Whale Analyzer
AFRM Institutional Holders and 13F Ownership
Compare 8 tracked holders of AFRM, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, Baillie Gifford & Co, Durable Capital Partners, and D1 Capital Partners.
Continue to the live AFRM dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $2.12B | 26.0M | Increased | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $477.6M | 5.9M | Increased | 2026-06-30 |
| Durable Capital Partners 13F holdings | $360.9M | 4.4M | Reduced | 2026-06-30 |
| D1 Capital Partners 13F holdings | $155.6M | 1.9M | Reduced | 2026-06-30 |
| Foxhaven Asset Management 13F holdings | $125.1M | 1.5M | Reduced | 2026-06-30 |
| Atreides Management 13F holdings | $103.8M | 1.3M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $2.1M | 25.8K | Reduced | 2026-06-30 |
| Polen Capital Management 13F holdings | $730.5K | 9.0K | Increased | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Durable Capital Partners SEC filing (0001798849-26-000010) · report date 2026-06-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- Foxhaven Asset Management SEC filing (0001172661-26-003791) · report date 2026-06-30
- Atreides Management SEC filing (0001777813-26-000009) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
Tracked-sample concentration
Reported position value for AFRM is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 63.4% of aggregate reported value in this sample
- Top 5 tracked holders: 96.8% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 8 tracked holders, 4 increased, 4 reduced. Net positioning is net selling.
- Capital Research Global Investors ($2.12B) (▲ 5.7% qoq shares) · modeled avg cost estimate $54.55
- Baillie Gifford & Co ($477.6M) (▲ 10.5% qoq shares) · modeled avg cost estimate $104.00
- Durable Capital Partners ($360.9M) (▼ 21.7% qoq shares)
- D1 Capital Partners ($155.6M) (▼ 1.5% qoq shares) · modeled avg cost estimate $39.03
- Foxhaven Asset Management ($125.1M) (▼ 30.4% qoq shares)
- Atreides Management ($103.8M) (▲ 6.6% qoq shares)
- National Pension Service ($2.1M) (▼ 22.8% qoq shares) · modeled avg cost estimate $30.96
- Polen Capital Management ($730.5K) (▲ 88.1% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 4 covered tracked holders is $62.23 versus a current price of $68.11, so AFRM trades above that estimate (+9.5%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Other
AFRM sits within the Other sector alongside 1558 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live AFRM dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on AFRM with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns AFRM stock?
Whale Analyzer tracks 8 public-disclosure holders of AFRM with a combined reported value of $3.35B. See the holder table above for the largest tracked positions.
Which top funds are buying AFRM?
Tracked holders were net selling last quarter — 4 increased, 4 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked AFRM sample?
The top five tracked holders account for 96.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does AFRM compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 4 covered tracked holders is $62.23 versus a current price of $68.11 (+9.5%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for AFRM?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive AFRM dashboard to explore them, or read our 13F Alpha Signals Guide.