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AFRM - AFFIRM HLDGS INC

This page shows which of the focused investors we track hold AFRM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2025 it was held by 4 managers with an aggregate reported value of $565.47M, which is 0.05% of the combined portfolio.

As of Q4 2025, 4 tracked institutional managers held AFRM (AFFIRM HLDGS INC) with an aggregate reported value of $565.47M0.05% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
AFRM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Stephen Mandel - Lone Pine Capital2.09%New3,817,170$284.11M
2Henry Ellenbogen - Durable Capital Partners2.59%Reduce -41.3%3,681,173$273.99M
3Lee Ainslie - Maverick Capital0.05%Add +37.2%66,024$4.91M
4Polen Capital Management - Polen Capital Management0.01%Reduce -0.4%32,969$2.45M
Loading holder history for AFRM