Affirm Holdings, Inc. (AFRM) research

Affirm Holdings, Inc.
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Sector
Financial Services
Last price
$74.75
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.

As of . Source: SEC EDGAR filings for AFRM. Method and limitations.

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You are seeing 5 of 27 signals recorded on AFRM since 2026-06-21.

The five above landed across 4 days. The other 22 were recorded on 2 other days. 18 of the 27 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in AFRM (2026Q2)

Manager / securityMarket value% portfolioQoQ
MILLENNIUM MANAGEMENT LLCCUSIP 00827B106 · 2026Q2$120.2M0.04%,
CITADEL ADVISORS LLCCUSIP 00827B106 · 2026Q2$101.8M0.01%,
D. E. Shaw & Co., Inc.CUSIP 00827BAD8 · 2026Q2$35M0.02%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 00827B106 · 2026Q2$6.1M0.01%,
TWO SIGMA INVESTMENTS, LPCUSIP 00827B106 · 2026Q2$4.2M0.00%,
D. E. Shaw & Co., Inc.CUSIP 00827B106 · 2026Q2$2.9M0.00%,
MILLENNIUM MANAGEMENT LLCCUSIP 00827BAD8 · 2026Q2$933K0.00%,

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

AFRM against its peers

AFRM's operating margin of 28.9% ranks in the 65th percentile of 9 Financial Services sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-30.

MetricAFRMPeer medianPercentilen
Revenue FY1.4B USD2.4B USD2120
Revenue YoY29.6%n/an/a2
Gross marginn/a88.0%n/a5
Operating margin28.9%23.2%659
Net margin133.6%18.1%9821
Return on equity35.2%12.9%9822
P / E13.5x20.4x1417

Peers (23): LPLA, TW, SOFI, TOST, RKT, FUTU, EQH, SEIC, ALLY, SF, CHYM, EVR, AMG, FCFS, JXN, HLI, VOYA, MORN, BN, FIGR, OMF, ACT, OWL. Left out: CRBG (no annual filing), JEF (period gap). Fiscal periods ending between 2025-12-31 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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