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AFRM Affirm Holdings Inc.

Information Technology, filed as AFFIRM HLDGS INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

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

In 2026 Q2 Gavin Baker and Polen Capital Management added to Affirm, Henry Ellenbogen trimmed, and Farallon Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns AFRM

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 3.5% Reduce −21.7% 4,425,406 $361M History
Dan Sundheim, D1 Capital Partners 0.45%, was 0.79% Small trim −1.5% 1,908,511 $156M History
Gavin Baker, Atreides Management 0.72% Add +6.6% 1,273,050 $104M History
Polen Capital Management 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 $4.9M History

4 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AFRM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AFRM insider trades
  • None no insider bought on the open market
  • $3.8M sold by 1 insider outside a trading plan
  • $85.7M sold by 5 insiders under 10b5-1 plans
  1. Robert O'Hare CFO
    Planned sale
    $5.2M 65,591 shares at $80.02 96% of stake
    Traded Oct 9 Filed Oct 14
    ↗
  2. Siphelele Jiyane Chief Accounting Officer
    Sale
    $1.9M 26,980 shares at $72.19 13% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  3. Siphelele Jiyane Chief Accounting Officer
    Sale
    $1.8M 25,000 shares at $72.41 10% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  4. Katherine Adkins Chief Legal Officer
    Planned sale
    $6.1M 83,328 shares at $73.04 35% of stake
    Traded Sep 1–3 Filed Sep 3
    ↗
  5. Robert O'Hare CFO
    Planned sale
    $1.6M 21,631 shares at $72.26 89% of stake
    Traded Sep 1–2 Filed Sep 3
    ↗
  6. Michael Linford COO
    Planned sale
    $7.1M 79,219 shares at $90.01 40% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  7. Noel Bertram Watson Director
    Planned sale
    $156K 2,000 shares at $77.86 5.5% of stake
    Traded Aug 12 Filed Aug 14
    ↗
  8. Michael Linford COO
    Planned sale
    $8M 100,000 shares at $80.04 46% of stake
    Traded Jun 26 Filed Jun 30
    ↗
  9. Noel Bertram Watson Director
    Planned sale
    $130K 2,000 shares at $65.00 5.3% of stake
    Traded May 13 Filed May 14
    ↗
  10. Noel Bertram Watson Director
    Planned sale
    $110K 2,000 shares at $55.00 5% of stake
    Traded Apr 14 Filed Apr 16
    ↗
  11. Max R Levchin CEO
    Planned sale
    $53.7M 666,666 shares at $80.62 100% of stake
    Traded Jan 5 Filed Jan 7
    ↗
  12. Robert O'Hare CFO
    Planned sale
    $2.9M 36,401 shares at $80.00 96% of stake
    Traded Jan 5 Filed Jan 7
    ↗
  13. Robert O'Hare CFO
    Planned sale
    $573K 8,189 shares at $70.00 86% of stake
    Traded Dec 3, 2025 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 61 option exercises, 41 share withholdings for taxes, 13 stock grants, 3 other transactions, and 1 conversion.

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 1.01,5.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.