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 2021
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 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
- 230
- +25 vs. Q1 2021
- Shares held
- 89.4M
- +18.0M (+25.3%) vs. Q1 2021
- Total value
- $6.02B
- +$827.1M (+15.9%) vs. Q1 2021
- New holders
- 79
- 75 more added
- Sold out
- 54
- 27 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 10,812,981 | $728.3M | 0.35% | +2,633,037+32.2% | Added |
| Capital Research Global Investors | 7,226,288 | $486.7M | 0.11% | +4,897,643+210.3% | Added |
| FMR LLC | 6,952,644 | $446.1M | 0.03% | −54,497−0.8% | Reduced |
| JPMorgan Chase & Co | 6,386,619 | $430.1M | 0.06% | +4,157,387+186.5% | Added |
| VK Services, LLC | 5,633,380 | $397.2M | 13.04% | −1,314,594−18.9% | Reduced |
| Wellington Management Group LLP | 4,778,417 | $321.8M | 0.05% | +1,109,600+30.2% | Added |
| Durable Capital Partners LP | 4,663,868 | $314.1M | 2.32% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,229,269 | $284.8M | 0.01% | +1,984,641+88.4% | Added |
| Thrive Capital Management, LLC | 3,935,366 | $265.0M | 32.51% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,021,613 | $203.5M | 0.13% | +589,722+24.2% | Added |
| Gilder Gagnon Howe & Co LLC | 2,418,842 | $162.9M | 0.80% | −60,992−2.5% | Reduced |
| Morgan Stanley | 2,099,141 | $141.4M | 0.02% | +238,899+12.8% | Added |
| Battery Management Corp. | 1,846,124 | $124.3M | 6.95% | 00.0% | Unchanged |
| Abdiel Capital Advisors, LP | 1,687,648 | $113.7M | 3.28% | +1,687,648 | New |
| Moore Capital Management, LP | 1,617,323 | $108.9M | 2.00% | +675,707+71.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 1,378,692 | $92.9M | 2.30% | 00.0% | Unchanged |
| BlackRock Inc. | 1,299,646 | $87.5M | 0.00% | +174,540+15.5% | Added |
| Advent International Corp | 1,163,698 | $78.4M | 3.75% | +1,163,698 | New |
| Price T Rowe Associates Inc | 1,039,157 | $70.0M | 0.01% | −55,801−5.1% | Reduced |
| BFT Financial Group, LLC | 1,016,426 | $68.5M | 13.75% | +1,016,426 | New |
| AH Equity Partners IV (Parallel), L.L.C. | 981,044 | $66.1M | 24.35% | 00.0% | Unchanged |
| Citadel Advisors LLC | 798,682 | $53.8M | 0.06% | +706,318+764.7% | Added |
| Mission Creek Capital Partners, Inc. | 782,126 | $52.7M | 8.48% | +685,433+708.9% | Added |
| Allen Operations LLC | 711,935 | $47.9M | 8.23% | +416+0.1% | Added |
| ThornTree Capital Partners LP | 615,871 | $41.5M | 6.44% | −142,187−18.8% | Reduced |
| Bank of New York Mellon Corp | 605,962 | $40.8M | 0.01% | +579,521+2,191.8% | Added |
| Think Investments LP | 560,000 | $37.7M | 5.15% | +560,000 | New |
| Geode Capital Management, LLC | 544,204 | $36.7M | 0.01% | +179,766+49.3% | Added |
| La Financiere de L'Echiquier | 539,000 | $36.3M | 1.39% | +79,000+17.2% | Added |
| Goldman Sachs Group Inc | 514,458 | $34.6M | 0.01% | +470,152+1,061.1% | Added |
| Harvard Management Co Inc | 477,421 | $32.2M | 1.85% | +477,421 | New |
| ETF Managers Group, LLC | 421,669 | $28.0M | 0.46% | +72,016+20.6% | Added |
| Susquehanna International Group, LLP | 398,811 | $26.9M | 0.03% | +82,258+26.0% | Added |
| Holocene Advisors, LP | 376,506 | $25.4M | 0.16% | +376,506 | New |
| TD Asset Management Inc | 423,574 | $23.9M | 0.02% | +423,574 | New |
| Hidden Lake Asset Management LP | 334,924 | $22.6M | 8.47% | +27,917+9.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 285,520 | $19.2M | 0.04% | +161,900+131.0% | Added |
| Ogborne Capital Management, LLC | 275,436 | $18.6M | 4.37% | +275,436 | New |
| Millennium Management LLC | 265,326 | $17.9M | 0.02% | +265,326 | New |
| Carmignac Gestion | 252,705 | $17.0M | 0.20% | +52,705+26.4% | Added |
| CIBC Private Wealth Group, LLC | 250,331 | $16.9M | 0.04% | +250,331 | New |
| Jane Street Group, LLC | 236,921 | $16.0M | 0.04% | +117,753+98.8% | Added |
| Capital World Investors | 225,000 | $15.2M | 0.00% | −50.0% | Reduced |
| State Street Corp | 224,947 | $15.2M | 0.00% | +156,573+229.0% | Added |
| Temasek Holdings (Private) Ltd | 224,173 | $15.1M | 0.05% | +208,603+1,339.8% | Added |
| FIL Ltd | 203,500 | $13.7M | 0.01% | +203,500 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 200,000 | $13.5M | 0.03% | 00.0% | Unchanged |
| Foxhaven Asset Management, LP | 200,000 | $13.5M | 0.37% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 194,815 | $13.1M | 7.26% | +194,815 | New |
| Woodline Partners LP | 161,629 | $10.9M | 0.20% | +2,061+1.3% | Added |
| Islet Management, LP | 150,000 | $10.1M | 0.53% | −25,000−14.3% | Reduced |
| Alyeska Investment Group, L.P. | 150,000 | $10.1M | 0.12% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 150,000 | $10.1M | 0.02% | +75,000+100.0% | Added |
| AMS Capital Ltda | 140,000 | $9.43M | 1.43% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 135,000 | $9.09M | 0.83% | +25,000+22.7% | Added |
| Tudor Investment Corp Et Al | 125,000 | $8.42M | 0.17% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 123,818 | $8.34M | 5.93% | +112,390+983.5% | Added |
| Charles Schwab Investment Management Inc | 123,339 | $8.31M | 0.00% | +45,411+58.3% | Added |
| UBS Asset Management Americas Inc | 120,765 | $8.13M | 0.00% | +120,765 | New |
| Teachers Retirement System of the State of Kentucky | 120,430 | $8.11M | 0.07% | +59,600+98.0% | Added |
| Royal Bank of Canada | 106,832 | $7.20M | 0.00% | +84,482+378.0% | Added |
| Windmill Hill Asset Management Ltd | 96,621 | $6.51M | 3.46% | +96,621 | New |
| Northern Trust Corp | 95,214 | $6.41M | 0.00% | +33,341+53.9% | Added |
| Ghisallo Capital Management LLC | 92,490 | $6.23M | 0.24% | −92,490−50.0% | Reduced |
| Westside Investment Management, Inc. | 2,520 | $5.55M | 0.01% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 75,000 | $5.05M | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 75,000 | $5.05M | 0.04% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 67,000 | $4.51M | 1.35% | +67,000 | New |
| Hamilton Lane Advisors LLC | 66,698 | $4.49M | 1.40% | +38,267+134.6% | Added |
| Penserra Capital Management LLC | 64,196 | $4.32M | 0.08% | +64,196 | New |
| Bank of America Corp | 59,278 | $3.99M | 0.00% | −221,954−78.9% | Reduced |
| Regents of the University of California | 58,362 | $3.93M | 0.50% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 57,811 | $3.89M | 0.00% | +37,869+189.9% | Added |
| Caption Management, LLC | 53,200 | $3.58M | 0.32% | +53,200 | New |
| Sand Hill Global Advisors, LLC | 51,417 | $3.46M | 0.21% | +51,417 | New |
| NZS Capital, LLC | 48,838 | $3.29M | 0.30% | +48,838 | New |
| Weiss Multi-Strategy Advisers LLC | 48,458 | $3.26M | 0.07% | +48,458 | New |
| Bluefin Capital Management, LLC | 46,674 | $3.14M | 0.22% | +46,674 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,939 | $3.03M | 0.00% | +12,058+36.7% | Added |
| Credit Suisse AG | 44,369 | $2.99M | 0.00% | +44,369 | New |
| UBS Group AG | 43,597 | $2.94M | 0.00% | +10,262+30.8% | Added |
| SPT Invest Management Sarl | 41,475 | $2.79M | 0.10% | +41,475 | New |
| Zimmer Partners, LP | 37,500 | $2.53M | 0.04% | −107,500−74.1% | Reduced |
| Interval Partners, LP | 34,434 | $2.32M | 0.14% | +34,434 | New |
| LPL Financial LLC | 33,428 | $2.25M | 0.00% | +19,193+134.8% | Added |
| TCI Wealth Advisors, Inc. | 31,615 | $2.13M | 0.37% | +30,481+2,687.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 31,047 | $2.09M | 0.01% | −10,271−24.9% | Reduced |
| Vontobel Holding Ltd. | 31,419 | $2.09M | 0.02% | +31,419 | New |
| BIT Capital GmbH | 30,190 | $2.03M | 0.12% | +30,190 | New |
| AIA Group Ltd | 35,864 | $2.00M | 0.14% | +1,352+3.9% | Added |
| First Republic Investment Management, Inc. | 29,619 | $2.00M | 0.01% | +11,691+65.2% | Added |
| Renaissance Capital LLC | 28,701 | $1.93M | 0.31% | −5,821−16.9% | Reduced |
| Pictet Asset Management Ltd | 28,057 | $1.89M | 0.00% | +8,294+42.0% | Added |
| HarbourVest Partners LLC | 28,053 | $1.89M | 0.18% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 28,000 | $1.89M | 0.02% | +19,000+211.1% | Added |
| BW Gestao de Investimentos Ltda. | 26,000 | $1.75M | 0.63% | +10,000+62.5% | Added |
| Wells Fargo & Company | 24,881 | $1.68M | 0.00% | −106,771−81.1% | Reduced |
| Railway Pension Investments Ltd | 24,839 | $1.67M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 24,318 | $1.64M | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 22,452 | $1.51M | 0.00% | +22,452 | New |