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 | |
|---|---|---|---|---|
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 29,060 | 2.1M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,675 | 2.3M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 28,627 | 2.3M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 28,519 | 2.3M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 28,379 | 2.3M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 28,189 | 2M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 27,493 | 2M $ | 0.39 % | as of Jul 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 26,872 | 2.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 24,829 | 2M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 24,800 | 2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,560 | 2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 23,979 | 1.8M $ | 0.02 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 23,797 | 1.7M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 23,743 | 1.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 23,716 | 1.9M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 23,181 | 1.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 22,240 | 1.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 22,182 | 1.8M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 22,134 | 9.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,877 | 1.8M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 20,788 | 1.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 20,532 | 1.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 20,027 | 1.5M $ | 0.18 % | as of May 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 19,187 | 1.4M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I | 19,057 | 1.6M $ | 0.49 % | as of Jun 30, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 18,995 | 1.4M $ | 0.17 % | as of May 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 18,859 | 1.5M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 18,097 | 1.3M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 17,776 | 1.4M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 17,764 | 1.4M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| DF Tactical Momentum Fund Northern Lights Fund Trust | 17,678 | 1.4M $ | 2.36 % | as of Jun 30, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 17,659 | 1.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds | 17,493 | 1.4M $ | 1.23 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 17,279 | 1.2M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 16,733 | 1.4M $ | 1.76 % | as of Jun 30, 2026 ↗ |
| Hedged Equity Portfolio PACIFIC SELECT FUND | 16,503 | 1.3M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 15,548 | 1.3M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 15,188 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,183 | 1.2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 14,800 | 6.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 14,474 | 1.2M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Defensive Market Strategies Fund GuideStone Funds | 14,474 | 1.2M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,921 | 1.1M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,698 | 979.5K $ | 0.17 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,635 | 975K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| American Century Mid Cap Growth Impact ETF American Century ETF Trust | 13,616 | 1M $ | 1.01 % | as of May 31, 2026 ↗ |
| One Rock Fund MSS Series Trust | 13,500 | 994.3K $ | 1.75 % | as of May 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 13,170 | 970K $ | 0.38 % | as of May 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 12,869 | 920.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND | 12,477 | 1M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 12,360 | 883.9K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 12,312 | 880.4K $ | 0.21 % | as of Jul 31, 2026 ↗ |
| SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST | 12,062 | 862.6K $ | 0.25 % | as of Jul 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,006 | 858.5K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 11,771 | 5.1M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 11,500 | 5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Driehaus Global Fund Driehaus Mutual Funds | 11,258 | 918.1K $ | 1.02 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 11,221 | 915.1K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 11,196 | 913K $ | 1.07 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 10,932 | 805.1K $ | 0.11 % | as of May 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 10,931 | 891.4K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 10,672 | 786K $ | 0.02 % | as of May 31, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 10,660 | 869.3K $ | 0.79 % | as of Jun 30, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 10,643 | 867.9K $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 10,460 | 853K $ | 1.18 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 10,267 | 837.3K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 10,075 | 742K $ | 1.77 % | as of May 31, 2026 ↗ |
| Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 9,337 | 761.4K $ | 0.44 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 9,237 | 660.5K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 9,161 | 747.1K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Quality GARP ETF iShares Trust | 9,075 | 740.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 9,022 | 735.7K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 8,782 | 628K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 8,742 | 712.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 8,279 | 609.7K $ | 0.03 % | as of May 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,100 | 596.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| ERSHARES GLOBAL ENTREPRENEURS ENTREPRENEURSHARES SERIES TRUST | 8,083 | 659.2K $ | 1.54 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 7,938 | 647.3K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,910 | 645.1K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 7,722 | 552.2K $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 7,518 | 553.7K $ | 0.07 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust | 7,471 | 609.3K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 7,340 | 524.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 7,246 | 590.9K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 7,188 | 586.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,184 | 585.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,157 | 583.7K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,102 | 579.2K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 7,040 | 503.4K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 6,930 | 565.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 6,608 | 538.9K $ | 0.56 % | as of Jun 30, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 6,520 | 466.2K $ | 0.96 % | as of Jul 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 6,517 | 531.5K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 6,515 | 531.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 6,271 | 511.4K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 5,881 | 420.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,865 | 478.3K $ | 0.62 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 5,810 | 473.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 5,637 | 459.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Allspring VT Discovery All Cap Growth Fund Allspring VARIABLE TRUST | 5,555 | 453K $ | 0.85 % | as of Jun 30, 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