13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
AFRM 0 11/15/26

AFFIRM HLDGS INC

27 institutions still hold AFFIRM HLDGS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00827BAB2·27 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$178M
76.0% inst. owned
of float
Holders
27
+28 QoQ
filers reporting
Activity
+78 / −6
+794 added · −877 reduced
this quarter
Concentration
31.25%
OSTERWEIS CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported AFRM 0 11/15/26 in Q1 2026. OSTERWEIS CAPITAL MANAGEMENT INC leads at 31.3% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
OSTERWEIS CAPITAL MANAGEMENT INC
CIK 0001007524
$56M57.5M2.88%Q1 202602
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$34M35.3M0.71%Q1 202603
DeepCurrents Investment Group LLC
CIK 0001754535
$27M28.2M0.88%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$15M15.2M0.00%Q1 202605
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$11M11.5M0.17%Q1 202606
Parallax Volatility Advisers, L.P.
CIK 0001521001
$8M8.0M0.02%Q1 202607
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$7M7.5M0.50%Q1 202608
Russell Investments Group, Ltd.
CIK 0001692234
$5M5.4M0.01%Q1 202609
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$4M3.9M0.13%Q1 202610
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$3M3.4M0.00%Q1 202611
TORONTO DOMINION BANK
CIK 0000947263
$3M3.0M0.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$2M2.1M0.00%Q1 202613
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$1M1.4M0.00%Q1 202614
Glendon Capital Management LP
CIK 0001604350
$1M1.1M0.13%Q1 202615
PIPER SANDLER & CO.
CIK 0000724683
$185,760192K0.18%Q1 202616
Central Pacific Bank - Trust Division
CIK 0002020066
$176,085182K0.02%Q1 202617
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$138,08014.2M0.00%Q1 202618
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$71,59574K0.00%Q1 202619
CSS LLC/IL
CIK 0001103646
$52,42354K0.00%Q1 202620
CITIGROUP INC
CIK 0000831001
$41,60343K0.00%Q1 2026
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