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 |
|---|---|---|---|---|---|
| La Financiere de L'Echiquier | 539,000 | $36.3M | 1.39% | +79,000+17.2% | Added |
| Geode Capital Management, LLC | 544,204 | $36.7M | 0.01% | +179,766+49.3% | Added |
| Think Investments LP | 560,000 | $37.7M | 5.15% | +560,000 | New |
| Bank of New York Mellon Corp | 605,962 | $40.8M | 0.01% | +579,521+2,191.8% | Added |
| ThornTree Capital Partners LP | 615,871 | $41.5M | 6.44% | −142,187−18.8% | Reduced |
| Allen Operations LLC | 711,935 | $47.9M | 8.23% | +416+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 782,126 | $52.7M | 8.48% | +685,433+708.9% | Added |
| Citadel Advisors LLC | 798,682 | $53.8M | 0.06% | +706,318+764.7% | Added |
| AH Equity Partners IV (Parallel), L.L.C. | 981,044 | $66.1M | 24.35% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,016,426 | $68.5M | 13.75% | +1,016,426 | New |
| Price T Rowe Associates Inc | 1,039,157 | $70.0M | 0.01% | −55,801−5.1% | Reduced |
| Advent International Corp | 1,163,698 | $78.4M | 3.75% | +1,163,698 | New |
| BlackRock Inc. | 1,299,646 | $87.5M | 0.00% | +174,540+15.5% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 1,378,692 | $92.9M | 2.30% | 00.0% | Unchanged |
| Moore Capital Management, LP | 1,617,323 | $108.9M | 2.00% | +675,707+71.8% | Added |
| Abdiel Capital Advisors, LP | 1,687,648 | $113.7M | 3.28% | +1,687,648 | New |
| Battery Management Corp. | 1,846,124 | $124.3M | 6.95% | 00.0% | Unchanged |
| Morgan Stanley | 2,099,141 | $141.4M | 0.02% | +238,899+12.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,418,842 | $162.9M | 0.80% | −60,992−2.5% | Reduced |
| Jennison Associates LLC | 3,021,613 | $203.5M | 0.13% | +589,722+24.2% | Added |
| Thrive Capital Management, LLC | 3,935,366 | $265.0M | 32.51% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,229,269 | $284.8M | 0.01% | +1,984,641+88.4% | Added |
| Durable Capital Partners LP | 4,663,868 | $314.1M | 2.32% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,778,417 | $321.8M | 0.05% | +1,109,600+30.2% | Added |
| VK Services, LLC | 5,633,380 | $397.2M | 13.04% | −1,314,594−18.9% | Reduced |
| JPMorgan Chase & Co | 6,386,619 | $430.1M | 0.06% | +4,157,387+186.5% | Added |
| FMR LLC | 6,952,644 | $446.1M | 0.03% | −54,497−0.8% | Reduced |
| Capital Research Global Investors | 7,226,288 | $486.7M | 0.11% | +4,897,643+210.3% | Added |
| Baillie Gifford & Co | 10,812,981 | $728.3M | 0.35% | +2,633,037+32.2% | Added |
| Westside Investment Management, Inc. | 2,520 | – | – | 00.0% | Unchanged |
| Founders Fund V Management, LLC | 0 | $0 | 0.00% | −5,125,951−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −688,867−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −418,026−100.0% | Sold out |
| Anglepoint Asset Management, Ltd. | 0 | $0 | 0.00% | −261,274−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −227,564−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −142,058−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −122,563−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| black-and-white Capital LP | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −60,507−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −48,636−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −46,836−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −43,796−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,474−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −36,626−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,203−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Dumac, Inc. | 0 | $0 | 0.00% | −24,994−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,214−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,299−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,040−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,727−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −5,698−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Spark Growth Management Partners, LLC | – | – | – | – | Not filed |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |