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 7 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, Q4 2021
Institutional positions in Affirm Holdings, Inc. as of Dec 31, 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
- 440
- +103 vs. Q3 2021
- Shares held
- 139.4M
- +26.1M (+23.1%) vs. Q3 2021
- Total value
- $14.3B
- +$1.15B (+8.8%) vs. Q3 2021
- New holders
- 171
- 146 more added
- Sold out
- 68
- 81 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 19,364,986 | $1.95B | 0.43% | +4,906,839+33.9% | Added |
| Baillie Gifford & Co | 16,314,513 | $1.64B | 0.90% | +5,530,698+51.3% | Added |
| Vanguard Group Inc | 14,615,334 | $1.47B | 0.03% | +5,773,970+65.3% | Added |
| Morgan Stanley | 8,120,691 | $816.6M | 0.10% | +2,696,841+49.7% | Added |
| Price T Rowe Associates Inc | 7,900,335 | $794.5M | 0.07% | −3,223,899−29.0% | Reduced |
| VK Services, LLC | 4,375,226 | $711.0M | 15.40% | −1,258,154−22.3% | Reduced |
| JPMorgan Chase & Co | 5,162,016 | $519.1M | 0.06% | −22,323−0.4% | Reduced |
| BlackRock Inc. | 3,748,719 | $377.0M | 0.01% | +1,952,615+108.7% | Added |
| FMR LLC | 3,644,821 | $366.5M | 0.03% | −947,696−20.6% | Reduced |
| GGV Capital LLC | 2,804,576 | $282.0M | 23.33% | +2,804,576 | New |
| Melvin Capital Management LP | 2,700,000 | $271.5M | 1.69% | −500,000−15.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,570,484 | $258.5M | 0.32% | +2,336,853+1,000.2% | Added |
| Jennison Associates LLC | 2,489,897 | $250.4M | 0.16% | +28,282+1.1% | Added |
| Gilder Gagnon Howe & Co LLC | 2,295,487 | $230.8M | 1.31% | +33,719+1.5% | Added |
| Goldman Sachs Group Inc | 1,702,418 | $171.2M | 0.04% | +401,857+30.9% | Added |
| Abdiel Capital Advisors, LP | 1,687,648 | $169.7M | 5.20% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,661,272 | $167.1M | 0.03% | −2,197,234−56.9% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $163.1M | 91.93% | +1,622,338 | New |
| Geode Capital Management, LLC | 1,445,142 | $145.2M | 0.02% | +534,003+58.6% | Added |
| Durable Capital Partners LP | 1,441,576 | $145.0M | 1.13% | −972,087−40.3% | Reduced |
| Spyglass Capital Management LLC | 1,412,514 | $142.0M | 3.77% | +28,745+2.1% | Added |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $133.7M | 29.97% | +1,329,622 | New |
| State Street Corp | 1,172,636 | $117.9M | 0.01% | +835,647+248.0% | Added |
| Citadel Advisors LLC | 1,117,598 | $112.4M | 0.12% | +748,661+202.9% | Added |
| Renaissance Technologies LLC | 990,383 | $99.6M | 0.12% | +990,383 | New |
| Jane Street Group, LLC | 872,839 | $87.8M | 0.17% | −54,473−5.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 866,820 | $87.2M | 0.39% | −215,449−19.9% | Reduced |
| Voloridge Investment Management, LLC | 864,369 | $86.9M | 0.48% | +8,695+1.0% | Added |
| Jericho Capital Asset Management L.P. | 803,000 | $80.8M | 2.96% | −143,000−15.1% | Reduced |
| Charles Schwab Investment Management Inc | 768,658 | $77.3M | 0.02% | +290,403+60.7% | Added |
| Craft Ventures GP II, LLC | 751,646 | $75.6M | 100.00% | +751,646 | New |
| HSBC Holdings PLC | 738,957 | $74.5M | 0.08% | +725,390+5,346.7% | Added |
| TD Asset Management Inc | 724,561 | $72.9M | 0.06% | +262,021+56.6% | Added |
| Allen Operations LLC | 721,382 | $72.5M | 10.08% | +4,600+0.6% | Added |
| Susquehanna International Group, LLP | 678,410 | $68.2M | 0.10% | −800,808−54.1% | Reduced |
| Teacher Retirement System of Texas | 647,947 | $65.2M | 0.29% | +647,947 | New |
| Fred Alger Management, LLC | 631,219 | $63.5M | 0.16% | +41,471+7.0% | Added |
| Bank of New York Mellon Corp | 618,809 | $62.2M | 0.01% | −26,962−4.2% | Reduced |
| Battery Management Corp. | 617,560 | $62.1M | 8.39% | −305,500−33.1% | Reduced |
| Ardevora Asset Management LLP | 586,800 | $59.0M | 0.63% | +586,800 | New |
| La Financiere de L'Echiquier | 582,821 | $58.6M | 1.97% | −205,600−26.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 512,584 | $51.5M | 0.11% | +229,824+81.3% | Added |
| Two Sigma Investments, LP | 507,101 | $51.0M | 0.13% | +458,500+943.4% | Added |
| Echo Street Capital Management LLC | 475,760 | $47.8M | 0.32% | −72,704−13.3% | Reduced |
| Northern Trust Corp | 437,968 | $44.0M | 0.01% | +271,420+163.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 415,705 | $41.8M | 0.09% | −4,695−1.1% | Reduced |
| Eaton Vance Management | 380,191 | $38.2M | 0.05% | +309,555+438.2% | Added |
| Bank of Montreal | 343,593 | $35.7M | 0.02% | +269,703+365.0% | Added |
| Bank of America Corp | 349,392 | $35.1M | 0.00% | +56,318+19.2% | Added |
| Swiss National Bank | 331,675 | $33.4M | 0.02% | +331,675 | New |
| ThornTree Capital Partners LP | 315,551 | $31.7M | 6.14% | −232,308−42.4% | Reduced |
| UBS Asset Management Americas Inc | 307,062 | $30.9M | 0.01% | +220,194+253.5% | Added |
| Flight Deck Capital, LP | 298,335 | $30.0M | 14.08% | +298,335 | New |
| Schusterman Interests, LLC | 291,152 | $29.3M | 12.64% | +291,152 | New |
| Mission Creek Capital Partners, Inc. | 286,644 | $28.8M | 5.73% | +278,412+3,382.1% | Added |
| EJF Capital LLC | 285,000 | $28.7M | 2.55% | +285,000 | New |
| CTC LLC | 283,850 | $28.5M | 0.65% | +283,850 | New |
| Credit Suisse AG | 261,310 | $26.3M | 0.02% | +170,409+187.5% | Added |
| ETF Managers Group, LLC | 249,883 | $26.0M | 0.51% | −47,126−15.9% | Reduced |
| Simplex Trading, LLC | 231,237 | $23.3M | 0.76% | +231,237 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 229,516 | $23.1M | 0.01% | +204,392+813.5% | Added |
| Capital World Investors | 225,003 | $22.6M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 216,079 | $21.7M | 0.01% | +215,230+25,351.0% | Added |
| Ogborne Capital Management, LLC | 215,367 | $21.7M | 8.09% | +40,000+22.8% | Added |
| PEAK6 Investments LLC | 211,033 | $21.2M | 0.60% | +200,757+1,953.6% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 200,000 | $20.1M | 0.04% | 00.0% | Unchanged |
| Foxhaven Asset Management, LP | 200,000 | $20.1M | 0.58% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 178,249 | $17.9M | 0.34% | +3,171+1.8% | Added |
| Hidden Lake Asset Management LP | 175,309 | $17.6M | 9.05% | −25,072−12.5% | Reduced |
| Invesco Ltd. | 173,902 | $17.5M | 0.00% | +170,171+4,561.0% | Added |
| Catalyst Private Wealth, LLC | 173,680 | $17.5M | 7.52% | −12,424−6.7% | Reduced |
| Harvard Management Co Inc | 173,560 | $17.5M | 1.64% | −580,244−77.0% | Reduced |
| Canada Pension Plan Investment Board | 169,455 | $17.0M | 0.02% | −15,000−8.1% | Reduced |
| Allen Investment Management LLC | 162,088 | $16.3M | 0.20% | +162,088 | New |
| Pacific Heights Asset Management LLC | 161,000 | $16.2M | 1.36% | +26,000+19.3% | Added |
| Allianz Asset Management GmbH | 127,354 | $12.8M | 0.01% | −8,801−6.5% | Reduced |
| LPL Financial LLC | 125,557 | $12.6M | 0.01% | +28,815+29.8% | Added |
| Crawford Lake Capital Management, LLC | 120,930 | $12.2M | 5.03% | +120,930 | New |
| Teachers Retirement System of the State of Kentucky | 120,430 | $12.1M | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 126,083 | $12.0M | 0.00% | +48,908+63.4% | Added |
| Group One Trading, L.P. | 118,745 | $11.9M | 0.22% | +100,388+546.9% | Added |
| Portland Ltd | 113,320 | $11.4M | 82.55% | +113,320 | New |
| Franchise Capital Ltd | 112,200 | $11.3M | 1.91% | +112,200 | New |
| J. Goldman & Co LP | 110,335 | $11.1M | 1.02% | +110,335 | New |
| Royal Bank of Canada | 109,472 | $11.0M | 0.00% | −18,229−14.3% | Reduced |
| California State Teachers Retirement System | 107,051 | $10.8M | 0.01% | +41,950+64.4% | Added |
| First Republic Investment Management, Inc. | 104,380 | $10.5M | 0.02% | +51,037+95.7% | Added |
| Ensign Peak Advisors, Inc | 103,770 | $10.4M | 0.02% | +103,770 | New |
| Deutsche Bank AG | 101,942 | $10.3M | 0.00% | +101,713+44,416.2% | Added |
| Alliancebernstein L.P. | 101,500 | $10.2M | 0.00% | −25,063−19.8% | Reduced |
| Parametric Portfolio Associates LLC | 98,904 | $9.95M | 0.01% | +70,893+253.1% | Added |
| Point72 Asset Management, L.P. | 95,700 | $9.62M | 0.04% | −68,200−41.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $9.34M | 0.47% | +61,873+199.7% | Added |
| Parallax Volatility Advisers, L.P. | 92,356 | $9.29M | 0.11% | +92,356 | New |
| Cypress Point Wealth Management, LLC | 91,318 | $9.18M | 8.51% | −32,500−26.2% | Reduced |
| Landscape Capital Management, L.L.C. | 90,472 | $9.10M | 1.28% | +90,472 | New |
| Hamilton Lane Advisors LLC | 90,006 | $9.05M | 1.17% | +86,430+2,416.9% | Added |
| Ardmore Road Asset Management LP | 90,000 | $9.05M | 4.77% | +90,000 | New |
| Millennium Management LLC | 88,216 | $8.87M | 0.01% | −72,854−45.2% | Reduced |
| BBR Partners, LLC | 85,193 | $8.57M | 1.01% | −11,571−12.0% | Reduced |