Follow-The-Filings

Security · featured owners

AFRM Affirm Hldgs Inc.

Information Technology COM CL A Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 3.5%
  • $621M
  • 2 add 2 reduce 1 exit

AFRM (Affirm Hldgs Inc.) is held in 4 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (3.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.5% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen reduce 3.5%
  2. Gavin Baker add 0.72%
  3. Dan Sundheim reduce 0.45%
  4. Polen Capital Management add 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 3.5% Reduce −21.7% 4,425,406 $361M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.45% Reduce −1.5% 1,908,511 $156M history
Gavin Baker - Atreides Management 2026 Q2 0.72% Add +6.6% 1,273,050 $104M history
Polen Capital Management 2026 Q2 0.01% Add +88.1% 8,958 $731K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 108,000 $5M history

4 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
8-K 1.01,5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Sep 4, 2026 Filing Doc
4 Period Sep 1, 2026 · 5 forms Filing Doc
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 1, 2026 · 3 forms Filing Doc
4 Period Jul 1, 2026 · 8 forms Filing Doc
4 Period Jun 26, 2026 Filing Doc
4 Period Jun 1, 2026 · 5 forms Filing Doc

Updated 6 days 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 FY2026
Revenue $0.627B $0.826B $1.11B $1.44B
Net income -$0.985B -$0.518B $0.052B $1.93B
Net margin * -157.2% -62.7% 4.7% 133.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total assets $8.16B $9.52B $11.15B $15.79B
Total equity $2.53B $2.73B $3.07B $5.48B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $0.012B $0.45B $0.794B $1.23B
Cash from investing -$1.65B -$1.33B -$1.08B -$2.55B
Cash from financing $1.35B $0.913B $0.751B $2.01B
Net change in cash -$290.86M $35.46M $461.02M $676.62M

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