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Affirm
AFRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VS
1
VK Services
California
$692M +$675M +6,947,974 New
SGMP
2
Spark Growth Management Partners
Massachusetts
$591M +$811M +8,350,634 New
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$578M +$795M +8,179,944 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$447M +$681M +7,007,141 New
FFVM
5
Founders Fund V Management
California
$363M +$498M +5,125,951 New
DCP
6
Durable Capital Partners
Maryland
$318M +$453M +4,663,868 New
TCMNY
7
Thrive Capital Management (New York)
New York
$278M +$382M +3,935,366 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$258M +$357M +3,668,817 New
GGHC
9
Gilder Gagnon Howe & Co
New York
$175M +$241M +2,479,834 New
Jennison Associates
10
Jennison Associates
New York
$172M +$236M +2,431,891 New
Capital Research Global Investors
11
Capital Research Global Investors
California
$165M +$226M +2,328,645 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$159M +$218M +2,244,628 New
JP Morgan Chase
13
JP Morgan Chase
New York
$158M +$217M +2,229,232 New
Morgan Stanley
14
Morgan Stanley
New York
$132M +$181M +1,860,242 New
BMC
15
Battery Management Corp
Massachusetts
$131M +$179M +1,846,124 New
DFO
16
Duquesne Family Office
New York
$97.5M +$134M +1,378,692 New
BlackRock
17
BlackRock
New York
$79.6M +$109M +1,125,106 New
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$77.4M +$106M +1,094,958 New
AEPIP
19
AH Equity Partners IV (Parallel)
California
$69.4M +$95.3M +981,044 New
MCM
20
Moore Capital Management
New York
$66.6M +$91.5M +941,616 New
TCP
21
ThornTree Capital Partners
Massachusetts
$53.6M +$73.7M +758,058 New
AO
22
Allen Operations
New York
$50.3M +$69.1M +711,519 New
ESCM
23
Echo Street Capital Management
New York
$48.7M +$66.9M +688,867 New
AAMU
24
Amundi Asset Management US
Massachusetts
$35.2M +$48.4M +498,183 New
LFDLE
25
La Financiere de L'Echiquier
France
$32.5M +$44.7M +460,000 New
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