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.
| 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 |
|---|---|---|---|---|---|
| Infini Capital Management Ltd | 3,000 | $257.0K | 0.94% | +3,000 | New |
| Peregrine Asset Advisers, Inc. | 2,175 | $259.0K | 0.13% | +2,175 | New |
| Toroso Investments, LLC | 2,170 | $259.0K | 0.01% | +2,170 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,233 | $266.0K | 0.10% | +2,233 | New |
| Bridgefront Capital, LLC | 2,243 | $267.0K | 0.28% | −6,469−74.3% | Reduced |
| Blair William & Co | 2,456 | $293.0K | 0.00% | +2,456 | New |
| Janney Montgomery Scott LLC | 2,474 | $295.0K | 0.00% | +2,474 | New |
| Leverage Partners Absolute Return Fund SPC | 2,500 | $298.0K | 0.29% | −12,500−83.3% | Reduced |
| Norges Bank | 2,500 | $298.0K | 0.00% | +2,500 | New |
| Hall Private Wealth Advisors | 2,500 | $298.0K | 0.19% | +2,500 | New |
| MML Investors Services, LLC | 2,514 | $299.0K | 0.00% | +2,514 | New |
| Kovack Advisors, Inc. | 2,511 | $299.0K | 0.03% | +2,511 | New |
| Gainplan LLC | 2,509 | $304.0K | 0.13% | +2,509 | New |
| Prestige Wealth Management Group LLC | 2,605 | $310.0K | 0.08% | +2,605 | New |
| Sigma Planning Corp | 2,637 | $314.0K | 0.01% | +2,637 | New |
| Occidental Asset Management, LLC | 2,649 | $316.0K | 0.08% | +2,649 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $334.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,802 | $334.0K | 0.00% | +2,802 | New |
| Tower Research Capital LLC (TRC) | 2,845 | $339.0K | 0.01% | +2,845 | New |
| Ellevest, Inc. | 2,898 | $345.0K | 0.03% | −1,107−27.6% | Reduced |
| Ropes Wealth Advisors LLC | 2,923 | $348.0K | 0.06% | +2,923 | New |
| Spire Wealth Management | 400 | $350.0K | 0.01% | +50+14.3% | Added |
| Allen Holding Inc | 2,961 | $353.0K | 0.05% | +2,961 | New |
| Jag Capital Management, LLC | 2,992 | $356.0K | 0.03% | −1,668−35.8% | Reduced |
| All Season Financial Advisors, Inc. | 3,171 | $378.0K | 0.30% | +3,171 | New |
| Y-Intercept (Hong Kong) Ltd | 3,196 | $381.0K | 0.07% | +3,196 | New |
| Independent Financial Group, LLC | 3,275 | $390.2K | 0.04% | +3,275 | New |
| Cetera Advisor Networks LLC | 3,372 | $402.0K | 0.01% | +244+7.8% | Added |
| Holistic Financial Partners | 3,490 | $416.0K | 0.26% | +100+2.9% | Added |
| Hall Kathryn A. | 3,523 | $420.0K | 0.13% | +3,523 | New |
| Conway Capital Management, Inc. | 3,550 | $422.9K | 0.29% | +3,550 | New |
| Hamilton Lane Advisors LLC | 3,576 | $426.0K | 0.07% | −63,122−94.6% | Reduced |
| Truist Financial Corp | 3,610 | $430.0K | 0.00% | +3,610 | New |
| Dakota Wealth Management | 3,692 | $440.0K | 0.05% | +3,692 | New |
| Invesco Ltd. | 3,731 | $444.0K | 0.00% | +3,731 | New |
| Bank of Nova Scotia | 3,840 | $457.0K | 0.00% | +3,840 | New |
| First Foundation Advisors | 4,042 | $482.0K | 0.02% | +4,042 | New |
| Lincoln National Corp | 4,074 | $485.0K | 0.01% | +4,074 | New |
| XR Securities LLC | 4,114 | $490.0K | 0.45% | +4,114 | New |
| American Portfolios Advisors | 4,205 | $500.9K | 0.02% | +966+29.8% | Added |
| Seven Eight Capital, LP | 4,517 | $538.0K | 0.05% | +705+18.5% | Added |
| Thoroughbred Financial Services, LLC | 4,550 | $542.0K | 0.13% | +25+0.6% | Added |
| Sassicaia Capital Advisers LLC | 4,680 | $558.0K | 1.58% | +4,680 | New |
| Buckingham Strategic Wealth, LLC | 4,903 | $584.0K | 0.01% | −50−1.0% | Reduced |
| Private Ocean, LLC | 5,000 | $596.0K | 0.07% | +3,091+161.9% | Added |
| Requisite Capital Management, LLC | 5,000 | $596.0K | 0.13% | +5,000 | New |
| Independent Solutions Wealth Management, LLC | 5,068 | $603.8K | 0.15% | +5,068 | New |
| Marshall Wace North America L.P. | 5,077 | $605.0K | 0.00% | −4,891−49.1% | Reduced |
| Alpha Paradigm Partners, LLC | 5,270 | $628.0K | 0.25% | −10,397−66.4% | Reduced |
| Connacht Asset Management LP | 5,324 | $634.0K | 0.73% | +5,324 | New |
| Aj Wealth Strategies, LLC | 5,441 | $648.0K | 0.03% | −8,323−60.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,606 | $667.8K | 0.01% | +3,642+185.4% | Added |
| Spark Investment Management LLC | 5,700 | $679.0K | 0.39% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,722 | $682.0K | 0.00% | −14,941−72.3% | Reduced |
| Essex Financial Services, Inc. | 5,790 | $690.0K | 0.08% | +1,075+22.8% | Added |
| Paragon Capital Management Ltd | 5,924 | $706.0K | 0.12% | +5,924 | New |
| Resolute Partners Group | 6,041 | $720.0K | 0.10% | +1,041+20.8% | Added |
| Parallel Advisors, LLC | 6,050 | $721.0K | 0.03% | −4,486−42.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,182 | $737.0K | 0.00% | +5,683+1,138.9% | Added |
| Geneva Partners, LLC | 6,200 | $739.0K | 0.36% | +6,200 | New |
| Tortoise Index Solutions, LLC | 6,342 | $756.0K | 0.18% | +6,342 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 6,417 | $756.0K | 0.10% | +6,417 | New |
| Private Advisor Group, LLC | 6,468 | $770.0K | 0.00% | +6,468 | New |
| Keybank National Association | 6,552 | $781.0K | 0.00% | −448−6.4% | Reduced |
| Mercer Global Advisors Inc | 6,773 | $807.0K | 0.01% | −2,255−25.0% | Reduced |
| ICONIQ Capital, LLC | 6,922 | $825.0K | 0.00% | +6,922 | New |
| BlueCrest Capital Management Ltd | 6,935 | $826.0K | 0.04% | +6,935 | New |
| Advisory Services Network, LLC | 7,067 | $842.0K | 0.03% | +1,760+33.2% | Added |
| Dynamic Advisor Solutions LLC | 7,210 | $859.0K | 0.06% | +7,210 | New |
| Cetera Investment Advisers | 7,463 | $889.0K | 0.01% | +7,463 | New |
| National Asset Management, Inc. | 7,640 | $894.0K | 0.03% | +7,640 | New |
| Stifel Financial Corp | 7,590 | $905.0K | 0.00% | +2,362+45.2% | Added |
| SG Americas Securities, LLC | 7,992 | $952.0K | 0.01% | −11,323−58.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,232 | $981.0K | 0.18% | −773,894−98.9% | Reduced |
| Interval Partners, LP | 8,300 | $989.0K | 0.06% | −26,134−75.9% | Reduced |
| Cetera Advisors LLC | 8,308 | $990.0K | 0.02% | −6,719−44.7% | Reduced |
| Vident Investment Advisory, LLC | 8,445 | $1.01M | 0.03% | +8,445 | New |
| Dimensional Fund Advisors LP | 8,676 | $1.03M | 0.00% | +8,676 | New |
| Paloma Partners Management Co | 8,800 | $1.05M | 0.05% | +8,800 | New |
| Blueshift Asset Management, LLC | 9,053 | $1.08M | 0.06% | +9,053 | New |
| Rockefeller Capital Management L.P. | 9,434 | $1.12M | 0.01% | +285+3.1% | Added |
| Cim Investment Mangement Inc | 9,531 | $1.14M | 0.36% | −54−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 9,908 | $1.18M | 0.01% | +9,908 | New |
| BW Gestao de Investimentos Ltda. | 10,000 | $1.19M | 0.37% | −16,000−61.5% | Reduced |
| Shelton Capital Management | 10,070 | $1.20M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,094 | $1.20M | 0.00% | +10,094 | New |
| Natixis Advisors, L.P. | 10,217 | $1.22M | 0.01% | +10,217 | New |
| PEAK6 Investments LLC | 10,276 | $1.22M | 0.02% | +10,276 | New |
| Ieq Capital, LLC | 10,419 | $1.24M | 0.03% | +3,616+53.2% | Added |
| Victory Capital Management Inc | 10,567 | $1.26M | 0.00% | −274−2.5% | Reduced |
| CIBC Asset Management Inc | 10,587 | $1.26M | 0.01% | +10,587 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,597 | $1.27M | 0.02% | −2,911−21.6% | Reduced |
| Q Capital Solutions | 10,875 | $1.30M | 0.95% | +10,875 | New |
| HC Financial Advisors Inc | 10,973 | $1.31M | 0.78% | 00.0% | Unchanged |
| 1623 Capital LLC | 11,000 | $1.31M | 0.55% | +11,000 | New |
| Natixis | 11,600 | $1.38M | 0.00% | +398+3.6% | Added |
| Chicago Partners Investment Group LLC | 9,180 | $1.39M | 0.10% | +9,180 | New |
| Renaissance Capital LLC | 11,817 | $1.41M | 0.28% | −16,884−58.8% | Reduced |
| Oppenheimer Asset Management Inc. | 13,173 | $1.57M | 0.02% | +13,173 | New |
| BlueMar Capital Management, LLC | 13,433 | $1.60M | 0.42% | −2,058−13.3% | Reduced |