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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; 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.

Q4 2021 vs. Q3 2021

How the institutions holding Affirm Holdings, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of AFRM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3403440+103
Shares114.2M976.5K139.4M+26.1M (+23.1%)
Value$13.2B$116.3M$14.3B+$1.15B (+8.8%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (171)

Institutions that held Affirm Holdings, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 171 by value.

Institutions new to AFRM in Q4 2021
InstitutionSharesValue% of portfolio
GGV Capital LLC2,804,576$282.0M23.33%
Founders Fund Growth Management, LLC1,622,338$163.1M91.93%
Bullfrog Capital GP, Ltd.1,329,622$133.7M29.97%
Renaissance Technologies LLC990,383$99.6M0.12%
Craft Ventures GP II, LLC751,646$75.6M100.00%
Teacher Retirement System of Texas647,947$65.2M0.29%
Ardevora Asset Management LLP586,800$59.0M0.63%
Swiss National Bank331,675$33.4M0.02%
Flight Deck Capital, LP298,335$30.0M14.08%
Schusterman Interests, LLC291,152$29.3M12.64%
EJF Capital LLC285,000$28.7M2.55%
CTC LLC283,850$28.5M0.65%
Simplex Trading, LLC231,237$23.3M0.76%
Allen Investment Management LLC162,088$16.3M0.20%
Crawford Lake Capital Management, LLC120,930$12.2M5.03%
Portland Ltd113,320$11.4M82.55%
Franchise Capital Ltd112,200$11.3M1.91%
J. Goldman & Co LP110,335$11.1M1.02%
Ensign Peak Advisors, Inc103,770$10.4M0.02%
Parallax Volatility Advisers, L.P.92,356$9.29M0.11%
Landscape Capital Management, L.L.C.90,472$9.10M1.28%
Ardmore Road Asset Management LP90,000$9.05M4.77%
Dockyard Capital Management LP70,000$7.04M6.39%
Privium Fund Management B.V.64,112$6.66M1.33%
Titleist Asset Management, Ltd.64,315$6.47M1.28%
Walleye Trading LLC59,875$6.02M0.10%
Westpac Banking Corp57,961$5.83M0.06%
Xcel Wealth Management, LLC54,290$5.46M1.40%
National Bank of Canada54,140$5.45M0.02%
State of New Jersey Common Pension Fund D53,153$5.34M0.02%
Delta Air Lines, Inc.50,000$5.03M0.95%
Trexquant Investment LP46,883$4.71M0.29%
State of Wisconsin Investment Board46,329$4.66M0.01%
Cooper Creek Partners Management LLC45,663$4.59M0.54%
Andra AP-fonden45,100$4.54M0.09%
AMS Capital Ltda45,000$4.53M1.01%
State of Michigan Retirement System44,036$4.43M0.02%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.38,800$3.69M0.01%
Asset Management One Co.,Ltd.36,468$3.59M0.01%
Aigen Investment Management, LP32,889$3.59M0.22%
Two Sigma Advisers, LP33,100$3.33M0.01%
Octahedron Capital Management L.P.32,725$3.29M1.32%
Segantii Capital Management Ltd32,100$3.23M0.10%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund31,600$3.18M0.03%
Banco Santander, S.A.29,386$2.96M0.02%
IMC-Chicago, LLC27,473$2.76M0.11%
Oregon Public Employees Retirement Fund27,021$2.72M0.03%
Korea Investment CORP25,900$2.60M0.01%
Nwam LLC24,576$2.47M0.20%
Arizona State Retirement System23,906$2.40M0.02%
Utah Retirement Systems23,609$2.37M0.03%
HarbourVest Partners LLC23,210$2.33M0.30%
UNC Management Company, Inc.22,664$2.28M1.68%
Jasper Ridge Partners, L.P.20,760$2.09M0.08%
Forsta Ap-Fonden19,600$1.97M0.02%
United Capital Financial Advisers, LLC19,427$1.95M0.01%
Qalhat Capital Ltd19,238$1.94M1.34%
Scotia Capital Inc.18,103$1.82M0.01%
Toronto Dominion Bank17,214$1.73M0.00%
Van Eck Associates Corp17,162$1.73M0.00%
Nomura Asset Management Co Ltd16,850$1.69M0.01%
Centiva Capital, LP16,477$1.66M0.11%
Public Employees Retirement Association of Colorado16,176$1.63M0.01%
Skandinaviska Enskilda Banken AB (publ)15,630$1.62M0.01%
British Columbia Investment Management Corp15,320$1.54M0.01%
Caisse de Depot Et Placement du Quebec14,700$1.48M0.00%
Northwest & Ethical Investments L.P.14,500$1.46M0.04%
Daiwa Securities Group Inc.13,102$1.32M0.01%
Qube Research & Technologies Ltd13,072$1.31M0.01%
IFM Investors Pty Ltd11,001$1.11M0.02%
Botty Investors LLC10,328$1.04M0.31%
Nissay Asset Management Corp10,021$1.01M0.01%
TD Waterhouse Canada Inc.10,287$976.5K0.01%
DekaBank Deutsche Girozentrale9,445$921.0K0.00%
Sender Co & Partners, Inc.8,959$901.0K0.58%
Avestar Capital, LLC8,239$829.0K0.15%
Kaizen Financial Strategies7,185$723.0K0.54%
Engineers Gate Manager LP6,829$687.0K0.03%
Verition Fund Management LLC6,815$685.0K0.01%
KBC Group NV6,453$649.0K0.00%
Perigon Wealth Management, LLC6,280$632.0K0.05%
Lee Capital Holdings LLC6,115$615.0K0.32%
Sumitomo Mitsui DS Asset Management Company, Ltd5,857$588.0K0.01%
Guggenheim Capital LLC5,797$583.0K0.00%
Nordea Investment Management AB5,244$550.0K0.00%
Foundations Investment Advisors, LLC6,883$542.0K0.02%
Los Angeles Capital Management LLC5,220$525.0K0.00%
Advisors Asset Management, Inc.4,580$460.6K0.01%
Rehmann Capital Advisory Group4,276$430.0K0.04%
Franklin Resources Inc4,121$414.0K0.00%
Aspiriant, LLC4,106$413.0K0.02%
Robeco Institutional Asset Management B.V.4,086$411.0K0.00%
Axxcess Wealth Management, LLC3,914$394.0K0.03%
Marathon Trading Investment Management LLC3,600$362.0K0.15%
APG Asset Management N.V.4,044$358.0K0.00%
Hilltop Holdings Inc.3,549$357.0K0.04%
Janus Henderson Group PLC3,499$352.0K0.00%
Western Wealth Management, LLC3,426$343.0K0.03%
Weiss Asset Management LP3,370$339.0K0.01%
State Board of Administration of Florida Retirement System3,276$329.0K0.00%

Sold out (68)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of AFRM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Lord, Abbett & Co. LLC1,357,364$161.7M
Advent International Corp1,003,698$119.6M
1832 Asset Management L.P.913,200$102.4M
Hitchwood Capital Management LP640,000$76.2M
Think Investments LP300,000$35.7M
Holocene Advisors, LP278,916$33.2M
Islet Management, LP150,000$17.9M
Yong Rong (HK) Asset Management Ltd104,000$12.4M
AlpInvest Partners B.V.85,000$10.1M
Polar Capital Holdings Plc83,315$9.93M
FIL Ltd75,000$8.94M
Putnam Investments LLC69,976$8.34M
LMR Partners LLP58,676$6.99M
Virtu Financial LLC50,357$6.00M
Weiss Multi-Strategy Advisers LLC39,000$4.65M
Lombard Odier Asset Management (USA) Corp37,000$4.41M
Gates Foundation TrustSuperinvestorGates Foundation Trust35,229$4.20M
ACT Capital Management, LLC24,500$2.92M
Schonfeld Strategic Advisors LLC22,279$2.65M
State of Tennessee, Treasury Department22,017$2.62M
Moore Capital Management, LP15,000$1.79M
EPIQ Capital Group, LLC13,614$1.62M
Q Capital Solutions10,875$1.30M
Natixis Advisors, L.P.10,217$1.22M
BW Gestao de Investimentos Ltda.10,000$1.19M
Blueshift Asset Management, LLC9,053$1.08M
BlueCrest Capital Management Ltd6,935$826.0K
Geneva Partners, LLC6,200$739.0K
Aj Wealth Strategies, LLC5,441$648.0K
Connacht Asset Management LP5,324$634.0K
Requisite Capital Management, LLC5,000$596.0K
Sassicaia Capital Advisers LLC4,680$558.0K
Seven Eight Capital, LP4,517$538.0K
Bank of Nova Scotia3,840$457.0K
Conway Capital Management, Inc.3,550$422.9K
Hall Kathryn A.3,523$420.0K
Y-Intercept (Hong Kong) Ltd3,196$381.0K
Intelligence Driven Advisers, LLC3,000$334.0K
Norges Bank2,500$298.0K
Leverage Partners Absolute Return Fund SPC2,500$298.0K
Schwarz Dygos Wheeler Investment Advisors LLC2,233$266.0K
Peregrine Asset Advisers, Inc.2,175$259.0K
Infini Master Fund3,000$257.0K
Infini Capital Management Ltd3,000$257.0K
Optas, LLC1,952$233.0K
Mutual Advisors, LLC1,910$228.0K
CenterStar Asset Management, LLC–$196.0K
Monetary Management Group Inc1,000$119.0K
Tfo-TDC, LLC924$110.0K
Edmond de Rothschild Holding S.A.808$96.0K
FNY Investment Advisers, LLC437$52.0K
Pinz Capital Management, LP450$51.0K
Global Retirement Partners, LLC318$38.0K
Arkadios Wealth Advisors259$30.0K
IFP Advisors, Inc226$27.0K
Lindbrook Capital, LLC140$17.0K
Pacitti Group Inc.100$12.0K
Charter Oak Capital Management, LLC100$12.0K
Clearstead Advisors, LLC55$7.00K
Carroll Financial Associates, Inc.62$7.00K
Northwestern Mutual Wealth Management Co50$6.00K
Manchester Capital Management LLC49$6.00K
MCF Advisors LLC50$6.00K
Patriot Financial Group Insurance Agency, LLC50$6.00K
HighMark Wealth Management LLC22$3.00K
TFC Financial Management23$3.00K
Dark Forest Capital Management LP16$2.00K
Kowal Investment Group, LLC1$0

Not filed for Q4 2021 yet (3)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
BFT Financial Group, LLC965,000$115.0M
Landsberg, Bennett, & Dubbaneh LLC6,417$756.0K
Marshall Wace North America L.P.5,077$605.0K