Affirm Holdings, Inc.
MX ˙ BMV ˙ US00827B1061
SecurityMX:AFRM / Affirm Holdings, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership447,622 shares
Latest Disclosed Value $ 20,510,033
Neuberger Berman Group LLC reports 59.46% decrease in ownership of AFRM / Affirm Holdings, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 447,622 shares of Affirm Holdings, Inc. (MX:AFRM) valued at $20,510,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,104,068 shares of Affirm Holdings, Inc.. This represents a change in shares of -59.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AFFIRM HOLDINGS INC A Common 00827B106 447,622 -656,446 -59.46 20,510 -75.04 0.0156
2026-02-13 2025-12-31 13F AFFIRM HOLDINGS INC A Common 00827B106 1,104,068 667,729 153.03 82,176 157.71 0.0612
2025-11-12 2025-09-30 13F AFFIRM HOLDINGS INC A Common 00827B106 436,339 99,654 29.60 31,888 36.98 0.0233
2025-08-25 2025-06-30 13F/A-1 AFFIRM HOLDINGS INC A Common 00827B106 336,685 310,681 1,194.74 23,278 1,881.11 0.0179
2025-08-13 2025-06-30 13F AFFIRM HOLDINGS INC A Common 00827B106 336,685 310,681 23,278 0.0093
2025-05-13 2025-03-31 13F AFFIRM HOLDINGS INC A Common 00827B106 26,004 -265 -1.01 1,175 -26.52 0.0010
2025-02-13 2024-12-31 13F AFFIRM HOLDINGS INC A Common 00827B106 26,269 166 0.64 1,600 50.14 0.0013
2024-11-14 2024-09-30 13F AFFIRM HOLDINGS INC A Common 00827B106 26,103 -346 -1.31 1,066 33.29 0.0008
2024-11-14 2024-06-30 13F/A-1 AFFIRM HOLDINGS INC A Common 00827B106 26,449 60 0.23 799 -18.72 0.0007
2024-08-13 2024-06-30 13F AFFIRM HOLDINGS INC A Common 00827B106 26,449 60 799 0.0007
2024-11-14 2024-03-31 13F/A-1 AFFIRM HOLDINGS INC A Common 00827B106 26,389 -3,263 -11.00 983 -32.53 0.0008
2024-05-13 2024-03-31 13F AFFIRM HOLDINGS INC A Common 00827B106 26,389 -3,263 983 0.0008
2024-11-14 2023-12-31 13F/A-2 AFFIRM HOLDINGS INC A Common 00827B106 29,652 19,559 193.79 1,457 580.84 0.0013
2024-02-09 2023-12-31 13F AFFIRM HOLDINGS INC A Common 00827B106 29,652 19,559 1,457 0.0013
2023-11-14 2023-09-30 13F AFFIRM HOLDINGS INC A Common 00827B106 10,093 10,093 215 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.