Congress trades
Affirm Holdings, Inc. (AFRM)
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About Affirm Holdings, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Financial - Credit Services
- Chief executive
- Max Rafailovych Levchin
- Employees
- 2,358
- Listed since
- Jan 13, 2021
- Market value
- $20.8B
- Price to earnings (12 mo)
- 12.3
- Net income per share, as reported (12 mo)
- $5.69
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 27, 2026 | $4.62 | $0.35 | $1.2B | $1.1B | EPS beatRevenue beat |
| Q3 FY2026reported May 7, 2026 | $0.30 | $0.17 | $1.0B | $995.3M | EPS beat, GAAPRevenue beat |
| Q2 FY2026reported Feb 5, 2026 | $0.37 | $0.28 | $1.1B | $1.1B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Nov 6, 2025 | $0.23 | $0.11 | $933.3M | $883.2M | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Aug 28, 2025 | $0.20 | $0.12 | $876.4M | $837.0M | EPS beatRevenue beat |
| Q3 FY2025reported May 8, 2025 | $0.01 | -$0.01 | $783.1M | $783.0M | EPS beat, GAAPRevenue 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Oct 23, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Max LevchinCEO | $40K | $25.3M | $512K | $25.9M |
| Libor MichalekPresident | $500K | $8.0M | $561K | $9.1M |
| Michael LinfordPresident | $500K | $8.0M | $561K | $9.1M |
| Rob O’HareChief Financial Officer | $475K | $6.0M | $508K | $7.0M |
| Katherine AdkinsChief Legal Officer and Chief Compliance Officer | $450K | $3.5M | $386K | $4.3M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Capital Research Global Investors | $2.1B | 26,000,572 | +5.7% | 7.67% |
| Capital World Investors | $1.9B | 23,115,136 | +2.7% | 6.82% |
| Morgan Stanley | $1.9B | 23,000,269 | +5.9% | 6.78% |
| BlackRock, Inc. | $1.6B | 19,613,537 | +4.7% | 5.78% |
| FMR LLC | $1.4B | 17,581,656 | +1.7% | 5.19% |
| JPMorgan Chase & Co. | $1.4B | 16,722,922 | +215.7% | 4.93% |
| Vanguard Capital Management LLC | $1.0B | 12,320,890 | +1.4% | 3.63% |
| Vanguard Portfolio Management LLC | $969.3M | 11,886,405 | +2.5% | 3.51% |
| State Street Corp | $517.8M | 6,349,214 | +5.3% | 1.88% |
| Baillie Gifford & Co | $477.6M | 5,856,569 | +10.5% | 1.73% |
| Geode Capital Management, LLC | $464.7M | 5,712,491 | +3.4% | 1.68% |
| Winslow Capital Management, LLC | $373.3M | 4,577,562 | New | 1.35% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding AFRM
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Durable Capital Partners | $360.9M | 4,425,406 | 3.5% |
| D1 Capital PartnersDaniel Sundheim | $155.6M | 1,908,511 | 0.4% |
| Atreides Management | $103.8M | 1,273,050 | 0.7% |
3 of the 97 fund managers we track list AFRM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Congress trades in AFRM
6 disclosures of 6 on record · median 35d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | +529.7%S&P 500 +85.6% · +444.0 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Thomas R. Suozzi | Stock | Sale | $1,001 - $15,000 | +95.6%After the saleS&P 500 +75.8% · +19.8 pts vs S&P 500 | Mar 4, 2022 | May 20, 2022 | 77d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +50.6%After the saleS&P 500 +72.5% · -22.0 pts vs S&P 500 | Feb 11, 2022 | Mar 18, 2022 | 35d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -31.1%After the saleS&P 500 +59.3% · -90.5 pts vs S&P 500 | Dec 28, 2021 | Jan 10, 2022 | 13d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -50.2%S&P 500 +75.2% · -125.4 pts vs S&P 500 | Oct 12, 2021 | Nov 15, 2021 | 34d |
| Thomas R. Suozzi | Stock | Purchase | $15,001 - $50,000 | -52.0%S&P 500 +74.6% · -126.7 pts vs S&P 500 | Oct 13, 2021 | Nov 5, 2021 | 23d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in AFRM, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded AFRM?
Daniel S. Goldman, Thomas R. Suozzi and 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
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 Oct 26, 2026.