Affirm Holdings Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Axxion S.A.

INCREASED

Shares1,100,000 from 800,000

Change+300,000 (+38%)

Value$1.1M (+$193.0K)

Filed 2026-10-22

Piper Sandler & Co.

INCREASED

Shares527,000 from 192,000

Change+335,000 (+174%)

Value$522.2K (+$333.5K)

Filed 2026-10-27

Citigroup Inc

UNCHANGED

Shares43,000 from 43,000

Change0 (0%)

Value$42.7K (+$408)

Filed 2026-11-04

Oak Harvest Investment Services

UNCHANGED

Shares41,000 from 41,000

Change0 (0%)

Value$40.7K (+$314)

Filed 2026-10-20

Syntegra Private Wealth Group, LLC

UNCHANGED

Shares29,000 from 29,000

Change0 (0%)

Value$28.8K (+$222)

Filed 2026-10-13

Kestra Advisory Services, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$14.9K (+$142)

Filed 2026-11-02

Creative Planning

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.9K (+$114)

Filed 2026-11-02

Central Pacific Bank - Trust Division

CLOSED

Shares0 from 182,000

Change-182,000 (-100%)

Value$0 (-$178.8K)

Filed 2026-10-06

Osterweis Capital Management Inc

N/A

Shares— from 57,500,000

Change-57,500,000 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 52,809,000

Change-52,809,000 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 34,815,000

Change-34,815,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,274,000

Change-16,274,000 (-100%)

Value—

Stansberry Asset Management, LLC

N/A

Shares— from 15,166,000

Change-15,166,000 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 8,000,000

Change-8,000,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 7,500,000

Change-7,500,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 7,001,000

Change-7,001,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 4,881,000

Change-4,881,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 3,611,000

Change-3,611,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,940,000

Change-2,940,000 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 1,400,000

Change-1,400,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 1,174,000

Change-1,174,000 (-100%)

Value—

Glendon Capital Management LP

N/A

Shares— from 1,074,000

Change-1,074,000 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 330,000

Change-330,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 255,000

Change-255,000 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 234,000

Change-234,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 131,000

Change-131,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 54,000

Change-54,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

	Status
Axxion S.A.	INCREASED	1,100,000	800,000	+300,000	+38%	$899.9K	$1.1M	+$193.0K	2026-10-22
Piper Sandler & Co.	INCREASED	527,000	192,000	+335,000	+174%	$188.6K	$522.2K	+$333.5K	2026-10-27
Citigroup Inc	UNCHANGED	43,000	43,000	0	0%	$42.2K	$42.7K	+$408	2026-11-04
Oak Harvest Investment Services	UNCHANGED	41,000	41,000	0	0%	$40.4K	$40.7K	+$314	2026-10-20
Syntegra Private Wealth Group, LLC	UNCHANGED	29,000	29,000	0	0%	$28.6K	$28.8K	+$222	2026-10-13
Kestra Advisory Services, LLC	UNCHANGED	15,000	15,000	0	0%	$14.7K	$14.9K	+$142	2026-11-02
Creative Planning	UNCHANGED	12,000	12,000	0	0%	$11.8K	$11.9K	+$114	2026-11-02
Central Pacific Bank - Trust Division	CLOSED	0	182,000	-182,000	-100%	$178.8K	$0	-$178.8K	2026-10-06
Osterweis Capital Management Inc	N/A	—	57,500,000	-57,500,000	-100%	$56.6M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	52,809,000	-52,809,000	-100%	$52.0M	—	—	—
Oaktree Capital Management LP	N/A	—	34,815,000	-34,815,000	-100%	$34.3M	—	—	—
JPMorgan Chase & Co	N/A	—	16,274,000	-16,274,000	-100%	$15.5M	—	—	—
Stansberry Asset Management, LLC	N/A	—	15,166,000	-15,166,000	-100%	$14.9M	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	8,000,000	-8,000,000	-100%	$7.9M	—	—	—
Toronto Dominion Bank	N/A	—	7,500,000	-7,500,000	-100%	$7.3M	—	—	—
Russell Investments Group, Ltd.	N/A	—	7,001,000	-7,001,000	-100%	$6.9M	—	—	—
Palisade Capital Management, LP	N/A	—	4,881,000	-4,881,000	-100%	$4.8M	—	—	—
SSI Investment Management LLC	N/A	—	3,611,000	-3,611,000	-100%	$3.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,940,000	-2,940,000	-100%	$2.9M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	1,400,000	-1,400,000	-100%	$1.4M	—	—	—
KIM, LLC	N/A	—	1,174,000	-1,174,000	-100%	$1.2M	—	—	—
Glendon Capital Management LP	N/A	—	1,074,000	-1,074,000	-100%	$1.1M	—	—	—
Jefferies Financial Group Inc.	N/A	—	330,000	-330,000	-100%	$318.9K	—	—	—
Zazove Associates LLC	N/A	—	255,000	-255,000	-100%	$250.9K	—	—	—
Northern Trust Corp	N/A	—	234,000	-234,000	-100%	$23.0M	—	—	—
Morgan Stanley	N/A	—	131,000	-131,000	-100%	$128.7K	—	—	—
CSS LLC	N/A	—	54,000	-54,000	-100%	$53.2K	—	—	—
AQR Arbitrage LLC	N/A	—	50,000	-50,000	-100%	$49.3K	—	—	—
Bessemer Group Inc	N/A	—	36,000	-36,000	-100%	$35	—	—	—
Mercer Global Advisors Inc	N/A	—	26,000	-26,000	-100%	$25.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	22,000	-22,000	-100%	$21.6K	—	—	—

Showing 31 of 31 institutions