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, 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
- $6.01B
- +$827.4M (+16.0%) 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 | $21.2B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.6B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.07B |
| Q2 2024 | 378 | $5.77B |
| Q1 2024 | 383 | $7.19B |
| Q4 2023 | 407 | $9.51B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $2.05B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.33B |
| Q4 2021 | 440 | $14.3B |
| Q3 2021 | 340 | $13.2B |
| Q2 2021 | 230 | $6.01B |
| 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 |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $808 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $1.00K | 0.00% | −50−73.5% | Reduced |
| HighMark Wealth Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 36 | $2.00K | 0.00% | +36 | New |
| SOA Wealth Advisors, LLC. | 41 | $2.00K | 0.00% | +41 | New |
| Captrust Financial Advisors | 40 | $3.00K | 0.00% | −160−80.0% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Atticus Wealth Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Gemmer Asset Management LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $5.00K | 0.00% | +10+16.7% | Added |
| US Bancorp | 74 | $5.00K | 0.00% | +74 | New |
| Quadrant Capital Group LLC | 75 | $5.00K | 0.00% | +75 | New |
| Geneos Wealth Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $6.00K | 0.00% | +100 | New |
| HM Payson & Co | 108 | $7.00K | 0.00% | −190−63.8% | Reduced |
| Tortoise Investment Management, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 120 | $8.08K | 0.00% | −200−62.5% | Reduced |
| Signaturefd, LLC | 150 | $10.0K | 0.00% | −265−63.9% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $10.0K | 0.00% | −50−25.0% | Reduced |
| Liberty Wealth Management LLC | 136 | $10.0K | 0.00% | +36+36.0% | Added |
| Edge Wealth Management LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $13.0K | 0.00% | +100+100.0% | Added |
| Vectors Research Management, LLC | 200 | $13.0K | 0.00% | +200 | New |
| Tacita Capital Inc | 200 | $13.0K | 0.01% | +200 | New |
| Deutsche Bank AG | 229 | $15.0K | 0.00% | −23,971−99.1% | Reduced |
| Optimum Investment Advisors | 255 | $17.0K | 0.01% | +255 | New |
| Hoover Financial Advisors, Inc. | 303 | $20.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 300 | $20.0K | 0.00% | +300 | New |
| Crewe Advisors LLC | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 365 | $25.0K | 0.00% | −380−51.0% | Reduced |
| Northern Oak Wealth Management Inc | 400 | $27.0K | 0.00% | +400 | New |
| The PNC Financial Services Group, Inc. | 499 | $34.0K | 0.00% | +449+898.0% | Added |
| Fifth Third Bancorp | 550 | $37.0K | 0.00% | +550 | New |
| CWM, LLC | 588 | $40.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 670 | $45.1K | 0.00% | +225+50.6% | Added |
| Jacobi Capital Management LLC | 793 | $53.0K | 0.01% | +5+0.6% | Added |
| Arkadios Wealth Advisors | 800 | $53.0K | 0.01% | +800 | New |
| Banque Cantonale Vaudoise | 800 | $54.0K | 0.00% | +800 | New |
| AdvisorNet Financial, Inc | 1,029 | $69.0K | 0.00% | +1,029 | New |
| Wolff Wiese Magana LLC | 1,275 | $86.0K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,744 | $117.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,784 | $120.0K | 0.00% | −91−4.9% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $122.0K | 0.07% | +1,811 | New |
| Private Ocean, LLC | 1,909 | $129.0K | 0.02% | +1,909 | New |
| Federation des caisses Desjardins du Quebec | 1,964 | $132.3K | 0.00% | +55+2.9% | Added |
| Evolution Wealth Advisors, LLC | 2,712 | $183.0K | 0.04% | +2,712 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $202.0K | 0.04% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 3,043 | $205.0K | 0.02% | +3,043 | New |
| Cetera Advisor Networks LLC | 3,128 | $211.0K | 0.00% | +3,128 | New |
| American Portfolios Advisors | 3,239 | $218.1K | 0.01% | +719+28.5% | Added |
| Holistic Financial Partners | 3,390 | $228.0K | 0.14% | +3,390 | New |
| Alliancebernstein L.P. | 3,482 | $235.0K | 0.00% | +3,482 | New |
| Seven Eight Capital, LP | 3,812 | $257.0K | 0.04% | +3,812 | New |
| Ellevest, Inc. | 4,005 | $270.0K | 0.03% | +4,005 | New |
| Bank of Montreal | 4,155 | $280.0K | 0.00% | +3,611+663.8% | Added |
| Thoroughbred Financial Services, LLC | 4,525 | $305.0K | 0.08% | +4,525 | New |
| Jag Capital Management, LLC | 4,660 | $314.0K | 0.02% | −2,050−30.6% | Reduced |
| Macquarie Group Ltd | 4,704 | $317.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,715 | $333.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,953 | $334.0K | 0.01% | +4,953 | New |
| Resolute Partners Group | 5,000 | $337.0K | 0.05% | 00.0% | Unchanged |
| ACT Capital Management, LLC | 5,000 | $337.0K | 0.17% | +5,000 | New |
| Leonteq Securities AG | 5,111 | $344.2K | 0.03% | +3,421+202.4% | Added |
| Pinnacle Associates Ltd | 5,225 | $352.0K | 0.01% | +725+16.1% | Added |
| Stifel Financial Corp | 5,228 | $352.0K | 0.00% | +1,864+55.4% | Added |
| Advisory Services Network, LLC | 5,307 | $357.0K | 0.01% | +5,307 | New |
| Cutler Group LP | 5,425 | $365.0K | 0.03% | +4,925+985.0% | Added |
| Raymond James & Associates | 5,577 | $376.0K | 0.00% | +737+15.2% | Added |
| Spark Investment Management LLC | 5,700 | $383.0K | 0.21% | 00.0% | Unchanged |
| Man Group plc | 5,931 | $400.0K | 0.00% | −37,017−86.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,700 | $451.0K | 0.01% | +6,700 | New |
| BBR Partners, LLC | 6,704 | $452.0K | 0.04% | +6,704 | New |
| Ieq Capital, LLC | 6,803 | $458.0K | 0.01% | +3,831+128.9% | Added |
| Keybank National Association | 7,000 | $471.0K | 0.00% | +3,793+118.3% | Added |
| Stephens Inc | 7,088 | $477.0K | 0.01% | +7,088 | New |
| Wedbush Securities Inc | 7,249 | $488.0K | 0.02% | +2,729+60.4% | Added |
| Empirical Finance, LLC | 7,501 | $505.0K | 0.08% | +7,501 | New |
| Fred Alger Management, LLC | 8,321 | $560.0K | 0.00% | +8,321 | New |
| Commonwealth Equity Services, LLC | 8,354 | $562.0K | 0.00% | +1,024+14.0% | Added |
| Morse Asset Management, Inc | 8,465 | $570.0K | 0.14% | +8,465 | New |
| Avidian Wealth Solutions, LLC | 8,500 | $572.0K | 0.04% | +1,000+13.3% | Added |
| Bridgefront Capital, LLC | 8,712 | $587.0K | 0.22% | +8,712 | New |
| Dark Forest Capital Management LP | 8,998 | $606.0K | 0.26% | +8,998 | New |
| Mercer Global Advisors Inc | 9,028 | $608.0K | 0.00% | +9,028 | New |
| Rockefeller Capital Management L.P. | 9,149 | $616.0K | 0.00% | +9,139+91,390.0% | Added |