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 | |
|---|---|---|---|---|
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 102,857 | 6.6M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 102,693 | 4.7M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 101,309 | 4.8M $ | 0.47 % | as of Feb 28, 2026 ↗ |
| Tremblant Global ETF Managed Portfolio Series | 100,752 | 4.6M $ | 3.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 98,684 | 6.3M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 97,800 | 4.5M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 97,121 | 4.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 94,524 | 6.1M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 91,373 | 4.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 90,309 | 4.1M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 88,758 | 4.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 86,732 | 5.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 86,400 | 4M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 80,625 | 5.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 79,948 | 3.7M $ | 0.43 % | as of Mar 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 79,102 | 3.6M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 78,448 | 5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 76,193 | 3.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 75,300 | 32.9M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 72,215 | 4.6M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 71,979 | 3.3M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 71,603 | 4.6M $ | 0.69 % | as of Apr 30, 2026 ↗ |
| Advantage Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 71,317 | 3.3M $ | 1.53 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industrials ETF iShares Trust | 69,254 | 4.5M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 69,023 | 3.2M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 65,509 | 4.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,029 | 3.1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 64,197 | 4.1M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 63,171 | 2.9M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 62,740 | 2.9M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 61,535 | 2.9M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 61,085 | 2.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,138 | 2.8M $ | 0.65 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 59,803 | 2.7M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 58,597 | 25.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 57,700 | 3.7M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 57,227 | 2.6M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 55,397 | 2.6M $ | 0.40 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 53,638 | 2.5M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 52,691 | 2.4M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 52,620 | 3.4M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 51,663 | 2.4M $ | 4.59 % | as of Mar 31, 2026 ↗ |
| Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 48,682 | 3.1M $ | 0.53 % | as of Apr 30, 2026 ↗ |
| Select FinTech Portfolio Fidelity Select Portfolios | 48,655 | 2.3M $ | 2.72 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 48,493 | 3.1M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 48,192 | 3.1M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 47,862 | 2.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan Research Market Neutral Fund JPMorgan Trust I | 47,813 | 3.1M $ | 0.92 % | as of Apr 30, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 46,088 | 2.2M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 46,052 | 2.2M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 45,291 | 2.9M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 44,082 | 2.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST | 44,019 | 2M $ | 1.56 % | as of Mar 31, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 43,731 | 2M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 43,473 | 2.8M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Amplify Online Retail ETF Amplify ETF Trust | 42,756 | 2M $ | 1.80 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 42,433 | 2.7M $ | 0.45 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 42,100 | 2M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 40,429 | 1.9M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 40,029 | 1.9M $ | 0.49 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 38,997 | 2.5M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 36,471 | 1.7M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust | 36,153 | 1.7M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 34,859 | 1.6M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 34,000 | 1.6M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,268 | 1.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 32,130 | 1.5M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,945 | 1.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 31,013 | 1.4M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Osterweis Opportunity Fund Professionally Managed Portfolios | 30,590 | 1.4M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 30,344 | 1.4M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 30,188 | 1.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 29,836 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 29,722 | 1.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 29,112 | 1.9M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,675 | 1.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 27,070 | 1.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 25,319 | 1.6M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 25,105 | 1.2M $ | 0.03 % | as of Feb 27, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 24,557 | 1.6M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,835 | 1M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Large Value ETF Capital Group Equity ETF Trust I | 22,378 | 1.1M $ | 1.17 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 22,254 | 1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 22,236 | 1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 22,161 | 1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 22,134 | 9.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 21,983 | 1M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 21,838 | 1M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 21,790 | 1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 21,071 | 1.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 20,766 | 1.3M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 20,756 | 951K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 19,904 | 912K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 19,717 | 1.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 19,356 | 886.9K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 19,148 | 877.4K $ | 1.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 18,932 | 867.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 17,776 | 814.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 17,461 | 1.1M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 17,246 | 810.2K $ | 0.12 % | as of Feb 28, 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 | 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 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 | |
|---|---|---|---|
| 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