Affirm Holdings, Inc. (AFRM) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 695
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | AlphaCore Capital#501 · 2,865 sh | 2,865 | $233.6K | <0.01% | New |
| 502 | Valeo Financial Advisors#502 · 2,853 sh | 2,853 | $232.6K | — | New |
| 503 | BRIGHTON JONES#503 · 2,852 sh | 2,852 | $232.6K | <0.01% | New |
| 504 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#504 · 2,851 sh | 2,851 | $232.5K | — | New |
| 505 | Freestone Capital#505 · 2,827 sh | 2,827 | $230.5K | <0.01% | New |
| 506 | BIRCH FINANCIAL GROUP#506 · 2,793 sh | 2,793 | $227.7K | — | New |
| 507 | Axim Planning & Wealth#507 · 2,763 sh | 2,763 | $225.3K | 0.31% | New |
| 508 | Spire Wealth Management#508 · 2,668 sh | 2,668 | $217.6K | <0.01% | +4.3% |
| 509 | 111 Capital#509 · 2,660 sh | 2,660 | $216.9K | 0.04% | New |
| 510 | DMC Group#510 · 2,655 sh | 2,655 | $216.5K | — | New |
| 511 | Proficio Capital Partners#511 · 2,647 sh | 2,647 | $215.9K | <0.01% | New |
| 512 | CIGNA INVESTMENTS#512 · 2,640 sh | 2,640 | $215.0K | — | New |
| 513 | Smartleaf Asset Management#513 · 2,621 sh | 2,621 | $214.4K | <0.01% | 0.0% |
| 514 | COLDSTREAM CAPITAL MANAGEMENT#514 · 2,621 sh | 2,621 | $213.7K | <0.01% | New |
| 515 | Rakuten Securities#515 · 2,534 sh | 2,534 | $206.6K | 0.05% | -38.7% |
| 516 | abrdn plc#516 · 2,512 sh | 2,512 | $204.9K | <0.01% | New |
| 517 | CITIZENS FINANCIAL GROUP#517 · 2,486 sh | 2,486 | $202.7K | — | New |
| 518 | Banque Cantonale Vaudoise#518 · 2,326 sh | 2,326 | $190.0K | <0.01% | New |
| 519 | PIPER SANDLER#519 · 192,000 sh | 192,000 | $188.6K | — | 0.0% |
| 520 | Mirae Asset Global Investments , Ltd.#520 · 2,244 sh | 2,244 | $183.0K | <0.01% | -33.0% |
| 521 | Virtus Fixed Income Advisers#521 · 151,000 sh | 151,000 | $176.1K | 0.11% | New |
| 522 | ROTHSCHILD INVESTMENT#522 · 2,113 sh | 2,113 | $172.3K | <0.01% | +882.8% |
| 523 | Newbridge Financial Services Group#523 · 2,107 sh | 2,107 | $171.8K | — | -8.3% |
| 524 | Volterra Technologies#524 · 1,959 sh | 1,959 | $159.8K | 0.02% | New |
| 525 | Sterling Capital Management#525 · 1,848 sh | 1,848 | $150.7K | — | -62.3% |
| 526 | Twin Lakes Capital Management#526 · 1,811 sh | 1,811 | $147.7K | 0.06% | 0.0% |
| 527 | Livforsakringsbolaget Skandia, Omsesidigt#527 · 1,800 sh | 1,800 | $146.7K | — | 0.0% |
| 528 | LAZARD ASSET MANAGEMENT#528 · 2,053,386 sh | 2,053,386 | $137.0K | <0.01% | -91.4% |
| 529 | CULLEN/FROST BANKERS#529 · 1,471 sh | 1,471 | $120.0K | — | +41.2% |
| 530 | NBC SECURITIES#530 · 1,394 sh | 1,394 | $113.7K | — | -1.8% |
| 531 | Larson Financial Group#531 · 1,352 sh | 1,352 | $110.3K | <0.01% | +7.4% |
| 532 | THURSTON, SPRINGER, MILLER, HERD & TITAK#532 · 1,314 sh | 1,314 | $107.2K | — | 0.0% |
| 533 | Quarry#533 · 1,261 sh | 1,261 | $102.8K | <0.01% | -57.3% |
| 534 | Transamerica Financial Advisors#534 · 1,197 sh | 1,197 | $97.6K | <0.01% | +83.9% |
| 535 | HOLLENCREST SECURITIES#535 · 1,186 sh | 1,186 | $96.7K | <0.01% | New |
| 536 | Westside Investment Management#536 · 1,170 sh | 1,170 | $95.4K | 0.01% | 0.0% |
| 537 | HARBOR INVESTMENT ADVISORY#537 · 1,113 sh | 1,113 | $90.8K | — | New |
| 538 | OSSIAM#538 · 1,062 sh | 1,062 | $86.6K | <0.01% | -61.9% |
| 539 | CX Institutional#539 · 1,045 sh | 1,045 | $85.0K | — | +2724.3% |
| 540 | VALLEY NATIONAL ADVISERS#540 · 983 sh | 983 | $80.2K | — | 0.0% |
| 541 | Institute for Wealth Management#541 · 859 sh | 859 | $70.1K | <0.01% | -97.8% |
| 542 | UMB Bank, n.a.#542 · 803 sh | 803 | $65.5K | <0.01% | +4.0% |
| 543 | BESSEMER GROUP#543 · 36,328 sh | 36,328 | $62.0K | <0.01% | 0.0% |
| 544 | Quent Capital#544 · 741 sh | 741 | $60.4K | <0.01% | +53.7% |
| 545 | Blume Capital Management#545 · 730 sh | 730 | $59.5K | — | -3.3% |
| 546 | HUNTINGTON NATIONAL BANK#546 · 690 sh | 690 | $56.3K | <0.01% | +3531.6% |
| 547 | Osbon Capital Management#547 · 661 sh | 661 | $53.9K | 0.04% | 0.0% |
| 548 | Washington Advisors#548 · 601 sh | 601 | $49.0K | — | New |
| 549 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#549 · 600 sh | 600 | $48.9K | 0.01% | 0.0% |
| 550 | Oslo Pensjonsforsikring AS#550 · 562 sh | 562 | $45.8K | — | -61.0% |
| 551 | VIRTUS ADVISERS#551 · 36,000 sh | 36,000 | $42.0K | 0.02% | 0.0% |
| 552 | CVA Family Office#552 · 509 sh | 509 | $41.5K | <0.01% | +37.9% |
| 553 | Oak Harvest Investment Services#553 · 41,000 sh | 41,000 | $40.4K | — | 0.0% |
| 554 | Capital Advisors, Ltd.#554 · 489 sh | 489 | $40.0K | — | 0.0% |
| 555 | HARBOUR INVESTMENTS#555 · 464 sh | 464 | $37.8K | <0.01% | +15.4% |
| 556 | Keating Financial Advisory Services#556 · 460 sh | 460 | $37.5K | <0.01% | +20.4% |
| 557 | Strive Financial Group#557 · 450 sh | 450 | $36.7K | 0.02% | 0.0% |
| 558 | V-Square Quantitative Management#558 · 439 sh | 439 | $35.8K | — | -15.1% |
| 559 | Triumph Capital Management#559 · 428 sh | 428 | $34.9K | — | 0.0% |
| 560 | MATHER GROUP#560 · 401 sh | 401 | $32.7K | — | -4.1% |
| 561 | STEPHENS#561 · 28,000 sh | 28,000 | $32.6K | <0.01% | -3.4% |
| 562 | SWAN Capital#562 · 400 sh | 400 | $32.6K | 0.01% | 0.0% |
| 563 | TD PRIVATE CLIENT WEALTH#563 · 390 sh | 390 | $31.8K | <0.01% | +115.5% |
| 564 | ASSETMARK#564 · 371 sh | 371 | $30.3K | — | +21.2% |
| 565 | Purpose Unlimited#565 · 355 sh | 355 | $28.9K | <0.01% | -0.8% |
| 566 | Garden State Investment Advisory Services#566 · 354 sh | 354 | $28.9K | <0.01% | 0.0% |
| 567 | Syntegra Private Wealth Group#567 · 29,000 sh | 29,000 | $28.6K | — | 0.0% |
| 568 | Burnham#568 · 300 sh | 300 | $24.5K | 0.02% | — |
| 569 | MassMutual Private Wealth & , FSB#569 · 299 sh | 299 | $24.4K | — | -10.7% |
| 570 | Owl Creek Wealth Partners#570 · 290 sh | 290 | $23.6K | — | 0.0% |
| 571 | Holos Integrated Wealth#571 · 259 sh | 259 | $21.7K | — | 0.0% |
| 572 | Fortitude Family Office#572 · 252 sh | 252 | $20.6K | — | +5.0% |
| 573 | Private Wealth Management Group#573 · 252 sh | 252 | $20.6K | — | 0.0% |
| 574 | MCGUIRE CAPITAL ADVISORS#574 · 250 sh | 250 | $20.4K | 0.01% | 0.0% |
| 575 | Signature Equity Partners#575 · 248 sh | 248 | $20.2K | <0.01% | +892.0% |
| 576 | BOKF, NA#576 · 243 sh | 243 | $19.8K | — | New |
| 577 | ACTION POINT FINANCIAL PLANNING#577 · 206 sh | 206 | $16.6K | <0.01% | New |
| 578 | Tacita Capital#578 · 200 sh | 200 | $16.3K | <0.01% | 0.0% |
| 579 | Bell Investment Advisors#579 · 194 sh | 194 | $15.8K | <0.01% | -5.8% |
| 580 | Sachetta#580 · 176 sh | 176 | $14.4K | <0.01% | +4.1% |
| 581 | JDM Financial Group#581 · 167 sh | 167 | $13.6K | <0.01% | 0.0% |
| 582 | Pinnacle Wealth Planning Services#582 · 163 sh | 163 | $13.3K | — | +3.2% |
| 583 | HM PAYSON#583 · 163 sh | 163 | $13.3K | <0.01% | 0.0% |
| 584 | BROWN BROTHERS HARRIMAN#584 · 157 sh | 157 | $12.8K | <0.01% | 0.0% |
| 585 | Basecamp Wealth Advisors#585 · 157 sh | 157 | $12.8K | <0.01% | -19.1% |
| 586 | IFG Advisory#586 · 150 sh | 150 | $12.2K | <0.01% | New |
| 587 | Aspect Partners#587 · 148 sh | 148 | $12.1K | — | -20.9% |
| 588 | Avion Wealth#588 · 156 sh | 156 | $12.0K | <0.01% | +19.1% |
| 589 | JFS WEALTH ADVISORS#589 · 147 sh | 147 | $12.0K | <0.01% | +37.4% |
| 590 | ZRC WEALTH MANAGEMENT#590 · 137 sh | 137 | $11.2K | — | +85.1% |
| 591 | Tower Research Capital (TRC)#591 · 129 sh | 129 | $10.5K | <0.01% | -98.9% |
| 592 | Bruce G. Allen Investments#592 · 123 sh | 123 | $10.0K | <0.01% | 0.0% |
| 593 | Covestor Ltd#593 · 126 sh | 126 | $10.0K | <0.01% | +0.8% |
| 594 | Bogart Wealth#594 · 112 sh | 112 | $9.1K | <0.01% | +80.6% |
| 595 | FINANCIAL CONSULATE#595 · 104 sh | 104 | $8.5K | — | +2500.0% |
| 596 | Ankerstar Wealth#596 · 103 sh | 103 | $8.4K | <0.01% | -44.9% |
| 597 | Copia Wealth Management#597 · 102 sh | 102 | $8.3K | <0.01% | 0.0% |
| 598 | BFSG#598 · 100 sh | 100 | $8.2K | <0.01% | 0.0% |
| 599 | Tower View Wealth Management#599 · 100 sh | 100 | $8.2K | — | 0.0% |
| 600 | Byrne Asset Management#600 · 100 sh | 100 | $8.2K | — | -60.0% |
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.