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; 662 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 | 662 | $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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 420,400 | $50.1M | 0.13% | +405,943+2,807.9% | Added |
| TD Asset Management Inc | 462,540 | $55.1M | 0.06% | +38,966+9.2% | Added |
| Charles Schwab Investment Management Inc | 478,255 | $57.0M | 0.02% | +354,916+287.8% | Added |
| ThornTree Capital Partners LP | 547,859 | $65.3M | 10.52% | −68,012−11.0% | Reduced |
| Echo Street Capital Management LLC | 548,464 | $65.3M | 0.46% | +548,464 | New |
| Fred Alger Management, LLC | 589,748 | $70.3M | 0.17% | +581,427+6,987.5% | Added |
| Hitchwood Capital Management LP | 640,000 | $76.2M | 2.67% | +640,000 | New |
| Bank of New York Mellon Corp | 645,771 | $76.9M | 0.02% | +39,809+6.6% | Added |
| Allen Operations LLC | 716,782 | $85.4M | 13.22% | +4,847+0.7% | Added |
| Harvard Management Co Inc | 753,804 | $89.8M | 5.26% | +276,383+57.9% | Added |
| La Financiere de L'Echiquier | 788,421 | $93.9M | 3.15% | +249,421+46.3% | Added |
| Voloridge Investment Management, LLC | 855,674 | $101.9M | 0.66% | +855,674 | New |
| 1832 Asset Management L.P. | 913,200 | $102.4M | 0.19% | +913,200 | New |
| Geode Capital Management, LLC | 911,139 | $108.5M | 0.01% | +366,935+67.4% | Added |
| Battery Management Corp. | 923,060 | $110.0M | 5.13% | −923,064−50.0% | Reduced |
| Jane Street Group, LLC | 927,312 | $110.5M | 0.28% | +690,391+291.4% | Added |
| Jericho Capital Asset Management L.P. | 946,000 | $112.7M | 3.08% | +946,000 | New |
| BFT Financial Group, LLC | 965,000 | $115.0M | 21.28% | −51,426−5.1% | Reduced |
| Advent International Corp | 1,003,698 | $119.6M | 0.55% | −160,000−13.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,082,269 | $128.9M | 0.52% | +1,082,269 | New |
| Goldman Sachs Group Inc | 1,300,561 | $154.9M | 0.04% | +786,103+152.8% | Added |
| Lord, Abbett & Co. LLC | 1,357,364 | $161.7M | 0.39% | +1,357,364 | New |
| Spyglass Capital Management LLC | 1,383,769 | $164.8M | 3.78% | +1,383,769 | New |
| Susquehanna International Group, LLP | 1,479,218 | $176.2M | 0.23% | +1,080,407+270.9% | Added |
| Abdiel Capital Advisors, LP | 1,687,648 | $201.1M | 4.95% | 00.0% | Unchanged |
| BlackRock Inc. | 1,796,104 | $214.0M | 0.01% | +496,458+38.2% | Added |
| Gilder Gagnon Howe & Co LLC | 2,261,768 | $269.4M | 1.40% | −157,074−6.5% | Reduced |
| Durable Capital Partners LP | 2,413,663 | $287.5M | 2.18% | −2,250,205−48.2% | Reduced |
| Jennison Associates LLC | 2,461,615 | $293.3M | 0.19% | −559,998−18.5% | Reduced |
| VK Services, LLC | 5,633,380 | $317.3M | 7.17% | 00.0% | Unchanged |
| Melvin Capital Management LP | 3,200,000 | $381.2M | 2.56% | +3,200,000 | New |
| Wellington Management Group LLP | 3,858,506 | $459.7M | 0.08% | −919,911−19.3% | Reduced |
| FMR LLC | 4,592,517 | $547.1M | 0.04% | −2,360,127−33.9% | Reduced |
| JPMorgan Chase & Co | 5,184,339 | $617.6M | 0.08% | −1,202,280−18.8% | Reduced |
| Morgan Stanley | 5,423,850 | $646.1M | 0.09% | +3,324,709+158.4% | Added |
| Vanguard Group Inc | 8,841,364 | $1.05B | 0.03% | +4,612,095+109.1% | Added |
| Baillie Gifford & Co | 10,783,815 | $1.28B | 0.67% | −29,166−0.3% | Reduced |
| Price T Rowe Associates Inc | 11,124,234 | $1.33B | 0.12% | +10,085,077+970.5% | Added |
| Capital Research Global Investors | 14,458,147 | $1.72B | 0.40% | +7,231,859+100.1% | Added |
| Westside Investment Management, Inc. | 1,491 | – | – | −1,029−40.8% | Reduced |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −3,935,366−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −1,378,692−100.0% | Sold out |
| AH Equity Partners IV (Parallel), L.L.C. | 0 | $0 | 0.00% | −981,044−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −252,705−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −161,629−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −53,200−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −46,674−100.0% | Sold out |
| SPT Invest Management Sarl | 0 | $0 | 0.00% | −41,475−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −31,047−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −30,190−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −28,053−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −24,839−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −21,130−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −14,252−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −7,501−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −7,249−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,088−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Windmill Hill Asset Management Ltd | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |