STOCK TITAN

Capital World Investors discloses 7.9% stake in Affirm Holdings, Inc. (AFRM)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

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.
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
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.

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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.

How many Affirm (AFRM) shares does Capital World Investors control for voting?

Capital World Investors reports sole voting power over 23,106,103 shares of Affirm common stock and no shared voting power, indicating it alone can vote those shares.

What is the total number of Affirm (AFRM) shares Capital World Investors can dispose of?

Capital World Investors reports sole dispositive power over 23,115,136 shares of Affirm common stock and no shared dispositive power, meaning it can direct the sale or transfer of those shares.

How many Affirm (AFRM) shares are believed to be outstanding in this filing?

The filing states that Capital World Investors’ holdings represent 7.9% of 294,357,801 shares of Affirm common stock that are believed to be outstanding, providing a reference base for its ownership stake.

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.





00827B106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital World Investors
Signature:Timothy J. Moon
Name/Title:Vice President and Senior Counsel, Capital Research and Management Company
Date:08/11/2026