Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AFFIRM HLDGS INC (AFRM)

668 + Investors. Track Smart Money conviction in AFRM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — AFRM

Based on 613 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AFRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
613 hedge funds hold AFRM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+130 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

374 buying289 selling
Last quarter: 374 funds bought or added vs 289 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 91 → 132 → 146 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 26% medium ■ 31% new
266 out of 613 hedge funds have held AFRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

120 → 91 → 132 → 146 → 118 new funds/Q
New funds entering each quarter: 91 → 132 → 146 → 118. A growing number of institutions are discovering AFRM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 13% 1-2yr ■ 34% new
Of 668 current holders: 353 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
46 of 613 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AFRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AFRM

How many hedge funds hold AFRM — quarterly history vs. share price
Quarterly hedge fund ownership of AFRM vs. share price

Market Analysis: AFRM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AFRM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

79 top-rated funds 11 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AFRM
2026 Q1 Stats Unlock in 21 days 668 + Investors

Track Smart Money conviction in AFRM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 668 653 2.3%
13F Shares 267M 261M 2.54%
Total Value $19.71B $18.97B 3.94%
New Positions 124 152 -28
Increased Positions 320 281 +39
Closed Positions 106 100 +6
Reduced Positions 266 248 +18
Total Calls 32 32 -
Total Puts 36 40 -10.0%
PUT/CALL Ratio 1.12 1.25 Neutral

Statistics: AFRM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

668 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AFRM. Verified SEC 13F-HR filings.

Top 25 institutional holders of AFRM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Q Fund Management (Hong Kong) Ltd 6.02% 86,200 $6.4M
2 RJA Asset Management LLC 4.14% 245,500 $11.2M
3 CATALYST PRIVATE WEALTH, LLC 3.10% 124,897 $5.7M
4 REX Advisers, LLC 2.31% 16,700 $765K
5 Capelight Capital Asset Management LP 1.71% 50,000 $2.3M
6 MOUNT VERNON ASSOCIATES INC /MD/ 1.41% 43,475 $2K
7 HERBST GROUP, LLC 0.70% 24,900 $1.1M
8 Faithward Advisors, LLC 0.44% 62,184 $3.1M
9 Artemis Investment Management LLP 0.33% 685,608 $31.4M
10 Integris Wealth Management, LLC 0.32% 30,417 $1.4M
11 GraniteShares Advisors LLC 0.28% 8,442 $387K
12 MYECFO, LLC 0.27% 13,921 $638K
13 REX Advisers, LLC 0.23% 33,400 $78K
14 Linden Thomas Advisory Services, LLC 0.21% 46,476 $2.1M
15 Andina Capital Management, LLC 0.19% 4,776 $219K
16 Shearwater Capital LLC 0.17% 7,000 $321K
17 Rareview Capital LLC 0.14% 3,541 $245K
18 Paragon Capital Management Ltd 0.10% 10,770 $493K
19 Pacific Sage Partners, LLC 0.10% 13,800 $632K
20 Leonteq Securities AG 0.10% 57,064 $2.6M
21 Aspire Capital Advisors LLC 0.08% 7,860 $360K
22 SBI Securities Co., Ltd. 0.06% 45,368 $2.1M
23 Moran Wealth Management, LLC 0.05% 35,948 $1.6M
24 Huntleigh Advisors, Inc. 0.05% 6,210 $285K
25 Central Pacific Bank - Trust Division 0.05% 7,831 $359K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AFFIRM HLDGS INC (AFRM)

What does the Smart Money Trend signal show for AFRM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AFRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AFRM?

Slight buying edge — 56% buying: Last quarter: 374 funds bought or added vs 289 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AFRM holders?

Elite ownership — 58% AUM from top-100 funds: 46 of 613 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AFRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AFRM?

43% of holders stayed for 2+ years: 266 out of 613 hedge funds have held AFRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.