Security Name: AFFIRM HOLDINGS INC
Ticker: AFRM 0 11/15/26
Security Type: OTHER
Exchange: TRACE
CUSIP: 00827BAB2

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.87B - 50 -
2024-09-30 $1.04B +20.6% 48 -4.0%
2024-12-31 $24.38B +2234.3% 33 -31.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
EWING MORRIS & CO. INVESTMENT PARTNERS LTD. $13.0M 10,000K 4.5%
RADCLIFFE CAPITAL MANAGEMENT, L.P. $23287.9M 25,822K 2.7%
STANSBERRY ASSET MANAGEMENT, LLC $17.0M 18,850K 2.2%
SSI INVESTMENT MANAGEMENT LLC $12.1M 13,438K 0.9%
DEEPCURRENTS INVESTMENT GROUP LLC $25.5M 28,167K 0.8%
PIPER SANDLER & CO. $901.9M 1,000K 0.7%
ARISTEIA CAPITAL, L.L.C. $18.7M 20,650K 0.6%
SCULPTOR CAPITAL LP $18.6M 20,600K 0.3%
GLENDON CAPITAL MANAGEMENT LP $3.2M 3,574K 0.2%
OAKTREE CAPITAL MANAGEMENT LP $4.4M 4,820K 0.1%
VERITION FUND MANAGEMENT LLC $12.7M 14,012K 0.1%
VIRTUS INVESTMENT ADVISERS, INC. $0.0M 43K 0.0%
PARALLAX VOLATILITY ADVISERS, L.P. $9.5M 10,500K 0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC $0.8M 9K 0.0%
WELLINGTON MANAGEMENT GROUP LLP $3.4M 3,783K 0.0%
JPMORGAN CHASE & CO $26.8M 29,671K 0.0%
BLACKROCK, INC. $7.0M 7,725K 0.0%
ZURCHER KANTONALBANK $0.2M 200K 0.0%
BARCLAYS PLC $0.1M 161K 0.0%
GOLDMAN SACHS GROUP INC $0.4M 452K 0.0%
BNP PARIBAS FINANCIAL MARKETS $0.0M 22K 0.0%
MORGAN STANLEY $0.4M 475K 0.0%
LPL FINANCIAL LLC $0.0M 14K 0.0%
JEFFERIES FINANCIAL GROUP INC. $0.2M 200K 0.0%
BANK OF AMERICA CORP /DE/ $5.0M 5,575K 0.0%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
BAND 0.5 04/01/28 TRACE BANDWIDTH INC 0.077 2 26
UPWK 0.25 08/15/26 TRACE UPWORK INC 0.077 2 26
BL 0 03/15/26 TRACE BLACKLINE INC 0.067 2 30
U 0 11/15/26 TRACE UNITY SOFTWARE INC 0.043 2 47
SPGI US S&P GLOBAL INC 0.001 2 1520
AAPL US APPLE INC 0.001 2 3956
AMZN US AMAZON.COM INC 0.001 2 3975
MSFT US MICROSOFT CORP 0.000 2 4177
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us