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 | |
|---|---|---|---|---|
| REX IncomeMax Option Strategy ETF REX ETF Trust | 16,700 | 765.2K $ | 5.24 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 15,796 | 742.1K $ | 0.52 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,183 | 695.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,948 | 684.9K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 14,800 | 6.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 14,610 | 669.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 14,592 | 938K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I | 14,364 | 658.2K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 13,724 | 628.8K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,635 | 876.5K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 13,622 | 875.6K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| American Century Mid Cap Growth Impact ETF American Century ETF Trust | 13,082 | 614.6K $ | 0.67 % | as of Feb 28, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 12,901 | 829.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 12,620 | 578.2K $ | 0.93 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 12,454 | 570.6K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 12,436 | 799.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 11,771 | 5.1M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 11,646 | 533.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 11,534 | 541.9K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 11,500 | 5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 11,460 | 525.1K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 11,335 | 519.4K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 11,334 | 532.5K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,179 | 512.2K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 10,737 | 492K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 10,659 | 488.4K $ | 0.76 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 10,548 | 678K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 10,518 | 481.9K $ | 0.50 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,506 | 675.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 10,400 | 488.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 10,075 | 473.3K $ | 1.16 % | as of Feb 28, 2026 ↗ |
| SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST | 10,052 | 646.1K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 9,488 | 434.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 9,473 | 608.9K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 8,772 | 401.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| One Rock Fund MSS Series Trust | 8,500 | 399.3K $ | 1.11 % | as of Feb 28, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,468 | 388K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| GraniteShares Nasdaq Select Disruptors ETF GraniteShares ETF Trust | 8,442 | 386.8K $ | 0.88 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 8,279 | 379.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 8,241 | 377.6K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 8,237 | 387K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,100 | 380.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| ERSHARES GLOBAL ENTREPRENEURS ENTREPRENEURSHARES SERIES TRUST | 8,083 | 370.4K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,910 | 362.4K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| EVOLUTIONARY TREE INNOVATORS FUND Ultimus Managers Trust | 7,882 | 370.3K $ | 1.80 % | as of Feb 28, 2026 ↗ |
| AQR Large Cap Momentum Style Fund AQR Funds | 7,556 | 346.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,477 | 342.6K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 7,200 | 329.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,184 | 329.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 7,142 | 459.1K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 6,994 | 320.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 6,982 | 448.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 6,930 | 317.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 6,787 | 311K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,675 | 305.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 6,608 | 302.8K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 6,520 | 419.1K $ | 0.95 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 6,315 | 289.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 6,312 | 289.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 5,826 | 374.5K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 5,810 | 266.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 5,755 | 263.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 5,717 | 262K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 5,681 | 365.2K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 5,637 | 258.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 5,624 | 264.2K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Allspring VT Discovery All Cap Growth Fund Allspring VARIABLE TRUST | 5,555 | 254.5K $ | 0.55 % | as of Mar 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 5,444 | 249.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Hedged Equity Portfolio PACIFIC SELECT FUND | 5,399 | 247.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 5,383 | 246.6K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 5,300 | 249K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 5,195 | 333.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 5,148 | 330.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,126 | 234.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 5,100 | 233.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares FinTech Active ETF BlackRock ETF Trust | 5,048 | 324.5K $ | 3.69 % | as of Apr 30, 2026 ↗ |
| iShares MSCI USA Quality GARP ETF iShares Trust | 5,044 | 231.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 5,041 | 231K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 4,962 | 233.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 4,828 | 2.1M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 4,754 | 305.6K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 4,692 | 215K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Baillie Gifford U.S. Equity Growth Fund Baillie Gifford Funds | 4,657 | 213.4K $ | 1.40 % | as of Mar 31, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 4,591 | 295.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 4,582 | 209.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 4,500 | 206.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 4,482 | 205.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 4,447 | 285.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 4,400 | 1.9M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Nordea Stratega 70 Nordea Funds Ab | 4,153 | 1.8M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 4,039 | 185.1K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,911 | 179.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 3,902 | 178.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 3,883 | 182.4K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 3,864 | 177K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 3,862 | 177K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 3,709 | 169.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,675 | 168.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,647 | 234.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 3,555 | 162.9K $ | 0.02 % | 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 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