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 $21.2B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Affirm Holdings, Inc. as of Sep 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
- 340
- +114 vs. Q2 2021
- Shares held
- 114.2M
- +25.0M (+28.0%) vs. Q2 2021
- Total value
- $13.2B
- +$7.24B (+120.7%) vs. Q2 2021
- New holders
- 153
- 78 more added
- Sold out
- 39
- 71 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 14,458,147 | $1.72B | 0.40% | +7,231,859+100.1% | Added |
| Price T Rowe Associates Inc | 11,124,234 | $1.33B | 0.12% | +10,085,077+970.5% | Added |
| Baillie Gifford & Co | 10,783,815 | $1.28B | 0.67% | −29,166−0.3% | Reduced |
| Vanguard Group Inc | 8,841,364 | $1.05B | 0.03% | +4,612,095+109.1% | Added |
| Morgan Stanley | 5,423,850 | $646.1M | 0.09% | +3,324,709+158.4% | Added |
| JPMorgan Chase & Co | 5,184,339 | $617.6M | 0.08% | −1,202,280−18.8% | Reduced |
| FMR LLC | 4,592,517 | $547.1M | 0.04% | −2,360,127−33.9% | Reduced |
| Wellington Management Group LLP | 3,858,506 | $459.7M | 0.08% | −919,911−19.3% | Reduced |
| Melvin Capital Management LP | 3,200,000 | $381.2M | 2.56% | +3,200,000 | New |
| VK Services, LLC | 5,633,380 | $317.3M | 7.17% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,461,615 | $293.3M | 0.19% | −559,998−18.5% | Reduced |
| Durable Capital Partners LP | 2,413,663 | $287.5M | 2.18% | −2,250,205−48.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,261,768 | $269.4M | 1.40% | −157,074−6.5% | Reduced |
| BlackRock Inc. | 1,796,104 | $214.0M | 0.01% | +496,458+38.2% | Added |
| Abdiel Capital Advisors, LP | 1,687,648 | $201.1M | 4.95% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,479,218 | $176.2M | 0.23% | +1,080,407+270.9% | Added |
| Spyglass Capital Management LLC | 1,383,769 | $164.8M | 3.78% | +1,383,769 | New |
| Lord, Abbett & Co. LLC | 1,357,364 | $161.7M | 0.39% | +1,357,364 | New |
| Goldman Sachs Group Inc | 1,300,561 | $154.9M | 0.04% | +786,103+152.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,082,269 | $128.9M | 0.52% | +1,082,269 | New |
| Advent International Corp | 1,003,698 | $119.6M | 0.55% | −160,000−13.7% | Reduced |
| BFT Financial Group, LLC | 965,000 | $115.0M | 21.28% | −51,426−5.1% | Reduced |
| Jericho Capital Asset Management L.P. | 946,000 | $112.7M | 3.08% | +946,000 | New |
| Jane Street Group, LLC | 927,312 | $110.5M | 0.28% | +690,391+291.4% | Added |
| Battery Management Corp. | 923,060 | $110.0M | 5.13% | −923,064−50.0% | Reduced |
| Geode Capital Management, LLC | 911,139 | $108.5M | 0.01% | +366,935+67.4% | Added |
| 1832 Asset Management L.P. | 913,200 | $102.4M | 0.19% | +913,200 | New |
| Voloridge Investment Management, LLC | 855,674 | $101.9M | 0.66% | +855,674 | New |
| La Financiere de L'Echiquier | 788,421 | $93.9M | 3.15% | +249,421+46.3% | Added |
| Harvard Management Co Inc | 753,804 | $89.8M | 5.26% | +276,383+57.9% | Added |
| Allen Operations LLC | 716,782 | $85.4M | 13.22% | +4,847+0.7% | Added |
| Bank of New York Mellon Corp | 645,771 | $76.9M | 0.02% | +39,809+6.6% | Added |
| Hitchwood Capital Management LP | 640,000 | $76.2M | 2.67% | +640,000 | New |
| Fred Alger Management, LLC | 589,748 | $70.3M | 0.17% | +581,427+6,987.5% | Added |
| Echo Street Capital Management LLC | 548,464 | $65.3M | 0.46% | +548,464 | New |
| ThornTree Capital Partners LP | 547,859 | $65.3M | 10.52% | −68,012−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 478,255 | $57.0M | 0.02% | +354,916+287.8% | Added |
| TD Asset Management Inc | 462,540 | $55.1M | 0.06% | +38,966+9.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 420,400 | $50.1M | 0.13% | +405,943+2,807.9% | Added |
| Citadel Advisors LLC | 368,937 | $44.0M | 0.05% | −429,745−53.8% | Reduced |
| State Street Corp | 336,989 | $40.1M | 0.00% | +112,042+49.8% | Added |
| Think Investments LP | 300,000 | $35.7M | 5.45% | −260,000−46.4% | Reduced |
| Bank of America Corp | 293,074 | $34.9M | 0.00% | +233,796+394.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 282,760 | $33.7M | 0.07% | −2,760−1.0% | Reduced |
| ETF Managers Group, LLC | 297,009 | $33.5M | 0.63% | −124,660−29.6% | Reduced |
| Holocene Advisors, LP | 278,916 | $33.2M | 0.19% | −97,590−25.9% | Reduced |
| Temasek Holdings (Private) Ltd | 278,481 | $33.2M | 0.12% | +54,308+24.2% | Added |
| D. E. Shaw & Co., Inc. | 233,631 | $27.8M | 0.04% | +233,631 | New |
| CIBC Private Wealth Group, LLC | 233,205 | $27.8M | 0.06% | −17,126−6.8% | Reduced |
| Capital World Investors | 225,003 | $26.8M | 0.00% | +30.0% | Added |
| Nomura Holdings Inc | 210,009 | $24.7M | 0.19% | +210,009 | New |
| Hidden Lake Asset Management LP | 200,381 | $23.9M | 12.27% | −134,543−40.2% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 200,000 | $23.8M | 0.05% | 00.0% | Unchanged |
| Foxhaven Asset Management, LP | 200,000 | $23.8M | 0.69% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 186,104 | $22.2M | 9.50% | −8,711−4.5% | Reduced |
| Canada Pension Plan Investment Board | 184,455 | $22.0M | 0.02% | +184,455 | New |
| Ogborne Capital Management, LLC | 175,367 | $20.9M | 8.62% | −100,069−36.3% | Reduced |
| Tudor Investment Corp Et Al | 175,078 | $20.9M | 0.43% | +50,078+40.1% | Added |
| Northern Trust Corp | 166,548 | $19.8M | 0.00% | +71,334+74.9% | Added |
| Point72 Asset Management, L.P. | 163,900 | $19.5M | 0.09% | +163,900 | New |
| UBS Group AG | 162,033 | $19.3M | 0.01% | +118,436+271.7% | Added |
| Millennium Management LLC | 161,070 | $19.2M | 0.03% | −104,256−39.3% | Reduced |
| Islet Management, LP | 150,000 | $17.9M | 0.86% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 136,155 | $16.2M | 0.01% | +136,155 | New |
| Pacific Heights Asset Management LLC | 135,000 | $16.1M | 1.53% | 00.0% | Unchanged |
| Royal Bank of Canada | 127,701 | $15.2M | 0.00% | +20,869+19.5% | Added |
| Alliancebernstein L.P. | 126,563 | $15.1M | 0.01% | +123,081+3,534.8% | Added |
| Cypress Point Wealth Management, LLC | 123,818 | $14.8M | 10.52% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 120,430 | $14.3M | 0.13% | 00.0% | Unchanged |
| Yong Rong (HK) Asset Management Ltd | 104,000 | $12.4M | 8.12% | +104,000 | New |
| BBR Partners, LLC | 96,764 | $11.5M | 0.95% | +90,060+1,343.4% | Added |
| LPL Financial LLC | 96,742 | $11.5M | 0.01% | +63,314+189.4% | Added |
| Credit Suisse AG | 90,901 | $10.8M | 0.01% | +46,532+104.9% | Added |
| Maplelane Capital, LLC | 89,000 | $10.6M | 0.75% | +89,000 | New |
| UBS Asset Management Americas Inc | 86,868 | $10.3M | 0.00% | −33,897−28.1% | Reduced |
| AlpInvest Partners B.V. | 85,000 | $10.1M | 3.93% | +85,000 | New |
| Polar Capital Holdings Plc | 83,315 | $9.93M | 0.05% | +83,315 | New |
| Ameriprise Financial Inc | 77,175 | $9.20M | 0.00% | +19,364+33.5% | Added |
| Wells Fargo & Company | 76,433 | $9.11M | 0.00% | +51,552+207.2% | Added |
| FIL Ltd | 75,000 | $8.94M | 0.01% | −128,500−63.1% | Reduced |
| Cutler Group LP | 71,597 | $8.53M | 0.65% | +66,172+1,219.8% | Added |
| Eaton Vance Management | 70,636 | $8.40M | 0.01% | +48,184+214.6% | Added |
| Bank of Montreal | 73,890 | $8.34M | 0.00% | +69,735+1,678.3% | Added |
| Putnam Investments LLC | 69,976 | $8.34M | 0.01% | +69,976 | New |
| California State Teachers Retirement System | 65,101 | $7.75M | 0.01% | +65,101 | New |
| Berkshire Capital Holdings Inc | 62,670 | $7.47M | 1.00% | +62,670 | New |
| LMR Partners LLP | 58,676 | $6.99M | 0.10% | +58,676 | New |
| Wolverine Trading, LLC | 60,081 | $6.78M | 0.14% | +46,528+343.3% | Added |
| First Republic Investment Management, Inc. | 53,343 | $6.36M | 0.02% | +23,724+80.1% | Added |
| CWA Asset Management Group, LLC | 52,959 | $6.31M | 0.50% | +52,959 | New |
| Regents of the University of California | 52,842 | $6.29M | 0.74% | −5,520−9.5% | Reduced |
| Raymond James & Associates | 51,456 | $6.13M | 0.01% | +45,879+822.6% | Added |
| Sand Hill Global Advisors, LLC | 51,369 | $6.12M | 0.37% | −48−0.1% | Reduced |
| Virtu Financial LLC | 50,357 | $6.00M | 0.53% | +50,357 | New |
| Two Sigma Investments, LP | 48,601 | $5.79M | 0.02% | +48,601 | New |
| Advisor Group Holdings, Inc. | 45,703 | $5.45M | 0.01% | +34,844+320.9% | Added |
| AIA Group Ltd | 45,505 | $5.42M | 0.31% | +9,641+26.9% | Added |
| Ghisallo Capital Management LLC | 45,000 | $5.36M | 0.20% | −47,490−51.3% | Reduced |
| North Fourth Asset Management, LP | 41,500 | $4.94M | 1.83% | +41,500 | New |
| Weiss Multi-Strategy Advisers LLC | 39,000 | $4.65M | 0.10% | −9,458−19.5% | Reduced |