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Affirm Holdings, Inc.

AFRM Technology
$70.08 $-2.32 (-3.20%)
Market Cap: $23.65 B
Gurus Holding
6
Popularity Rank
#1637
% of Shares Held
0.24%
Net Activity (Q2 2026)
+$5.29 M

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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $56.99 M.

Top institutional holders include Joel Greenblatt and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $5.29 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 45.9%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$27.42 M
Total Buy Value
New Buys 1
Additions 2
-$22.13 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Affirm Holdings, Inc. (AFRM)

Major holders include Joel Greenblatt ($37.07 M), Cliff Asness ($19.34 M), Renaissance Technologies (RenTech) ($6.1 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 813,161 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.29 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AFRM. The total reported sell value was $22.13 M.

Yes, 1 managers opened new positions in AFRM, and 2 increased their existing holdings. The total reported buy value was $27.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 142.8% 454,524 $37.07 M Q2 2026
0.01% Reduce -45.9% 237,138 $19.34 M Q2 2026
0.01% Add 1167.8% 74,800 $6.1 M Q2 2026
0.02% Reduce -36.4% 34,669 $2.83 M Q2 2026
0.01% 12,000 $978,600 Q2 2026
0.00% New Buy 30 $2,454 Q2 2026
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