
Congress trades
Affirm Holdings, Inc. (AFRM)
NASDAQ · Financial Services · 6 congress trades · last filed 3 years ago
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
- -
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 beatRevenue beat |
| Q2 FY2026reported Feb 5, 2026 | $0.37 | $0.28 | $1.1B | $1.1B | EPS beatRevenue beat |
| Q1 FY2026reported Nov 6, 2025 | $0.23 | $0.11 | $933.3M | $883.2M | EPS beatRevenue 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 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% | 1.87% |
| 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 | +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.
Congress trades in AFRM
6 disclosures of 6 on record · median 35d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | +512.3%S&P +86.2% · vs S&P 500 +426.1% | Apr 10, 2023 | May 19, 2023 | 39d |
| Thomas R. SuozziFiled late | Stock | Sale | $1,001 - $15,000 | +92.6%S&P +76.7% · vs S&P 500 +15.9% | Mar 4, 2022 | May 20, 2022 | 77d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +46.4%S&P +73.1% · vs S&P 500 -26.7% | Feb 11, 2022 | Mar 18, 2022 | 35d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -33.0%S&P +59.8% · vs S&P 500 -92.9% | Dec 28, 2021 | Jan 10, 2022 | 13d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -51.5%S&P +75.8% · vs S&P 500 -127.3% | Oct 12, 2021 | Nov 15, 2021 | 34d |
| Thomas R. Suozzi | Stock | Purchase | $15,001 - $50,000 | -52.8%S&P +75.5% · vs S&P 500 -128.3% | Oct 13, 2021 | Nov 5, 2021 | 23d |
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
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.
