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.
| 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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 800 | $80.0K | 0.01% | +100+14.3% | Added |
| KRS Capital Management, LLC | 805 | $80.0K | 0.07% | +805 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 930 | $93.0K | 0.00% | +930 | New |
| Vestcor Inc | 1,077 | $108.0K | 0.00% | +1,077 | New |
| Storebrand Asset Management AS | 1,076 | $108.2K | 0.00% | +1,076 | New |
| Newbridge Financial Services Group, Inc. | 1,100 | $111.0K | 0.05% | −257−18.9% | Reduced |
| US Bancorp | 1,252 | $126.0K | 0.00% | +44+3.6% | Added |
| AdvisorNet Financial, Inc | 1,249 | $126.0K | 0.01% | +170+15.8% | Added |
| Highlander Capital Management, LLC | 1,275 | $128.0K | 0.06% | −625−32.9% | Reduced |
| GraniteShares Advisors LLC | 1,273 | $128.0K | 0.06% | +1,273 | New |
| Wolff Wiese Magana LLC | 1,299 | $131.0K | 0.08% | +24+1.9% | Added |
| Leonteq Securities AG | 1,397 | $140.5K | 0.01% | −743−34.7% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $182.0K | 0.10% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,911 | $192.0K | 0.02% | −3,089−61.8% | Reduced |
| Impax Asset Management Group plc | 2,012 | $202.0K | 0.00% | +2,012 | New |
| Encompass Wealth Advisors, LLC | 2,069 | $208.0K | 0.05% | +191+10.2% | Added |
| Principal Financial Group Inc | 2,116 | $213.0K | 0.00% | +2,116 | New |
| Afg Fiduciary Services Limited Partnership | 2,250 | $226.0K | 0.16% | +2,250 | New |
| Finivi Inc. | 2,262 | $227.5K | 0.24% | +2,262 | New |
| Friess Associates LLC | 2,268 | $228.0K | 0.09% | +2,268 | New |
| Matrix Private Capital Group LLC | 2,276 | $229.0K | 0.11% | +370+19.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,293 | $231.0K | 0.03% | +2,293 | New |
| GWM Advisors LLC | 2,331 | $235.0K | 0.00% | +2,331 | New |
| Lazard Asset Management LLC | 2,362 | $237.0K | 0.00% | +2,362 | New |
| Harbour Capital Advisors, LLC | 2,375 | $239.0K | 0.06% | +2,375 | New |
| Oppenheimer & Co Inc | 2,420 | $243.0K | 0.00% | +2,420 | New |
| MML Investors Services, LLC | 2,451 | $246.0K | 0.00% | −63−2.5% | Reduced |
| Blair William & Co | 2,456 | $247.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,465 | $248.0K | 0.06% | −140−5.4% | Reduced |
| Hall Private Wealth Advisors | 2,500 | $251.0K | 0.16% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,500 | $251.0K | 0.07% | +2,500 | New |
| Toroso Investments, LLC | 2,560 | $257.0K | 0.01% | +390+18.0% | Added |
| Kovack Advisors, Inc. | 2,621 | $264.0K | 0.03% | +110+4.4% | Added |
| Occidental Asset Management, LLC | 2,649 | $266.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,707 | $272.0K | 0.05% | +2,707 | New |
| Apollon Wealth Management, LLC | 2,709 | $272.0K | 0.02% | +2,709 | New |
| Banque Cantonale Vaudoise | 2,747 | $276.0K | 0.01% | +2,347+586.8% | Added |
| Richmond Brothers, Inc. | 2,787 | $280.0K | 0.20% | +2,787 | New |
| Evergreen Capital Management LLC | 2,816 | $283.0K | 0.01% | +836+42.2% | Added |
| Ground Swell Capital, LLC | 2,822 | $284.0K | 1.65% | +1,126+66.4% | Added |
| Alpha Paradigm Partners, LLC | 2,832 | $285.0K | 0.11% | −2,438−46.3% | Reduced |
| Vishria Bird Financial Group, LLC | 2,833 | $285.0K | 0.13% | +1,150+68.3% | Added |
| Paloma Partners Management Co | 2,925 | $294.0K | 0.01% | −5,875−66.8% | Reduced |
| Forum Financial Management, LP | 2,958 | $297.0K | 0.02% | +2,958 | New |
| Janney Montgomery Scott LLC | 2,965 | $298.0K | 0.00% | +491+19.8% | Added |
| Jag Capital Management, LLC | 2,992 | $301.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,990 | $301.0K | 0.00% | +2,990 | New |
| Stephens Consulting, LLC | 3,000 | $301.7K | 0.26% | +3,000 | New |
| Gainplan LLC | 3,021 | $304.0K | 0.13% | +512+20.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,070 | $308.0K | 0.02% | +2,885+1,559.5% | Added |
| All Season Financial Advisors, Inc. | 3,097 | $311.0K | 0.22% | −74−2.3% | Reduced |
| Focused Wealth Management, Inc | 3,104 | $312.0K | 0.05% | +1,360+78.0% | Added |
| Keybank National Association | 3,144 | $316.0K | 0.00% | −3,408−52.0% | Reduced |
| State Board of Administration of Florida Retirement System | 3,276 | $329.0K | 0.00% | +3,276 | New |
| Holistic Financial Partners | 3,296 | $331.0K | 0.19% | −194−5.6% | Reduced |
| Weiss Asset Management LP | 3,370 | $339.0K | 0.01% | +3,370 | New |
| Western Wealth Management, LLC | 3,426 | $343.0K | 0.03% | +3,426 | New |
| Janus Henderson Group PLC | 3,499 | $352.0K | 0.00% | +3,499 | New |
| Tower Research Capital LLC (TRC) | 3,540 | $356.0K | 0.01% | +695+24.4% | Added |
| Hilltop Holdings Inc. | 3,549 | $357.0K | 0.04% | +3,549 | New |
| APG Asset Management N.V. | 4,044 | $358.0K | 0.00% | +4,044 | New |
| Kestra Advisory Services, LLC | 3,580 | $360.0K | 0.00% | +778+27.8% | Added |
| Cetera Advisor Networks LLC | 3,603 | $362.0K | 0.00% | +231+6.9% | Added |
| Marathon Trading Investment Management LLC | 3,600 | $362.0K | 0.15% | +3,600 | New |
| HC Financial Advisors Inc | 3,773 | $379.0K | 0.21% | −7,200−65.6% | Reduced |
| Spire Wealth Management | 3,764 | $379.0K | 0.01% | +3,364+841.0% | Added |
| Chicago Partners Investment Group LLC | 8,834 | $386.0K | 0.03% | −346−3.8% | Reduced |
| Axxcess Wealth Management, LLC | 3,914 | $394.0K | 0.03% | +3,914 | New |
| Robeco Institutional Asset Management B.V. | 4,086 | $411.0K | 0.00% | +4,086 | New |
| Tortoise Index Solutions, LLC | 4,098 | $412.0K | 0.09% | −2,244−35.4% | Reduced |
| Aspiriant, LLC | 4,106 | $413.0K | 0.02% | +4,106 | New |
| Franklin Resources Inc | 4,121 | $414.0K | 0.00% | +4,121 | New |
| First Foundation Advisors | 4,242 | $427.0K | 0.01% | +200+4.9% | Added |
| Rehmann Capital Advisory Group | 4,276 | $430.0K | 0.04% | +4,276 | New |
| CIBC Private Wealth Group, LLC | 4,333 | $436.0K | 0.00% | −228,872−98.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,550 | $457.0K | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,580 | $460.6K | 0.01% | +4,580 | New |
| American Portfolios Advisors | 4,829 | $485.6K | 0.02% | +624+14.8% | Added |
| Draper Asset Management, LLC | 4,839 | $487.0K | 0.40% | +2,918+151.9% | Added |
| Spark Investment Management LLC | 4,900 | $492.0K | 0.35% | −800−14.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,118 | $515.0K | 0.01% | +3,393+196.7% | Added |
| Ropes Wealth Advisors LLC | 5,224 | $525.0K | 0.09% | +2,301+78.7% | Added |
| Los Angeles Capital Management LLC | 5,220 | $525.0K | 0.00% | +5,220 | New |
| Winfield Associates, Inc. | 5,232 | $526.0K | 0.18% | +3,167+153.4% | Added |
| Vident Investment Advisory, LLC | 5,234 | $527.0K | 0.01% | −3,211−38.0% | Reduced |
| Allen Holding Inc | 5,262 | $529.0K | 0.07% | +2,301+77.7% | Added |
| CIBC World Markets Inc. | 5,318 | $535.0K | 0.00% | −12,015−69.3% | Reduced |
| Independent Financial Group, LLC | 5,322 | $535.2K | 0.04% | +2,047+62.5% | Added |
| Foundations Investment Advisors, LLC | 6,883 | $542.0K | 0.02% | +6,883 | New |
| Nordea Investment Management AB | 5,244 | $550.0K | 0.00% | +5,244 | New |
| Private Advisor Group, LLC | 5,500 | $553.0K | 0.00% | −968−15.0% | Reduced |
| Advisory Services Network, LLC | 5,510 | $554.0K | 0.02% | −1,557−22.0% | Reduced |
| Mercer Global Advisors Inc | 5,611 | $564.0K | 0.00% | −1,162−17.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,695 | $573.0K | 0.01% | +792+16.2% | Added |
| Guggenheim Capital LLC | 5,797 | $583.0K | 0.00% | +5,797 | New |
| Temasek Holdings (Private) Ltd | 5,834 | $587.0K | 0.00% | −272,647−97.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,857 | $588.0K | 0.01% | +5,857 | New |
| Essex Financial Services, Inc. | 5,990 | $602.0K | 0.06% | +200+3.5% | Added |
| Resolute Partners Group | 6,041 | $607.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,103 | $614.0K | 0.02% | −1,537−20.1% | Reduced |