Affirm Holdings, Inc. (AFRM)
- Sector
- Financial Services
- Last price
- $73.32
- As of
Kresmion compiles this page from AFRM's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Affirm Holdings, Inc. (AFRM): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-27.
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Preview the AFRM dossierActive events for AFRM
- high13F: funds reduced
5 tracked funds reduced AFRM this 2026Q2, institutional consensus
- high13F: funds added
3 tracked funds increased AFRM this 2026Q2, institutional consensus
- mediumEarnings above estimates
Q4-2026: Beat consensus by 1218.5%, EPS $4.62 vs $0.3504 estimate
- high13F: funds reduced
6 tracked funds reduced AFRM this 2026Q2, institutional consensus
- highInsider cluster: sales
3 insiders at AFRM sold $14.8M this week
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Every event on AFRM, as it fires
You are seeing 5 of 28 events recorded on AFRM since 2026-06-21.
The five above landed across 4 days. The other 23 were recorded on 3 other days. 18 of the 28 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in AFRM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP 00827B106 · 2026Q2 | $120.2M | 0.04% | , |
| CITADEL ADVISORS LLCCUSIP 00827B106 · 2026Q2 | $101.8M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 00827BAD8 · 2026Q2 | $35M | 0.02% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 00827B106 · 2026Q2 | $6.1M | 0.01% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 00827B106 · 2026Q2 | $4.2M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 00827B106 · 2026Q2 | $2.9M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 00827BAD8 · 2026Q2 | $933K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, AFRM
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
AFRM against its peers
AFRM's operating margin of 28.9% ranks in the 55th percentile of 9 Financial Services sub-industry peers, fiscal periods ending between 2025-11-30 and 2026-06-30.
| Metric | AFRM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.4B USD | 2.4B USD | 16 | 21 |
| Revenue YoY | 29.6% | n/a | n/a | 2 |
| Gross margin | n/a | 50.7% | n/a | 8 |
| Operating margin | 28.9% | 27.3% | 55 | 9 |
| Net margin | 133.6% | 16.4% | 98 | 22 |
| Return on equity | 35.2% | 13.2% | 98 | 23 |
| P / E | 13.3x | 21.4x | 13 | 18 |
Peers (24): TW, SOFI, LPLA, RKT, TOST, EQH, FUTU, SEIC, ALLY, EVR, JEF, CHYM, AMG, SF, HLI, JXN, VOYA, FCFS, MORN, BN, OMF, OWL, ACT, WEX. Left out: CRBG (no annual filing). Fiscal periods ending between 2025-11-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (AFRM: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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