Capital World Investors discloses 7.9% stake in Affirm Holdings, Inc. (AFRM)
Rhea-AI Filing Summary
Affirm Holdings, Inc. reported an updated ownership disclosure from Capital World Investors, a division of Capital Research and Management Company and its investment management affiliates. Capital World Investors is deemed to be the beneficial owner of 23,115,136 shares of Affirm common stock, representing 7.9% of the 294,357,801 shares believed to be outstanding.
The filing states that Capital World Investors has sole voting powersole dispositive power
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 23,115,136 shares
Percent of class: 7.9%
Shares believed outstanding: 294,357,801 shares
+2 more
5 metrics
Beneficially owned shares
23,115,136 shares
Shares of Affirm common stock deemed beneficially owned by Capital World Investors
Percent of class
7.9%
Percentage of Affirm common stock class beneficially owned by Capital World Investors
Shares believed outstanding
294,357,801 shares
Total Affirm common shares believed to be outstanding used to calculate ownership
Sole voting power
23,106,103 shares
Shares over which Capital World Investors has sole power to vote
Sole dispositive power
23,115,136 shares
Shares over which Capital World Investors has sole power to dispose
Key Terms
beneficial owner, Sole Voting Power, Sole Dispositive Power, Schedule 13G/A
4 terms
beneficial owner financial
"CWI is deemed to be the beneficial owner of 23,115,136 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole Voting Power financial
"5 | Sole Voting Power 23,106,103.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 23,115,136.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G/A regulatory
"Form type: SCHEDULE 13G/A institutional ownership filing"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Affirm Holdings, Inc. (AFRM) does Capital World Investors own?
Capital World Investors is deemed to beneficially own 7.9% of Affirm Holdings, Inc.’s common stock, representing 23,115,136 shares out of 294,357,801 shares believed to be outstanding.
Who signed the Schedule 13G/A for Capital World Investors regarding Affirm (AFRM)?
The Schedule 13G/A was signed by Timothy J. Moon, Vice President and Senior Counsel of Capital Research and Management Company, on 08/11/2026, on behalf of Capital World Investors.