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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
Samlyn Capital, LLC82,523$8.30M0.13%+52,961+179.2%Added
Penserra Capital Management LLC128,879$7.85M0.17%+101,598+372.4%Added
UBS Group AG76,428$7.68M0.00%−85,605−52.8%Reduced
Citigroup Inc73,411$7.38M0.01%+41,653+131.2%Added
Wolverine Trading, LLC68,462$7.11M0.10%+8,381+13.9%Added
Wells Fargo & Company70,417$7.08M0.00%−6,016−7.9%Reduced
Dockyard Capital Management LP70,000$7.04M6.39%+70,000New
Renaissance Capital LLC69,695$7.01M1.80%+57,878+489.8%Added
Cubist Systematic Strategies, LLC69,239$6.96M0.07%+59,331+598.8%Added
Cutler Group LP67,690$6.81M0.47%−3,907−5.5%Reduced
Privium Fund Management B.V.64,112$6.66M1.33%+64,112New
Titleist Asset Management, Ltd.64,315$6.47M1.28%+64,315New
Walleye Trading LLC59,875$6.02M0.10%+59,875New
Westpac Banking Corp57,961$5.83M0.06%+57,961New
CWA Asset Management Group, LLC55,151$5.55M0.41%+2,192+4.1%Added
Xcel Wealth Management, LLC54,290$5.46M1.40%+54,290New
National Bank of Canada54,140$5.45M0.02%+54,140New
State of New Jersey Common Pension Fund D53,153$5.34M0.02%+53,153New
Regents of the University of California52,842$5.31M0.74%00.0%Unchanged
Sand Hill Global Advisors, LLC51,840$5.21M0.29%+471+0.9%Added
Maplelane Capital, LLC50,000$5.03M0.43%−39,000−43.8%Reduced
Delta Air Lines, Inc.50,000$5.03M0.95%+50,000New
AIA Group Ltd49,300$4.96M0.23%+3,795+8.3%Added
Victory Capital Management Inc47,015$4.73M0.00%+36,448+344.9%Added
Trexquant Investment LP46,883$4.71M0.29%+46,883New
State of Wisconsin Investment Board46,329$4.66M0.01%+46,329New
Raymond James & Associates45,662$4.59M0.00%−5,794−11.3%Reduced
Cooper Creek Partners Management LLC45,663$4.59M0.54%+45,663New
Andra AP-fonden45,100$4.54M0.09%+45,100New
Ghisallo Capital Management LLC45,000$4.53M0.23%00.0%Unchanged
AMS Capital Ltda45,000$4.53M1.01%+45,000New
State of Michigan Retirement System44,036$4.43M0.02%+44,036New
Raymond James Financial Services Advisors, Inc.41,472$4.17M0.01%+8,057+24.1%Added
Cambridge Investment Research Advisors, Inc.39,729$4.00M0.02%+18,989+91.6%Added
HAP Trading, LLC38,748$3.90M0.27%+18,078+87.5%Added
Advisor Group Holdings, Inc.37,774$3.80M0.01%−7,929−17.3%Reduced
Amundi52,638$3.80M0.00%+26,564+101.9%Added
Interval Partners, LP37,064$3.73M0.25%+28,764+346.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.38,800$3.69M0.01%+38,800New
Asset Management One Co.,Ltd.36,468$3.59M0.01%+36,468New
Aigen Investment Management, LP32,889$3.59M0.22%+32,889New
Russell Investments Group, Ltd.35,172$3.54M0.01%+11,802+50.5%Added
Two Sigma Advisers, LP33,100$3.33M0.01%+33,100New
Octahedron Capital Management L.P.32,725$3.29M1.32%+32,725New
Segantii Capital Management Ltd32,100$3.23M0.10%+32,100New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund31,600$3.18M0.03%+31,600New
NZS Capital, LLC30,245$3.04M0.27%−4,361−12.6%Reduced
Jacobs Asset Management, LLC30,000$3.02M1.37%+5,000+20.0%Added
SEI Investments Co30,255$2.99M0.01%+12,472+70.1%Added
Banco Santander, S.A.29,386$2.96M0.02%+29,386New
HighTower Advisors, LLC29,340$2.95M0.01%+12,237+71.5%Added
Pictet Asset Management SA28,537$2.87M0.00%+29+0.1%Added
IMC-Chicago, LLC27,473$2.76M0.11%+27,473New
Oregon Public Employees Retirement Fund27,021$2.72M0.03%+27,021New
Korea Investment CORP25,900$2.60M0.01%+25,900New
Vontobel Holding Ltd.24,239$2.52M0.02%−7,743−24.2%Reduced
Nwam LLC24,576$2.47M0.20%+24,576New
Arizona State Retirement System23,906$2.40M0.02%+23,906New
AtonRa Partners23,833$2.40M0.83%+9,654+68.1%Added
Utah Retirement Systems23,609$2.37M0.03%+23,609New
HarbourVest Partners LLC23,210$2.33M0.30%+23,210New
UNC Management Company, Inc.22,664$2.28M1.68%+22,664New
Envestnet Asset Management Inc22,454$2.26M0.00%+12,360+122.4%Added
Commonwealth Equity Services, LLC21,591$2.17M0.00%−6,503−23.1%Reduced
Nomura Holdings Inc21,488$2.16M0.01%−188,521−89.8%Reduced
Ellevest, Inc.20,967$2.11M0.19%+18,069+623.5%Added
Jasper Ridge Partners, L.P.20,760$2.09M0.08%+20,760New
Zurcher Kantonalbank (Zurich Cantonalbank)20,056$2.02M0.01%+18,933+1,685.9%Added
Scge Management, L.P.20,000$2.01M0.02%00.0%Unchanged
Forsta Ap-Fonden19,600$1.97M0.02%+19,600New
BlueMar Capital Management, LLC19,589$1.97M0.55%+6,156+45.8%Added
United Capital Financial Advisers, LLC19,427$1.95M0.01%+19,427New
Squarepoint Ops LLC19,343$1.95M0.01%+5,799+42.8%Added
Qalhat Capital Ltd19,238$1.94M1.34%+19,238New
Morse Asset Management, Inc19,140$1.93M0.43%−1,930−9.2%Reduced
Scotia Capital Inc.18,103$1.82M0.01%+18,103New
Macquarie Group Ltd17,567$1.77M0.00%+2,563+17.1%Added
Pentwater Capital Management LP17,500$1.76M0.03%−7,500−30.0%Reduced
Toronto Dominion Bank17,214$1.73M0.00%+17,214New
Van Eck Associates Corp17,162$1.73M0.00%+17,162New
Nomura Asset Management Co Ltd16,850$1.69M0.01%+16,850New
Centiva Capital, LP16,477$1.66M0.11%+16,477New
Public Employees Retirement Association of Colorado16,176$1.63M0.01%+16,176New
Skandinaviska Enskilda Banken AB (publ)15,630$1.62M0.01%+15,630New
Source Financial Advisors LLC15,835$1.59M0.43%00.0%Unchanged
British Columbia Investment Management Corp15,320$1.54M0.01%+15,320New
Independent Solutions Wealth Management, LLC15,043$1.51M0.36%+9,975+196.8%Added
Northside Capital Management, LLC15,002$1.51M0.40%00.0%Unchanged
1623 Capital LLC15,000$1.51M0.59%+4,000+36.4%Added
Caisse de Depot Et Placement du Quebec14,700$1.48M0.00%+14,700New
Northwest & Ethical Investments L.P.14,500$1.46M0.04%+14,500New
Oppenheimer Asset Management Inc.13,660$1.37M0.02%+487+3.7%Added
Tiedemann Advisors, LLC13,454$1.35M0.07%00.0%Unchanged
Daiwa Securities Group Inc.13,102$1.32M0.01%+13,102New
Qube Research & Technologies Ltd13,072$1.31M0.01%+13,072New
Moody Lynn & Lieberson, LLC11,873$1.19M0.08%−22,168−65.1%Reduced
SG Americas Securities, LLC11,840$1.19M0.01%+3,848+48.1%Added
Rockefeller Capital Management L.P.11,727$1.18M0.01%+2,293+24.3%Added
Cresset Asset Management, LLC11,635$1.17M0.01%+9,903+571.8%Added
CIBC Asset Management Inc11,586$1.17M0.00%+999+9.4%Added