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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
Tiedemann Advisors, LLC13,454$1.60M0.09%+13,454New
Squarepoint Ops LLC13,544$1.61M0.01%−61,456−81.9%Reduced
HSBC Holdings PLC13,567$1.62M0.00%−239−1.7%Reduced
EPIQ Capital Group, LLC13,614$1.62M0.17%+10,571+347.4%Added
AtonRa Partners14,179$1.69M0.56%+365+2.6%Added
Moore Capital Management, LP15,000$1.79M0.04%−1,602,323−99.1%Reduced
Northside Capital Management, LLC15,002$1.79M0.49%+1,159+8.4%Added
Macquarie Group Ltd15,004$1.79M0.00%+10,300+219.0%Added
Source Financial Advisors LLC15,835$1.89M0.49%+15,835New
HighTower Advisors, LLC17,103$2.04M0.01%−4,230−19.8%Reduced
SEI Investments Co17,783$2.04M0.00%+17,783New
CIBC World Markets Inc.17,333$2.06M0.01%+17,333New
Group One Trading, L.P.18,357$2.19M0.05%+18,357New
Scge Management, L.P.20,000$2.38M0.02%00.0%Unchanged
HAP Trading, LLC20,670$2.46M0.18%+20,670New
Cambridge Investment Research Advisors, Inc.20,740$2.47M0.01%+20,740New
Morse Asset Management, Inc21,070$2.51M0.60%+12,605+148.9%Added
State of Tennessee, Treasury Department22,017$2.62M0.01%−2,301−9.5%Reduced
Schonfeld Strategic Advisors LLC22,279$2.65M0.03%+15,579+232.5%Added
Russell Investments Group, Ltd.23,370$2.78M0.00%+11,923+104.2%Added
ACT Capital Management, LLC24,500$2.92M1.51%+19,500+390.0%Added
Pentwater Capital Management LP25,000$2.98M0.04%−3,000−10.7%Reduced
Jacobs Asset Management, LLC25,000$2.98M1.14%+25,000New
Alight Capital Management LP25,000$2.98M1.09%+25,000New
Sumitomo Mitsui Trust Holdings, Inc.25,124$2.99M0.00%−19,815−44.1%Reduced
Amundi26,074$3.11M0.00%+26,074New
Penserra Capital Management LLC27,281$3.25M0.07%−36,915−57.5%Reduced
Parametric Portfolio Associates LLC28,011$3.34M0.00%+11,818+73.0%Added
Commonwealth Equity Services, LLC28,094$3.35M0.01%+19,740+236.3%Added
Pictet Asset Management SA28,508$3.40M0.00%+28,508New
Samlyn Capital, LLC29,562$3.52M0.05%+29,562New
Liberty Mutual Group Asset Management Inc.30,981$3.69M0.20%+30,981New
Citigroup Inc31,758$3.78M0.00%+20,004+170.2%Added
Vontobel Holding Ltd.31,982$3.81M0.03%+563+1.8%Added
Raymond James Financial Services Advisors, Inc.33,415$3.98M0.01%+15,912+90.9%Added
Moody Lynn & Lieberson, LLC34,041$4.05M0.30%+34,041New
NZS Capital, LLC34,606$4.12M0.41%−14,232−29.1%Reduced
Gates Foundation TrustSuperinvestorGates Foundation Trust35,229$4.20M0.02%+35,229New
Lombard Odier Asset Management (USA) Corp37,000$4.41M0.64%+37,000New
Weiss Multi-Strategy Advisers LLC39,000$4.65M0.10%−9,458−19.5%Reduced
North Fourth Asset Management, LP41,500$4.94M1.83%+41,500New
Ghisallo Capital Management LLC45,000$5.36M0.20%−47,490−51.3%Reduced
AIA Group Ltd45,505$5.42M0.31%+9,641+26.9%Added
Advisor Group Holdings, Inc.45,703$5.45M0.01%+34,844+320.9%Added
Two Sigma Investments, LP48,601$5.79M0.02%+48,601New
Virtu Financial LLC50,357$6.00M0.53%+50,357New
Sand Hill Global Advisors, LLC51,369$6.12M0.37%−48−0.1%Reduced
Raymond James & Associates51,456$6.13M0.01%+45,879+822.6%Added
Regents of the University of California52,842$6.29M0.74%−5,520−9.5%Reduced
CWA Asset Management Group, LLC52,959$6.31M0.50%+52,959New
First Republic Investment Management, Inc.53,343$6.36M0.02%+23,724+80.1%Added
Wolverine Trading, LLC60,081$6.78M0.14%+46,528+343.3%Added
LMR Partners LLP58,676$6.99M0.10%+58,676New
Berkshire Capital Holdings Inc62,670$7.47M1.00%+62,670New
California State Teachers Retirement System65,101$7.75M0.01%+65,101New
Bank of Montreal73,890$8.34M0.00%+69,735+1,678.3%Added
Putnam Investments LLC69,976$8.34M0.01%+69,976New
Eaton Vance Management70,636$8.40M0.01%+48,184+214.6%Added
Cutler Group LP71,597$8.53M0.65%+66,172+1,219.8%Added
FIL Ltd75,000$8.94M0.01%−128,500−63.1%Reduced
Wells Fargo & Company76,433$9.11M0.00%+51,552+207.2%Added
Ameriprise Financial Inc77,175$9.20M0.00%+19,364+33.5%Added
Polar Capital Holdings Plc83,315$9.93M0.05%+83,315New
AlpInvest Partners B.V.85,000$10.1M3.93%+85,000New
UBS Asset Management Americas Inc86,868$10.3M0.00%−33,897−28.1%Reduced
Maplelane Capital, LLC89,000$10.6M0.75%+89,000New
Credit Suisse AG90,901$10.8M0.01%+46,532+104.9%Added
LPL Financial LLC96,742$11.5M0.01%+63,314+189.4%Added
BBR Partners, LLC96,764$11.5M0.95%+90,060+1,343.4%Added
Yong Rong (HK) Asset Management Ltd104,000$12.4M8.12%+104,000New
Teachers Retirement System of the State of Kentucky120,430$14.3M0.13%00.0%Unchanged
Cypress Point Wealth Management, LLC123,818$14.8M10.52%00.0%Unchanged
Alliancebernstein L.P.126,563$15.1M0.01%+123,081+3,534.8%Added
Royal Bank of Canada127,701$15.2M0.00%+20,869+19.5%Added
Pacific Heights Asset Management LLC135,000$16.1M1.53%00.0%Unchanged
Allianz Asset Management GmbH136,155$16.2M0.01%+136,155New
Islet Management, LP150,000$17.9M0.86%00.0%Unchanged
Millennium Management LLC161,070$19.2M0.03%−104,256−39.3%Reduced
UBS Group AG162,033$19.3M0.01%+118,436+271.7%Added
Point72 Asset Management, L.P.163,900$19.5M0.09%+163,900New
Northern Trust Corp166,548$19.8M0.00%+71,334+74.9%Added
Tudor Investment Corp Et Al175,078$20.9M0.43%+50,078+40.1%Added
Ogborne Capital Management, LLC175,367$20.9M8.62%−100,069−36.3%Reduced
Canada Pension Plan Investment Board184,455$22.0M0.02%+184,455New
Catalyst Private Wealth, LLC186,104$22.2M9.50%−8,711−4.5%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management200,000$23.8M0.05%00.0%Unchanged
Foxhaven Asset Management, LP200,000$23.8M0.69%00.0%Unchanged
Hidden Lake Asset Management LP200,381$23.9M12.27%−134,543−40.2%Reduced
Nomura Holdings Inc210,009$24.7M0.19%+210,009New
Capital World Investors225,003$26.8M0.00%+30.0%Added
CIBC Private Wealth Group, LLC233,205$27.8M0.06%−17,126−6.8%Reduced
D. E. Shaw & Co., Inc.233,631$27.8M0.04%+233,631New
Temasek Holdings (Private) Ltd278,481$33.2M0.12%+54,308+24.2%Added
Holocene Advisors, LP278,916$33.2M0.19%−97,590−25.9%Reduced
ETF Managers Group, LLC297,009$33.5M0.63%−124,660−29.6%Reduced
Mitsubishi UFJ Trust & Banking Corp282,760$33.7M0.07%−2,760−1.0%Reduced
Bank of America Corp293,074$34.9M0.00%+233,796+394.4%Added
Think Investments LP300,000$35.7M5.45%−260,000−46.4%Reduced
State Street Corp336,989$40.1M0.00%+112,042+49.8%Added
Citadel Advisors LLC368,937$44.0M0.05%−429,745−53.8%Reduced