Affirm Holdings, Inc.
AFRM- Exchange
- Nasdaq
- Industry
- Personal Credit Institutions
- SEC CIK
- 0001820953
In the last 90 days, Affirm Holdings, Inc. insiders filed 0 open-market purchases and 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 661
- +74 vs. Q1 2026
- Shares held
- 260.2M
- +20.6M (+8.6%) vs. Q1 2026
- Total value
- $21.4B
- +$10.4B (+95.1%) vs. Q1 2026
- New holders
- 145
- 260 more added
- Sold out
- 71
- 173 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AFRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 26,000,572 | $2.12B | 0.30% | +1,408,539+5.7% | Added |
| Capital World Investors | 23,115,136 | $1.89B | 0.22% | +602,213+2.7% | Added |
| Morgan Stanley | 23,000,269 | $1.88B | 0.10% | +1,284,287+5.9% | Added |
| BlackRock, Inc. | 19,613,537 | $1.60B | 0.02% | +881,044+4.7% | Added |
| FMR LLC | 17,581,656 | $1.43B | 0.06% | +287,275+1.7% | Added |
| JPMorgan Chase & Co | 16,722,922 | $1.37B | 0.08% | +11,425,906+215.7% | Added |
| Vanguard Capital Management LLC | 12,320,890 | $1.00B | 0.02% | +168,515+1.4% | Added |
| Vanguard Portfolio Management LLC | 11,886,405 | $969.3M | 0.04% | +286,412+2.5% | Added |
| State Street Corp | 6,349,214 | $517.8M | 0.02% | +318,073+5.3% | Added |
| Baillie Gifford & Co | 5,856,569 | $477.6M | 0.43% | +554,272+10.5% | Added |
| Geode Capital Management, LLC | 5,712,491 | $464.7M | 0.02% | +189,719+3.4% | Added |
| Winslow Capital Management, LLC | 4,577,562 | $373.3M | 1.28% | +4,577,562 | New |
| Durable Capital Partners LP | 4,425,406 | $360.9M | 3.51% | −1,224,028−21.7% | Reduced |
| Norges Bank | 3,681,211 | $300.2M | 0.03% | +3,681,211 | New |
| Bank of America Corp | 2,840,260 | $231.6M | 0.01% | +65,962+2.4% | Added |
| UBS Group AG | 2,511,220 | $204.8M | 0.03% | +209,003+9.1% | Added |
| Banque Cantonale Vaudoise | 2,326 | $190.0M | 0.03% | +2,326 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,908,511 | $155.6M | 0.45% | −28,389−1.5% | Reduced |
| Vanguard Fiduciary Trust Co | 1,875,338 | $152.9M | 0.03% | +62,217+3.4% | Added |
| Northern Trust Corp | 1,814,431 | $148.0M | 0.02% | +52,046+3.0% | Added |
| SEI Investments Co | 1,705,507 | $139.1M | 0.12% | +1,484,689+672.4% | Added |
| Charles Schwab Investment Management Inc | 1,656,971 | $135.1M | 0.02% | +188,378+12.8% | Added |
| Dimensional Fund Advisors LP | 1,601,389 | $130.6M | 0.02% | +26,729+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,520,255 | $127.5M | 0.20% | −57,009−3.6% | Reduced |
| Spyglass Capital Management LLC | 1,537,840 | $125.4M | 6.79% | −124,485−7.5% | Reduced |
| 1832 Asset Management L.P. | 1,534,400 | $125.1M | 0.15% | +1,534,400 | New |
| Foxhaven Asset Management, LP | 1,534,155 | $125.1M | 3.35% | −671,401−30.4% | Reduced |
| Price T Rowe Associates Inc | 1,496,735 | $122.1M | 0.01% | −225,645−13.1% | Reduced |
| Millennium Management LLC | 1,473,364 | $120.2M | 0.08% | +91,450+6.6% | Added |
| Tremblant Capital Group | 1,464,129 | $119.4M | 3.43% | +66,881+4.8% | Added |
| Westfield Capital Management Co LP | 1,352,200 | $110.3M | 0.36% | +271,564+25.1% | Added |
| Goldman Sachs Group Inc | 1,273,728 | $103.9M | 0.01% | −283,882−18.2% | Reduced |
| Atreides Management, LP | 1,273,050 | $103.8M | 0.93% | +78,339+6.6% | Added |
| Citadel Advisors LLC | 1,248,374 | $101.8M | 0.06% | −2,822,741−69.3% | Reduced |
| UBS Asset Management Americas Inc | 1,245,563 | $101.6M | 0.02% | +181,327+17.0% | Added |
| Wellington Management Group LLP | 1,243,908 | $101.4M | 0.02% | −1,498,807−54.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,108,083 | $90.4M | 0.93% | +150,078+15.7% | Added |
| American Century Companies Inc | 1,076,745 | $87.8M | 0.04% | +172,846+19.1% | Added |
| Artemis Investment Management LLP | 961,002 | $78.4M | 0.70% | +275,394+40.2% | Added |
| Marshall Wace, LLP | 950,683 | $77.5M | 0.07% | −1,757,291−64.9% | Reduced |
| Bank of New York Mellon Corp | 921,164 | $75.1M | 0.01% | −102,479−10.0% | Reduced |
| Amundi | 846,986 | $69.1M | 0.02% | +111,684+15.2% | Added |
| Nuveen, LLC | 785,978 | $64.1M | 0.02% | +148,698+23.3% | Added |
| Swiss National Bank | 785,200 | $64.0M | 0.03% | −21,600−2.7% | Reduced |
| Federated Hermes, Inc. | 772,078 | $63.0M | 0.09% | +772,078 | New |
| Susquehanna International Group, LLP | 742,283 | $60.5M | 0.05% | −297,831−28.6% | Reduced |
| Ameriprise Financial Inc | 723,193 | $59.0M | 0.01% | +557,656+336.9% | Added |
| Allen Operations LLC | 721,382 | $58.8M | 8.15% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 704,065 | $57.4M | 3.22% | +594,148+540.5% | Added |
| Holocene Advisors, LP | 703,463 | $57.4M | 0.13% | +533,437+313.7% | Added |
| Jane Street Group, LLC | 694,088 | $56.6M | 0.04% | −342,887−33.1% | Reduced |
| Neuberger Berman Group LLC | 691,879 | $56.4M | 0.04% | +244,257+54.6% | Added |
| Citigroup Inc | 684,535 | $55.8M | 0.03% | −28,676−4.0% | Reduced |
| Worldquant Millennium Advisors LLC | 670,803 | $54.7M | 0.19% | +670,803 | New |
| Pacific Heights Asset Management LLC | 650,000 | $53.0M | 1.68% | −25,000−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 569,152 | $46.4M | 0.25% | +251,429+79.1% | Added |
| ThornTree Capital Partners LP | 568,524 | $46.4M | 6.34% | −265,765−31.9% | Reduced |
| Legal & General Group Plc | 550,499 | $44.9M | 0.01% | −65,041−10.6% | Reduced |
| Driehaus Capital Management LLC | 537,519 | $43.8M | 0.25% | +537,519 | New |
| Daiwa Securities Group Inc. | 529,318 | $43.2M | 0.10% | +504,694+2,049.6% | Added |
| Islander Capital Partners, L.P. | 529,097 | $43.1M | 15.65% | −40,903−7.2% | Reduced |
| Invesco Ltd. | 524,934 | $42.8M | 0.00% | +27,588+5.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 515,298 | $42.0M | 0.02% | −13,060−2.5% | Reduced |
| Glendon Capital Management LP | 514,100 | $41.9M | 5.43% | 00.0% | Unchanged |
| Raymond James Financial Inc | 498,168 | $40.6M | 0.01% | +287,261+136.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,680 | $39.2M | 0.02% | +24,843+5.4% | Added |
| Quantinno Capital Management LP | 474,279 | $38.7M | 0.05% | −46,560−8.9% | Reduced |
| 12 West Capital Management LP | 460,000 | $37.5M | 7.02% | −75,000−14.0% | Reduced |
| Deutsche Bank AG | 456,911 | $37.3M | 0.01% | +39,427+9.4% | Added |
| Gotham Asset Management, LLC | 454,524 | $37.1M | 0.09% | +267,308+142.8% | Added |
| Congress Asset Management Co | 426,470 | $34.8M | 0.21% | +417,470+4,638.6% | Added |
| Envestnet Asset Management Inc | 410,775 | $33.5M | 0.01% | +69,004+20.2% | Added |
| Polar Capital Holdings Plc | 404,896 | $33.0M | 0.09% | +26,212+6.9% | Added |
| Wells Fargo & Company | 389,630 | $31.8M | 0.01% | +194,168+99.3% | Added |
| California Public Employees Retirement System | 368,905 | $30.1M | 0.02% | −122,150−24.9% | Reduced |
| California State Teachers Retirement System | 367,042 | $29.9M | 0.03% | −15,956−4.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 363,770 | $29.7M | 0.02% | +8,611+2.4% | Added |
| Royal Bank of Canada | 353,664 | $28.8M | 0.00% | +34,881+10.9% | Added |
| Voya Investment Management LLC | 350,856 | $28.6M | 0.02% | +169,564+93.5% | Added |
| Capital Fund Management S.A. | 348,607 | $28.4M | 0.20% | +113,494+48.3% | Added |
| Rhumbline Advisers | 341,313 | $27.8M | 0.02% | +25,602+8.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 334,000 | $27.2M | 0.04% | +334,000 | New |
| BIT Capital GmbH | 331,200 | $27.0M | 0.93% | +279,003+534.5% | Added |
| Diversify Wealth Management, LLC | 355,854 | $26.0M | 0.44% | +32,893+10.2% | Added |
| Diversify Advisory Services, LLC | 355,854 | $26.0M | 0.44% | +75,161+26.8% | Added |
| SG Americas Securities, LLC | 274,076 | $22.4M | 0.01% | −196,368−41.7% | Reduced |
| Nordea Investment Management AB | 273,694 | $22.3M | 0.02% | −8,420−3.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 269,644 | $22.0M | 0.03% | +209,546+348.7% | Added |
| Susquehanna Fundamental Investments, LLC | 247,900 | $20.2M | 0.38% | +247,900 | New |
| State Board of Administration of Florida Retirement System | 241,927 | $19.7M | 0.03% | −1,966−0.8% | Reduced |
| RJA Asset Management LLC | 241,600 | $19.7M | 6.14% | −3,900−1.6% | Reduced |
| AQR Capital Management LLC | 237,138 | $19.3M | 0.01% | −201,082−45.9% | Reduced |
| Allen Holding Inc | 230,000 | $18.8M | 1.85% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 223,644 | $18.2M | 0.02% | +138,413+162.4% | Added |
| Eurizon Capital SGR S.p.A. | 223,510 | $18.2M | 0.05% | +44,252+24.7% | Added |
| Barclays PLC | 220,834 | $18.0M | 0.01% | +1,375+0.6% | Added |
| LPL Financial LLC | 211,892 | $17.3M | 0.00% | −22,040−9.4% | Reduced |
| Aviva PLC | 208,226 | $17.0M | 0.03% | +1,964+1.0% | Added |
| Meridiem Capital Partners LP | 201,047 | $16.4M | 0.75% | +201,047 | New |
| Signature Estate & Investment Advisors LLC | 184,420 | $15.0M | 0.27% | +184,420 | New |