Company Dossier · Information Technology
Affirm Holdings
- Russell 1000
What Affirm Holdings is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $1.44 billion, up 30% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.99 billion, up 65% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.24 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 27, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed August 27, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $18.7 million on the open market.SEC Form 4
- 660 institutional managers reported a position at June 30, 2026 (+67 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 39 (40 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Affirm Holdings yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Affirm Holdings, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIs Affirm Holdings Inc (AFRM) a Bargain After 9.5% Drop? GF Value Says Undervalued
gurufocus.com · via Marketaux · Oct 14, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (FORETHOUGHT ADVISORS, LLC)second_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Aug 27, 20268-KDirector or officer changeItem 5.02
- Aug 27, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Jul 19, 2026LobbyingLobbying report (INVARIANT LLC)second_quarter 2026 · $0.0 million
- Jun 25, 20268-KMaterial agreement signedItem 1.01
- Jun 25, 20268-KDirector or officer changeItem 5.02
- Jun 12, 2026LobbyingLobbying report (INVARIANT LLC)second_quarter 2026
- Apr 20, 2026LobbyingLobbying report (FORETHOUGHT ADVISORS, LLC)first_quarter 2026 · $0.0 million
- Apr 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)first_quarter 2026 · $0.1 million
- Apr 14, 2026LobbyingLobbying report (DICKINSON WRIGHT PLLC)first_quarter 2026 · $0.0 million
- Mar 24, 2026Patent
- Jan 16, 20268-KDirector or officer changeItem 5.02
- Dec 23, 2025Patent
- Dec 18, 20258-KShareholder vote resultsItem 5.07
- Nov 6, 20258-KMaterial agreement signedItem 1.01
- Sep 22, 20258-KDirector or officer changeItem 5.02
- Aug 28, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Jul 22, 2025Patent
- Jun 26, 20258-KShareholder vote resultsItem 5.07
- Jun 12, 20258-KDirector or officer changeItem 5.02
- May 27, 2025Patent
- May 27, 2025Patent
- Feb 20, 20258-KMaterial agreement signedItem 1.01
- Feb 20, 20258-KMaterial agreement terminatedItem 1.02
- Dec 20, 20248-KMaterial agreement signedItem 1.01
- Dec 12, 20248-KShareholder vote resultsItem 5.07
- Nov 7, 20248-KDirector or officer changeItem 5.02
- Aug 28, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Procore PCOR | $1.4B | $0.3B | Jun 30, 2026 |
| Guidewire Software GWRE | $1.5B | $0.4B | Jul 31, 2026 |
| Enphase Energy ENPH | $1.4B | $0.1B | Mar 31, 2026 |
| Klaviyo KVYO | $1.4B | $0.3B | Jun 30, 2026 |
| Viavi Solutions VIAV | $1.5B | $0.1B | Jun 27, 2026 |
| Dolby Laboratories DLB | $1.4B | $0.4B | Jun 26, 2026 |
| Rubrik RBRK | $1.5B | $0.3B | Jul 31, 2026 |
| Credo Technology Group CRDO | $1.6B | $0.4B | Aug 1, 2026 |