• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Affirm Holdings Inc. (Amendment)

    6/8/23 4:21:40 PM ET
    $AFRM
    Finance: Consumer Services
    Finance
    Get the next $AFRM alert in real time by email
    SC 13G/A 1 AffirmHoldingsAFRM.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* Affirm Holdings, Inc. ----------------------------------------------------- (Name of Issuer) Class A Common Stock ----------------------------------------------------- (Title of Class of Securities) 00827B106 ----------------------------------------------------- (CUSIP Number) May 31, 2023 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.00827B106 13G Page 2 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 23,709,935 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 25,516,934 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 25,516,934 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 10.8% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: HC, CO -------------------------------------------------------------------------------- CUSIP No.00827B106 13G Page 3 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley Investment Management Inc. I.R.S. # 13-3040307 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 22,621,395 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 24,347,142 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 24,347,142 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 10.3% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IA, CO -------------------------------------------------------------------------------- CUSIP No.00827B106 13G Page 4 of 8 Pages -------------------------------------------------------------------------------- Item 1. (a) Name of Issuer: Affirm Holdings, Inc. -------------------------------------------------------------- (b) Address of Issuer's Principal Executive Offices: 650 CALIFORNIA STREET SAN FRANCISCO CA 94108 UNITED STATES OF AMERICA -------------------------------------------------------------- Item 2. (a) Name of Person Filing: (1) Morgan Stanley (2) Morgan Stanley Investment Management Inc. -------------------------------------------------------------- (b) Address of Principal Business Office, or if None, Residence: (1) 1585 Broadway New York, NY 10036 (2) 522 5th Avenue 6th Floor New York, NY 10036 -------------------------------------------------------------- (c) Citizenship: (1) Delaware. (2) Delaware. -------------------------------------------------------------- (d) Title of Class of Securities: Class A Common Stock -------------------------------------------------------------- (e) CUSIP Number: 00827B106 -------------------------------------------------------------- Item 3. If this statement is filed pursuant to Sections 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [x] An investment adviser in accordance with Sections 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [x] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with section 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with sections 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with sections 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Not Applicable CUSIP No.00827B106 13G Page 5 of 8 Pages -------------------------------------------------------------------------------- Item 4. Ownership as of May 31, 2023.* (a) Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s). (b) Percent of Class: See the response(s) to Item 11 on the attached cover page(s). (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s). (ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s). (iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s). (iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s). Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. See Exhibit 99.2 Item 8. Identification and Classification of Members of the Group. Not Applicable Item 9. Notice of Dissolution of Group. Not Applicable Item 10. Certification. (1) By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release. CUSIP No.00827B106 13G Page 6 of 8 Pages -------------------------------------------------------------------------------- Signature After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: June 08, 2023 Signature: /s/ Christopher O'Hara -------------------------------------------------------------------- Name/Title: Christopher O'Hara/Authorized Signatory, Morgan Stanley -------------------------------------------------------------------- MORGAN STANLEY Date: June 08, 2023 Signature: /s/ Deidre A. Downes -------------------------------------------------------------------- Name/Title: Deidre A. Downes/Authorized Signatory, Morgan Stanley Investment Management Inc. -------------------------------------------------------------------- Morgan Stanley Investment Management Inc. EXHIBIT NO. EXHIBITS PAGE ----------- ---------- ---- 99.1 Joint Filing Agreement 7 99.2 Item 7 Information 8 * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.00827B106 13G Page 7 of 8 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT --------------------------------------------------- June 08, 2023 --------------------------------------------------- MORGAN STANLEY and Morgan Stanley Investment Management Inc. hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara --------------------------------------------------------------------- Christopher O'Hara/Authorized Signatory, Morgan Stanley Morgan Stanley Investment Management Inc. BY: /s/ Deidre A. Downes --------------------------------------------------------------------- Deidre A. Downes/Authorized Signatory, Morgan Stanley Investment Management Inc. * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.00827B106 13G Page 8 of 8 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.2 ------------------ ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Morgan Stanley Investment Management Inc., a wholly-owned subsidiary of Morgan Stanley.
    Get the next $AFRM alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $AFRM

    DatePrice TargetRatingAnalyst
    5/9/2025$65.00Neutral → Positive
    Susquehanna
    4/8/2025$50.00Buy
    TD Cowen
    3/24/2025Neutral
    Seaport Research Partners
    3/20/2025$69.00Outperform
    BMO Capital Markets
    3/19/2025$61.00 → $64.00Neutral → Buy
    Compass Point
    1/28/2025$20.00 → $61.00Sell → Neutral
    Compass Point
    1/21/2025$57.00Positive → Neutral
    Susquehanna
    1/15/2025Outperform
    William Blair
    More analyst ratings

    $AFRM
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Costco and Affirm partner to bring new, flexible payment option to Costco.com

      Costco members shopping online can now pay over time with longer-term, transparent payment plans for cart sizes over $500 Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, and Costco Wholesale Corporation ("Costco") (NASDAQ:COST), the world's third-largest retailer, today announced a multi-year partnership naming Affirm as a pay-over-time provider for Costco.com in the U.S. Starting today, Costco members shopping online can use Affirm at checkout to pay over time without any late or hidden fees. Consumers spent approximately $250 billion stocking up on everyday essentials and investing in big-ticket items at Costco warehouses and online in

      5/14/25 9:00:00 AM ET
      $AFRM
      $COST
      Finance: Consumer Services
      Finance
      Department/Specialty Retail Stores
      Consumer Discretionary
    • World Market partners with Affirm to offer new, flexible payment option in-store and online

      World Market, a national specialty retailer known for stylish, quality furniture and home decor, thoughtful gifts, and one of the largest assortments of candy and international food favorites, has partnered with Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, to offer shoppers a smarter, more transparent way to pay over time. With the summer shopping season in full swing, consumers can now access Affirm's flexible biweekly or monthly payment plans at World Market's nearly 250 locations nationwide and online at checkout. "Helping our customers bring home unique finds they love while delivering the best shopping experience is World Market's

      5/12/25 9:00:00 AM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Affirm reports third fiscal quarter 2025 results

      Affirm Holdings, Inc. (NASDAQ:AFRM) ("Affirm" or the "Company"), the payment network that empowers consumers and helps merchants drive growth, today reported financial results for its fiscal 2025 third quarter ended March 31, 2025. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the "Events and Presentations" section of the Company's investor relations website at https://investors.affirm.com/. Affirm will host a conference call and webcast to discuss its financial results today at 5:00pm ET. Hosting the call will be Max Levchin, Founder and Chief Executive Officer, Michael Linford, Chief Operating Officer

      5/8/25 4:05:00 PM ET
      $AFRM
      Finance: Consumer Services
      Finance

    $AFRM
    Financials

    Live finance-specific insights

    See more
    • Affirm reports third fiscal quarter 2025 results

      Affirm Holdings, Inc. (NASDAQ:AFRM) ("Affirm" or the "Company"), the payment network that empowers consumers and helps merchants drive growth, today reported financial results for its fiscal 2025 third quarter ended March 31, 2025. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the "Events and Presentations" section of the Company's investor relations website at https://investors.affirm.com/. Affirm will host a conference call and webcast to discuss its financial results today at 5:00pm ET. Hosting the call will be Max Levchin, Founder and Chief Executive Officer, Michael Linford, Chief Operating Officer

      5/8/25 4:05:00 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Affirm to Announce Third Quarter Fiscal Year 2025 Results on May 8, 2025

      Affirm Holdings, Inc. (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, today announced that it will publish its third quarter fiscal year 2025 shareholder letter, including its financial results, on its investor relations website at https://investors.affirm.com/ on Thursday, May 8, 2025, after market close. The Company will host a conference call and webcast at 5:00pm ET that same day. Hosting the call will be Max Levchin (Founder and Chief Executive Officer), Michael Linford (Chief Operating Officer), and Rob O'Hare (Chief Financial Officer). A replay will be available on the investor relations website following the call. About Affirm Affirm's

      4/3/25 4:05:00 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Affirm Reports Second Fiscal Quarter 2025 Results

      Affirm Holdings, Inc. (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth, today reported financial results for its fiscal 2025 second quarter ended December 31, 2024. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the "Events and Presentations" section of the Company's investor relations website at https://investors.affirm.com/. Affirm will host a conference call and webcast to discuss its financial results today at 5:00pm ET. Hosting the call will be Max Levchin, Founder and Chief Executive Officer, Michael Linford, Chief Operating Officer, and Rob O'Hare, Chief

      2/6/25 4:05:00 PM ET
      $AFRM
      Finance: Consumer Services
      Finance

    $AFRM
    Leadership Updates

    Live Leadership Updates

    See more
    • FICO and Affirm Unveil Industry-Leading Analysis of 'Buy Now, Pay Later' Loans

      First-of-its-kind analysis finds Affirm customers with multiple BNPL loans would be most likely to experience score increases with FICO's innovative treatment of that data FICO (NYSE:FICO), global analytics software leader, today released key guidance and takeaways from a study that analyzed the impact of including ‘Buy Now, Pay Later' (BNPL) loans in a consumer's FICO® Score. FICO conducted the 12-month study in partnership with Affirm (NASDAQ:AFRM), the payment network that empowers consumers and helps merchants drive growth. The research compared the FICO® Scores of more than 500,000 consumers who opened at least one new Affirm BNPL loan against a benchmark population of consumers wi

      2/4/25 8:00:00 AM ET
      $AFRM
      $FICO
      Finance: Consumer Services
      Finance
      Business Services
      Consumer Discretionary

    $AFRM
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Rabois Keith sold $820,589 worth of shares (16,089 units at $51.00), decreasing direct ownership by 35% to 29,343 units (SEC Form 4)

      4 - Affirm Holdings, Inc. (0001820953) (Issuer)

      5/5/25 5:59:11 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Chief Operating Officer Linford Michael converted options into 2,335 shares and covered exercise/tax liability with 995 shares, increasing direct ownership by 1% to 102,030 units (SEC Form 4)

      4 - Affirm Holdings, Inc. (0001820953) (Issuer)

      5/5/25 5:59:00 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • President Michalek Libor converted options into 2,335 shares and covered exercise/tax liability with 1,186 shares, increasing direct ownership by 0.65% to 177,009 units (SEC Form 4)

      4 - Affirm Holdings, Inc. (0001820953) (Issuer)

      5/5/25 5:58:48 PM ET
      $AFRM
      Finance: Consumer Services
      Finance

    $AFRM
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Affirm upgraded by Susquehanna with a new price target

      Susquehanna upgraded Affirm from Neutral to Positive and set a new price target of $65.00

      5/9/25 8:38:34 AM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • TD Cowen initiated coverage on Affirm with a new price target

      TD Cowen initiated coverage of Affirm with a rating of Buy and set a new price target of $50.00

      4/8/25 9:23:43 AM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Seaport Research Partners initiated coverage on Affirm

      Seaport Research Partners initiated coverage of Affirm with a rating of Neutral

      3/24/25 7:44:34 AM ET
      $AFRM
      Finance: Consumer Services
      Finance

    $AFRM
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

      SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

      11/13/24 12:49:26 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

      SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

      10/29/24 4:05:59 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Amendment: SEC Form SC 13G/A filed by Affirm Holdings Inc.

      SC 13G/A - Affirm Holdings, Inc. (0001820953) (Subject)

      8/5/24 8:50:22 AM ET
      $AFRM
      Finance: Consumer Services
      Finance

    $AFRM
    SEC Filings

    See more
    • SEC Form DEFA14A filed by Affirm Holdings Inc.

      DEFA14A - Affirm Holdings, Inc. (0001820953) (Filer)

      5/12/25 4:06:56 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • SEC Form DEF 14A filed by Affirm Holdings Inc.

      DEF 14A - Affirm Holdings, Inc. (0001820953) (Filer)

      5/12/25 4:06:03 PM ET
      $AFRM
      Finance: Consumer Services
      Finance
    • Affirm Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - Affirm Holdings, Inc. (0001820953) (Filer)

      5/8/25 4:07:08 PM ET
      $AFRM
      Finance: Consumer Services
      Finance