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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 2,816 | $283.0K | 0.01% | +836+42.2% | Added |
| Richmond Brothers, Inc. | 2,787 | $280.0K | 0.20% | +2,787 | New |
| Banque Cantonale Vaudoise | 2,747 | $276.0K | 0.01% | +2,347+586.8% | Added |
| 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 |
| Occidental Asset Management, LLC | 2,649 | $266.0K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,621 | $264.0K | 0.03% | +110+4.4% | Added |
| Toroso Investments, LLC | 2,560 | $257.0K | 0.01% | +390+18.0% | Added |
| 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 |
| Prestige Wealth Management Group LLC | 2,465 | $248.0K | 0.06% | −140−5.4% | Reduced |
| Blair William & Co | 2,456 | $247.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,451 | $246.0K | 0.00% | −63−2.5% | Reduced |
| Oppenheimer & Co Inc | 2,420 | $243.0K | 0.00% | +2,420 | New |
| Harbour Capital Advisors, LLC | 2,375 | $239.0K | 0.06% | +2,375 | New |
| Lazard Asset Management LLC | 2,362 | $237.0K | 0.00% | +2,362 | New |
| GWM Advisors LLC | 2,331 | $235.0K | 0.00% | +2,331 | New |
| Steigerwald, Gordon & Koch Inc. | 2,293 | $231.0K | 0.03% | +2,293 | New |
| Matrix Private Capital Group LLC | 2,276 | $229.0K | 0.11% | +370+19.4% | Added |
| Friess Associates LLC | 2,268 | $228.0K | 0.09% | +2,268 | New |
| Finivi Inc. | 2,262 | $227.5K | 0.24% | +2,262 | New |
| Afg Fiduciary Services Limited Partnership | 2,250 | $226.0K | 0.16% | +2,250 | New |
| Principal Financial Group Inc | 2,116 | $213.0K | 0.00% | +2,116 | New |
| Encompass Wealth Advisors, LLC | 2,069 | $208.0K | 0.05% | +191+10.2% | Added |
| Impax Asset Management Group plc | 2,012 | $202.0K | 0.00% | +2,012 | New |
| Private Ocean, LLC | 1,911 | $192.0K | 0.02% | −3,089−61.8% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $182.0K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,397 | $140.5K | 0.01% | −743−34.7% | Reduced |
| Wolff Wiese Magana LLC | 1,299 | $131.0K | 0.08% | +24+1.9% | 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 |
| 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 |
| Newbridge Financial Services Group, Inc. | 1,100 | $111.0K | 0.05% | −257−18.9% | Reduced |
| Storebrand Asset Management AS | 1,076 | $108.2K | 0.00% | +1,076 | New |
| Vestcor Inc | 1,077 | $108.0K | 0.00% | +1,077 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 930 | $93.0K | 0.00% | +930 | New |
| Harbor Investment Advisory, LLC | 800 | $80.0K | 0.01% | +100+14.3% | Added |
| KRS Capital Management, LLC | 805 | $80.0K | 0.07% | +805 | New |
| TSFG, LLC | 750 | $75.0K | 0.03% | +750 | New |
| Accel Wealth Management | 750 | $75.0K | 0.04% | +750 | New |
| TCI Wealth Advisors, Inc. | 634 | $64.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 597 | $60.0K | 0.02% | −403−40.3% | Reduced |
| CWM, LLC | 592 | $60.0K | 0.00% | +592 | New |
| Fifth Third Bancorp | 577 | $58.0K | 0.00% | +27+4.9% | Added |
| Creative Financial Designs Inc | 555 | $56.0K | 0.01% | +90+19.4% | Added |
| Pacer Advisors, Inc. | 555 | $56.0K | 0.00% | +555 | New |
| North Star Investment Management Corp. | 500 | $50.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 490 | $49.0K | 0.00% | +162+49.4% | Added |
| Koshinski Asset Management, Inc. | 476 | $47.9K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 451 | $46.0K | 0.04% | +451 | New |
| HM Payson & Co | 448 | $45.0K | 0.00% | +378+540.0% | Added |
| Signaturefd, LLC | 386 | $39.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 383 | $39.0K | 0.00% | +155+68.0% | Added |
| Geneos Wealth Management Inc. | 375 | $37.0K | 0.00% | +275+275.0% | Added |
| Altshuler Shaham Ltd | 352 | $35.0K | 0.00% | +352 | New |
| Captrust Financial Advisors | 320 | $32.0K | 0.00% | +210+190.9% | Added |
| Selective Wealth Management, Inc. | 300 | $30.0K | 0.01% | +100+50.0% | Added |
| Snowden Capital Advisors LLC | 282 | $28.0K | 0.00% | +282 | New |
| Benjamin F. Edwards & Company, Inc. | 270 | $27.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 255 | $26.0K | 0.01% | 00.0% | Unchanged |
| BIT Capital GmbH | 231 | $23.2K | 0.00% | +231 | New |
| Amplius Wealth Advisors, LLC | 212 | $21.0K | 0.00% | +212 | New |
| Crewe Advisors LLC | 200 | $20.0K | 0.00% | −50−20.0% | Reduced |
| NVWM, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 190 | $19.0K | 0.01% | +150+375.0% | Added |
| Riggs Asset Managment Co. Inc. | 184 | $19.0K | 0.01% | +184 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $18.0K | 0.00% | +173+1,922.2% | Added |
| Evoke Wealth, LLC | 160 | $16.0K | 0.00% | +160 | New |
| Brewin Dolphin Ltd | 147 | $15.0K | 0.00% | −730−83.2% | Reduced |
| Cornerstone Advisory, LLC | 150 | $15.0K | 0.00% | +150 | New |
| PYA Waltman Capital, LLC | 151 | $15.0K | 0.01% | +151 | New |
| KB Financial Partners, LLC | 147 | $15.0K | 0.00% | +147 | New |
| Tortoise Investment Management, LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $10.0K | 0.00% | −209−67.6% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $10.0K | 0.00% | +50+100.0% | Added |
| Umb Bank N A | 100 | $10.0K | 0.00% | +100 | New |
| TD Ameritrade Investment Management, LLC | 95 | $10.0K | 0.00% | +95 | New |
| Sugarloaf Wealth Management, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $10.0K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 100 | $10.0K | 0.00% | +100 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 85 | $9.00K | 0.00% | +45+112.5% | Added |
| City State Bank | 90 | $9.00K | 0.01% | +90 | New |
| Smithfield Trust Co | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $8.00K | 0.00% | +30+60.0% | Added |
| Allworth Financial LP | 79 | $8.00K | 0.00% | +61+338.9% | Added |
| Reilly Financial Advisors, LLC | 84 | $8.00K | 0.00% | +84 | New |
| Arlington Partners LLC | 78 | $8.00K | 0.00% | +78 | New |
| AllSquare Wealth Management LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 63 | $7.00K | 0.00% | +1+1.6% | Added |
| Cambridge Trust Co | 68 | $7.00K | 0.00% | +68 | New |
| Exchange Traded Concepts, LLC | 69 | $7.00K | 0.00% | +69 | New |
| Capital Analysts, LLC | 68 | $7.00K | 0.00% | +68 | New |
| Gemmer Asset Management LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |