Follow-The-Filings

Security

AFRM

Affirm Hldgs Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 new 3 exits max 2.7% (Henry Ellenbogen - Durabl...)

grid → activity → earnings →
owners 18
rank #291
master % 0.03%
max % 2.7%
tracked value $3B
qoq N 3 A 9 R 3 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 2.7% Add +0.07 pp 5,649,434 $259M hist
Gavin Baker - Atreides Management, LP 2026 Q1 1.1% Reduce -0.17 pp 1,194,711 $55M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 0.8% Add +0.22 pp 1,936,900 $89M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.17 pp 2,707,974 $124M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.05 pp 1,149,661 $53M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 24,847,206 $1.8B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 3,788,266 $282M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 4,071,115 $187M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 1,381,914 $63M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add -0.01 pp 187,216 $9M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 108,000 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 438,220 $19M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 185,347 $8M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 62,069 $5M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 89,686 $4M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 5,900 $270 hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 4,763 $218 hist
Ancora Advisors LLC 2026 Q1 0.0% — 3,500 $160 hist
Stephen Mandel - Lone Pine Capital LLC exited 2026 Q1 last 2025 Q4 2.1% Exit -2.09 pp 3,817,170 $284M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 66,024 $5M hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 12,114 $902 hist

18 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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8-K 1.01,5.02,9.01 Filing Doc
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8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
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Updated 9 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $626.94M $826.01M $1.11B
Gross profit — — —
Gross margin — — —
Net income -$985.34M -$517.76M $52.19M
Net margin * -157.2% -62.7% 4.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $8.16B $9.52B $11.15B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $2.53B $2.73B $3.07B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $12.18M $450.14M $793.91M
Cash from investing -$1.65B -$1.33B -$1.08B
Cash from financing $1.35B $913.15M $751.42M
Net change in cash -$290.86M $35.46M $461.02M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders