Affirm Holdings, Inc. (AFRM)
Nasdaq: AFRM · Personal Credit Institutions · San Francisco, CA · filing with the SEC since 2020
Grade6.0
◀ Past 5.6● Present 6.7▶ Future 5.8
Who owns Affirm Holdings, Inc.
As filed with the SECHolders of 5% or more
5
Capital World Investors holds 7.9% of Common Stock, as its SCHEDULE 13G/A filed Aug 12, 2026 says.
Directors and officers
14
report now, of 21 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Capital World Investors
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock
Morgan Stanley
SCHEDULE 13G/A · filed May 11, 2026 · Class A Common Stock · 8.1% in Feb 3, 2025
Fmr LLC
SCHEDULE 13G · filed May 6, 2026 · CLASS A COMMON STOCK
JPMorgan Chase & Co.
SCHEDULE 13G · filed Jul 16, 2026 · Class A common stock, par value $0.00001 per share · 5.7% in Jul 16, 2026
Blackrock, Inc.
SCHEDULE 13G · filed Jan 21, 2026 · Class A Stock
GIC Private Limited
SCHEDULE 13G/A · filed Jan 29, 2025 · Class A Common Stock, par value $0.00001 per share · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
What AFRM reports owning in othersstakes of 5% or more, and other ties
36 subsidiaries in 7 countries, from the list filed with the 10-K filed Aug 27, 2026.
Insider tradesForm 4
19sales
0purchases
17sales on a scheduled plan
6people selling
$89.4Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 39 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Levchin Max R | Chief Executive Officer | 2 | $53.7M | 2 | 0 | $0 |
| Linford Michael | President | 2 | $15.1M | 2 | 0 | $0 |
| O'Hare Robert | Chief Financial Officer | 6 | $10.3M | 6 | 0 | $0 |
| Adkins Katherine | Chief Legal Officer | 4 | $6.1M | 4 | 0 | $0 |
| Jiyane Siphelele | Chief Accounting Officer | 2 | $3.8M | 0 | 0 | $0 |
| Watson Noel Bertram | director | 3 | $400,000 | 3 | 0 | $0 |