Affirm Holdings, Inc. (AFRM) — Institutional Holders, Q2 2026 (page 5)
695 institutional investment managers reported a AFRM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $22.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AFRM 13F holders ranked 401–500 of 695
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Simplicity Wealth#401 · 7,297 sh | 7,297 | $595.1K | — | -62.5% |
| 402 | Ethic#402 · 7,262 sh | 7,262 | $592.3K | <0.01% | +56.8% |
| 403 | HB Wealth Management#403 · 7,227 sh | 7,227 | $589.4K | — | +18.7% |
| 404 | Global Retirement Partners#404 · 7,188 sh | 7,188 | $586.2K | <0.01% | — |
| 405 | INDEPENDENT FINANCIAL GROUP#405 · 7,045 sh | 7,045 | $574.5K | — | -36.3% |
| 406 | Shearwater Capital#406 · 7,000 sh | 7,000 | $570.9K | — | 0.0% |
| 407 | WILEY BROS.-AINTREE CAPITAL#407 · 6,981 sh | 6,981 | $568.1K | <0.01% | -52.4% |
| 408 | UniSuper Management Pty Ltd#408 · 6,778 sh | 6,778 | $552.7K | — | +47.3% |
| 409 | E. Ohman J:or Asset Management AB#409 · 6,760 sh | 6,760 | $551.3K | — | 0.0% |
| 410 | Cravens & Advisors#410 · 6,751 sh | 6,751 | $550.5K | — | -27.2% |
| 411 | Oder Investment Management#411 · 6,665 sh | 6,665 | $543.5K | 0.37% | 0.0% |
| 412 | Alliance Wealth Advisors#412 · 6,600 sh | 6,600 | $538.2K | — | New |
| 413 | EMERALD MUTUAL FUND ADVISERS#413 · 6,520 sh | 6,520 | $531.7K | 0.02% | 0.0% |
| 414 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#414 · 6,514 sh | 6,514 | $531.2K | <0.01% | New |
| 415 | EVERGREEN CAPITAL MANAGEMENT#415 · 6,487 sh | 6,487 | $529.0K | — | New |
| 416 | Nelson, Van Denburg & Campbell Wealth Management Group#416 · 6,429 sh | 6,429 | $524.3K | — | +19.8% |
| 417 | STRS OHIO#417 · 6,291 sh | 6,291 | $513.0K | <0.01% | -74.7% |
| 418 | Dana Investment Advisors#418 · 6,288 sh | 6,288 | $512.8K | 0.01% | -1.7% |
| 419 | Portside Wealth Group#419 · 6,279 sh | 6,279 | $512.1K | — | New |
| 420 | BOOTHBAY FUND MANAGEMENT#420 · 6,214 sh | 6,214 | $506.8K | <0.01% | -34.4% |
| 421 | Meeder Advisory Services#421 · 6,212 sh | 6,212 | $506.6K | 0.02% | 0.0% |
| 422 | PRUDENTIAL FINANCIAL#422 · 6,205 sh | 6,205 | $506.0K | <0.01% | -29.6% |
| 423 | Huntleigh Advisors#423 · 6,186 sh | 6,186 | $504.5K | 0.07% | -0.4% |
| 424 | KESTRA PRIVATE WEALTH SERVICES#424 · 6,182 sh | 6,182 | $504.1K | <0.01% | +7.8% |
| 425 | B. Metzler seel. Sohn & AG#425 · 6,168 sh | 6,168 | $503.0K | <0.01% | 0.0% |
| 426 | GSA CAPITAL PARTNERS LLP#426 · 6,114 sh | 6,114 | $499.0K | 0.03% | +26.4% |
| 427 | TWO SIGMA SECURITIES#427 · 5,985 sh | 5,985 | $488.1K | 0.04% | New |
| 428 | Wealthfront Advisers#428 · 5,786 sh | 5,786 | $471.8K | <0.01% | -1.5% |
| 429 | Integrated Wealth Concepts#429 · 5,709 sh | 5,709 | $465.6K | <0.01% | -6.6% |
| 430 | PERSONAL CFO SOLUTIONS#430 · 5,706 sh | 5,706 | $465.3K | 0.07% | +6.8% |
| 431 | GAMMA Investing#431 · 5,609 sh | 5,609 | $457.4K | — | +25.3% |
| 432 | Parallel Advisors#432 · 5,585 sh | 5,585 | $455.5K | <0.01% | +24.2% |
| 433 | SAGESPRING WEALTH PARTNERS#433 · 5,561 sh | 5,561 | $453.5K | — | New |
| 434 | Aaron Wealth Advisors#434 · 5,557 sh | 5,557 | $453.2K | — | +4.2% |
| 435 | Ancora Advisors#435 · 5,500 sh | 5,500 | $448.5K | <0.01% | +57.1% |
| 436 | OSTRUM ASSET MANAGEMENT#436 · 5,496 sh | 5,496 | $448.2K | 0.02% | 0.0% |
| 437 | Kera Capital Partners#437 · 5,436 sh | 5,436 | $443.3K | 0.04% | -1.0% |
| 438 | Bluebird Wealth Management#438 · 5,396 sh | 5,396 | $440.0K | 0.38% | -9.2% |
| 439 | Vestcor#439 · 5,341 sh | 5,341 | $436.0K | 0.01% | 0.0% |
| 440 | Kestra Advisory Services#440 · 19,975 sh | 19,975 | $420.4K | <0.01% | +320.0% |
| 441 | Lido Advisors#441 · 5,125 sh | 5,125 | $418.0K | <0.01% | New |
| 442 | Choate Investment Advisors#442 · 5,120 sh | 5,120 | $417.5K | <0.01% | 0.0% |
| 443 | NORDEN GROUP#443 · 5,093 sh | 5,093 | $415.3K | — | New |
| 444 | Vann Equity Management#444 · 5,076 sh | 5,076 | $414.0K | — | -2.2% |
| 445 | Savvy Advisors#445 · 4,961 sh | 4,961 | $404.6K | <0.01% | +8.4% |
| 446 | Farther Finance Advisors#446 · 4,914 sh | 4,914 | $400.8K | — | +1.0% |
| 447 | PRUDENTIAL PLC#447 · 4,858 sh | 4,858 | $396.2K | <0.01% | 0.0% |
| 448 | BANK OF NOVA SCOTIA#448 · 4,788 sh | 4,788 | $390.5K | <0.01% | +8.3% |
| 449 | Capital Markets Trading UK LLP#449 · 4,767 sh | 4,767 | $389.0K | <0.01% | New |
| 450 | Apollon Wealth Management#450 · 4,755 sh | 4,755 | $387.8K | — | -10.0% |
| 451 | TCW GROUP#451 · 4,754 sh | 4,754 | $387.7K | <0.01% | +7.5% |
| 452 | COMMERCE BANK#452 · 4,730 sh | 4,730 | $385.7K | <0.01% | +8.1% |
| 453 | Merit Financial Group#453 · 4,708 sh | 4,708 | $384.0K | <0.01% | New |
| 454 | Advisors Asset Management#454 · 4,685 sh | 4,685 | $382.1K | <0.01% | +19.2% |
| 455 | Versant Capital Management#455 · 4,652 sh | 4,652 | $379.4K | — | +34.7% |
| 456 | Y-Intercept (Hong Kong) Ltd#456 · 4,621 sh | 4,621 | $376.8K | — | New |
| 457 | CAPITAL ADVISORS#457 · 4,497 sh | 4,497 | $366.7K | <0.01% | -4.4% |
| 458 | Blackstone#458 · 4,380 sh | 4,380 | $357.2K | <0.01% | New |
| 459 | Callan Family Office#459 · 4,323 sh | 4,323 | $352.5K | <0.01% | New |
| 460 | PFG Advisors#460 · 4,272 sh | 4,272 | $348.4K | — | New |
| 461 | Diversified#461 · 4,145 sh | 4,145 | $338.0K | <0.01% | -5.4% |
| 462 | IFP Advisors#462 · 4,080 sh | 4,080 | $332.7K | — | +9.2% |
| 463 | Siemens Fonds Invest GmbH#463 · 4,034 sh | 4,034 | $329.0K | 0.02% | +8.0% |
| 464 | Marex Group plc#464 · 4,027 sh | 4,027 | $328.4K | <0.01% | -76.4% |
| 465 | RITHOLTZ WEALTH MANAGEMENT#465 · 4,006 sh | 4,006 | $326.7K | <0.01% | New |
| 466 | PAR CAPITAL MANAGEMENT#466 · 4,000 sh | 4,000 | $326.2K | <0.01% | New |
| 467 | Financiere des Professionnels - Fonds d,investissement#467 · 3,954 sh | 3,954 | $322.4K | 0.02% | -82.3% |
| 468 | Harel Insurance Investments & Financial Services Ltd.#468 · 3,951 sh | 3,951 | $319.0K | <0.01% | +25.4% |
| 469 | Chicago Partners Investment Group#469 · 4,467 sh | 4,467 | $318.1K | — | +0.4% |
| 470 | Royal Fund Management#470 · 3,844 sh | 3,844 | $313.5K | — | -88.5% |
| 471 | Frank, Rimerman Advisors#471 · 3,799 sh | 3,799 | $309.8K | — | New |
| 472 | YOUSIF CAPITAL MANAGEMENT#472 · 3,775 sh | 3,775 | $307.9K | — | New |
| 473 | Envestnet Portfolio Solutions#473 · 3,760 sh | 3,760 | $306.6K | <0.01% | New |
| 474 | Spartan Wealth Advisory Services#474 · 3,757 sh | 3,757 | $306.4K | 0.03% | New |
| 475 | OXFORD ASSET MANAGEMENT LLP#475 · 3,689 sh | 3,689 | $300.8K | 0.15% | New |
| 476 | Venturi Wealth Management#476 · 3,672 sh | 3,672 | $299.5K | 0.01% | New |
| 477 | ODDO BHF ASSET MANAGEMENT SAS#477 · 255 sh | 255 | $297.6K | 0.01% | New |
| 478 | ONE WEALTH CAPITAL MANAGEMENT#478 · 3,609 sh | 3,609 | $294.3K | — | New |
| 479 | SeaCrest Wealth Management#479 · 3,560 sh | 3,560 | $290.3K | — | New |
| 480 | CIBC WORLD MARKET#480 · 3,526 sh | 3,526 | $287.5K | <0.01% | New |
| 481 | F&V Capital Management#481 · 3,426 sh | 3,426 | $279.0K | — | New |
| 482 | GABLES CAPITAL MANAGEMENT#482 · 3,400 sh | 3,400 | $277.3K | 0.10% | -46.0% |
| 483 | SYON CAPITAL#483 · 3,313 sh | 3,313 | $270.2K | 0.01% | New |
| 484 | Alyeska Investment Group, L.P.#484 · 3,292 sh | 3,292 | $268.5K | <0.01% | New |
| 485 | Congress Park Capital#485 · 3,250 sh | 3,250 | $265.0K | — | New |
| 486 | SRS Capital Advisors#486 · 3,246 sh | 3,246 | $264.7K | <0.01% | +608.7% |
| 487 | Leonteq Securities AG#487 · 3,235 sh | 3,235 | $263.8K | <0.01% | -94.3% |
| 488 | Quadrature Capital Ltd#488 · 3,213 sh | 3,213 | $262.0K | <0.01% | New |
| 489 | EverSource Wealth Advisors#489 · 3,203 sh | 3,203 | $261.2K | <0.01% | -67.6% |
| 490 | Mount Yale Investment Advisors#490 · 3,142 sh | 3,142 | $256.2K | <0.01% | New |
| 491 | Seelaus Asset Management#491 · 3,059 sh | 3,059 | $249.5K | — | New |
| 492 | VisionPoint Advisory Group#492 · 3,040 sh | 3,040 | $247.9K | — | New |
| 493 | Prime Capital Investment Advisors#493 · 3,024 sh | 3,024 | $246.6K | — | New |
| 494 | Rareview Capital#494 · 3,541 sh | 3,541 | $244.8K | 0.14% | 0.0% |
| 495 | Allworth Financial#495 · 2,980 sh | 2,980 | $243.0K | <0.01% | +52.6% |
| 496 | Intellectus Partners#496 · 2,966 sh | 2,966 | $241.9K | 0.04% | New |
| 497 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#497 · 2,956 sh | 2,956 | $241.1K | 0.01% | +986.8% |
| 498 | KEYBANK NATIONAL ASSOCIATION#498 · 2,907 sh | 2,907 | $237.1K | <0.01% | New |
| 499 | OneDigital Investment Advisors#499 · 2,905 sh | 2,905 | $236.9K | <0.01% | New |
| 500 | PFG Investments#500 · 2,880 sh | 2,880 | $234.9K | <0.01% | -53.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.