Guru Ownership Over Time
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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $49.47 M.
Top institutional holders include Cliff Asness and Jefferies Group.
Institutional sentiment is currently Bullish. This is evidenced by a $8.74 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Lee Ainslie reduced exposure by 7.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.02% | Add 4.6% | 345,614 | $25.26 M | Q3 2025 | |
| 0.06% | Add 1161.2% | 171,269 | $12.52 M | Q3 2025 | |
| 0.04% | Add 26.2% | 125,127 | $9.14 M | Q3 2025 | |
| 0.05% | Reduce -7.9% | 48,110 | $3.52 M | Q3 2025 | |
| 0.04% | New Buy | 42,500 | $3.11 M | Q3 2025 | |
| 0.01% | 12,000 | $876,960 | Q3 2025 | ||
| 0.00% | New Buy | 8,860 | $647,489 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Affirm Holdings, Inc. (AFRM)
Top Guru holders include Cliff Asness ($25.26 M), Jefferies Group ($12.52 M), Joel Greenblatt ($9.14 M). Collectively, tracked Gurus hold 753,480 shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $8.74 M, with 5 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of AFRM completely. Total sell value was $9.54 M.
Yes, 2 Gurus opened new positions in AFRM, and 3 added to their existing holdings. Total buy value was $18.27 M.