21 institutions reported holding $41.1M of AFFIRM HLDGS INC (AFRM) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($34.8M), PensionDanmark Pensionsforsikringsaktieselskab ($2.5M), Central Pacific Bank - Trust Division ($1.1M), Shearwater Capital LLC ($570,850), Avior Wealth Management, LLC ($524,285). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $34.8M | 426,470 | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $2.5M | 30,310 | New |
| 3 | Central Pacific Bank - Trust Division | $1.1M | 457,831 | Hold |
| 4 | Shearwater Capital LLC | $570,850 | 7,000 | Hold |
| 5 | Avior Wealth Management, LLC | $524,285 | 6,429 | Added |
| 6 | GAMMA Investing LLC | $457,414 | 5,609 | Added |
| 7 | Versant Capital Management, Inc | $379,371 | 4,652 | Added |
| 8 | Balefire, LLC | $247,912 | 3,040 | New |
| 9 | Valeo Financial Advisors, LLC | $232,638 | 2,853 | New |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $107,156 | 1,314 | Hold |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $90,765 | 1,113 | New |
| 12 | CX Institutional | $85,000 | 1,045 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $24,383 | 299 | Trimmed |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $11,173 | 137 | Added |
| 15 | Byrne Asset Management LLC | $8,155 | 100 | Trimmed |
| 16 | Cedar Mountain Advisors, LLC | $5,464 | 67 | Hold |
| 17 | Arlington Trust Co LLC | $4,322 | 53 | Hold |
| 18 | Retirement Wealth Solutions LLC | $3,589 | 44 | Added |
| 19 | CoreCap Advisors, LLC | $1,060 | 13 | Hold |
| 20 | Dogwood Wealth Management LLC | $489 | 6 | New |
| 21 | Beaird Harris Wealth Management, LLC | $119 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30