Fund shareholders of Affirm Holdings Inc
ISIN US00827B1061 · United States
- Fund shareholders
- 458
- Of which ETFs
- 128 330 other funds
- Value held
- ≈ 10.4B $ 10.4B $ · 262.7M SEK · 824.8K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Growth Fund of America Growth Fund of America | 23,392,738 | 1.7B $ | 0.48 % | as of May 31, 2026 ↗ |
| AMCAP Fund AMCAP Fund | 10,999,757 | 810.1M $ | 0.83 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,406,646 | 685.6M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,075,396 | 495.4M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 6,002,479 | 489.5M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I | 4,506,600 | 331.9M $ | 0.94 % | as of May 31, 2026 ↗ |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 3,595,701 | 293.2M $ | 0.51 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,504,490 | 285.8M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,375,831 | 275.3M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 3,081,665 | 251.3M $ | 6.99 % | as of Jun 30, 2026 ↗ |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,894,323 | 207M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 2,358,012 | 173.7M $ | 0.37 % | as of May 31, 2026 ↗ |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 2,307,906 | 170M $ | 3.03 % | as of May 29, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,856,597 | 136.7M $ | 0.05 % | as of May 31, 2026 ↗ |
| NYLIM Winslow Large Cap Growth Fund NYLIM FUNDS | 1,854,900 | 132.6M $ | 1.13 % | as of Jul 31, 2026 ↗ |
| Capital Group Growth ETF Capital Group Growth ETF | 1,842,554 | 135.7M $ | 0.56 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 1,782,278 | 145.3M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,651,953 | 134.7M $ | 0.62 % | as of Jun 30, 2026 ↗ |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 1,614,208 | 131.6M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,507,009 | 111M $ | 0.26 % | as of May 31, 2026 ↗ |
| Transamerica Capital Growth TRANSAMERICA FUNDS | 1,190,053 | 85.1M $ | 7.52 % | as of Jul 31, 2026 ↗ |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,159,088 | 82.9M $ | 3.08 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 1,153,327 | 94.1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 1,102,909 | 89.9M $ | 7.19 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 1,069,619 | 87.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,061,234 | 75.9M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 975,250 | 79.5M $ | 6.47 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Growth Leaders Fund LORD ABBETT SECURITIES TRUST | 968,781 | 69.3M $ | 0.93 % | as of Jul 31, 2026 ↗ |
| Heritage Fund American Century Mutual Funds, Inc. | 905,669 | 64.8M $ | 1.22 % | as of Jul 31, 2026 ↗ |
| New Economy Fund New Economy Fund | 841,831 | 62M $ | 0.12 % | as of May 31, 2026 ↗ |
| Spyglass Growth Fund Manager Directed Portfolios | 828,417 | 67.6M $ | 6.72 % | as of Jun 30, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 732,800 | 59.8M $ | 7.46 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 727,644 | 53.6M $ | 0.05 % | as of May 31, 2026 ↗ |
| ERShares Private-Public Crossover ETF EntrepreneurShares Series Trust | 708,067 | 57.7M $ | 2.64 % | as of Jun 30, 2026 ↗ |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 666,834 | 47.7M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 666,132 | 54.3M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 657,700 | 53.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 640,147 | 52.2M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 621,066 | 45.7M $ | 0.07 % | as of May 31, 2026 ↗ |
| VIP Growth Opportunities Portfolio Variable Insurance Products Fund III | 603,900 | 49.2M $ | 0.93 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 596,747 | 42.7M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 563,859 | 40.3M $ | 0.61 % | as of Jul 31, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 557,700 | 45.5M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 553,268 | 40.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 498,532 | 40.7M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 486,386 | 39.7M $ | 6.96 % | as of Jun 30, 2026 ↗ |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 467,447 | 33.4M $ | 0.49 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 447,509 | 33M $ | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 444,682 | 32.8M $ | 0.24 % | as of May 31, 2026 ↗ |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 437,217 | 35.7M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 433,600 | 31M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 425,491 | 34.7M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 405,432 | 29M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 400,000 | 28.6M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 390,858 | 31.9M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 380,671 | 31M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 376,195 | 164.2M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Select Enterprise Technology Services Portfolio Fidelity Select Portfolios | 375,600 | 27.7M $ | 2.71 % | as of May 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 368,768 | 26.4M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 322,975 | 23.8M $ | 0.85 % | as of May 31, 2026 ↗ |
| Allspring Growth Fund ALLSPRING FUNDS TRUST | 316,578 | 22.6M $ | 0.78 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 312,506 | 23M $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 299,864 | 24.5M $ | 0.62 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 269,990 | 19.9M $ | 0.04 % | as of May 31, 2026 ↗ |
| NYLIM VP Winslow Large Cap Growth Portfolio NYLIM VP FUNDS TRUST | 249,400 | 20.3M $ | 1.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 244,335 | 17.5M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 241,402 | 17.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 240,554 | 17.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 238,080 | 19.4M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST | 235,610 | 19.2M $ | 2.32 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 231,384 | 16.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 231,000 | 17M $ | 0.29 % | as of May 31, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 228,737 | 18.7M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 226,048 | 16.6M $ | 0.74 % | as of May 31, 2026 ↗ |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 223,269 | 18.2M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 203,014 | 16.6M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 197,395 | 16.1M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 191,031 | 15.6M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 189,506 | 15.5M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Allspring Mid Cap Growth Fund ALLSPRING FUNDS TRUST | 188,106 | 15.3M $ | 2.33 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 186,500 | 13.7M $ | 0.32 % | as of May 31, 2026 ↗ |
| Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II | 183,200 | 13.1M $ | 1.40 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 179,708 | 12.9M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 177,318 | 13.1M $ | 0.05 % | as of May 31, 2026 ↗ |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 176,889 | 12.6M $ | 1.20 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 173,047 | 12.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 171,522 | 14M $ | 7.30 % | as of Jun 30, 2026 ↗ |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 168,244 | 12M $ | 0.26 % | as of Jul 31, 2026 ↗ |
| SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES | 163,965 | 13.4M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 163,520 | 13.3M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 160,030 | 11.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Congress SMid Growth ETF Professionally Managed Portfolios | 157,552 | 11.3M $ | 2.48 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 157,479 | 12.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 157,144 | 12.8M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 157,080 | 11.2M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Transamerica Large Growth TRANSAMERICA FUNDS | 156,800 | 11.2M $ | 3.39 % | as of Jul 31, 2026 ↗ |
| Advantage Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 154,416 | 12.6M $ | 4.54 % | as of Jun 30, 2026 ↗ |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 153,951 | 12.6M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 151,555 | 10.8M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II | 150,975 | 11.1M $ | 1.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Transamerica Capital Growth TRANSAMERICA FUNDS | 7.52 % | as of Jul 31, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 7.46 % | as of Jun 30, 2026 ↗ |
| Transamerica Morgan Stanley Capital Growth VP TRANSAMERICA SERIES TRUST | 7.36 % | as of Jun 30, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 7.30 % | as of Jun 30, 2026 ↗ |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 7.29 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 7.19 % | as of Jun 30, 2026 ↗ |
| GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 6.99 % | as of Jun 30, 2026 ↗ |
| Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 6.96 % | as of Jun 30, 2026 ↗ |
| Spyglass Growth Fund Manager Directed Portfolios | 6.72 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 6.47 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 434 | +27 | 135,635,398 | +11.8 % |
| 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 table shows the 25 largest.
| 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
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Capital World Investors | 7.90 % | 23,115,136 | as of Jun 30, 2026 · SCHEDULE 13G |
| JPMORGAN CHASE & CO | 5.70 % | 16,832,019 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Affirm Holdings Inc". https://titelia.com/en/stocks/affirm-holdings-inc-US00827B1061