← Every company
Funds Holding Affirm Holdings Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Affirm Holdings Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of AFRM →Funds holding
127
as of 2026-07-31
Reported value
$1.4B
summed across funds
Fund families
61
named trusts
Largest conviction
7.52%
1 above 5% of a fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Transamerica Capital GrowthTRANSAMERICA FUNDS1.2M sh$85.1M | 7.52% |
| Transamerica Large GrowthTRANSAMERICA FUNDS156.8K sh$11.2M | 3.39% |
| VANGUARD MID-CAP GROWTH FUNDVANGUARD WHITEHALL FUNDS1.2M sh$82.9M | 3.08% |
| Congress SMid Growth ETFProfessionally Managed Portfolios157.6K sh$11.3M | 2.48% |
| Nuveen ESG Mid-Cap Growth ETFNuShares ETF Trust106.9K sh$7.6M | 2.19% |
| Aggressive Growth PortfolioPERMANENT PORTFOLIO FAMILY OF FUNDS150K sh$10.7M | 2.10% |
| iShares FinTech Active ETFBlackRock ETF Trust2.3K sh$164.5K | 1.72% |
| Nuveen Winslow Large-Cap Growth ESG FundNuveen Investment Trust II183.2K sh$13.1M | 1.40% |
| NYLIM Winslow Large Cap Growth ETFNYLIM Active ETF Trust59K sh$4.2M | 1.35% |
| Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust4.1K sh$293.8K | 1.24% |
| Heritage FundAmerican Century Mutual Funds, Inc.905.7K sh$64.8M | 1.22% |
| Janus Henderson Small/Mid Cap Growth Alpha ETFJanus Detroit Street Trust176.9K sh$12.6M | 1.20% |
| NYLIM Winslow Large Cap Growth FundNYLIM FUNDS1.9M sh$132.6M | 1.13% |
| Emerald Finance & Banking Innovation FundFINANCIAL INVESTORS TRUST6.5K sh$466.2K | 0.96% |
| Lord Abbett Growth Leaders FundLORD ABBETT SECURITIES TRUST968.8K sh$69.3M | 0.93% |
| SA JPMorgan Mid-Cap Growth PortfolioSUNAMERICA SERIES TRUST75.8K sh$5.4M | 0.86% |
| Allspring Premier Large Company Growth FundALLSPRING FUNDS TRUST144.2K sh$10.3M | 0.82% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I40.5K sh$2.9M | 0.79% |
| Allspring Growth FundALLSPRING FUNDS TRUST316.6K sh$22.6M | 0.78% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust1.9K sh$132.3K | 0.67% |
| Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds563.9K sh$40.3M | 0.61% |
| Hedgeye Index Adds ETFETF Opportunities Trust386 sh$27.6K | 0.60% |
| Virtus Silvant Small/Mid Growth ETFVirtus ETF Trust II225 sh$16.1K | 0.50% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds40.9K sh$2.9M | 0.50% |
| Invesco Discovery Mid Cap Growth FundAIM Investment Funds (Invesco Investment Funds)467.4K sh$33.4M | 0.49% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust43.9K sh$3.1M | 0.49% |
| Fidelity Fundamental Large Cap Growth ETFFidelity Covington Trust38.6K sh$2.8M | 0.47% |
| RockCreek Global Equality ETFEA Series Trust6.5K sh$462.2K | 0.46% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust124K sh$8.9M | 0.44% |
| Permanent PortfolioPERMANENT PORTFOLIO FAMILY OF FUNDS400K sh$28.6M | 0.40% |
| SA JPMorgan Large Cap Core PortfolioSUNAMERICA SERIES TRUST27.5K sh$2M | 0.39% |
| Calamos Timpani SMID Growth FundCALAMOS INVESTMENT TRUST/IL2K sh$143.2K | 0.32% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust108.6K sh$7.8M | 0.30% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust151.6K sh$10.8M | 0.28% |
| Invesco Global Opportunities FundAIM International Mutual Funds (Invesco International Mutual Funds)85.7K sh$6.1M | 0.28% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds50.1K sh$3.6M | 0.27% |
| JPMorgan Hedged Equity Laddered Overlay ETFJ.P. Morgan Exchange-Traded Fund Trust168.2K sh$12M | 0.26% |
| Fidelity Blue Chip Growth ETFFidelity Covington Trust244.3K sh$17.5M | 0.25% |
| SA Fidelity Institutional AM Global Equities PortfolioSUNAMERICA SERIES TRUST12.1K sh$862.6K | 0.25% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust141K sh$10.1M | 0.25% |
| iShares U.S. Industrials ETFiShares Trust65K sh$4.6M | 0.24% |
| Fidelity Blue Chip Growth K6 FundFidelity Securities Fund666.8K sh$47.7M | 0.23% |
| AAM Transformers ETFETF Series Solutions7.7K sh$552.2K | 0.22% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST72.9K sh$5.2M | 0.22% |
| Fidelity Blue Chip Growth FundFidelity Securities Fund2.9M sh$207M | 0.21% |
| iShares MSCI USA Size Factor ETFiShares Trust12.3K sh$880.4K | 0.21% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND596.7K sh$42.7M | 0.19% |
| Fidelity Series Blue Chip Growth FundFidelity Securities Fund433.6K sh$31M | 0.19% |
| Transamerica Multi-Managed BalancedTRANSAMERICA FUNDS34.5K sh$2.5M | 0.16% |
| Transamerica Balanced IITRANSAMERICA FUNDS1.6K sh$114K | 0.16% |
| iShares U.S. Consumer Focused ETFiShares U.S. ETF Trust617 sh$44.1K | 0.16% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.1M sh$75.9M | 0.15% |
| Column Mid Cap FundTrust for Professional Managers21.9K sh$1.6M | 0.15% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST56.6K sh$4M | 0.15% |
| iShares Russell Mid-Cap Index FundBlackRock Funds51.4K sh$3.7M | 0.14% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust9.2K sh$660.5K | 0.14% |
| iShares Morningstar Mid-Cap ETFiShares Trust32.4K sh$2.3M | 0.14% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust45K sh$3.2M | 0.12% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust29.1K sh$2.1M | 0.09% |
| Indexperts Gorilla Aggressive Growth ETFSPINNAKER ETF SERIES548 sh$39.2K | 0.09% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc7K sh$503.4K | 0.07% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC78.4K sh$5.6M | 0.07% |
| iShares Morningstar Growth ETFiShares Trust28.2K sh$2M | 0.06% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust368.8K sh$26.4M | 0.06% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust22.2K sh$1.6M | 0.06% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds157.1K sh$11.2M | 0.06% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST41K sh$2.9M | 0.06% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust405.4K sh$29M | 0.06% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust1.2K sh$83.1K | 0.06% |
| US Vegan Climate ETFETF Series Solutions1.5K sh$106K | 0.06% |
| SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST3.3K sh$239K | 0.06% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc5.9K sh$420.6K | 0.05% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust23.8K sh$1.7M | 0.05% |
| Pacer MSCI World Industry Advantage ETFPacer Funds Trust7 sh$500.6 | 0.05% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO19.2K sh$1.4M | 0.04% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC240.6K sh$17.2M | 0.04% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust12.9K sh$920.3K | 0.04% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust272 sh$19.5K | 0.04% |
| BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust66 sh$4.7K | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.6K sh$975K | 0.04% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc1.5K sh$108.3K | 0.04% |
| Calamos Growth FundCALAMOS INVESTMENT TRUST/IL8.8K sh$628K | 0.04% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust59.9K sh$4.3M | 0.03% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust323 sh$23.1K | 0.03% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC12K sh$858.5K | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust5.5K sh$393K | 0.03% |
| Victory 500 Index FundVictory Portfolios III65.9K sh$4.7M | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust563 sh$40.3K | 0.03% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust963 sh$68.9K | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS93K sh$6.7M | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust12.4K sh$883.9K | 0.03% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.5K sh$106.7K | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST179.7K sh$12.9M | 0.03% |
| Wilmington Large-Cap Strategy FundWilmington Funds2.5K sh$178.8K | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust160K sh$11.4M | 0.03% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust84.6K sh$6.1M | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds231.4K sh$16.5M | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds18.1K sh$1.3M | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust20.8K sh$1.5M | 0.03% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO43.3K sh$3.1M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust7.3K sh$524.9K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.3K sh$94.3K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust346 sh$24.7K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust783 sh$56K | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.5K sh$178.6K | 0.02% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust2.4K sh$168.2K | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC121.5K sh$8.7M | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust4.2K sh$301.8K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust86.5K sh$6.2M | 0.02% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO708 sh$50.6K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS241.4K sh$17.3M | 0.02% |
| Victory Growth & Income FundVictory Portfolios III4.8K sh$341.6K | 0.01% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust34 sh$2.4K | 0.01% |
| JPMorgan Income Builder FundJPMorgan Trust I15.2K sh$1.1M | 0.01% |
| iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust2.1K sh$148K | 0.01% |
| iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust22 sh$1.6K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust674 sh$48.2K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1K sh$74.2K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.4K sh$100.7K | 0.00% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust301 sh$21.5K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.3K sh$93.8K | 0.00% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST76 sh$5.4K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds655 sh$46.8K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds132 sh$9.4K | 0.00% |
| Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-144 sh-$10.3K | -0.00% |
| Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund-332 sh-$23.7K | -0.01% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-284 sh-$20.3K | -0.01% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on AFRM
Company overviewEverything on AFRM in one place, with the price.SEC filingsWhat AFRM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat AFRM's own officers and directors buy and sell.Planned salesSales AFRM insiders have filed notice of.Who owns itEvery manager reporting a position in AFRM.LobbyingWhat AFRM spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on AFRM's account, and who they worked for.Federal contractsWhat federal agencies pay AFRM.PatentsWhat AFRM is filing at the patent office.