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 | |
|---|---|---|---|---|
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 708 | 50.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Impact Shares Women's Empowerment ETF Tidal Trust III | 693 | 56.5K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 674 | 48.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 655 | 46.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 632 | 51.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 624 | 50.9K $ | 0.54 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust | 617 | 44.1K $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 594 | 259.3K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| Polen 5Perspectives Small-Mid Growth ETF FundVantage Trust | 591 | 42.3K $ | 1.62 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 575 | 46.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 572 | 249.7K SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 564 | 46K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 563 | 40.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 548 | 40.4K $ | 0.03 % | as of May 31, 2026 ↗ |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 548 | 39.2K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 514 | 37.9K $ | 0.01 % | as of May 31, 2026 ↗ |
| Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust | 490 | 40K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 470 | 38.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I | 432 | 35.2K $ | 2.41 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 425 | 34.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Nordea Stratega 15 Nordea Funds Ab | 419 | 176.7K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 409 | 33.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Hedgeye Index Adds ETF ETF Opportunities Trust | 386 | 27.6K $ | 0.60 % | as of Jul 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 382 | 31.2K $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Founders 100 ETF Founder Funds Trust | 356 | 29K $ | 0.57 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 346 | 24.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 323 | 23.1K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Meriti Ekorren Global Finserve Nordic AB | 307 | 134K SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 301 | 24.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 301 | 21.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 272 | 19.5K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 264 | 21.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 257 | 21K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 225 | 16.1K $ | 0.50 % | as of Jul 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 216 | 17.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 169 | 13.8K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Corgi Bay Area Based ETF Corgi ETF Trust I | 168 | 13.7K $ | 0.67 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 132 | 9.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 118 | 9.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 113 | 9.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Growth ETF Fidelity Covington Trust | 78 | 6.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 76 | 5.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 70 | 5.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Large Cap Equity Growth ETF BNY Mellon ETF Trust | 66 | 4.7K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 61 | 5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 55 | 4.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 34 | 2.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Ruk Strategic Growth ETF Advisor Managed Portfolios | 30 | 2.4K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 29 | 2.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 27 | 2K $ | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 26 | 2.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 22 | 1.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 17 | 1.3K $ | 0.03 % | as of May 31, 2026 ↗ |
| Berkshire Focus Fund BERKSHIRE FUNDS | 10 | 815.5 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 7 | 500.6 $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 5 | 368.3 $ | 0.00 % | as of May 31, 2026 ↗ |
| DOR BEST MANAGERS, FI MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. | 452.2K € | 2.13 % | as of Dec 31, 2025 ↗ | |
| ULTRA VALOREM SICAV SA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 372.6K € | 3.14 % | as of Dec 31, 2025 ↗ |
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