Fund shareholders of Affirm Holdings Inc
ISIN US00827B1061 · United States
- Fund shareholders
- 431
- Of which ETFs
- 119 312 other funds
- Value held
- 5.9B $ 262.7M SEK · 824.8K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Growth Fund of America Growth Fund of America | 23,869,519 | 1.1B $ | 0.34 % | as of Feb 28, 2026 ↗ |
| AMCAP Fund AMCAP Fund | 9,814,130 | 461.1M $ | 0.49 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,363,936 | 383.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,067,957 | 278M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 6,002,479 | 275M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I | 4,414,700 | 207.4M $ | 0.71 % | as of Feb 28, 2026 ↗ |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 3,595,701 | 164.8M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,393,667 | 155.5M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 3,269,461 | 149.8M $ | 4.55 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,264,465 | 149.6M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,735,123 | 175.8M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 2,549,993 | 119.8M $ | 2.03 % | as of Feb 27, 2026 ↗ |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 2,358,012 | 110.8M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,924,845 | 90.4M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Capital Group Growth ETF Capital Group Growth ETF | 1,630,298 | 76.6M $ | 0.38 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,515,818 | 71.2M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Transamerica Capital Growth TRANSAMERICA FUNDS | 1,190,053 | 76.5M $ | 6.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,177,702 | 75.7M $ | 2.68 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 1,106,115 | 50.7M $ | 4.53 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 1,102,909 | 50.5M $ | 4.51 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,099,897 | 50.4M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 1,052,654 | 48.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,018,110 | 65.4M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Spyglass Growth Fund Manager Directed Portfolios | 976,643 | 44.7M $ | 5.34 % | as of Mar 31, 2026 ↗ |
| New Economy Fund New Economy Fund | 841,831 | 39.5M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 805,091 | 37.8M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VIP Growth Opportunities Portfolio Variable Insurance Products Fund III | 750,900 | 34.4M $ | 0.82 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 741,133 | 34M $ | 4.57 % | as of Mar 31, 2026 ↗ |
| Heritage Fund American Century Mutual Funds, Inc. | 726,876 | 46.7M $ | 0.87 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 659,089 | 30.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 645,922 | 29.6M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 640,147 | 29.3M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 639,190 | 41.1M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 554,883 | 26.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 542,161 | 25.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 523,441 | 24.6M $ | 1.24 % | as of Feb 28, 2026 ↗ |
| Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 512,643 | 23.5M $ | 4.56 % | as of Mar 31, 2026 ↗ |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 500,000 | 32.1M $ | 0.42 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 468,000 | 30.1M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 452,173 | 21.2M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 428,298 | 20.1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Select Enterprise Technology Services Portfolio Fidelity Select Portfolios | 425,200 | 20M $ | 2.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 412,929 | 19.4M $ | 0.47 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 405,871 | 26.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 378,669 | 17.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 376,195 | 164.2M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 371,855 | 23.9M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 371,695 | 17M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 330,700 | 15.2M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Allspring Growth Fund ALLSPRING FUNDS TRUST | 327,144 | 21M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 297,512 | 14M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST | 277,478 | 12.7M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 269,782 | 12.7M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 258,069 | 11.8M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Puritan Fund Fidelity Puritan Trust | 251,000 | 11.8M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 240,554 | 15.5M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 239,475 | 11M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 232,480 | 10.7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 232,447 | 14.9M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 231,800 | 10.9M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 231,384 | 14.9M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 226,977 | 14.6M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 226,612 | 14.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 202,931 | 9.5M $ | 0.78 % | as of Feb 28, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 199,699 | 9.2M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 195,020 | 9.2M $ | 0.55 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 194,190 | 8.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 177,589 | 8.1M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 175,000 | 11.2M $ | 1.94 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 171,797 | 11M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 171,522 | 7.9M $ | 4.54 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 170,697 | 7.8M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 170,232 | 8M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 167,652 | 7.9M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Advisor Series Growth Opportunities Fund Fidelity Advisor Series I | 161,800 | 7.6M $ | 0.76 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 160,815 | 7.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Global X FinTech ETF GLOBAL X FUNDS | 160,359 | 7.5M $ | 3.54 % | as of Feb 28, 2026 ↗ |
| Transamerica Large Growth TRANSAMERICA FUNDS | 156,800 | 10.1M $ | 2.93 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 154,913 | 7.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Amplify Digital Payments ETF Amplify ETF Trust | 153,211 | 7M $ | 4.33 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 151,822 | 9.8M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST | 150,674 | 9.7M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| Transamerica Morgan Stanley Capital Growth VP TRANSAMERICA SERIES TRUST | 149,895 | 6.9M $ | 4.55 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 148,196 | 6.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Allspring Mid Cap Growth Fund ALLSPRING FUNDS TRUST | 145,631 | 6.7M $ | 1.17 % | as of Mar 31, 2026 ↗ |
| NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust | 134,909 | 6.2M $ | 1.56 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 133,407 | 8.6M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II | 128,983 | 6.1M $ | 0.67 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 128,426 | 8.3M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 126,669 | 5.8M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 119,888 | 5.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 118,804 | 7.6M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 115,104 | 5.3M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Congress SMid Growth ETF Professionally Managed Portfolios | 112,003 | 7.2M $ | 1.66 % | as of Apr 30, 2026 ↗ |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 109,577 | 5.1M $ | 0.75 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 108,457 | 7M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,218 | 7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Allspring Innovation Fund ALLSPRING FUNDS TRUST | 107,318 | 4.9M $ | 1.53 % | as of Mar 31, 2026 ↗ |
| ERShares Private-Public Crossover ETF EntrepreneurShares Series Trust | 106,389 | 4.9M $ | 1.06 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 104,144 | 4.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Transamerica Capital Growth TRANSAMERICA FUNDS | 6.06 % | as of Apr 30, 2026 ↗ |
| Spyglass Growth Fund Manager Directed Portfolios | 5.34 % | as of Mar 31, 2026 ↗ |
| REX IncomeMax Option Strategy ETF REX ETF Trust | 5.24 % | as of Mar 31, 2026 ↗ |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 4.59 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 4.57 % | as of Mar 31, 2026 ↗ |
| Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 4.56 % | as of Mar 31, 2026 ↗ |
| GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 4.55 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Capital Growth VP TRANSAMERICA SERIES TRUST | 4.55 % | as of Mar 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 4.54 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 4.53 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 407 | -15 | 121,316,957 | -0.1 % |
| 2026Q1 | 422 | -10 | 121,397,086 | +2.4 % |
| 2025Q4 | 432 | +73 | 118,582,511 | +4.8 % |
| 2025Q3 | 359 | +51 | 113,178,748 | +5.3 % |
| 2025Q2 | 308 | +20 | 107,454,624 | +2.7 % |
| 2025Q1 | 288 | +53 | 104,583,593 | +7.2 % |
| 2024Q4 | 235 | +20 | 97,537,276 | +3.4 % |
| 2024Q3 | 215 | -15 | 94,317,321 | +1.6 % |
| 2024Q2 | 230 | -1 | 92,846,160 | -0.4 % |
| 2024Q1 | 231 | +19 | 93,200,090 | -7.4 % |
| 2023Q4 | 212 | 100,667,016 |
Institutional managers
583 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital Research Global Investors | 24,592,033 | 1.1B $ | as of Mar 31, 2026 |
| Capital World Investors | 22,512,923 | 1B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 21,715,982 | 995M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 18,732,493 | 858.3M $ | as of Mar 31, 2026 |
| FMR LLC | 17,294,381 | 792.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,031,141 | 276.3M $ | as of Mar 31, 2026 |
| Durable Capital Partners LP | 5,649,434 | 258.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,522,772 | 252.4M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 5,302,297 | 243M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,297,016 | 227.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 4,071,115 | 186.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,774,298 | 127.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,742,715 | 125.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 2,707,974 | 124.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,302,217 | 105.5M $ | as of Mar 31, 2026 |
| Foxhaven Asset Management, LP | 2,205,556 | 101.1M $ | as of Mar 31, 2026 |
| D1 Capital Partners L.P. | 1,936,900 | 88.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,762,385 | 80.8M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,722,380 | 78.9K $ | as of Mar 31, 2026 |
| Spyglass Capital Management LLC | 1,662,325 | 76.2M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,577,264 | 71.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,575,982 | 72.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,574,660 | 72.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,557,610 | 71.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,468,593 | 67.3M $ | as of Mar 31, 2026 |
Declared shareholders of Affirm Holdings Inc
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Morgan Stanley and 1 other | 7.10 % | 20,737,156 | as of Mar 31, 2026 · SCHEDULE 13G |
| FMR LLC and 1 other | 6.10 % | 17,741,707 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Affirm Holdings Inc". https://titelia.com/en/stocks/affirm-holdings-inc-US00827B1061