AFRM — Affirm Hldgs Inc Institutional Holders · Q3 2026

Name: Who Owns AFRM? 27 Institutions Hold $67.2M (Q3 2026)
Creator: ko.io

Who owns Affirm Hldgs Inc (AFRM)? 27 institutions reported holding $67.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($30.4M), Artemis Investment Management LLP ($26.0M), Mn Services Vermogensbeheer B.V. ($5.6M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$30.4M	439,115	Added
2	Artemis Investment Management LLP	$26.0M	375,534	Trimmed
3	Mn Services Vermogensbeheer B.V.	$5.6M	80,900	Hold
4	Central Pacific Bank - Trust Division	$1.1M	7,241	Added
5	RHODES INVESTMENT ADVISORS INC /ADV	$787,699	11,378	Added
6	Paragon Capital Management Ltd	$745,607	10,770	Hold
7	Wedmont Private Capital	$743,957	9,643	Trimmed
8	GAMMA Investing LLC	$453,941	6,557	Added
9	Farther Finance Advisors, LLC	$396,557	5,728	Added
10	Vann Equity Management LLC	$351,982	5,084	Added
11	Versant Capital Management, Inc	$310,220	4,481	Trimmed
12	Balefire, LLC	$204,505	2,954	Trimmed
13	GK Wealth Management LLC	$88,268	1,275	New
14	MassMutual Private Wealth & Trust, FSB	$18,415	266	Trimmed
15	CX Institutional	$17,000	252	Trimmed
16	ELEVATION WEALTH PARTNERS, LLC	$9,485	137	Hold
17	CoreCap Advisors, LLC	$5,261	76	Added
18	ARMSTRONG ADVISORY GROUP, INC	$4,500	65	Hold
19	Retirement Wealth Solutions LLC	$3,116	45	Added
20	TOTH FINANCIAL ADVISORY CORP	$2,354	34	New
21	Planning Strategies Inc.	$1,454	21	Added
22	Marquette Asset Management, LLC	$1,247	18	Hold
23	Davis Capital Management	$1,108	16	Added
24	GILPIN WEALTH MANAGEMENT, LLC	$70	1	New
25	Valeo Financial Advisors, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30