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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; 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
Lee Capital Holdings LLC6,115$615.0K0.32%+6,115New
Truist Financial Corp6,144$618.0K0.00%+2,534+70.2%Added
XR Securities LLC6,198$623.0K0.07%+2,084+50.7%Added
Cim Investment Mangement Inc6,245$628.0K0.19%−3,286−34.5%Reduced
Perigon Wealth Management, LLC6,280$632.0K0.05%+6,280New
Federation des caisses Desjardins du Quebec6,353$638.8K0.01%+747+13.3%Added
The PNC Financial Services Group, Inc.6,430$646.0K0.00%+248+4.0%Added
KBC Group NV6,453$649.0K0.00%+6,453New
Verition Fund Management LLC6,815$685.0K0.01%+6,815New
Engineers Gate Manager LP6,829$687.0K0.03%+6,829New
Lincoln National Corp6,929$697.0K0.01%+2,855+70.1%Added
ICONIQ Capital, LLC6,954$699.0K0.00%+32+0.5%Added
Bridgefront Capital, LLC6,987$703.0K0.68%+4,744+211.5%Added
North Fourth Asset Management, LP7,000$704.0K0.25%−34,500−83.1%Reduced
Manufacturers Life Insurance Company, The6,793$704.0K0.00%+1,071+18.7%Added
Dakota Wealth Management7,119$716.0K0.08%+3,427+92.8%Added
Kaizen Financial Strategies7,185$723.0K0.54%+7,185New
Jaffetilchin Investment Partners, LLC7,281$732.0K0.07%+5,438+295.1%Added
Parallel Advisors, LLC7,472$751.0K0.03%+1,422+23.5%Added
Avestar Capital, LLC8,239$829.0K0.15%+8,239New
Cetera Investment Advisers8,674$872.0K0.01%+1,211+16.2%Added
Ieq Capital, LLC8,739$879.0K0.02%−1,680−16.1%Reduced
Dynamic Advisor Solutions LLC8,778$883.0K0.06%+1,568+21.7%Added
Sender Co & Partners, Inc.8,959$901.0K0.58%+8,959New
Shelton Capital Management9,000$905.0K0.03%−1,070−10.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.9,148$918.0K0.01%−1,449−13.7%Reduced
Stifel Financial Corp9,129$918.0K0.00%+1,539+20.3%Added
DekaBank Deutsche Girozentrale9,445$921.0K0.00%+9,445New
Dimensional Fund Advisors LP9,256$931.0K0.00%+580+6.7%Added
TD Waterhouse Canada Inc.10,287$976.5K0.01%+10,287New
JustInvest LLC9,940$1.00M0.06%+7,859+377.7%Added
Alight Capital Management LP10,000$1.01M0.33%−15,000−60.0%Reduced
Nissay Asset Management Corp10,021$1.01M0.01%+10,021New
Botty Investors LLC10,328$1.04M0.31%+10,328New
Cetera Advisors LLC10,465$1.05M0.02%+2,157+26.0%Added
Paragon Capital Management Ltd10,770$1.08M0.17%+4,846+81.8%Added
IFM Investors Pty Ltd11,001$1.11M0.02%+11,001New
Sigma Planning Corp11,198$1.13M0.03%+8,561+324.6%Added
Natixis11,549$1.16M0.00%−51−0.4%Reduced
CIBC Asset Management Inc11,586$1.17M0.00%+999+9.4%Added
Cresset Asset Management, LLC11,635$1.17M0.01%+9,903+571.8%Added
Rockefeller Capital Management L.P.11,727$1.18M0.01%+2,293+24.3%Added
SG Americas Securities, LLC11,840$1.19M0.01%+3,848+48.1%Added
Moody Lynn & Lieberson, LLC11,873$1.19M0.08%−22,168−65.1%Reduced
Qube Research & Technologies Ltd13,072$1.31M0.01%+13,072New
Daiwa Securities Group Inc.13,102$1.32M0.01%+13,102New
Tiedemann Advisors, LLC13,454$1.35M0.07%00.0%Unchanged
Oppenheimer Asset Management Inc.13,660$1.37M0.02%+487+3.7%Added
Northwest & Ethical Investments L.P.14,500$1.46M0.04%+14,500New
Caisse de Depot Et Placement du Quebec14,700$1.48M0.00%+14,700New
1623 Capital LLC15,000$1.51M0.59%+4,000+36.4%Added
Northside Capital Management, LLC15,002$1.51M0.40%00.0%Unchanged
Independent Solutions Wealth Management, LLC15,043$1.51M0.36%+9,975+196.8%Added
British Columbia Investment Management Corp15,320$1.54M0.01%+15,320New
Source Financial Advisors LLC15,835$1.59M0.43%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)15,630$1.62M0.01%+15,630New
Public Employees Retirement Association of Colorado16,176$1.63M0.01%+16,176New
Centiva Capital, LP16,477$1.66M0.11%+16,477New
Nomura Asset Management Co Ltd16,850$1.69M0.01%+16,850New
Van Eck Associates Corp17,162$1.73M0.00%+17,162New
Toronto Dominion Bank17,214$1.73M0.00%+17,214New
Pentwater Capital Management LP17,500$1.76M0.03%−7,500−30.0%Reduced
Macquarie Group Ltd17,567$1.77M0.00%+2,563+17.1%Added
Scotia Capital Inc.18,103$1.82M0.01%+18,103New
Morse Asset Management, Inc19,140$1.93M0.43%−1,930−9.2%Reduced
Qalhat Capital Ltd19,238$1.94M1.34%+19,238New
Squarepoint Ops LLC19,343$1.95M0.01%+5,799+42.8%Added
United Capital Financial Advisers, LLC19,427$1.95M0.01%+19,427New
BlueMar Capital Management, LLC19,589$1.97M0.55%+6,156+45.8%Added
Forsta Ap-Fonden19,600$1.97M0.02%+19,600New
Scge Management, L.P.20,000$2.01M0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)20,056$2.02M0.01%+18,933+1,685.9%Added
Jasper Ridge Partners, L.P.20,760$2.09M0.08%+20,760New
Ellevest, Inc.20,967$2.11M0.19%+18,069+623.5%Added
Nomura Holdings Inc21,488$2.16M0.01%−188,521−89.8%Reduced
Commonwealth Equity Services, LLC21,591$2.17M0.00%−6,503−23.1%Reduced
Envestnet Asset Management Inc22,454$2.26M0.00%+12,360+122.4%Added
UNC Management Company, Inc.22,664$2.28M1.68%+22,664New
HarbourVest Partners LLC23,210$2.33M0.30%+23,210New
Utah Retirement Systems23,609$2.37M0.03%+23,609New
AtonRa Partners23,833$2.40M0.83%+9,654+68.1%Added
Arizona State Retirement System23,906$2.40M0.02%+23,906New
Nwam LLC24,576$2.47M0.20%+24,576New
Vontobel Holding Ltd.24,239$2.52M0.02%−7,743−24.2%Reduced
Korea Investment CORP25,900$2.60M0.01%+25,900New
Oregon Public Employees Retirement Fund27,021$2.72M0.03%+27,021New
IMC-Chicago, LLC27,473$2.76M0.11%+27,473New
Pictet Asset Management SA28,537$2.87M0.00%+29+0.1%Added
HighTower Advisors, LLC29,340$2.95M0.01%+12,237+71.5%Added
Banco Santander, S.A.29,386$2.96M0.02%+29,386New
SEI Investments Co30,255$2.99M0.01%+12,472+70.1%Added
Jacobs Asset Management, LLC30,000$3.02M1.37%+5,000+20.0%Added
NZS Capital, LLC30,245$3.04M0.27%−4,361−12.6%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund31,600$3.18M0.03%+31,600New
Segantii Capital Management Ltd32,100$3.23M0.10%+32,100New
Octahedron Capital Management L.P.32,725$3.29M1.32%+32,725New
Two Sigma Advisers, LP33,100$3.33M0.01%+33,100New
Russell Investments Group, Ltd.35,172$3.54M0.01%+11,802+50.5%Added
Aigen Investment Management, LP32,889$3.59M0.22%+32,889New
Asset Management One Co.,Ltd.36,468$3.59M0.01%+36,468New