AFRM
Affirm Holdings, Inc.
-0.90 (-1.26%)70.68USD1.9M成交股數24.7B市值12.8本益比(近四季)17.1股價營收比+22.7%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 12 · 26.7M · 5 |
| 其中 10b5-1 計畫賣出 | 10 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 26.9M |
| 近 180 天 淨額 | −26.9M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Jiyane Siphelele | Chief Accounting Officer | S 公開市場賣出 | 27.0K | 72.19 | 1.9M | 189K | SEC |
| 2026-09-04 | 09-09 | Jiyane Siphelele | Chief Accounting Officer | S 公開市場賣出 | 25.0K | 72.41 | 1.8M | 216K | SEC |
| 2026-09-03 | 09-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 4.4K | 22.30 | 98K | 157K | SEC |
| 2026-09-03 | 09-03 | Adkins Katherine | Chief Legal Officer | S 公開市場賣出(10b5-1) | 41.7K | 75.53 | 3.1M | 152K | SEC |
| 2026-09-03 | 09-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 37.3K | 23.35 | 870K | 194K | SEC |
| 2026-09-02 | 09-03 | O'Hare Robert | Chief Financial Officer | S 公開市場賣出(10b5-1) | 5.9K | 74.02 | 436K | 2.7K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | S 公開市場賣出(10b5-1) | 23.8K | 70.13 | 1.7M | 170K | SEC |
| 2026-09-01 | 09-03 | Jiyane Siphelele | Chief Accounting Officer | M 選擇權執行 | 9.0K | – | – | 244K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | S 公開市場賣出(10b5-1) | 2.3K | 71.87 | 165K | 152K | SEC |
| 2026-09-01 | 09-03 | Linford Michael | President | M 選擇權執行 | 11.7K | – | – | 132K | SEC |
| 2026-09-01 | 09-03 | Linford Michael | President | F 繳稅扣股 | 4.7K | 69.94 | 326K | 128K | SEC |
| 2026-09-01 | 09-03 | Jiyane Siphelele | Chief Accounting Officer | F 繳稅扣股 | 3.6K | 69.94 | 249K | 241K | SEC |
| 2026-09-01 | 09-03 | O'Hare Robert | Chief Financial Officer | F 繳稅扣股 | 6.1K | 69.94 | 427K | 24.4K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | S 公開市場賣出(10b5-1) | 15.6K | 71.00 | 1.1M | 155K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 10.6K | – | – | 157K | SEC |
| 2026-09-01 | 09-03 | O'Hare Robert | Chief Financial Officer | S 公開市場賣出(10b5-1) | 200 | 72.51 | 15K | 8.6K | SEC |
| 2026-09-01 | 09-03 | O'Hare Robert | Chief Financial Officer | S 公開市場賣出(10b5-1) | 15.5K | 71.59 | 1.1M | 8.8K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 41.7K | 22.30 | 929K | 194K | SEC |
| 2026-09-01 | 09-03 | Michalek Libor | President | M 選擇權執行 | 11.4K | – | – | 236K | SEC |
| 2026-09-01 | 09-03 | O'Hare Robert | Chief Financial Officer | M 選擇權執行 | 12.0K | – | – | 30.5K | SEC |
| 2026-09-01 | 09-03 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 4.8K | 69.94 | 335K | 152K | SEC |
| 2026-09-01 | 09-03 | Michalek Libor | President | F 繳稅扣股 | 5.8K | 69.94 | 405K | 230K | SEC |
| 2026-08-28 | 09-01 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 79.2K | 5.39 | 427K | 200K | SEC |
| 2026-08-28 | 09-01 | Linford Michael | Chief Operating Officer | S 公開市場賣出(10b5-1) | 79.2K | 90.01 | 7.1M | 121K | SEC |
| 2026-08-12 | 08-14 | Watson Noel Bertram | Director | S 公開市場賣出(10b5-1) | 2.0K | 77.86 | 156K | 34.1K | SEC |
| 2026-08-01 | 08-04 | Michalek Libor | President | F 繳稅扣股 | 1.2K | 71.51 | 85K | 225K | SEC |
| 2026-08-01 | 08-04 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 2.3K | – | – | 122K | SEC |
| 2026-08-01 | 08-04 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 634 | 71.51 | 45K | 147K | SEC |
| 2026-08-01 | 08-04 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 970 | 71.51 | 69K | 121K | SEC |
| 2026-08-01 | 08-04 | Michalek Libor | President | M 選擇權執行 | 2.3K | – | – | 226K | SEC |
| 2026-08-01 | 08-04 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 1.4K | – | – | 147K | SEC |
| 2026-07-01 | 07-06 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 635 | 83.85 | 53K | 146K | SEC |
| 2026-07-01 | 07-06 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 1.4K | – | – | 147K | SEC |
| 2026-07-01 | 07-06 | Quarles Christa S | Director | A 獲配股票 | 655 | – | – | 69.3K | SEC |
| 2026-07-01 | 07-06 | Schneider Ryan M. | Director | A 獲配股票 | 3.1K | – | – | 3.8K | SEC |
| 2026-07-01 | 07-06 | Schneider Ryan M. | Director | A 獲配股票 | 655 | – | – | 655 | SEC |
| 2026-07-01 | 07-06 | Reses Jacqueline D | Director | A 獲配股票 | 655 | – | – | 49.5K | SEC |
| 2026-07-01 | 07-06 | Michalek Libor | President | M 選擇權執行 | 2.3K | – | – | 225K | SEC |
| 2026-07-01 | 07-06 | Michalek Libor | President | F 繳稅扣股 | 1.2K | 83.85 | 100K | 224K | SEC |
| 2026-07-01 | 07-06 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 972 | 83.85 | 82K | 119K | SEC |
| 2026-07-01 | 07-06 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 2.3K | – | – | 120K | SEC |
| 2026-07-01 | 07-06 | GALANTI RICHARD A | Director | A 獲配股票 | 655 | – | – | 12.4K | SEC |
| 2026-07-01 | 07-06 | Liew Jeremy | Director | A 獲配股票 | 655 | – | – | 317K | SEC |
| 2026-06-26 | 06-30 | Linford Michael | Chief Operating Officer | S 公開市場賣出(10b5-1) | 100K | 80.04 | 8.0M | 118K | SEC |
| 2026-06-26 | 06-30 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 100K | 5.39 | 539K | 218K | SEC |
| 2026-06-01 | 06-03 | Jiyane Siphelele | Chief Accounting Officer | M 選擇權執行 | 11.5K | – | – | 240K | SEC |
| 2026-06-01 | 06-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 10.6K | – | – | 150K | SEC |
| 2026-06-01 | 06-03 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 11.7K | – | – | 123K | SEC |
| 2026-06-01 | 06-03 | O'Hare Robert | Chief Financial Officer | F 繳稅扣股 | 8.4K | 72.91 | 609K | 18.5K | SEC |
| 2026-06-01 | 06-03 | O'Hare Robert | Chief Financial Officer | M 選擇權執行 | 16.4K | – | – | 26.8K | SEC |
| 2026-06-01 | 06-03 | Michalek Libor | President | F 繳稅扣股 | 5.8K | 72.91 | 422K | 223K | SEC |
| 2026-06-01 | 06-03 | Michalek Libor | President | M 選擇權執行 | 11.4K | – | – | 228K | SEC |
| 2026-06-01 | 06-03 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 4.8K | 72.91 | 349K | 145K | SEC |
| 2026-06-01 | 06-03 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 4.7K | 72.91 | 340K | 118K | SEC |
| 2026-06-01 | 06-03 | Jiyane Siphelele | Chief Accounting Officer | F 繳稅扣股 | 4.5K | 72.91 | 331K | 235K | SEC |
| 2026-05-13 | 05-14 | Watson Noel Bertram | Director | S 公開市場賣出(10b5-1) | 2.0K | 65.00 | 130K | 36.1K | SEC |
| 2026-05-01 | 05-05 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 634 | 67.54 | 43K | 139K | SEC |
| 2026-05-01 | 05-05 | Michalek Libor | President | M 選擇權執行 | 2.3K | – | – | 218K | SEC |
| 2026-05-01 | 05-05 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 1.4K | – | – | 140K | SEC |
| 2026-05-01 | 05-05 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 974 | 67.54 | 66K | 111K | SEC |
| 2026-05-01 | 05-05 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 2.3K | – | – | 112K | SEC |
| 2026-05-01 | 05-05 | Michalek Libor | President | F 繳稅扣股 | 1.1K | 67.54 | 74K | 217K | SEC |
| 2026-04-14 | 04-16 | Watson Noel Bertram | Director | S 公開市場賣出(10b5-1) | 2.0K | 55.00 | 110K | 38.1K | SEC |
| 2026-04-07 | 04-09 | Quarles Christa S | Director | J 其他 | 53.7K | – | – | 68.7K | SEC |
| 2026-04-02 | 04-03 | Quarles Christa S | Director | J 其他 | 60.4K | – | – | 122K | SEC |
| 2026-04-02 | 04-03 | Quarles Christa S | Director | C 轉換 | 60.4K | – | – | 183K | SEC |
| 2026-04-01 | 04-03 | Quarles Christa S | Director | J 其他 | 3.5K | – | – | 122K | SEC |
| 2026-04-01 | 04-02 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 2.3K | – | – | 111K | SEC |
| 2026-04-01 | 04-02 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 975 | 45.54 | 44K | 110K | SEC |
| 2026-04-01 | 04-02 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 634 | 45.54 | 29K | 139K | SEC |
| 2026-04-01 | 04-02 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 1.4K | – | – | 139K | SEC |
| 2026-04-01 | 04-02 | Michalek Libor | President | M 選擇權執行 | 2.3K | – | – | 217K | SEC |
| 2026-04-01 | 04-02 | Michalek Libor | President | F 繳稅扣股 | 838 | 45.54 | 38K | 216K | SEC |
| 2026-03-01 | 03-03 | Michalek Libor | President | M 選擇權執行 | 11.4K | – | – | 218K | SEC |
| 2026-03-01 | 03-03 | Jiyane Siphelele | Chief Accounting Officer | F 繳稅扣股 | 4.7K | 46.98 | 219K | 228K | SEC |
| 2026-03-01 | 03-03 | Jiyane Siphelele | Chief Accounting Officer | M 選擇權執行 | 11.5K | – | – | 233K | SEC |
| 2026-03-01 | 03-03 | Adkins Katherine | Chief Legal Officer | F 繳稅扣股 | 4.8K | 46.98 | 225K | 138K | SEC |
| 2026-03-01 | 03-03 | Adkins Katherine | Chief Legal Officer | M 選擇權執行 | 10.6K | – | – | 143K | SEC |
| 2026-03-01 | 03-03 | Linford Michael | Chief Operating Officer | F 繳稅扣股 | 3.8K | 46.98 | 177K | 108K | SEC |
| 2026-03-01 | 03-03 | Linford Michael | Chief Operating Officer | M 選擇權執行 | 11.7K | – | – | 112K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Capital Research Global Investors | 26.0M | 2.1B | 新進 | 新進 |
| Capital World Investors | 23.1M | 1.9B | 新進 | 新進 |
| MORGAN STANLEY | 23.0M | 1.9B | 新進 | 新進 |
| BlackRock, Inc. | 19.6M | 1.6B | 新進 | 新進 |
| FMR LLC | 17.6M | 1.4B | 新進 | 新進 |
| JPMORGAN CHASE & CO | 16.7M | 1.4B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.3M | 1.0B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.9M | 969M | 新進 | 新進 |
| STATE STREET CORP | 6.3M | 518M | 新進 | 新進 |
| BAILLIE GIFFORD & CO | 5.9M | 478M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 5.7M | 465M | 新進 | 新進 |
| Winslow Capital Management, LLC | 4.6M | 373M | 新進 | 新進 |
| Durable Capital Partners LP | 4.4M | 361M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 3.7M | 300M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 2.8M | 232M | 新進 | 新進 |
| UBS Group AG | 2.5M | 205M | 新進 | 新進 |
| D1 Capital Partners L.P. | 1.9M | 156M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 1.9M | 153M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.8M | 148M | 新進 | 新進 |
| SEI INVESTMENTS CO | 1.7M | 139M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | 135M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 131M | 新進 | 新進 |
| Allspring Global Investments Holdings, LLC | 1.5M | 127M | 新進 | 新進 |
| Spyglass Capital Management LLC | 1.5M | 125M | 新進 | 新進 |
| 1832 Asset Management L.P. | 1.5M | 125M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 660 +67 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 660 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 260M · 74.6% |
| 合計季末市值 | 20.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 15.7M |
|---|---|
| 與上期比 | +8.3% |
| 佔流通股數 | 4.49% |
| 日均成交量 | 6.4M |
| 回補天數 | 2.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 15.7M | +8.3% | 4.49% | 6.4M | 2.4 |
| 2026-08-14 | 14.5M | -6.0% | 4.15% | 2.7M | 5.4 |
| 2026-07-31 | 15.4M | -8.0% | 4.41% | 3.5M | 4.4 |
| 2026-07-15 | 16.7M | -13.4% | 4.79% | 3.6M | 4.6 |
| 2026-06-30 | 19.3M | +4.5% | 5.54% | 4.8M | 4.0 |
| 2026-06-15 | 18.5M | -2.2% | 5.30% | 4.5M | 4.2 |
| 2026-05-29 | 18.9M | +0.0% | 5.42% | 5.0M | 3.8 |
| 2026-05-15 | 18.9M | -1.1% | 5.42% | 5.8M | 3.3 |
| 2026-04-30 | 19.1M | +3.2% | 5.47% | 4.9M | 3.9 |
| 2026-04-15 | 18.5M | +8.3% | 5.31% | 4.8M | 3.9 |
| 2026-03-31 | 17.1M | +4.9% | 4.90% | 5.4M | 3.1 |
| 2026-03-13 | 16.3M | -7.9% | 4.67% | 5.7M | 2.8 |
| 2026-02-27 | 17.7M | -1.2% | 5.08% | 6.3M | 2.8 |
| 2026-02-13 | 17.9M | +22.4% | 5.14% | 10.2M | 1.8 |
| 2026-01-30 | 14.6M | -7.6% | 4.20% | 5.3M | 2.7 |
| 2026-01-15 | 15.8M | -10.5% | 4.54% | 5.5M | 2.9 |
| 2025-12-31 | 17.7M | -2.8% | 5.07% | 4.6M | 3.8 |
| 2025-12-15 | 18.2M | +19.2% | 5.22% | 4.7M | 3.9 |
| 2025-11-28 | 15.3M | +10.4% | 4.38% | 4.9M | 3.1 |
| 2025-11-14 | 13.8M | +7.3% | 3.96% | 7.2M | 1.9 |
| 2025-10-31 | 12.9M | -6.7% | 3.69% | 5.0M | 2.6 |
| 2025-10-15 | 13.8M | -12.5% | 3.96% | 5.7M | 2.4 |
| 2025-09-30 | 15.8M | -7.2% | 4.53% | 7.3M | 2.2 |
| 2025-09-15 | 17.0M | -1.8% | 4.88% | 9.2M | 1.9 |
| 2025-08-29 | 17.3M | -4.3% | 4.97% | 11.5M | 1.5 |
| 2025-08-15 | 18.1M | +10.9% | 5.19% | 5.9M | 3.1 |