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DEFA14A ·Filed Oct 23, 2026

AFRM

Affirm Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed4d 7h ago SEC0001628280-26-067046
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the shareholder vote outcome on December 14, 2026, particularly the say-on-pay proposal given the prior 93.8% approval rate. No immediate trading catalyst from this routine solicitation supplement.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+1d ⚠ clustered
AFRM ▲ +4.59% at T+1d
NEUTRAL call +4.59% · α vs SPY +4.03% · entry $69.49 → $72.68
Next anchor: T+5d in 2d
Entry = T+0 close
Oct 23, 2026
via day close
T+1d
+4.59%
call +4.59% · α +4.03%
$72.68
settled yesterday
T+5d
Pending
in 2d
T+20d
Pending
in 23d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Affirm Holdings filed additional definitive proxy soliciting materials (DEFA14A) for its 2026 Annual Meeting of Stockholders, scheduled for December 14, 2026. The filing appears to be a notice or supplement to the previously filed definitive proxy statement (DEF 14A) and does not contain new material financial information or a contested matter. The meeting agenda includes the election of three Class III directors, ratification of the auditor, and an advisory vote on executive compensation.

Key Financial Metrics

Vote
director election
Meeting
2026-12-14

Key Facts

  • DEFA14A filed as additional definitive proxy soliciting material for the 2026 Annual Meeting.
  • Meeting date: December 14, 2026.
  • Agenda includes election of three Class III directors (Max Levchin, James Bray, Ryan Schneider), ratification of Deloitte & Touche as auditor, and advisory vote on executive compensation.
  • No dissident or activist solicitation materials identified in this filing.

Financial Impact

No new financial figures disclosed in this filing.

Risk Factors

  • Low risk — routine proxy solicitation supplement with no contested items.

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001628280-26-067046
Document: 0001628280-26-067046-index-headers.html0001628280-26-067046
Document: 0001628280-26-067046-index.html0001628280-26-067046
Document: 0001628280-26-067046.txt0001628280-26-067046
7 reports for AFRM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AFRM — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
Institutional Cluster
BEARISH ★ 4/10
$69.49 $72.68▼ −4.59%▼ −4.03%$72.68 (−4.59%)
Oct 23, 2026
4d ago
DEFA14A
NEUTRAL ★ 3/10
$69.49 $72.68▲ +4.59%▲ +4.03%$72.68 (+4.59%)
Oct 23, 2026
4d ago
DEF 14A
NEUTRAL ★ 4/10
$69.49 $72.68▲ +4.59%▲ +4.03%$72.68 (+4.59%)
Oct 9, 2026
18d ago
144
NEUTRAL ★ 3/10
$78.63 $77.89▼ −0.94%▼ −0.93%$72.68 (−7.57%)
Sep 9, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$67.99 $71.44▲ +5.07%▲ +4.22%$72.68 (+6.90%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$72.35 $72.08▼ −0.37%▲ +0.18%$72.68 (+0.46%)
Jun 26, 2026
17w ago
144
NEUTRAL ★ 3/10
$81.79 $81.55▼ −0.29%▼ −1.07%$72.68 (−11.14%)
Showing 7 of 7

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Report published Oct 23, 2026