FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$AFRM

Affirm Holdings, Inc.
$75.92 +3.9% vs prior close

What they do: Personal Credit Institutions · Exchange: Nasdaq · Employees: 2,358

Affirm Holdings, Inc. operates payment network in the United States, Canada, and internationally. Its platform offers pay-over-time solutions at checkout for both consumers and merchants. The company's commerce platform, agreements with originating banks, and capital markets partners enables consumers to pay for a purchase over time. It has active merchants covering small businesses, large enterprises, direct-to-consumer brands, brick-and-mortar stores, and companies with an omni-channel presence. The company's merchants represent a range of industries, including electronics; equipment and auto; fashion and beauty; general merchandise; home and lifestyle services; sporting goods and outdoors; and travel and ticketing. Affirm Holdings, Inc. was founded in 2012 and is headquartered in San Francisco, California. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2024-09-30$698.5M$-0.31
2024-12-31$866.4M$0.23
2025-03-31$783.1M$0.01
2025-09-30$933.3M$0.23
2025-12-31$1.12B$0.37
2026-03-31$1.04B$0.30

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 4.32% · Institutions hold: 88.63% across 910 filers

InstitutionSharesValue% held
Capital Research Global Investors26,000,572$1.97B8.76%
Capital World Investors23,115,136$1.75B7.79%
Morgan Stanley23,000,269$1.75B7.75%
Blackrock Inc.19,613,537$1.49B6.61%
FMR, LLC17,581,656$1.33B5.92%
JPMORGAN CHASE & CO16,722,922$1.27B5.63%
Vanguard Capital Management LLC12,320,890$935.4M4.15%
Vanguard Portfolio Management LLC11,886,405$902.4M4.00%

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE1,866$41.80$78K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE5,636$57.59$325K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE8,991$44.06$396K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE10,239$22.30$228K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE17,023$17.19$293K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerOPTION EXERCISE21,836$23.35$510K-5.9%
2026-10-092026-10-14O'Hare RobertChief Financial OfficerSOLD65,591$80.02$5.2M-5.9%

Our calls

PostedTweetPrice at postNowSince post
2026-10-15 17:12Today's largest sales, filed one at a time (the day's biggest sale gets its own $75.92$75.92+0.0%