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Affirm Holdings

AFRM · Nasdaq · Personal Credit Institutions
Insider buys (12 months)
0
Insider sales (12 months)
$89.4M
8-K reports (12 months)
7
Tracked investors holding
2

At a glance

Affirm Holdings reported 2025 revenue of $1.11B, up 34.9% from $826M in 2024. Over 4 years since 2021 ($429.4M), that is growth of about 26.9% a year. Operating margin was -7.8%, up from -89.3% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2021, 2022, 2023, 2024 and 2025.

In the last 12 months 6 insiders reported 0 open-market purchases and 13 sales ($89.4M). 11 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $53.7M by Chief Executive Officer Max R Levchin on Jan 7, 2026.

Affirm Holdings filed 7 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (3), material agreement (2) and shareholder vote results (1). The latest officer or director change was reported on Aug 27, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

2 of the 20 investors tracked here held Affirm Holdings at the last quarter end, worth $8.2M combined. It is the largest weight for Renaissance Technologies (0% of its portfolio), followed by National Pension Service (Korea) (0%). Added: Renaissance Technologies. Reduced: National Pension Service (Korea).

Annual results

2021
Revenue $429.4M
Op. -$383.7M
2022
Revenue $559.2M
Op. -$866M
2023
Revenue $626.9M
Op. -$1.2B
2024
Revenue $826M
Op. -$615.8M
2025
Revenue $1.11B
Op. -$87.3M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income-$441M-$707.4M-$985.3M-$517.8M$52.2M
Diluted EPS$-2.94$-2.51$-3.34$-1.67$0.15

Fiscal year ends Jun 30 · incorporated in NV

Tracked investors holding (13F)

Renaissance TechnologiesAdded$6.1M · 0.0% · held 3 quarters
National Pension Service (Korea)Reduced$2.1M · 0.0% · held 2 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined