Stock

Affirm Hldgs Inc

Ticker not mapped · held by 27 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$178.6M

Holders

+4 new · −6 exited

Holders’ est. mark

$598.3K

Price effect on 23 books still in the name

Largest holder

$55.8M

OSTERWEIS CAPITAL MANAGEMENT INC

Holder count by quarter

Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
OSTERWEIS CAPITAL MANAGEMENT INC	57.5M	$55.8M	—	New
ARISTEIA CAPITAL, L.L.C.	35.3M	$34.2M	$95.8K	Added$15.8M
DeepCurrents Investment Group LLC	28.2M	$27.3M	$155K	Added$155K
JPMORGAN CHASE & CO	15.2M	$14.6M	$114K	Cut−$965.2K
OAKTREE CAPITAL MANAGEMENT LP	11.5M	$11.2M	$26.1K	Added$6.15M
Parallax Volatility Advisers, L.P.	8M	$7.78M	$100K	Cut−$2.3M
SSI INVESTMENT MANAGEMENT LLC	7.47M	$7.22M	$56K	Cut−$443.2K
Russell Investments Group, Ltd.	5.36M	$5.19M	$9.38K	Added$2.5M
PALISADE CAPITAL MANAGEMENT, LP	3.88M	$3.76M	$20K	Added$681.6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3.44M	$3.33M	$25.8K	Cut−$396.6K
TORONTO DOMINION BANK	3M	$2.89M	—	New
MORGAN STANLEY	2.13M	$2.06M	$15.4K	Added$85.1K
CAPSTONE INVESTMENT ADVISORS, LLC	1.4M	$1.36M	$7K	Added$7K
Glendon Capital Management LP	1.07M	$1.04M	$6.31K	Added$6.31K
PIPER SANDLER & CO.	192K	$185.8K	—	New
Central Pacific Bank - Trust Division	182K	$176.1K	$1.37K	Added$1.36K
LAZARD ASSET MANAGEMENT LLC	14.2M	$138.1K	$712	Cut−$306.7K
BNP PARIBAS FINANCIAL MARKETS	74K	$71.6K	$555	Cut−$138.6K
CSS LLC/IL	54K	$52.4K	$357	Added$357
AQR Arbitrage LLC	50K	$48.5K	—	New
CITIGROUP INC	43K	$41.6K	$323	Added$323
Oak Harvest Investment Services	41K	$39.5K	$195	Added$195
Syntegra Private Wealth Group, LLC	29K	$27.9K	$138	Added$138
MERCER GLOBAL ADVISORS INC /ADV	26K	$25.2K	$195	Added$195
Creative Planning	12K	$11.6K	$90	Added$90
BESSEMER GROUP INC	36K	$35	$0	Held
Focus Partners Wealth	38K	$0	−$36.4K	Cut−$36.4K

Who left

Sculptor Capital LP$26.6M
Verition Fund Management LLC$19M
Ares Systematic Credit Ltd$579K
Beaird Harris Wealth Management, LLC$19.2K
BANK OF AMERICA CORP /DE/$17.3K
Rockefeller Capital Management L.P.$5.76K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.