Filing Research | AFRM - AFFIRM HLDGS INC Institutional Holdings

Snapshot holdings

50 / 143 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	961.0KSH	$78.4M
2	CONGRESS ASSET MANAGEMENT CO	Shares	426.5KSH	$34.8M
3	RJA Asset Management LLC	Shares	241.6KSH	$19.7M
4	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	184.4KSH	$15.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	127.1KSH	$10.4M
6	CATALYST PRIVATE WEALTH, LLC	Shares	125.2KSH	$10.2M
7	Omega Financial Group, LLC	Shares	103.6KSH	$8.5M
8	a16z Perennial Management, L.P.	Shares	98.0KSH	$8.0M
9	Ballentine Partners, LLC	Shares	69.9KSH	$5.7M
10	IFM Investors Pty Ltd	Shares	63.4KSH	$5.2M
11	Robeco Institutional Asset Management B.V.	Shares	57.5KSH	$4.7M
12	Linden Thomas Advisory Services, LLC	Shares	47.8KSH	$3.9M
13	Oak Thistle LLC	Shares	36.0KSH	$2.9M
14	Integris Wealth Management, LLC	Shares	34.6KSH	$2.8M
15	Advisory Resource Group	Shares	32.2KSH	$2.6M
16	Atlantic Edge Private Wealth Management, LLC	Shares	30.8KSH	$2.5M
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	30.3KSH	$2.5M
18	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	30.0KSH	$2.4M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	26.6KSH	$2.2M
20	ASR Vermogensbeheer N.V.	Shares	24.3KSH	$2.0M
21	Consolidated Investment Group LLC	Shares	23.5KSH	$1.9M
22	RFG Advisory, LLC	Shares	21.9KSH	$1.8M
23	HERBST GROUP, LLC	Shares	21.3KSH	$1.7M
24	Fortune Financial Advisors, LLC	Shares	20.7KSH	$1.7M
25	SteelPeak Wealth, LLC	Shares	20.4KSH	$1.7M
26	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	19.3KSH	$1.6M
27	GATEWAY INVESTMENT ADVISERS LLC	Shares	18.2KSH	$1.5M
28	Mediolanum International Funds Ltd	Shares	17.8KSH	$1.5M
29	Prospera Financial Services Inc	Shares	17.6KSH	$1.4M
30	Sequoia Financial Advisors, LLC	Shares	16.5KSH	$1.3M
31	MISSION WEALTH MANAGEMENT, LP	Shares	16.5KSH	$1.3M
32	ABN AMRO INVESTMENT SOLUTIONS	Shares	16.3KSH	$1.3M
33	SBI Securities Co., Ltd.	Shares	15.2KSH	$1.2M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.5KSH	$1.2M
35	Swedbank AB	Shares	13.8KSH	$1.1M
36	Fideuram Asset Management (Ireland) dac	Shares	13.9KSH	$992.0K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	10.8KSH	$883.1K
38	Wedmont Private Capital	Shares	10.0KSH	$830.8K
39	Encompass More Asset Management	Shares	8.5KSH	$694.4K
40	Mason & Associates Inc	Shares	8.1KSH	$661.9K
41	Central Pacific Bank - Trust Division	Shares	7.8KSH	$638.6K
42	Blue Trust, Inc.	Shares	7.6KSH	$619.6K
43	SIGNATUREFD, LLC	Shares	7.3KSH	$596.7K
44	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.0KSH	$574.5K
45	Shearwater Capital LLC	Shares	7.0KSH	$570.9K
46	E. Ohman J:or Asset Management AB	Shares	6.8KSH	$551.3K
47	Alliance Wealth Advisors, LLC /UT	Shares	6.6KSH	$538.2K
48	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.5KSH	$529.0K
49	Avior Wealth Management, LLC	Shares	6.4KSH	$524.3K
50	Portside Wealth Group, LLC	Shares	6.3KSH	$512.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 155 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+275.4K	+$47.0M	$78.4M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+417.5K	+$34.4M	$34.8M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+184.4K	+$15.0M	$15.0M
4	RJA Asset Management LLC trimmed	Shares	-3.9K	+$8.5M	$19.7M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+10.2K	+$5.0M	$10.4M
6	CATALYST PRIVATE WEALTH, LLC added	Shares	+327	+$4.5M	$10.2M
7	Omega Financial Group, LLC unchanged	Shares	0	+$3.7M	$8.5M
8	a16z Perennial Management, L.P. trimmed	Shares	-5.2K	+$3.3M	$8.0M
9	IFM Investors Pty Ltd added	Shares	+9.4K	+$2.7M	$5.2M
10	Oak Thistle LLC added	Shares	+27.4K	+$2.5M	$2.9M
11	Ballentine Partners, LLC added	Shares	+645	+$2.5M	$5.7M
12	Atlantic Edge Private Wealth Management, LLC new	Shares	+30.8K	+$2.5M	$2.5M
13	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+30.0K	+$2.4M	$2.4M
14	Consolidated Investment Group LLC new	Shares	+23.5K	+$1.9M	$1.9M
15	Linden Thomas Advisory Services, LLC added	Shares	+1.3K	+$1.8M	$3.9M
16	ASR Vermogensbeheer N.V. added	Shares	+19.1K	+$1.7M	$2.0M
17	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+18.5K	+$1.5M	$1.6M
18	Robeco Institutional Asset Management B.V. trimmed	Shares	-12.5K	+$1.5M	$4.7M
19	Mediolanum International Funds Ltd new	Shares	+17.8K	+$1.5M	$1.5M
20	Integris Wealth Management, LLC added	Shares	+4.2K	+$1.4M	$2.8M
21	Advisory Resource Group added	Shares	+2.1K	+$1.2M	$2.6M
22	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.7K	+$1.2M	$2.5M
23	Fideuram Asset Management (Ireland) dac new	Shares	+13.9K	+$992.0K	$992.0K
24	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$950.5K	$2.2M
25	RFG Advisory, LLC added	Shares	+2.8K	+$910.1K	$1.8M
26	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+5.4K	+$829.5K	$1.3M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.0K	+$771.6K	$1.2M
28	Fortune Financial Advisors, LLC unchanged	Shares	0	+$739.6K	$1.7M
29	SteelPeak Wealth, LLC added	Shares	+25	+$731.0K	$1.7M
30	Encompass More Asset Management new	Shares	+8.5K	+$694.4K	$694.4K
31	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+217	+$660.8K	$1.5M
32	Prospera Financial Services Inc added	Shares	+673	+$658.8K	$1.4M
33	Blue Trust, Inc. added	Shares	+7.0K	+$593.1K	$619.6K
34	HERBST GROUP, LLC trimmed	Shares	-3.6K	+$592.0K	$1.7M
35	Sequoia Financial Advisors, LLC trimmed	Shares	-455	+$569.4K	$1.3M
36	Alliance Wealth Advisors, LLC /UT new	Shares	+6.6K	+$538.2K	$538.2K
37	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.5K	+$529.0K	$529.0K
38	Portside Wealth Group, LLC new	Shares	+6.3K	+$512.1K	$512.1K
39	Swedbank AB unchanged	Shares	0	+$492.1K	$1.1M
40	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-3.2K	+$440.3K	$1.3M
41	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.1K	+$439.4K	$883.1K
42	Merit Financial Group, LLC new	Shares	+4.7K	+$384.0K	$384.0K
43	Y-Intercept (Hong Kong) Ltd new	Shares	+4.6K	+$376.8K	$376.8K
44	PFG Advisors new	Shares	+4.3K	+$348.4K	$348.4K
45	Wedmont Private Capital trimmed	Shares	-381	+$315.7K	$830.8K
46	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+3.8K	+$307.9K	$307.9K
47	Envestnet Portfolio Solutions, Inc. new	Shares	+3.8K	+$306.6K	$306.6K
48	Venturi Wealth Management, LLC new	Shares	+3.7K	+$299.5K	$299.5K
49	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+3.6K	+$294.3K	$294.3K
50	SeaCrest Wealth Management, LLC new	Shares	+3.6K	+$290.3K	$290.3K

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