Guru Ownership Trend
Guru Analysis for Affirm Holdings, Inc. (AFRM)
Affirm Holdings, Inc. (AFRM), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $52.11 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bearish. This is evidenced by a $292.9 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 278.9%. Conversely, Jefferies Group reduced exposure by 36.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Affirm Holdings, Inc. (AFRM)
Major holders include Cliff Asness ($19.5 M), Joel Greenblatt ($8.58 M), Steven Cohen ($4.11 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 787,557 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $292.9 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited AFRM. The total reported sell value was $314.58 M.
Yes, 2 managers opened new positions in AFRM, and 2 increased their existing holdings. The total reported buy value was $21.68 M.
