AFRM · Affirm Holdings, Inc. · Shareholders & Ownership

$73.85 +1.05 (+1.44%) At close · Oct 20

Russell 1000 member Rebalance outlook locked

Market Cap

$25.21B

337.42M

Volume · Oct 20 2.52M Avg daily vol (3M) 4.27M

Every disclosed holder of AFRM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AFRM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	659	259,491,536	76.90%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	8,847,033	2.62%	Yes
Remaining	—	69,082,687	20.47%	Rest
Registered funds (N-PORT, not summed)	449	135,738,473	40.23%	No

Shares outstanding: 337,421,256, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AFRM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,000,572	7.71%	+1,408,539	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	23,392,738	6.93%	-476,781	May 31, 2026	Growth Fund of America, not summed
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,115,136	6.85%	+602,213	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,115,136	6.85%	+4,848,553	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,000,269	6.82%	+1,284,287	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	GROWTH PORTFOLIO Fund S000002828 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	3,081,665	0.91%	-187,796	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
4.2	Morgan Stanley Insight Fund Fund S000002337 · Registered fund · Jun 30, 2026 Morgan Stanley Insight Fund, not summed	975,250	0.29%	-130,865	Jun 30, 2026	Morgan Stanley Insight Fund, not summed
4.3	Discovery Portfolio Fund S000004127 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	732,800	0.22%	-8,333	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
4.4	Growth Portfolio Fund S000004177 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	486,386	0.14%	-26,257	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
4.5	Discovery Portfolio Fund S000004167 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	171,522	0.05%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,613,537	5.81%	+881,044	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	2,307,906	0.68%	-242,087	May 29, 2026	BlackRock Funds, not summed
5.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,651,953	0.49%	+552,056	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,153,327	0.34%	+100,673	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,069,619	0.32%	+410,530	Jun 30, 2026	iShares Trust, not summed
5.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	380,671	0.11%	+8,976	Jun 30, 2026	iShares Trust, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	17,581,656	5.21%	+287,275	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Advisor Growth Opportunities Fund Fund S000005111 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	4,506,600	1.34%	+91,900	May 31, 2026	Fidelity Advisor Series I, not summed
6.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,894,323	0.86%	+159,200	Jul 31, 2026	Fidelity Securities Fund, not summed
6.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,856,597	0.55%	-68,248	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,507,009	0.45%	-8,809	May 31, 2026	Fidelity Concord Street Trust, not summed
6.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,061,234	0.31%	+43,124	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,722,922	4.96%	+11,425,906	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,832,019	4.99%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,320,890	3.65%	+168,515	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,886,405	3.52%	+286,412	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	10,999,757	3.26%	+1,185,627	May 31, 2026	AMCAP Fund, not summed
11	GIC Private Ltd 13G CIK 936828 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	8,847,033	2.62%	-4,961,404	Dec 31, 2024	Rule 13d-1(c), passive investor
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,406,646	2.49%	+42,710	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,349,214	1.88%	+318,073	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	98,100	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.2	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	4,374	0.00%	+510	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
13.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,646	0.00%	+300	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,619	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.5	State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF Fund S000048346 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	632	0.00%	+23	Jun 30, 2026	SPDR SERIES TRUST, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,075,396	1.80%	+7,439	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	6,002,479	1.78%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
16	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,856,569	1.74%	+554,272	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,712,491	1.69%	+189,719	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Winslow Capital Management, LLC 13F CIK 900973 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,577,562	1.36%	+4,577,562	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Durable Capital Partners LP 13F CIK 1798849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,425,406	1.31%	-1,224,028	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,681,211	1.09%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	3,595,701	1.07%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,504,490	1.04%	+110,823	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,375,831	1.00%	+111,366	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,840,260	0.84%	+65,962	Jun 30, 2026	carried, not yet filed for the newest quarter
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,511,220	0.74%	+209,003	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,358,012	0.70%	0	May 31, 2026	VANGUARD WORLD FUND, not summed
27	D1 Capital Partners L.P. 13F CIK 1747057 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,908,511	0.57%	-28,389	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,875,338	0.56%	+62,217	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NYLIM Winslow Large Cap Growth Fund Fund S000006905 · Registered fund · Jul 31, 2026 NYLIM FUNDS, not summed	1,854,900	0.55%	—	Jul 31, 2026	NYLIM FUNDS, not summed
30	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	1,842,554	0.55%	+212,256	May 31, 2026	Capital Group Growth ETF, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,814,431	0.54%	+52,046	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,340	0.00%	+358	Jul 31, 2026	FlexShares Trust, not summed
32	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,782,278	0.53%	—	Jun 30, 2026	JPMorgan Trust I, not summed
33	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,705,507	0.51%	+1,484,689	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	42,200	0.01%	+100	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
33.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	8,100	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
33.3	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	1,546	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
33.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	1,318	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,656,971	0.49%	+188,378	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	621,066	0.18%	+66,183	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	312,506	0.09%	+14,994	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	179,708	0.05%	+7,911	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,047	0.05%	+5,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	92,994	0.03%	-1,530	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
35	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,614,208	0.48%	+1,235,539	Jun 30, 2026	JPMorgan Trust II, not summed
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,601,389	0.47%	+26,729	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	405,432	0.12%	-439	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	240,554	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,508	0.04%	+13,290	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	84,617	0.03%	+3,992	Jul 31, 2026	Dimensional ETF Trust, not summed
36.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	78,448	0.02%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
37	Spyglass Capital Management LLC 13F CIK 1654344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,537,840	0.46%	-124,485	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Spyglass Growth Fund Fund S000060175 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	828,417	0.25%	-148,226	Jun 30, 2026	Manager Directed Portfolios, not summed
38	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,534,400	0.45%	+1,534,400	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Foxhaven Asset Management, LP 13F CIK 1590531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,534,155	0.45%	-671,401	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,255	0.45%	-57,009	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	316,578	0.09%	-10,566	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
40.2	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	235,610	0.07%	-41,868	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
40.3	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	188,106	0.06%	+42,475	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
40.4	Allspring Premier Large Company Growth Fund Fund S000029061 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	144,216	0.04%	-6,458	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
40.5	Allspring Innovation Fund Fund S000007340 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	107,318	0.03%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
41	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,735	0.44%	-225,645	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	498,532	0.15%	-147,390	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
41.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	86,664	0.03%	-152,811	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
41.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	40,429	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
41.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	24,829	0.01%	+1,994	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
41.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	15,183	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,473,364	0.44%	+91,450	Jun 30, 2026	carried, not yet filed for the newest quarter
43	TREMBLANT CAPITAL GROUP 13F CIK 1353312 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,464,129	0.43%	+66,881	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Tremblant Global ETF Fund S000084649 · Registered fund · Jun 30, 2026 Managed Portfolio Series, not summed	102,176	0.03%	+1,424	Jun 30, 2026	Managed Portfolio Series, not summed
44	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,352,200	0.40%	+271,564	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,273,728	0.38%	-283,882	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	53,103	0.02%	-535	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	17,776	0.01%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	8,279	0.00%	+42	May 31, 2026	Goldman Sachs ETF Trust II, not summed
45.4	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,918	0.00%	-706	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,900	0.00%	-171	May 31, 2026	Goldman Sachs ETF Trust, not summed
46	Atreides Management, LP 13F CIK 1777813 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,273,050	0.38%	+78,339	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,248,374	0.37%	-2,822,741	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,245,563	0.37%	+181,327	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,908	0.37%	-1,498,807	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Transamerica Capital Growth Fund S000007785 · Registered fund · Jul 31, 2026 TRANSAMERICA FUNDS, not summed	1,190,053	0.35%	0	Jul 31, 2026	TRANSAMERICA FUNDS, not summed

84 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1820953 CUSIP 00827B106 13F (30d) 101 filings 96 filers Visit website Investor relations