Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
577 institutional managers reported holding AFRM for the quarter ended Mar 31, 2026. Together they hold about 68% of shares outstanding; the top 10 hold 44%. 76 opened new positions; 113 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 25.98M | 7.46% | $1.19B | added +4.4% | 2021 Q1 |
| Capital Research Global Investors | 24.59M | 7.07% | $1.13B | added +6.2% | 2021 Q1 |
| Capital Group (American Funds) | 22.51M | 6.47% | $1.03B | added +3.7% | 2023 Q1 |
| Morgan Stanley | 21.72M | 6.24% | $994.4M | trimmed -5.6% | 2021 Q1 |
| BlackRock | 18.73M | 5.38% | $857.8M | trimmed -0.7% | 2021 Q1 |
| FMR (Fidelity) | 17.29M | 4.97% | $791.9M | added +26.5% | 2021 Q1 |
| State Street | 6.03M | 1.73% | $276.2M | added +3.1% | 2021 Q1 |
| Durable Capital Partners LP (focused) | 5.65M | 1.62% | $258.7M | added +53.5% | 2024 Q3 |
| Geode Capital | 5.52M | 1.59% | $252.9M | unchanged | 2021 Q1 |
| Baillie Gifford | 5.30M | 1.52% | $242.8M | trimmed -3.3% | 2021 Q1 |
| Citadel Advisors | 4.07M | 1.17% | $186.4M | added +874% | 2021 Q1 |
| UBS | 3.37M | 0.97% | $154.1M | added +21.9% | 2021 Q1 |
| Bank OF America CORP /DE/ | 2.77M | 0.80% | $127.0M | added +28.8% | 2021 Q1 |
| Wellington Management | 2.74M | 0.79% | $125.6M | added +82.3% | 2021 Q1 |
| Marshall Wace | 2.71M | 0.78% | $124.0M | trimmed -37.5% | 2023 Q3 |
| Foxhaven Asset Management, LP (focused) | 2.21M | 0.63% | $101.0M | added +15.7% | 2024 Q4 |
| D1 Capital Partners L.p. (focused) | 1.94M | 0.56% | $88.7M | added +136.2% | 2025 Q1 |
| Northern Trust | 1.76M | 0.51% | $80.7M | added +7% | 2021 Q1 |
| T. Rowe Price | 1.72M | 0.49% | $78.9M | added +1.5% | 2021 Q1 |
| Spyglass Capital Management LLC (focused) | 1.66M | 0.48% | $76.1M | added +15.2% | 2021 Q3 |
| Allspring Global Investments Holdings, LLC | 1.58M | 0.45% | $72.2M | added +23.8% | 2024 Q1 |
| Qube Research & Technologies LTD | 1.58M | 0.45% | $72.2M | added +21.6% | 2022 Q4 |
| Dimensional Fund Advisors | 1.57M | 0.45% | $72.1M | added +11.8% | 2021 Q3 |
| Goldman Sachs | 1.56M | 0.45% | $71.3M | added +26.6% | 2021 Q1 |
| Charles Schwab Investment Management | 1.47M | 0.42% | $67.2M | added +5.1% | 2021 Q1 |
| Tremblant Capital Group | 1.40M | 0.40% | $64.0M | added +31.8% | 2025 Q4 |
| Millennium Management | 1.38M | 0.40% | $63.3M | added +2735.6% | 2021 Q2 |
| Atreides Management, LP | 1.19M | 0.34% | $54.7M | trimmed -13.7% | 2024 Q3 |
| Balyasny Asset Management | 1.15M | 0.33% | $52.6M | added +406.1% | 2023 Q2 |
| Westfield Capital Management CO LP | 1.08M | 0.31% | $49.5M | added +26.9% | 2025 Q2 |
| Susquehanna International Group | 1.04M | 0.30% | $47.6M | added +149.7% | 2021 Q1 |
| Jane Street | 1.04M | 0.30% | $47.5M | added +2507.1% | 2021 Q1 |
| BNY Mellon | 1.02M | 0.29% | $46.9M | trimmed -2.2% | 2021 Q1 |
| Gilder Gagnon Howe & CO LLC | 958.0k | 0.28% | $43.9M | added +0.5% | 2021 Q1 |
| Leo Wealth, LLC | 924.6k | 0.27% | $42.3M | unchanged | 2023 Q4 |
| American Century Companies INC | 903.9k | 0.26% | $41.4M | unchanged | 2023 Q2 |
| Allen Investment Management, LLC | 838.1k | 0.24% | $38.4M | unchanged | 2021 Q1 |
| ThornTree Capital Partners LP (focused) | 834.3k | 0.24% | $38.2M | added +8.7% | 2024 Q2 |
| Swiss National Bank | 806.8k | 0.23% | $36.9M | added +8.8% | 2021 Q4 |
| Amundi | 735.3k | 0.21% | $33.7M | trimmed -17.9% | 2021 Q1 |
| Citigroup INC | 713.2k | 0.20% | $32.7M | added +23.4% | 2021 Q1 |
| Artemis Investment Management LLP | 685.6k | 0.20% | $31.4M | trimmed -13.6% | 2024 Q3 |
| Pacific Heights Asset Management LLC | 675.0k | 0.19% | $30.9M | added +28.6% | 2021 Q1 |
| Nuveen | 637.3k | 0.18% | $29.2M | added +1.4% | 2022 Q2 |
| Legal & General Group PLC | 615.5k | 0.18% | $28.2M | added +1.7% | 2021 Q3 |
| AustralianSuper Pty LTD | 614.3k | 0.18% | $28.1M | trimmed -1.4% | 2025 Q4 |
| Ardmore Road Asset Management LP | 600.0k | 0.17% | $27.5M | added +849.6% | 2024 Q3 |
| Islander Capital Partners, L.p. (focused) | 570.0k | 0.16% | $26.1M | added +74.7% | 2025 Q4 |
| Mitsubishi UFJ Asset Management CO., LTD. | 563.9k | 0.16% | $25.8M | added +6.8% | 2021 Q1 |
| 12 West Capital Management LP (focused) | 535.0k | 0.15% | $24.5M | added +52.9% | 2025 Q1 |
Largest 50 of 577 shown; the full ranked, searchable register is at boothcheck.com/holders/AFRM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.