AI Holders Summary · Q1 2026

661 institutions reported AFRM in Q1 2026. Capital Research Global Investors leads at 12.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Capital Research Global Investors

CIK 0001422848

$1.1B24.6M0.17%Q1 2026 02

Capital World Investors

CIK 0001422849

$1.0B22.5M0.14%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$995M21.7M0.06%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$858M18.7M0.01%Q1 2026 05

FMR LLC

CIK 0000315066

$792M17.3M0.04%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$557M12.2M0.01%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$532M11.6M0.03%Q1 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$361M4.9M0.05%Q4 2025 09

MARSHALL WACE, LLP

CIK 0001318757

$323M4.3M0.29%Q4 2025 10

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$307M6.7M0.03%Q1 2026 11

LONE PINE CAPITAL LLC

CIK 0001061165

$284M3.8M2.09%Q4 2025 12

STATE STREET CORP

CIK 0000093751

$276M6.0M0.01%Q1 2026 13

Jericho Capital Asset Management L.P.

CIK 0001525234

$268M3.6M3.05%Q4 2025 14

Durable Capital Partners LP

CIK 0001798849

$259M5.6M2.66%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$252M5.5M0.02%Q1 2026 16

BAILLIE GIFFORD & CO

CIK 0001088875

$243M5.3M0.25%Q1 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$228M5.3M0.01%Q1 2026 18

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$207M4.5M0.03%Q1 2026 19

Foxhaven Asset Management, LP

CIK 0001590531

$142M1.9M3.50%Q4 2025 20

D. E. Shaw & Co., Inc.

CIK 0001009207

$135M1.8M0.07%Q4 2025

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