Affirm Holdings ($AFRM) Insider Trading & Smart Money Activity
Affirm Holdings, Inc. ($AFRM) has 3 insider trades, 25 13F position changes and 8 analyst ratings on file. In the last 12 months on the open market, no insider bought and 1 insider sold ($5.25M), net -$5.25M.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 1
- Net insider $ (12 mo)
- -$5.25M
- Congress trades (12 mo)
- 0
- 13F moves on file
- 25
- Analyst ratings on file
- 8
AFRM insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 1 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 17 / 7 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 1 · $5.25M | 0 / 0 | 0 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All AFRM insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | Goldman Sachs | Reiterates to Buy | PT $103 | Read | |||||||
| Insider | O'Hare RobertChief Financial Officer | Sell (Open-market sale) 10b5-1 | 65.59K sh | $5.25M | -8.3% | Read | |||||
| Analyst | TD Cowen | Reiterates to Buy | PT $110 | +4.0% | — | ||||||
| Analyst | Freedom Capital Markets | Reiterates to Buy | PT $105 | +9.5% | — | ||||||
| Analyst | Citigroup | Reiterates to buy | PT $115 | -3.1% | -14.7% | Read | |||||
| Analyst | Piper Sandler | Reiterates to buy | PT $103 | +2.5% | -10.2% | Read | |||||
| Insider | Michael LinfordChief Operating Officer | Sell (Option exercise) | 100K sh | +7.9% | -8.1% | Read | |||||
| Insider | Michael LinfordChief Operating Officer | Buy (Option exercise) | 100K sh | $539K | +7.9% | -8.1% | Read | ||||
| Analyst | Susquehanna | Reiterates to buy | PT $105 | +10.1% | -4.9% | Read | |||||
| Analyst | Morgan Stanley | Lowers to hold | PT $79 | +10.1% | -4.9% | Read | |||||
| Analyst | Deutsche Bank | Reiterates to buy | PT $85 | +10.1% | -4.9% | Read | |||||
| 13F | Susquehanna International Group | Added | +623.50K sh | $85.02M | -0.9% | +9.2% | — | ||||
| 13F | Schonfeld Strategic Advisors | Reduced | -65.71K sh | $25.97M | -0.9% | +9.2% | Read | ||||
| 13F | Qube Research & Technologies | Added | +280K sh | $128.82M | -0.9% | +9.2% | — | ||||
| 13F | Optiver Holding B.V. | Reduced | -46.96K sh | $5.56M | -0.9% | +9.2% | — | ||||
| 13F | Millennium Management | Added | +1.33M sh | $112.96M | -0.9% | +9.2% | — | ||||
| 13F | Marshall Wace | Reduced | -1.63M sh | $221.35M | -0.9% | +9.2% | — | ||||
| 13F | Lone Pine Capital | Sold out | -3.82M sh | -0.9% | +9.2% | Read | |||||
| 13F | FMR | Added | +3.62M sh | $1.41B | -0.9% | +9.2% | — | ||||
| 13F | D1 Capital Partners L.P. | Added | +1.12M sh | $158.32M | -0.9% | +9.2% | Read | ||||
| 13F | Citadel Advisors | Added | +3.65M sh | $332.77M | -0.9% | +9.2% | — | ||||
| 13F | Balyasny Asset Management L.P. | Added | +922.52K sh | $93.97M | -0.9% | +9.2% | — | ||||
| 13F | Peak6 | New | +277.47K sh | $22.68M | -0.6% | +6.4% | — | ||||
| 13F | Northern Trust | Added | +114.78K sh | $144.06M | -0.6% | +6.4% | Read | ||||
| 13F | Capital Fund Management S.A. | Reduced | -76.67K sh | $19.22M | -0.6% | +6.4% | — | ||||
| 13F | JPMorgan Chase | Added | +3.44M sh | $432.98M | +5.7% | +4.2% | — | ||||
| 13F | Group One Trading | Reduced | -25.19K sh | $1.03M | +5.7% | +4.2% | Read | ||||
| 13F | Jane Street Group | Added | +997.20K sh | $84.76M | -0.2% | +1.6% | — | ||||
| 13F | Walleye Trading | New | +246.08K sh | $20.11M | -3.1% | -5.5% | — | ||||
| 13F | Walleye Capital | Reduced | -32.55K sh | $6.67M | -3.1% | -5.5% | — | ||||
| 13F | Citigroup | Added | +135.13K sh | $58.30M | -3.1% | -5.5% | — | ||||
| 13F | Northwestern Mutual Wealth Management | Added | +12.23K sh | $3.35M | +0.3% | -2.8% | Read | ||||
| 13F | UBS Group | Added | +589.38K sh | $188.18M | -2.1% | +2.8% | — | ||||
| 13F | Imc-Chicago | New | +112.68K sh | $9.21M | -2.1% | +2.8% | — | ||||
| 13F | Allspring Global Investments Holdings | Added | +303.04K sh | $128.93M | -2.1% | +2.8% | — | ||||
| 13F | Vanguard Group | Added | +428.14K sh | $2.03B | -5.4% | -25.7% | +16.6% | — |
1W / 1M / 6M = how AFRM moved from the trade or filing date.
Insider trading in AFRM: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| O'Hare Robert | Chief Financial Officer | 1 | -$5.25M | Oct 9, 2026 | |
| Michael Linford | Chief Operating Officer | 2 | — | Jun 26, 2026 |
Institutions moving AFRM (13F)
Analyst ratings on AFRM
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | Reiterates | Buy | $115 → $103 | Read | ||||
| TD Cowen | Reiterates | Buy | $124 → $110 | +4.0% | — | |||
| Freedom Capital Markets | Reiterates | Buy | $105 | +9.5% | — | |||
| Citigroup | Reiterates | buy | $115 | -3.1% | -14.7% | Read | ||
| Piper Sandler | Reiterates | buy | $103 | +2.5% | -10.2% | Read | ||
| Susquehanna | Reiterates | buy | $105 | +10.1% | -4.9% | Read | ||
| Morgan Stanley | Lowers | hold | $79 | +10.1% | -4.9% | Read | ||
| Deutsche Bank | Reiterates | buy | $85 | +10.1% | -4.9% | Read |
Frequently asked questions
Are AFRM insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 1 insider made 1 open-market sale worth $5.25M, a net -$5.25M.
What is the latest insider trade in AFRM?
O'Hare Robert, Chief Financial Officer filed a sell (open-market sale) of 65.59K sh worth $5.25M on Oct 9, 2026.
Which institutions changed their AFRM positions?
Recent 13F filers moving the stock include Susquehanna International Group, Schonfeld Strategic Advisors, Qube Research & Technologies, Optiver Holding B.V. and Millennium Management.
Other credit services stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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