Feed / AFRM

Affirm Holdings, Inc.

AFRM

Financial Services · 77.00 +2.6% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Affirm Holdings, Inc.'s move is being confirmed by its market group.

AFRM accounts for 10.7% of the group's measured movement across 3.0 effective names. all 5 measured members are rising in raw terms, but 4 of 5 SPY-adjusted paths align to the upside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#4 of 5 by movement share
Group movement share10.7%Absolute path energy—not portfolio weight
Relative path+1.22%aligned
Effective breadth3.0 / 5concentrated
Relative alignment4/5upside path · 1 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

SEZL moved materially before AFRM. AFRM crossed its material path threshold at 10:05 ET. DAVE, UPST, KLAR followed.

What changed
  • Revenue increased 22.7% versus the comparable filing period.
EVIDENCE COVERAGE

5 of 5 members in Digital Payment Solutions are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 4 of 5 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as PGY begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 5 members or fewer.

Watch this read

Who this business touches

The relationships behind AFRM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FISIFiling-linked namepartnerMay 7, 2026

Affirm Bank Applications On January 23, 2026, we submitted applications to the Nevada Financial Institutions Division and the Federal Deposit Insurance Corporation (“FDIC”) to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.

AMZNAmazon.com, Inc.partnerAug 28, 2025

In addition, as we did when we initially formed our partnership with Shopify and when we entered into the Amended and Restated Installment Financing Services Agreement with Amazon, we may issue additional shares of our Class A common stock or securities conve…

Depended on by

SIGSignet Jewelers LimitedpartnerMar 19, 2026

In North American markets, customers are offered revolving and promotional credit plans under Signet’s private label credit card programs, a lease purchase option provided by Progressive Leasing, and installment loan and split-payment options provided by Affi…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AFRM is currently a Follower in the organic co-movement group Digital Payment Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.