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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 6 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.2B in total; D1 Capital Partners is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2021. 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
207
No complete 13F data for Q4 2020
Shares held
80.2M
No complete 13F data for Q4 2020
Total value
$5.81B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 207 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ1 2021: $5.81B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AFRM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC14,235$1.01M0.00%––
Board of Trustees of The Leland Stanford Junior University14,252$1.01M0.09%––
Alpha Paradigm Partners, LLC14,609$1.03M0.40%––
BlueMar Capital Management, LLC15,070$1.07M0.23%––
PEAK6 Investments LLC15,214$1.08M0.03%––
Temasek Holdings (Private) Ltd15,570$1.10M0.00%––
BW Gestao de Investimentos Ltda.16,000$1.13M0.33%––
Manufacturers Life Insurance Company, The16,885$1.19M0.00%––
First Republic Investment Management, Inc.17,928$1.27M0.00%––
Wolverine Trading, LLC20,296$1.35M0.03%––
Pictet Asset Management Ltd19,763$1.40M0.00%––
Ameriprise Financial Inc19,942$1.41M0.00%––
Scge Management, L.P.20,000$1.41M0.02%––
AtonRa Partners20,088$1.42M0.63%––
Adams Street Partners LLC21,540$1.52M0.24%––
Royal Bank of Canada22,350$1.58M0.00%––
Deutsche Bank AG24,200$1.71M0.00%––
State of Tennessee, Treasury Department24,318$1.72M0.01%––
Railway Pension Investments Ltd24,839$1.76M0.02%––
Maltese Capital Management LLC25,000$1.77M0.23%––
Dumac, Inc.24,994$1.77M2.45%––
Marshall Wace, LLP25,203$1.78M0.01%––
Bank of New York Mellon Corp26,441$1.87M0.00%––
HarbourVest Partners LLC28,053$1.98M0.27%––
Hamilton Lane Advisors LLC28,431$2.01M0.66%––
Sumitomo Mitsui Trust Holdings, Inc.32,881$2.33M0.00%––
UBS Group AG33,335$2.36M0.00%––
AIA Group Ltd34,512$2.44M0.35%––
Renaissance Capital LLC34,522$2.44M0.36%––
Parallax Volatility Advisers, L.P.36,626$2.59M0.02%––
HRT Financial LP39,474$2.79M0.03%––
Bank Julius Baer & Co. Ltd, Zurich41,318$2.92M0.02%––
Man Group plc42,948$3.04M0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main43,796$3.10M0.01%––
Goldman Sachs Group Inc44,306$3.13M0.00%––
Janus Henderson Group PLC46,836$3.31M0.00%––
State of Michigan Retirement System48,636$3.44M0.02%––
Regents of the University of California58,362$4.13M0.54%––
Rokos Capital Management LLP60,000$4.20M0.10%––
Laurion Capital Management LP60,000$4.24M0.06%––
Davidson Kempner Capital Management LP60,000$4.24M0.04%––
Brookfield Asset Management Inc.60,507$4.28M0.02%––
Teachers Retirement System of the State of Kentucky60,830$4.30M0.04%––
Northern Trust Corp61,873$4.38M0.00%––
State Street Corp68,374$4.83M0.00%––
black-and-white Capital LP71,600$5.06M0.63%––
Adage Capital Partners GP, L.L.C.75,000$5.30M0.01%––
Dragoneer Investment Group, LLC75,000$5.30M0.08%––
Squarepoint Ops LLC75,000$5.30M0.05%––
Charles Schwab Investment Management Inc77,928$5.51M0.00%––
Balyasny Asset Management LLC85,000$6.01M0.04%––
Citadel Advisors LLC92,364$6.53M0.01%––
Mission Creek Capital Partners, Inc.96,693$6.84M1.02%––
Pacific Heights Asset Management LLC110,000$7.78M0.71%––
Jane Street Group, LLC119,168$8.43M0.02%––
Athanor Capital, LP122,563$8.67M0.36%––
Mitsubishi UFJ Trust & Banking Corp123,620$8.74M0.02%––
Tudor Investment Corp Et Al125,000$8.84M0.19%––
Wells Fargo & Company131,652$9.31M0.00%––
AMS Capital Ltda140,000$9.90M1.69%––
Quadrature Capital Ltd142,058$10.0M0.48%––
Zimmer Partners, LP145,000$10.3M0.14%––
Alyeska Investment Group, L.P.150,000$10.6M0.14%––
Woodline Partners LP159,568$11.3M0.25%––
Islet Management, LP175,000$12.4M0.63%––
Ghisallo Capital Management LLC184,980$13.1M0.84%––
SQN Investors LP190,000$13.4M0.71%––
Tiger Global Management LLCSuperinvestorTiger Global Management200,000$14.1M0.03%––
Carmignac Gestion200,000$14.1M0.16%––
Foxhaven Asset Management, LP200,000$14.1M0.41%––
Whale Rock Capital Management LLC225,000$15.9M0.13%––
Capital World Investors225,005$15.9M0.00%––
Canada Pension Plan Investment Board227,564$16.1M0.02%––
Viking Global Investors LPSuperinvestorViking Global Investors250,000$17.7M0.05%––
Anglepoint Asset Management, Ltd.261,274$18.5M1.44%––
Bank of America Corp281,232$19.9M0.00%––
Hidden Lake Asset Management LP307,007$21.6M9.18%––
Susquehanna International Group, LLP316,553$22.4M0.03%––
ETF Managers Group, LLC349,653$23.2M0.41%––
Geode Capital Management, LLC364,438$25.8M0.00%––
Massachusetts Financial Services Co418,026$29.6M0.01%––
La Financiere de L'Echiquier460,000$32.5M1.32%––
Amundi Asset Management US, Inc.498,183$35.2M0.03%––
Echo Street Capital Management LLC688,867$48.7M0.44%––
Allen Operations LLC711,519$50.3M10.22%––
ThornTree Capital Partners LP758,058$53.6M7.62%––
Moore Capital Management, LP941,616$66.6M1.30%––
AH Equity Partners IV (Parallel), L.L.C.981,044$69.4M28.80%––
Price T Rowe Associates Inc1,094,958$77.4M0.01%––
BlackRock Inc.1,125,106$79.6M0.00%––
Duquesne Family Office LLCSuperinvestorDuquesne Family Office1,378,692$97.5M2.15%––
Battery Management Corp.1,846,124$130.6M16.63%––
Morgan Stanley1,860,242$131.6M0.02%––
JPMorgan Chase & Co2,229,232$157.7M0.02%––
Vanguard Group Inc2,244,628$158.7M0.00%––
Capital Research Global Investors2,328,645$164.7M0.04%––
Jennison Associates LLC2,431,891$172.0M0.13%––
Gilder Gagnon Howe & Co LLC2,479,834$175.4M0.95%––
Wellington Management Group LLP3,668,817$257.8M0.05%––
Thrive Capital Management, LLC3,935,366$278.3M57.78%––