Affirm Holdings, Inc. (NASDAQ:AFRM) Q1 2026 Earnings Call Transcript
Operator: Good afternoon. Welcome to the Affirm Holdings First Quarter Fiscal 2026 Earnings Call.
Affirm Holdings Inc. (AFRM)
Market is closed
Sector: Personal Credit Institutions
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 6,268,515 | $458,103,076 | -16% | 3.39% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 4,466,524 | $326,413,573 | +204% | 0.33% |
| 3. | 3,371,400 | $246,381,912 | +17% | 0.04% | |
| 4. | Jericho Capital Asset Management Josh Resnick | 3,350,248 | $244,836,124 | -9% | 2.55% |
| 5. | 3,024,700 | $221,045,076 | +80% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.00 | 3,898 | $116,940.00 | 4,499,514 | 2022-04-29 | Filing | |
| $30.13 | 28,038 | $844,784.94 | 4,495,616 | 2022-04-28 | Filing | |
| $29.60 | 181,864 | $5,383,174.40 | 4,467,578 | 2022-04-27 | Filing | |
| $31.95 | 200,000 | $6,390,000.00 | 4,285,714 | 2022-04-25 | Filing | |
| $32.29 | 500,000 | $16,145,000.00 | 4,085,714 | 2022-04-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $90.98 | 3,594 | $326,982.12 | 0 | 2025-09-22 | Filing | |
| $90.02 | 202,582 | $18,236,431.64 | 3,594 | 2025-09-22 | Filing | |
| $89.23 | 259,705 | $23,173,477.15 | 206,176 | 2025-09-22 | Filing | |
| $88.46 | 185,832 | $16,438,698.72 | 465,881 | 2025-09-22 | Filing | |
| $85.42 | 12,500 | $1,067,750.00 | 213,967 | 2025-09-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,419,068 | $1,784,545,488 | 0.03% | |
| 2. | 23,041,703 | $1,683,993,991 | 0.32% | |
| 3. | 22,967,766 | $1,678,484,497 | 0.1% | |
| 4. | 21,203,690 | $1,549,586,514 | 0.21% | |
| 5. | 17,710,850 | $1,294,308,940 | 0.02% |
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