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.
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 | 662 | $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 |
|---|---|---|---|---|---|
| Battery Management Corp. | 617,560 | $62.1M | 8.39% | −305,500−33.1% | Reduced |
| Bank of New York Mellon Corp | 618,809 | $62.2M | 0.01% | −26,962−4.2% | Reduced |
| Fred Alger Management, LLC | 631,219 | $63.5M | 0.16% | +41,471+7.0% | Added |
| Teacher Retirement System of Texas | 647,947 | $65.2M | 0.29% | +647,947 | New |
| Susquehanna International Group, LLP | 678,410 | $68.2M | 0.10% | −800,808−54.1% | Reduced |
| Allen Operations LLC | 721,382 | $72.5M | 10.08% | +4,600+0.6% | Added |
| TD Asset Management Inc | 724,561 | $72.9M | 0.06% | +262,021+56.6% | Added |
| HSBC Holdings PLC | 738,957 | $74.5M | 0.08% | +725,390+5,346.7% | Added |
| Craft Ventures GP II, LLC | 751,646 | $75.6M | 100.00% | +751,646 | New |
| Charles Schwab Investment Management Inc | 768,658 | $77.3M | 0.02% | +290,403+60.7% | Added |
| Jericho Capital Asset Management L.P. | 803,000 | $80.8M | 2.96% | −143,000−15.1% | Reduced |
| Voloridge Investment Management, LLC | 864,369 | $86.9M | 0.48% | +8,695+1.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 866,820 | $87.2M | 0.39% | −215,449−19.9% | Reduced |
| Jane Street Group, LLC | 872,839 | $87.8M | 0.17% | −54,473−5.9% | Reduced |
| Renaissance Technologies LLC | 990,383 | $99.6M | 0.12% | +990,383 | New |
| Citadel Advisors LLC | 1,117,598 | $112.4M | 0.12% | +748,661+202.9% | Added |
| State Street Corp | 1,172,636 | $117.9M | 0.01% | +835,647+248.0% | Added |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $133.7M | 29.97% | +1,329,622 | New |
| Spyglass Capital Management LLC | 1,412,514 | $142.0M | 3.77% | +28,745+2.1% | Added |
| Durable Capital Partners LP | 1,441,576 | $145.0M | 1.13% | −972,087−40.3% | Reduced |
| Geode Capital Management, LLC | 1,445,142 | $145.2M | 0.02% | +534,003+58.6% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $163.1M | 91.93% | +1,622,338 | New |
| Wellington Management Group LLP | 1,661,272 | $167.1M | 0.03% | −2,197,234−56.9% | Reduced |
| Abdiel Capital Advisors, LP | 1,687,648 | $169.7M | 5.20% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,702,418 | $171.2M | 0.04% | +401,857+30.9% | Added |
| Gilder Gagnon Howe & Co LLC | 2,295,487 | $230.8M | 1.31% | +33,719+1.5% | Added |
| Jennison Associates LLC | 2,489,897 | $250.4M | 0.16% | +28,282+1.1% | Added |
| D. E. Shaw & Co., Inc. | 2,570,484 | $258.5M | 0.32% | +2,336,853+1,000.2% | Added |
| Melvin Capital Management LP | 2,700,000 | $271.5M | 1.69% | −500,000−15.6% | Reduced |
| GGV Capital LLC | 2,804,576 | $282.0M | 23.33% | +2,804,576 | New |
| FMR LLC | 3,644,821 | $366.5M | 0.03% | −947,696−20.6% | Reduced |
| BlackRock Inc. | 3,748,719 | $377.0M | 0.01% | +1,952,615+108.7% | Added |
| JPMorgan Chase & Co | 5,162,016 | $519.1M | 0.06% | −22,323−0.4% | Reduced |
| VK Services, LLC | 4,375,226 | $711.0M | 15.40% | −1,258,154−22.3% | Reduced |
| Price T Rowe Associates Inc | 7,900,335 | $794.5M | 0.07% | −3,223,899−29.0% | Reduced |
| Morgan Stanley | 8,120,691 | $816.6M | 0.10% | +2,696,841+49.7% | Added |
| Vanguard Group Inc | 14,615,334 | $1.47B | 0.03% | +5,773,970+65.3% | Added |
| Baillie Gifford & Co | 16,314,513 | $1.64B | 0.90% | +5,530,698+51.3% | Added |
| Capital Research Global Investors | 19,364,986 | $1.95B | 0.43% | +4,906,839+33.9% | Added |
| Westside Investment Management, Inc. | 1,171 | – | – | −320−21.5% | Reduced |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,357,364−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −1,003,698−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −913,200−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −640,000−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −278,916−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −83,315−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −69,976−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −58,676−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,357−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −35,229−100.0% | Sold out |
| ACT Capital Management, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,279−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −22,017−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| EPIQ Capital Group, LLC | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| Q Capital Solutions | 0 | $0 | 0.00% | −10,875−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,053−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −6,935−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Hall Kathryn A. | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Infini Master Fund | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Infini Capital Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |