Congress trades

Affirm Holdings, Inc. (AFRM)

NASDAQ · Financial Services · 6 congress trades · last filed 3 years ago

6
Congress disclosures shown
35d
Median delay on the congress disclosures
of the 45 day limit
3/3
Purchases and sales in the disclosures shown

About Affirm Holdings, Inc.

from the company's filings and listing
Exchange
NASDAQ
Sector
Financial Services
Industry
Financial - Credit Services
Chief executive
Max Rafailovych Levchin
Employees
2,358
Listed since
Jan 13, 2021
Market value
$22.8B
Price to earnings
11.9
Earnings per share
$5.69
Dividend yield
-

www.affirm.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q4 FY2026reported Aug 27, 2026$4.62$0.35$1.2B$1.1BEPS beatRevenue beat
Q3 FY2026reported May 7, 2026$0.30$0.17$1.0B$995.3MEPS beatRevenue beat
Q2 FY2026reported Feb 5, 2026$0.37$0.28$1.1B$1.1BEPS beatRevenue beat
Q1 FY2026reported Nov 6, 2025$0.23$0.11$933.3M$883.2MEPS beatRevenue beat
Q4 FY2025reported Aug 28, 2025$0.20$0.12$876.4M$837.0MEPS beatRevenue beat
Q3 FY2025reported May 8, 2025$0.01-$0.01$783.1M$783.0MEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 2025 · proxy filed Oct 24, 2025
ExecutiveSalaryStock awardsOtherTotal
Michael LinfordChief Operating Officer$500K$4.0M$4.6M$9.1M
Libor MichalekPresident$500K$3.7M$4.3M$8.6M
Rob O’HareChief Financial Officer$457K$2.7M$3.2M$6.4M
Katherine AdkinsChief Legal Officer and Chief Compliance Officer$450K$1.7M$2.1M$4.3M
Max LevchinCEO$39K$0$499K$538K

The summary compensation table from the 2025 proxy statement, current executives only. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Capital Research Global Investors$2.1B26,000,572+5.7%7.67%
Capital World Investors$1.9B23,115,136+2.7%6.82%
Morgan Stanley$1.9B23,000,269+5.9%6.78%
Blackrock, Inc.$1.6B19,613,537+4.7%5.78%
FMR LLC$1.4B17,581,656+1.7%5.19%
Jpmorgan Chase & Co$1.4B16,722,922+215.7%4.93%
Vanguard Capital Management LLC$1.0B12,320,890+1.4%3.63%
Vanguard Portfolio Management LLC$969.3M11,886,405+2.5%3.51%
State Street Corp$517.8M6,349,214+5.3%1.87%
Baillie Gifford & Co$477.6M5,856,569+10.5%1.73%
Geode Capital Management, LLC$464.7M5,712,491+3.4%1.68%
Winslow Capital Management, LLC$373.3M4,577,562+100.0%1.35%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

Know the moment the next AFRM filing lands.

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Congress trades in AFRM

6 disclosures of 6 on record · median 35d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Daniel S. GoldmanStockPurchase$1,001 - $15,000+512.3%S&P +86.2% · vs S&P 500 +426.1%Apr 10, 2023May 19, 202339d
Thomas R. SuozziFiled lateStockSale$1,001 - $15,000+92.6%S&P +76.7% · vs S&P 500 +15.9%Mar 4, 2022May 20, 202277d
Josh GottheimerJointStockSale$1,001 - $15,000+46.4%S&P +73.1% · vs S&P 500 -26.7%Feb 11, 2022Mar 18, 202235d
Josh GottheimerJointStockSale$1,001 - $15,000-33.0%S&P +59.8% · vs S&P 500 -92.9%Dec 28, 2021Jan 10, 202213d
Josh GottheimerJointStockPurchase$1,001 - $15,000-51.5%S&P +75.8% · vs S&P 500 -127.3%Oct 12, 2021Nov 15, 202134d
Thomas R. SuozziStockPurchase$15,001 - $50,000-52.8%S&P +75.5% · vs S&P 500 -128.3%Oct 13, 2021Nov 5, 202123d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded AFRM?

Daniel S. Goldman, Thomas R. Suozzi, Josh Gottheimer disclosed AFRM transactions in the filings shown here.

How quickly are AFRM trades disclosed?

Congressional disclosures took a median of 35 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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