Capital | Q3 2025 | Q2 2026 | $77 | $66 | -15% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $77 | $71 | -8% |
| Soros Fund Management | Q2 2025 | Q3 2025 | $52 | $77 | +49% |
| D1 Capital Partners | Q2 2025 | open | $52 | $70 | +36% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $57 | $78 | +37% |
| Coatue Management | Q1 2025 | Q2 2025 | $81 | $52 | -36% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $27 | $55 | +106% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $27 | $64 | +142% |
| Two Sigma Investments | Q3 2024 | Q2 2026 | $27 | $66 | +148% |
| D.E. Shaw | Q3 2024 | open | $27 | $64 | +142% |
| AQR Capital Management | Q3 2024 | open | $27 | $64 | +142% |
| Millennium Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $27 | $64 | +142% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $25 | $55 | +115% |
| Maverick Capital | Q2 2024 | Q4 2024 | $32 | $53 | +65% |
| Coatue Management | Q1 2024 | Q2 2024 | $41 | $32 | -21% |
| Coatue Management | Q4 2021 | Q2 2022 | $149 | $23 | -85% |
| Tiger Global | Q2 2021 | Q2 2022 | $51 | $23 | -55% |
| Viking Global Investors | Q2 2021 | Q3 2021 | $51 | $64 | +26% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.