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 |
|---|---|---|---|---|---|
| XR Securities LLC | 4,114 | $490.0K | 0.45% | +4,114 | New |
| Lincoln National Corp | 4,074 | $485.0K | 0.01% | +4,074 | New |
| First Foundation Advisors | 4,042 | $482.0K | 0.02% | +4,042 | New |
| Bank of Nova Scotia | 3,840 | $457.0K | 0.00% | +3,840 | New |
| Invesco Ltd. | 3,731 | $444.0K | 0.00% | +3,731 | New |
| Dakota Wealth Management | 3,692 | $440.0K | 0.05% | +3,692 | New |
| Truist Financial Corp | 3,610 | $430.0K | 0.00% | +3,610 | New |
| Hamilton Lane Advisors LLC | 3,576 | $426.0K | 0.07% | −63,122−94.6% | Reduced |
| Conway Capital Management, Inc. | 3,550 | $422.9K | 0.29% | +3,550 | New |
| Hall Kathryn A. | 3,523 | $420.0K | 0.13% | +3,523 | New |
| Holistic Financial Partners | 3,490 | $416.0K | 0.26% | +100+2.9% | Added |
| Cetera Advisor Networks LLC | 3,372 | $402.0K | 0.01% | +244+7.8% | Added |
| Independent Financial Group, LLC | 3,275 | $390.2K | 0.04% | +3,275 | New |
| Y-Intercept (Hong Kong) Ltd | 3,196 | $381.0K | 0.07% | +3,196 | New |
| All Season Financial Advisors, Inc. | 3,171 | $378.0K | 0.30% | +3,171 | New |
| Jag Capital Management, LLC | 2,992 | $356.0K | 0.03% | −1,668−35.8% | Reduced |
| Allen Holding Inc | 2,961 | $353.0K | 0.05% | +2,961 | New |
| Spire Wealth Management | 400 | $350.0K | 0.01% | +50+14.3% | Added |
| Ropes Wealth Advisors LLC | 2,923 | $348.0K | 0.06% | +2,923 | New |
| Ellevest, Inc. | 2,898 | $345.0K | 0.03% | −1,107−27.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,845 | $339.0K | 0.01% | +2,845 | 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 |
| Occidental Asset Management, LLC | 2,649 | $316.0K | 0.08% | +2,649 | New |
| Sigma Planning Corp | 2,637 | $314.0K | 0.01% | +2,637 | New |
| Prestige Wealth Management Group LLC | 2,605 | $310.0K | 0.08% | +2,605 | New |
| Gainplan LLC | 2,509 | $304.0K | 0.13% | +2,509 | 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 |
| 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 |
| Janney Montgomery Scott LLC | 2,474 | $295.0K | 0.00% | +2,474 | New |
| Blair William & Co | 2,456 | $293.0K | 0.00% | +2,456 | New |
| Bridgefront Capital, LLC | 2,243 | $267.0K | 0.28% | −6,469−74.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,233 | $266.0K | 0.10% | +2,233 | 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 |
| Infini Master Fund | 3,000 | $257.0K | 0.94% | +3,000 | New |
| Infini Capital Management Ltd | 3,000 | $257.0K | 0.94% | +3,000 | New |
| Leonteq Securities AG | 2,140 | $254.9K | 0.01% | −2,971−58.1% | Reduced |
| JustInvest LLC | 2,081 | $248.0K | 0.02% | +2,081 | New |
| Winfield Associates, Inc. | 2,065 | $246.0K | 0.09% | +2,065 | New |
| Evergreen Capital Management LLC | 1,980 | $236.0K | 0.01% | +1,980 | New |
| Optas, LLC | 1,952 | $233.0K | 0.07% | +1,952 | New |
| Draper Asset Management, LLC | 1,921 | $229.0K | 0.22% | +1,921 | New |
| Mutual Advisors, LLC | 1,910 | $228.0K | 0.01% | +1,910 | New |
| Matrix Private Capital Group LLC | 1,906 | $227.0K | 0.12% | +1,906 | New |
| Highlander Capital Management, LLC | 1,900 | $226.0K | 0.11% | −10,150−84.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,878 | $223.0K | 0.06% | +1,878 | New |
| Jaffetilchin Investment Partners, LLC | 1,843 | $220.0K | 0.02% | +1,843 | New |
| Twin Lakes Capital Management, LLC | 1,811 | $216.0K | 0.13% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,744 | $208.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,732 | $207.0K | 0.00% | +1,732 | New |
| Steward Partners Investment Advisory, LLC | 1,725 | $205.0K | 0.00% | −59−3.3% | Reduced |
| Ground Swell Capital, LLC | 1,696 | $202.0K | 0.87% | +1,696 | New |
| Vishria Bird Financial Group, LLC | 1,683 | $200.0K | 0.10% | +1,683 | New |
| CenterStar Asset Management, LLC | – | $196.0K | 0.15% | – | New |
| Newbridge Financial Services Group, Inc. | 1,357 | $162.0K | 0.10% | +1,357 | New |
| Wolff Wiese Magana LLC | 1,275 | $152.0K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 1,208 | $144.0K | 0.00% | +1,134+1,532.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,123 | $134.0K | 0.00% | +1,123 | New |
| AdvisorNet Financial, Inc | 1,079 | $129.0K | 0.01% | +50+4.9% | Added |
| Monetary Management Group Inc | 1,000 | $119.0K | 0.03% | +1,000 | New |
| Hoey Investments, Inc | 1,000 | $119.0K | 0.04% | +1,000 | New |
| Tfo-TDC, LLC | 924 | $110.0K | 0.02% | +924 | New |
| Brewin Dolphin Ltd | 877 | $104.5K | 0.00% | +207+30.9% | Added |
| Legal & General Group Plc | 849 | $101.0K | 0.00% | +849 | New |
| Edmond de Rothschild Holding S.A. | 808 | $96.0K | 0.00% | +808 | New |
| Harbor Investment Advisory, LLC | 700 | $83.0K | 0.01% | +550+366.7% | Added |
| TCI Wealth Advisors, Inc. | 634 | $76.0K | 0.01% | −30,981−98.0% | Reduced |
| Fifth Third Bancorp | 550 | $66.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $60.0K | 0.00% | +500 | New |
| Koshinski Asset Management, Inc. | 476 | $56.7K | 0.00% | +476 | New |
| Creative Financial Designs Inc | 465 | $55.0K | 0.01% | +100+27.4% | Added |
| FNY Investment Advisers, LLC | 437 | $52.0K | 0.02% | +437 | New |
| Pinz Capital Management, LP | 450 | $51.0K | 0.02% | +450 | New |
| Banque Cantonale Vaudoise | 400 | $48.0K | 0.00% | −400−50.0% | Reduced |
| Signaturefd, LLC | 386 | $46.0K | 0.00% | +236+157.3% | Added |
| Harbour Investments, Inc. | 328 | $39.0K | 0.00% | +258+368.6% | Added |
| SOA Wealth Advisors, LLC. | 321 | $38.0K | 0.01% | +280+682.9% | Added |
| Global Retirement Partners, LLC | 318 | $38.0K | 0.00% | +318 | New |
| O'Dell Group, LLC | 309 | $37.0K | 0.01% | +309 | New |
| Benjamin F. Edwards & Company, Inc. | 270 | $32.0K | 0.00% | +270 | New |
| Arkadios Wealth Advisors | 259 | $30.0K | 0.00% | −541−67.6% | Reduced |
| Crewe Advisors LLC | 250 | $30.0K | 0.01% | −100−28.6% | Reduced |
| Optimum Investment Advisors | 255 | $30.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 229 | $27.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 226 | $27.0K | 0.00% | +226 | New |
| NEXT Financial Group, Inc | 228 | $27.0K | 0.00% | +228 | New |
| NVWM, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $24.0K | 0.01% | +200 | New |
| Gerber Kawasaki Wealth & Investment Management | 185 | $22.0K | 0.00% | +185 | New |
| Edge Wealth Management LLC | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 140 | $17.0K | 0.00% | +140 | New |
| Tortoise Investment Management, LLC | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 110 | $13.0K | 0.00% | +70+175.0% | Added |
| Tower View Investment Management & Research LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |