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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $213.01 M.
Top institutional holders include Steve Mandel and Louis Moore Bacon.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $282.12 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 662.1%. Conversely, Cliff Asness reduced exposure by 66.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Affirm Holdings, Inc. (AFRM)
Major holders include Steve Mandel ($284.11 M), Louis Moore Bacon ($24.11 M), Joel Greenblatt ($9.15 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.54 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $282.12 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited AFRM. The total reported sell value was $24.26 M.
Yes, 1 managers opened new positions in AFRM, and 2 increased their existing holdings. The total reported buy value was $306.39 M.
