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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,800 | $3.69M | 0.01% | +38,800 | New |
| Interval Partners, LP | 37,064 | $3.73M | 0.25% | +28,764+346.6% | Added |
| Advisor Group Holdings, Inc. | 37,774 | $3.80M | 0.01% | −7,929−17.3% | Reduced |
| Amundi | 52,638 | $3.80M | 0.00% | +26,564+101.9% | Added |
| HAP Trading, LLC | 38,748 | $3.90M | 0.27% | +18,078+87.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,729 | $4.00M | 0.02% | +18,989+91.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,472 | $4.17M | 0.01% | +8,057+24.1% | Added |
| State of Michigan Retirement System | 44,036 | $4.43M | 0.02% | +44,036 | New |
| Ghisallo Capital Management LLC | 45,000 | $4.53M | 0.23% | 00.0% | Unchanged |
| AMS Capital Ltda | 45,000 | $4.53M | 1.01% | +45,000 | New |
| Andra AP-fonden | 45,100 | $4.54M | 0.09% | +45,100 | New |
| Raymond James & Associates | 45,662 | $4.59M | 0.00% | −5,794−11.3% | Reduced |
| Cooper Creek Partners Management LLC | 45,663 | $4.59M | 0.54% | +45,663 | New |
| State of Wisconsin Investment Board | 46,329 | $4.66M | 0.01% | +46,329 | New |
| Trexquant Investment LP | 46,883 | $4.71M | 0.29% | +46,883 | New |
| Victory Capital Management Inc | 47,015 | $4.73M | 0.00% | +36,448+344.9% | Added |
| AIA Group Ltd | 49,300 | $4.96M | 0.23% | +3,795+8.3% | Added |
| Delta Air Lines, Inc. | 50,000 | $5.03M | 0.95% | +50,000 | New |
| Maplelane Capital, LLC | 50,000 | $5.03M | 0.43% | −39,000−43.8% | Reduced |
| Sand Hill Global Advisors, LLC | 51,840 | $5.21M | 0.29% | +471+0.9% | Added |
| Regents of the University of California | 52,842 | $5.31M | 0.74% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 53,153 | $5.34M | 0.02% | +53,153 | New |
| National Bank of Canada | 54,140 | $5.45M | 0.02% | +54,140 | New |
| Xcel Wealth Management, LLC | 54,290 | $5.46M | 1.40% | +54,290 | New |
| CWA Asset Management Group, LLC | 55,151 | $5.55M | 0.41% | +2,192+4.1% | Added |
| Westpac Banking Corp | 57,961 | $5.83M | 0.06% | +57,961 | New |
| Walleye Trading LLC | 59,875 | $6.02M | 0.10% | +59,875 | New |
| Titleist Asset Management, Ltd. | 64,315 | $6.47M | 1.28% | +64,315 | New |
| Privium Fund Management B.V. | 64,112 | $6.66M | 1.33% | +64,112 | New |
| Cutler Group LP | 67,690 | $6.81M | 0.47% | −3,907−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 69,239 | $6.96M | 0.07% | +59,331+598.8% | Added |
| Renaissance Capital LLC | 69,695 | $7.01M | 1.80% | +57,878+489.8% | Added |
| Dockyard Capital Management LP | 70,000 | $7.04M | 6.39% | +70,000 | New |
| Wells Fargo & Company | 70,417 | $7.08M | 0.00% | −6,016−7.9% | Reduced |
| Wolverine Trading, LLC | 68,462 | $7.11M | 0.10% | +8,381+13.9% | Added |
| Citigroup Inc | 73,411 | $7.38M | 0.01% | +41,653+131.2% | Added |
| UBS Group AG | 76,428 | $7.68M | 0.00% | −85,605−52.8% | Reduced |
| Penserra Capital Management LLC | 128,879 | $7.85M | 0.17% | +101,598+372.4% | Added |
| Samlyn Capital, LLC | 82,523 | $8.30M | 0.13% | +52,961+179.2% | Added |
| BBR Partners, LLC | 85,193 | $8.57M | 1.01% | −11,571−12.0% | Reduced |
| Millennium Management LLC | 88,216 | $8.87M | 0.01% | −72,854−45.2% | Reduced |
| Ardmore Road Asset Management LP | 90,000 | $9.05M | 4.77% | +90,000 | New |
| Hamilton Lane Advisors LLC | 90,006 | $9.05M | 1.17% | +86,430+2,416.9% | Added |
| Landscape Capital Management, L.L.C. | 90,472 | $9.10M | 1.28% | +90,472 | New |
| Cypress Point Wealth Management, LLC | 91,318 | $9.18M | 8.51% | −32,500−26.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 92,356 | $9.29M | 0.11% | +92,356 | New |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $9.34M | 0.47% | +61,873+199.7% | Added |
| Point72 Asset Management, L.P. | 95,700 | $9.62M | 0.04% | −68,200−41.6% | Reduced |
| Parametric Portfolio Associates LLC | 98,904 | $9.95M | 0.01% | +70,893+253.1% | Added |
| Alliancebernstein L.P. | 101,500 | $10.2M | 0.00% | −25,063−19.8% | Reduced |
| Deutsche Bank AG | 101,942 | $10.3M | 0.00% | +101,713+44,416.2% | Added |
| Ensign Peak Advisors, Inc | 103,770 | $10.4M | 0.02% | +103,770 | New |
| First Republic Investment Management, Inc. | 104,380 | $10.5M | 0.02% | +51,037+95.7% | Added |
| California State Teachers Retirement System | 107,051 | $10.8M | 0.01% | +41,950+64.4% | Added |
| Royal Bank of Canada | 109,472 | $11.0M | 0.00% | −18,229−14.3% | Reduced |
| J. Goldman & Co LP | 110,335 | $11.1M | 1.02% | +110,335 | New |
| Franchise Capital Ltd | 112,200 | $11.3M | 1.91% | +112,200 | New |
| Portland Ltd | 113,320 | $11.4M | 82.55% | +113,320 | New |
| Group One Trading, L.P. | 118,745 | $11.9M | 0.22% | +100,388+546.9% | Added |
| Ameriprise Financial Inc | 126,083 | $12.0M | 0.00% | +48,908+63.4% | Added |
| Teachers Retirement System of the State of Kentucky | 120,430 | $12.1M | 0.11% | 00.0% | Unchanged |
| Crawford Lake Capital Management, LLC | 120,930 | $12.2M | 5.03% | +120,930 | New |
| LPL Financial LLC | 125,557 | $12.6M | 0.01% | +28,815+29.8% | Added |
| Allianz Asset Management GmbH | 127,354 | $12.8M | 0.01% | −8,801−6.5% | Reduced |
| Pacific Heights Asset Management LLC | 161,000 | $16.2M | 1.36% | +26,000+19.3% | Added |
| Allen Investment Management LLC | 162,088 | $16.3M | 0.20% | +162,088 | New |
| Canada Pension Plan Investment Board | 169,455 | $17.0M | 0.02% | −15,000−8.1% | Reduced |
| Harvard Management Co Inc | 173,560 | $17.5M | 1.64% | −580,244−77.0% | Reduced |
| Catalyst Private Wealth, LLC | 173,680 | $17.5M | 7.52% | −12,424−6.7% | Reduced |
| Invesco Ltd. | 173,902 | $17.5M | 0.00% | +170,171+4,561.0% | Added |
| Hidden Lake Asset Management LP | 175,309 | $17.6M | 9.05% | −25,072−12.5% | Reduced |
| Tudor Investment Corp Et Al | 178,249 | $17.9M | 0.34% | +3,171+1.8% | 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 |
| PEAK6 Investments LLC | 211,033 | $21.2M | 0.60% | +200,757+1,953.6% | Added |
| Ogborne Capital Management, LLC | 215,367 | $21.7M | 8.09% | +40,000+22.8% | Added |
| Legal & General Group Plc | 216,079 | $21.7M | 0.01% | +215,230+25,351.0% | Added |
| Capital World Investors | 225,003 | $22.6M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 229,516 | $23.1M | 0.01% | +204,392+813.5% | Added |
| Simplex Trading, LLC | 231,237 | $23.3M | 0.76% | +231,237 | New |
| ETF Managers Group, LLC | 249,883 | $26.0M | 0.51% | −47,126−15.9% | Reduced |
| Credit Suisse AG | 261,310 | $26.3M | 0.02% | +170,409+187.5% | Added |
| CTC LLC | 283,850 | $28.5M | 0.65% | +283,850 | New |
| EJF Capital LLC | 285,000 | $28.7M | 2.55% | +285,000 | New |
| Mission Creek Capital Partners, Inc. | 286,644 | $28.8M | 5.73% | +278,412+3,382.1% | Added |
| Schusterman Interests, LLC | 291,152 | $29.3M | 12.64% | +291,152 | New |
| Flight Deck Capital, LP | 298,335 | $30.0M | 14.08% | +298,335 | New |
| UBS Asset Management Americas Inc | 307,062 | $30.9M | 0.01% | +220,194+253.5% | Added |
| ThornTree Capital Partners LP | 315,551 | $31.7M | 6.14% | −232,308−42.4% | Reduced |
| Swiss National Bank | 331,675 | $33.4M | 0.02% | +331,675 | New |
| Bank of America Corp | 349,392 | $35.1M | 0.00% | +56,318+19.2% | Added |
| Bank of Montreal | 343,593 | $35.7M | 0.02% | +269,703+365.0% | Added |
| Eaton Vance Management | 380,191 | $38.2M | 0.05% | +309,555+438.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 415,705 | $41.8M | 0.09% | −4,695−1.1% | Reduced |
| Northern Trust Corp | 437,968 | $44.0M | 0.01% | +271,420+163.0% | Added |
| Echo Street Capital Management LLC | 475,760 | $47.8M | 0.32% | −72,704−13.3% | Reduced |
| Two Sigma Investments, LP | 507,101 | $51.0M | 0.13% | +458,500+943.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 512,584 | $51.5M | 0.11% | +229,824+81.3% | Added |
| La Financiere de L'Echiquier | 582,821 | $58.6M | 1.97% | −205,600−26.1% | Reduced |
| Ardevora Asset Management LLP | 586,800 | $59.0M | 0.63% | +586,800 | New |