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AFRM · Affirm Holdings, Inc. · Held by Funds

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$65.11 -0.73 (-1.11%) At close · Nov 13 Play latest call Q1 2027 earnings call transcript
Russell 1000 member Rebalance outlook locked
Market Cap
$22.07B
Shares
339.01M
Volume · Nov 13 4.9M Avg daily vol (3M) 4.61M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of AFRM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 10.83% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.00% 6,776,818
Index ETFs 8.83% 29,936,736
Active ETFs 1.46% 4,952,703
Active funds 19.25% 65,258,978
Unclassified 6.94% 23,537,288
All registered funds 38.48% 130,462,523
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding AFRM

496 fund positions
Fund Balance Value % of Fund Open
Growth Fund of America 18,487,772 $1,376,414,625 0.39%
AMCAP Fund 10,999,757 $818,931,909 0.87%
VANGUARD TOTAL STOCK MARKET INDEX FUND 8,406,646 $685,561,981 0.03%
VANGUARD SMALL-CAP INDEX FUND 6,075,396 $495,448,544 0.26%
SMALLCAP World Fund Inc 6,002,479 $489,502,162 0.52%
Growth Fund 3,595,701 $293,229,417 0.51%
VANGUARD SMALL-CAP GROWTH INDEX FUND 3,504,490 $285,791,160 0.61%
VANGUARD EXTENDED MARKET INDEX FUND 3,375,831 $275,299,018 0.28%
GROWTH PORTFOLIO 3,081,665 $251,309,781 6.99%
Fidelity Blue Chip Growth Fund 2,894,323 $206,973,038 0.21%
Capital Group Growth ETF 2,041,694 $152,004,118 0.60%
JPMorgan U.S. Equity Fund 1,782,278 $145,344,771 0.44%
Strategic Advisers Fidelity U.S. Total Stock Fund 1,939,626 $144,405,156 0.05%
BlackRock Mid-Cap Growth Equity Portfolio 1,843,949 $137,282,003 2.84%
Fidelity Advisor Growth Opportunities Fund 1,824,100 $135,804,245 0.40%
iShares Russell Mid-Cap Growth ETF 1,651,953 $134,716,767 0.62%
VANGUARD U.S. GROWTH FUND 1,786,296 $132,989,737 0.30%
NYLIM Winslow Large Cap Growth Fund 1,854,900 $132,643,899 1.13%
JPMorgan Mid Cap Growth Fund 1,614,208 $131,638,662 1.00%
Fidelity Extended Market Index Fund 1,434,775 $106,818,999 0.27%
iShares Russell Mid-Cap ETF 1,153,327 $94,053,817 0.17%
Morgan Stanley Discovery Portfolio 1,102,909 $89,942,229 7.19%
iShares Russell 1000 Growth ETF 1,069,619 $87,227,429 0.07%
Transamerica Capital Growth 1,190,053 $85,100,690 7.52%
VANGUARD MID-CAP GROWTH FUND 1,159,088 $82,886,383 3.08%
Morgan Stanley Insight Fund 975,250 $79,531,638 6.47%
Fidelity Mid Cap Index Fund 1,061,234 $75,888,843 0.15%
Lord Abbett Growth Leaders Fund 968,781 $69,277,529 0.93%
Spyglass Growth Fund 828,417 $67,557,406 6.72%
Heritage Fund 905,669 $64,764,390 1.22%
New Economy Fund 841,831 $62,674,318 0.13%
Discovery Portfolio 732,800 $59,759,840 7.46%
ERShares Private-Public Crossover ETF 708,067 $57,742,864 2.64%
Strategic Advisers U.S. Total Stock Fund 766,425 $57,060,341 0.06%
JPMorgan Hedged Equity Fund 666,132 $54,323,065 0.29%
JPMorgan Equity Premium Income ETF 657,700 $53,635,435 0.12%
Schwab U.S. Large-Cap Growth ETF 713,125 $53,092,156 0.08%
VANGUARD STRATEGIC EQUITY FUND 640,147 $52,203,988 0.43%
VIP Growth Opportunities Portfolio 603,900 $49,248,045 0.93%
Fidelity Blue Chip Growth K6 Fund 666,834 $47,685,299 0.23%
VIP Mid Cap Portfolio 557,700 $45,480,435 0.48%
VANGUARD EXPLORER FUND 596,747 $42,673,378 0.19%
Fidelity Total Market Index Fund 562,008 $41,841,496 0.03%
T. Rowe Price New Horizons Fund, Inc. 498,532 $40,655,285 0.28%
Federated Hermes MDT Mid Cap Growth Fund 563,859 $40,321,557 0.61%
Growth Portfolio 486,386 $39,664,778 6.96%
Neuberger Mid Cap Growth Fund 510,274 $37,989,899 1.77%
JNL/JPMorgan MidCap Growth Fund 437,217 $35,655,046 1.00%
JPMorgan U.S. Research Enhanced Equity Fund 425,491 $34,698,791 0.29%
Fidelity Series Total Market Index Fund 459,662 $34,221,836 0.03%
Showing 1–50 of 496 positions
Key facts CIK 1820953 CUSIP 00827B106 13F (30d) 547 filings 490 filers Visit website Investor relations