As of the latest SEC filings, Affirm Holdings, Inc. (AFRM) is held by 638 institutional funds. The largest fund shareholder is Growth Fund of America (AGTHX), holding an estimated $1,121,390,002.62 in market value, representing 0.34% of its portfolio.
Funds holding Affirm Holdings, Inc. (AFRM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AFRM
- CIK:
- 0001820953
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.34% | $1,121,390,002.62 | 23,869,519 | Feb 28, 2026 | Apr 27, 2026 |
|
CAFAX
AMCAP Fund
|
MF | Independent / Boutique | 0.49% | $461,067,827.40 | 9,814,130 | Feb 28, 2026 | Apr 27, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $383,235,547.52 | 8,363,936 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.17% | $278,033,789.74 | 6,067,957 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.34% | $275,033,587.78 | 6,002,479 | Mar 31, 2026 | May 28, 2026 |
|
FAGAX
Fidelity Advisor Growth Opportunities Fund
|
MF | Fidelity | 0.71% | $207,402,606.00 | 4,414,700 | Feb 28, 2026 | Apr 24, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.18% | $175,813,706.44 | 2,735,123 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.33% | $164,755,019.82 | 3,595,701 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.40% | $155,497,821.94 | 3,393,667 | Mar 31, 2026 | May 28, 2026 |
|
MSGUX
GROWTH PORTFOLIO
|
MF | Morgan Stanley | 4.55% | $149,806,703.02 | 3,269,461 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.18% | $149,577,786.30 | 3,264,465 | Mar 31, 2026 | May 28, 2026 |
|
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio
|
MF | BlackRock / iShares | 2.03% | $119,798,671.14 | 2,549,993 | Feb 27, 2026 | Apr 24, 2026 |
|
VWUAX
VANGUARD U.S. GROWTH FUND
|
MF | Vanguard | 0.25% | $110,779,403.76 | 2,358,012 | Feb 28, 2026 | Apr 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $90,429,218.10 | 1,924,845 | Feb 28, 2026 | Apr 24, 2026 |
|
CGGR
Capital Group Growth ETF
|
ETF | Independent / Boutique | 0.38% | $76,591,400.04 | 1,630,298 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Transamerica Capital Growth
|
ETF | Transamerica | 6.06% | $76,496,606.84 | 1,190,053 | Apr 30, 2026 | Jun 18, 2026 |
|
VMGRX
VANGUARD MID-CAP GROWTH FUND
|
MF | Vanguard | 2.68% | $75,702,684.56 | 1,177,702 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.17% | $71,213,129.64 | 1,515,818 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.13% | $65,444,110.80 | 1,018,110 | Apr 30, 2026 | Jun 26, 2026 |
|
CPODX
Morgan Stanley Insight Fund
|
MF | Morgan Stanley | 4.53% | $50,682,189.30 | 1,106,115 | Mar 31, 2026 | May 28, 2026 |
|
-
Morgan Stanley Discovery Portfolio
|
ETF | Independent / Boutique | 4.51% | $50,535,290.38 | 1,102,909 | Mar 31, 2026 | May 28, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.27% | $50,397,280.54 | 1,099,897 | Mar 31, 2026 | May 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $48,232,606.28 | 1,052,654 | Mar 31, 2026 | May 28, 2026 |
|
ATHWX
Heritage Fund
|
MF | American Century | 0.87% | $46,723,589.28 | 726,876 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Spyglass Growth Fund
|
ETF | Independent / Boutique | 5.34% | $44,749,782.26 | 976,643 | Mar 31, 2026 | May 29, 2026 |
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