13F Insight
DOSSIER · 13F Holders · Q2 2026
AFRM 0 11/15/26

AFFIRM HLDGS INC

31 institutions still hold AFFIRM HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00827BAB2·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$235M
visible holders
Holders
31
filers reporting
Concentration
24.09%
OSTERWEIS CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported AFRM 0 11/15/26 in Q2 2026. OSTERWEIS CAPITAL MANAGEMENT INC leads at 24.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSTERWEIS CAPITAL MANAGEMENT INC
CIK 0001007524
$57M57.5M2.67%Q2 202602
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$52M52.8M0.68%Q2 202603
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$34M34.8M0.48%Q2 202604
NORTHERN TRUST CORP
CIK 0000073124· Index
$23M234K0.00%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$15M16.3M0.00%Q2 202606
STANSBERRY ASSET MANAGEMENT, LLC
CIK 0001725910
$15M15.2M1.37%Q2 202607
Parallax Volatility Advisers, L.P.
CIK 0001521001
$8M8.0M0.01%Q2 202608
TORONTO DOMINION BANK
CIK 0000947263
$7M7.5M0.01%Q2 202609
Russell Investments Group, Ltd.
CIK 0001692234
$7M7.0M0.01%Q2 202610
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$5M4.9M0.21%Q2 202611
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$4M3.6M0.21%Q2 202612
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$3M2.9M0.00%Q2 202613
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$1M1.4M0.00%Q2 202614
KIM, LLC
CIK 0001888968
$1M1.2M0.12%Q2 202615
Glendon Capital Management LP
CIK 0001604350
$1M1.1M0.14%Q2 202616
Axxion S.A.
CIK 0002030181
$900K800K0.06%Q2 202617
Jefferies Financial Group Inc.
CIK 0000096223
$319K330K0.00%Q2 202618
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$251K255K0.02%Q2 202619
PIPER SANDLER & CO.
CIK 0000724683
$189K192K0.14%Q2 202620
Central Pacific Bank - Trust Division
CIK 0002020066
$179K182K0.02%Q2 2026
Page 1 of 2
11 more holders available. Log in →