SEC 13F Intelligence

AFFIRM HLDGS INC

CUSIP 00827BAB2

Affirm Hldgs Inc has 28 institutional holders in Filings Flow’s 13F database, together reporting 199.00M shares worth $179M as of Q1 2026. The largest reported holders are Osterweis Capital Management Inc, Aristeia Capital, L.L.C., and Deepcurrents Investment Group LLC.

Institutional Holders
28
Q1 2026
Reported Value
$179M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 31Q4 ’22Q4 ’25: 28Q4 ’25Q1 ’26: 28Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $613MQ4 ’22Q4 ’25: $145MQ4 ’25Q1 ’26: $179MQ1 ’26Q2 ’26: $426,004Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM2.88%$56M57.50MQ1 2026OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.88%$27M28.17MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.71%$34M35.31MQ1 2026OLDER
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.50%$7M7.47MQ1 2026OLDER
Ares Systematic Credit Ltd$123M AUM0.47%$579,000600.0KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.39%$818,49611.2KQ3 2025OLDER
Sculptor Capital LP$9.6B AUM0.27%$27M27.50MQ4 2025OLDER
PIPER SANDLER & CO.$102M AUM0.18%$185,760192.0KQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.17%$11M11.54MQ1 2026OLDER
Glendon Capital Management LP$805M AUM0.13%$1M1.07MQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.13%$4M3.88MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.07%$19M19.66MQ4 2025OLDER
ZAZOVE ASSOCIATES LLC$2.1B AUM0.03%$247,189255.0KQ2 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$8M8.00MQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$178,815182.0KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M5.36MQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3M3.00MQ1 2026OLDER
Oak Harvest Investment Services$958M AUM0.00%$39,47741.0KQ1 2026OLDER
Syntegra Private Wealth Group, LLC$1.1B AUM0.00%$27,92329.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.00%$52,42354.0KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M1.40MQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$19,20020.0KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M15.20MQ1 2026OLDER
AQR Arbitrage LLC$6.1B AUM0.00%$48,50050.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M3.44MQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$25,72027.0KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$189,750200.0KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$138,08014.23MQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$114,986121.0KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M2.06MQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$25,15526.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$71,59574.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$41,60343.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,7606.0KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$11,61012.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$13,20414.0KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$17,28018.0KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM$038.0KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.