Skip to main content

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, 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.

Institutional holdersQ4 2021: 440 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 heldQ4 2021: $14.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2021.

Institutions holding AFRM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Burleson & Company, LLC3$00.00%00.0%Unchanged
Versant Capital Management, Inc4$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1$00.00%+1New
Investors Research Corp1$00.00%+1New
Retirement Group, LLC1$00.00%+1New
Hexagon Capital Partners LLC3$00.00%+3New
Sutton Wealth Advisors Inc.2$2010.00%−10−83.3%Reduced
West Paces Advisors Inc.5$5030.00%+5New
Berkshire Capital Holdings Inc10$1.00K0.00%−62,660−100.0%Reduced
Point72 Hong Kong Ltd10$1.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC7$1.00K0.00%+7New
Clear Street LLC10$1.00K0.00%+10New
Psagot Value Holdings Ltd. / (Israel)11$1.00K0.00%+11New
Edge Wealth Management LLC15$2.00K0.00%−165−91.7%Reduced
Bell Investment Advisors, Inc22$2.00K0.00%+14+175.0%Added
Ci Investments Inc.20$2.00K0.00%+17+566.7%Added
Howe & Rusling Inc20$2.00K0.00%+20New
Blue Bell Private Wealth Management, LLC15$2.00K0.00%+15New
Harel Insurance Investments & Financial Services Ltd.23$2.00K0.00%+23New
Stonebridge Capital Advisors LLC24$2.00K0.00%+24New
Horan Securities, Inc.16$2.00K0.00%+16New
EverSource Wealth Advisors, LLC19$2.00K0.00%+19New
Larson Financial Group LLC20$2.00K0.00%+20New
Activest Wealth Management32$3.00K0.00%+32New
SOA Wealth Advisors, LLC.41$4.00K0.00%−280−87.2%Reduced
Atticus Wealth Management, LLC40$4.00K0.00%00.0%Unchanged
Valley National Advisers Inc38$4.00K0.00%+2+5.6%Added
West Oak Capital, LLC40$4.00K0.00%+40New
Quadrant Capital Group LLC42$4.00K0.00%+42New
Hall Laurie J Trustee50$5.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC50$5.00K0.00%00.0%Unchanged
Asset Dedication, LLC46$5.00K0.00%00.0%Unchanged
FourThought Financial, LLC50$5.00K0.00%+10+25.0%Added
Benjamin Edwards Inc49$5.00K0.00%+49New
Mizuho Securities Co. Ltd.48$5.00K0.00%+48New
Zions Bancorporation, N.A.51$5.00K0.00%+51New
Concord Wealth Partners50$5.00K0.00%+50New
State of Wyoming52$5.00K0.00%+52New
CoreCap Advisors, LLC47$5.00K0.00%+47New
Gemmer Asset Management LLC55$6.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC56$6.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC68$7.00K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.63$7.00K0.00%+1+1.6%Added
Cambridge Trust Co68$7.00K0.00%+68New
Exchange Traded Concepts, LLC69$7.00K0.00%+69New
Capital Analysts, LLC68$7.00K0.00%+68New
Smithfield Trust Co75$8.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.80$8.00K0.00%+30+60.0%Added
Allworth Financial LP79$8.00K0.00%+61+338.9%Added
Reilly Financial Advisors, LLC84$8.00K0.00%+84New
Arlington Partners LLC78$8.00K0.00%+78New
Loring Wolcott & Coolidge Fiduciary Advisors LLP85$9.00K0.00%+45+112.5%Added
City State Bank90$9.00K0.01%+90New
O'Dell Group, LLC100$10.0K0.00%−209−67.6%Reduced
Tower View Investment Management & Research LLC100$10.0K0.01%00.0%Unchanged
Front Row Advisors LLC100$10.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.100$10.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC100$10.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC100$10.0K0.00%+50+100.0%Added
Umb Bank N A100$10.0K0.00%+100New
TD Ameritrade Investment Management, LLC95$10.0K0.00%+95New
Sugarloaf Wealth Management, LLC100$10.0K0.00%+100New
Tradition Wealth Management, LLC100$10.0K0.00%+100New
SJS Investment Consulting Inc.100$10.0K0.00%+100New
Tortoise Investment Management, LLC110$11.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd147$15.0K0.00%−730−83.2%Reduced
Cornerstone Advisory, LLC150$15.0K0.00%+150New
PYA Waltman Capital, LLC151$15.0K0.01%+151New
KB Financial Partners, LLC147$15.0K0.00%+147New
Evoke Wealth, LLC160$16.0K0.00%+160New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC182$18.0K0.00%+173+1,922.2%Added
Hudock, Inc.190$19.0K0.01%+150+375.0%Added
Riggs Asset Managment Co. Inc.184$19.0K0.01%+184New
Crewe Advisors LLC200$20.0K0.00%−50−20.0%Reduced
NVWM, LLC200$20.0K0.01%00.0%Unchanged
Tacita Capital Inc200$20.0K0.01%00.0%Unchanged
Amplius Wealth Advisors, LLC212$21.0K0.00%+212New
BIT Capital GmbH231$23.2K0.00%+231New
Optimum Investment Advisors255$26.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.270$27.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC282$28.0K0.00%+282New
Selective Wealth Management, Inc.300$30.0K0.01%+100+50.0%Added
Captrust Financial Advisors320$32.0K0.00%+210+190.9%Added
Altshuler Shaham Ltd352$35.0K0.00%+352New
Geneos Wealth Management Inc.375$37.0K0.00%+275+275.0%Added
Signaturefd, LLC386$39.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc383$39.0K0.00%+155+68.0%Added
HM Payson & Co448$45.0K0.00%+378+540.0%Added
Gordian Capital Singapore Pte Ltd451$46.0K0.04%+451New
Koshinski Asset Management, Inc.476$47.9K0.00%00.0%Unchanged
Harbour Investments, Inc.490$49.0K0.00%+162+49.4%Added
North Star Investment Management Corp.500$50.0K0.00%00.0%Unchanged
Creative Financial Designs Inc555$56.0K0.01%+90+19.4%Added
Pacer Advisors, Inc.555$56.0K0.00%+555New
Fifth Third Bancorp577$58.0K0.00%+27+4.9%Added
Hoey Investments, Inc597$60.0K0.02%−403−40.3%Reduced
CWM, LLC592$60.0K0.00%+592New
TCI Wealth Advisors, Inc.634$64.0K0.01%00.0%Unchanged
TSFG, LLC750$75.0K0.03%+750New
Accel Wealth Management750$75.0K0.04%+750New