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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, 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.

Institutional holdersQ3 2021: 340 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 heldQ3 2021: $13.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2021.

Institutions holding AFRM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Burleson & Company, LLC3$00.00%00.0%Unchanged
Ci Investments Inc.3$00.00%+3New
Versant Capital Management, Inc4$00.00%+4New
Kowal Investment Group, LLC1$00.00%+1New
Point72 Hong Kong Ltd10$1.00K0.00%+10New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9$1.00K0.00%+9New
Bell Investment Advisors, Inc8$1.00K0.00%+8New
Sutton Wealth Advisors Inc.12$1.43K0.00%00.0%Unchanged
Dark Forest Capital Management LP16$2.00K0.00%−8,982−99.8%Reduced
Allworth Financial LP18$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC22$3.00K0.00%00.0%Unchanged
TFC Financial Management23$3.00K0.00%+23New
Hudock, Inc.40$4.00K0.00%−12−23.1%Reduced
Valley National Advisers Inc36$4.00K0.00%+36New
FourThought Financial, LLC40$4.00K0.00%+40New
Asset Dedication, LLC46$5.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC40$5.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP40$5.00K0.00%+40New
MCF Advisors LLC50$6.00K0.00%−50−50.0%Reduced
Manchester Capital Management LLC49$6.00K0.00%+11+28.9%Added
Blume Capital Management, Inc.50$6.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC50$6.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC50$6.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co50$6.00K0.00%+50New
Hall Laurie J Trustee50$6.00K0.00%+50New
Patriot Financial Group Insurance Agency, LLC50$6.00K0.00%+50New
Gemmer Asset Management LLC55$7.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC55$7.00K0.00%+55New
Migdal Insurance & Financial Holdings Ltd.62$7.00K0.00%+62New
Carroll Financial Associates, Inc.62$7.00K0.00%+62New
Rockbridge Investment Management, LCC56$7.00K0.00%+56New
HM Payson & Co70$8.00K0.00%−38−35.2%Reduced
AllSquare Wealth Management LLC68$8.00K0.00%00.0%Unchanged
Smithfield Trust Co75$9.00K0.00%+75New
Geneos Wealth Management Inc.100$11.0K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC100$12.0K0.01%00.0%Unchanged
Pacitti Group Inc.100$12.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.100$12.0K0.01%+100New
Charter Oak Capital Management, LLC100$12.0K0.00%+100New
Clearview Wealth Advisors LLC100$12.0K0.01%+100New
Tortoise Investment Management, LLC110$13.0K0.00%00.0%Unchanged
Captrust Financial Advisors110$13.0K0.00%+70+175.0%Added
Lindbrook Capital, LLC140$17.0K0.00%+140New
Edge Wealth Management LLC180$21.0K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management185$22.0K0.00%+185New
NVWM, LLC200$24.0K0.01%00.0%Unchanged
Tacita Capital Inc200$24.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.200$24.0K0.01%+200New
Deutsche Bank AG229$27.0K0.00%00.0%Unchanged
IFP Advisors, Inc226$27.0K0.00%+226New
NEXT Financial Group, Inc228$27.0K0.00%+228New
Arkadios Wealth Advisors259$30.0K0.00%−541−67.6%Reduced
Crewe Advisors LLC250$30.0K0.01%−100−28.6%Reduced
Optimum Investment Advisors255$30.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.270$32.0K0.00%+270New
O'Dell Group, LLC309$37.0K0.01%+309New
SOA Wealth Advisors, LLC.321$38.0K0.01%+280+682.9%Added
Global Retirement Partners, LLC318$38.0K0.00%+318New
Harbour Investments, Inc.328$39.0K0.00%+258+368.6%Added
Signaturefd, LLC386$46.0K0.00%+236+157.3%Added
Banque Cantonale Vaudoise400$48.0K0.00%−400−50.0%Reduced
Pinz Capital Management, LP450$51.0K0.02%+450New
FNY Investment Advisers, LLC437$52.0K0.02%+437New
Creative Financial Designs Inc465$55.0K0.01%+100+27.4%Added
Koshinski Asset Management, Inc.476$56.7K0.00%+476New
North Star Investment Management Corp.500$60.0K0.00%+500New
Fifth Third Bancorp550$66.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.634$76.0K0.01%−30,981−98.0%Reduced
Harbor Investment Advisory, LLC700$83.0K0.01%+550+366.7%Added
Edmond de Rothschild Holding S.A.808$96.0K0.00%+808New
Legal & General Group Plc849$101.0K0.00%+849New
Brewin Dolphin Ltd877$104.5K0.00%+207+30.9%Added
Tfo-TDC, LLC924$110.0K0.02%+924New
Monetary Management Group Inc1,000$119.0K0.03%+1,000New
Hoey Investments, Inc1,000$119.0K0.04%+1,000New
AdvisorNet Financial, Inc1,079$129.0K0.01%+50+4.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,123$134.0K0.00%+1,123New
US Bancorp1,208$144.0K0.00%+1,134+1,532.4%Added
Wolff Wiese Magana LLC1,275$152.0K0.11%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,357$162.0K0.10%+1,357New
CenterStar Asset Management, LLC–$196.0K0.15%–New
Vishria Bird Financial Group, LLC1,683$200.0K0.10%+1,683New
Ground Swell Capital, LLC1,696$202.0K0.87%+1,696New
Steward Partners Investment Advisory, LLC1,725$205.0K0.00%−59−3.3%Reduced
Cresset Asset Management, LLC1,732$207.0K0.00%+1,732New
Focused Wealth Management, Inc1,744$208.0K0.03%00.0%Unchanged
Twin Lakes Capital Management, LLC1,811$216.0K0.13%00.0%Unchanged
Jaffetilchin Investment Partners, LLC1,843$220.0K0.02%+1,843New
Encompass Wealth Advisors, LLC1,878$223.0K0.06%+1,878New
Highlander Capital Management, LLC1,900$226.0K0.11%−10,150−84.2%Reduced
Matrix Private Capital Group LLC1,906$227.0K0.12%+1,906New
Mutual Advisors, LLC1,910$228.0K0.01%+1,910New
Draper Asset Management, LLC1,921$229.0K0.22%+1,921New
Optas, LLC1,952$233.0K0.07%+1,952New
Evergreen Capital Management LLC1,980$236.0K0.01%+1,980New
Winfield Associates, Inc.2,065$246.0K0.09%+2,065New
JustInvest LLC2,081$248.0K0.02%+2,081New
Leonteq Securities AG2,140$254.9K0.01%−2,971−58.1%Reduced
Infini Master Fund3,000$257.0K0.94%+3,000New