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 7 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, Q1 2022
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2022. 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
- 391
- −43 vs. Q4 2021
- Shares held
- 158.4M
- +19.1M (+13.7%) vs. Q4 2021
- Total value
- $7.33B
- −$6.95B (−48.6%) vs. Q4 2021
- New holders
- 91
- 157 more added
- Sold out
- 134
- 69 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 30,867,478 | $1.43B | 0.35% | +11,502,492+59.4% | Added |
| Baillie Gifford & Co | 20,482,855 | $947.9M | 0.66% | +4,168,342+25.5% | Added |
| Vanguard Group Inc | 16,498,384 | $763.5M | 0.02% | +1,883,050+12.9% | Added |
| Morgan Stanley | 10,508,261 | $486.3M | 0.07% | +2,387,570+29.4% | Added |
| Price T Rowe Associates Inc | 9,946,017 | $460.3M | 0.05% | +2,045,682+25.9% | Added |
| BlackRock Inc. | 5,180,921 | $239.8M | 0.01% | +1,432,202+38.2% | Added |
| Jennison Associates LLC | 4,060,613 | $187.9M | 0.14% | +1,570,716+63.1% | Added |
| JPMorgan Chase & Co | 3,611,462 | $167.1M | 0.02% | −1,550,554−30.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,261,652 | $150.9M | 42.21% | +3,261,652 | New |
| VK Services, LLC | 3,117,092 | $144.3M | 7.39% | −1,258,134−28.8% | Reduced |
| GGV Capital LLC | 2,765,848 | $128.0M | 17.74% | −38,728−1.4% | Reduced |
| Goldman Sachs Group Inc | 2,671,405 | $123.6M | 0.03% | +968,987+56.9% | Added |
| Spyglass Capital Management LLC | 2,375,632 | $109.9M | 3.76% | +963,118+68.2% | Added |
| Gilder Gagnon Howe & Co LLC | 2,090,398 | $96.7M | 0.89% | −205,089−8.9% | Reduced |
| State Street Corp | 1,816,562 | $84.1M | 0.00% | +643,926+54.9% | Added |
| Abdiel Capital Advisors, LP | 1,687,657 | $78.1M | 4.81% | +90.0% | Added |
| Geode Capital Management, LLC | 1,656,987 | $76.5M | 0.01% | +211,845+14.7% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $75.1M | 84.73% | 00.0% | Unchanged |
| FMR LLC | 1,548,890 | $71.7M | 0.01% | −2,095,931−57.5% | Reduced |
| Citadel Advisors LLC | 1,461,836 | $67.7M | 0.08% | +344,238+30.8% | Added |
| Norges Bank | 1,396,909 | $64.6M | 0.01% | +1,396,909 | New |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $61.5M | 20.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,112,081 | $51.5M | 0.10% | +239,242+27.4% | Added |
| BFT Financial Group, LLC | 1,051,126 | $48.6M | 7.75% | +1,051,126 | New |
| Charles Schwab Investment Management Inc | 870,959 | $40.3M | 0.01% | +102,301+13.3% | Added |
| Legal & General Group Plc | 757,124 | $35.0M | 0.01% | +541,045+250.4% | Added |
| Craft Ventures GP II, LLC | 751,646 | $34.8M | 100.00% | 00.0% | Unchanged |
| Barclays PLC | 726,576 | $33.6M | 0.03% | +726,576 | New |
| Allen Operations LLC | 721,382 | $33.4M | 5.88% | 00.0% | Unchanged |
| Swiss National Bank | 721,375 | $33.4M | 0.02% | +389,700+117.5% | Added |
| Northern Trust Corp | 715,871 | $33.1M | 0.01% | +277,903+63.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 709,028 | $32.8M | 0.08% | +196,444+38.3% | Added |
| Susquehanna International Group, LLP | 657,180 | $30.4M | 0.04% | −21,230−3.1% | Reduced |
| TD Asset Management Inc | 635,859 | $29.4M | 0.03% | −88,702−12.2% | Reduced |
| Bank of New York Mellon Corp | 633,650 | $29.3M | 0.01% | +14,841+2.4% | Added |
| Battery Management Corp. | 617,560 | $28.6M | 4.35% | 00.0% | Unchanged |
| Twin Tree Management, LP | 546,319 | $25.3M | 0.50% | +546,319 | New |
| UBS Asset Management Americas Inc | 510,311 | $23.6M | 0.01% | +203,249+66.2% | Added |
| La Financiere de L'Echiquier | 497,821 | $23.0M | 0.95% | −85,000−14.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 458,851 | $21.2M | 0.01% | +229,335+99.9% | Added |
| ThornTree Capital Partners LP | 449,573 | $20.8M | 4.56% | +134,022+42.5% | Added |
| HSBC Holdings PLC | 419,667 | $19.5M | 0.03% | −319,290−43.2% | Reduced |
| Renaissance Technologies LLC | 404,400 | $18.7M | 0.02% | −585,983−59.2% | Reduced |
| ETF Managers Group, LLC | 388,970 | $18.2M | 0.37% | +139,087+55.7% | Added |
| Eaton Vance Management | 379,936 | $17.6M | 0.02% | −255−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 361,255 | $16.7M | 0.04% | −54,450−13.1% | Reduced |
| Teacher Retirement System of Texas | 349,825 | $16.2M | 0.08% | −298,122−46.0% | Reduced |
| Pacific Heights Asset Management LLC | 336,000 | $15.6M | 1.33% | +175,000+108.7% | Added |
| Credit Suisse AG | 305,531 | $14.1M | 0.01% | +44,221+16.9% | Added |
| Schusterman Interests, LLC | 291,152 | $13.5M | 8.51% | 00.0% | Unchanged |
| Group One Trading, L.P. | 290,438 | $13.4M | 0.29% | +171,693+144.6% | Added |
| Builders Union LLP | 289,700 | $13.4M | 9.03% | +289,700 | New |
| Bank of Montreal | 286,595 | $13.4M | 0.01% | −56,998−16.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 286,819 | $13.3M | 3.54% | +175+0.1% | Added |
| California Public Employees Retirement System | 273,531 | $12.7M | 0.01% | +273,531 | New |
| EJF Capital LLC | 250,000 | $11.6M | 1.24% | −35,000−12.3% | Reduced |
| D. E. Shaw & Co., Inc. | 243,859 | $11.3M | 0.01% | −2,326,625−90.5% | Reduced |
| HRT Financial LP | 235,838 | $10.9M | 0.08% | +235,838 | New |
| Royal Bank of Canada | 229,542 | $10.6M | 0.00% | +120,070+109.7% | Added |
| Bank of America Corp | 206,991 | $9.58M | 0.00% | −142,401−40.8% | Reduced |
| Hidden Lake Asset Management LP | 206,139 | $9.54M | 4.37% | +30,830+17.6% | Added |
| Catalyst Private Wealth, LLC | 203,578 | $9.42M | 4.71% | +29,898+17.2% | Added |
| UBS Group AG | 202,442 | $9.37M | 0.00% | +126,014+164.9% | Added |
| California State Teachers Retirement System | 200,970 | $9.30M | 0.01% | +93,919+87.7% | Added |
| Foxhaven Asset Management, LP | 200,000 | $9.26M | 0.35% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 200,000 | $9.26M | 5.54% | +110,000+122.2% | Added |
| Walleye Trading LLC | 198,968 | $9.21M | 0.19% | +139,093+232.3% | Added |
| Invesco Ltd. | 187,859 | $8.70M | 0.00% | +13,957+8.0% | Added |
| Citigroup Inc | 185,009 | $8.56M | 0.01% | +111,598+152.0% | Added |
| Millennium Management LLC | 183,655 | $8.50M | 0.01% | +95,439+108.2% | Added |
| Durable Capital Partners LP | 181,240 | $8.39M | 0.07% | −1,260,336−87.4% | Reduced |
| Tudor Investment Corp Et Al | 178,249 | $8.25M | 0.21% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 176,420 | $8.16M | 0.02% | +134,948+325.4% | Added |
| Harvard Management Co Inc | 173,560 | $8.03M | 0.81% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 169,455 | $7.84M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 165,194 | $7.64M | 0.00% | +63,252+62.0% | Added |
| Teachers Retirement System of the State of Kentucky | 162,430 | $7.52M | 0.07% | +42,000+34.9% | Added |
| Allen Investment Management LLC | 162,088 | $7.50M | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 148,557 | $6.87M | 0.16% | +19,678+15.3% | Added |
| FIL Ltd | 147,653 | $6.83M | 0.01% | +147,653 | New |
| Wells Fargo & Company | 146,380 | $6.77M | 0.00% | +75,963+107.9% | Added |
| Wellington Management Group LLP | 143,367 | $6.63M | 0.00% | −1,517,905−91.4% | Reduced |
| Titleist Asset Management, Ltd. | 128,445 | $5.94M | 1.22% | +64,130+99.7% | Added |
| Flight Deck Capital, LP | 123,100 | $5.70M | 3.70% | −175,235−58.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 121,912 | $5.64M | 0.11% | +121,912 | New |
| Amundi | 142,201 | $5.50M | 0.00% | +89,563+170.1% | Added |
| Portland Ltd | 113,320 | $5.24M | 90.55% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 109,971 | $5.09M | 0.00% | +11,067+11.2% | Added |
| State of Wisconsin Investment Board | 108,489 | $5.02M | 0.01% | +62,160+134.2% | Added |
| Russell Investments Group, Ltd. | 105,916 | $4.90M | 0.01% | +70,744+201.1% | Added |
| State of New Jersey Common Pension Fund D | 102,529 | $4.75M | 0.02% | +49,376+92.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97,936 | $4.53M | 0.02% | +59,136+152.4% | Added |
| First Republic Investment Management, Inc. | 97,856 | $4.53M | 0.01% | −6,524−6.3% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $4.30M | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 91,872 | $4.25M | 0.36% | +70,905+338.2% | Added |
| Cypress Point Wealth Management, LLC | 91,318 | $4.23M | 4.29% | 00.0% | Unchanged |
| Simplex Trading, LLC | 87,465 | $4.05M | 0.13% | −143,772−62.2% | Reduced |
| Divisadero Street Capital Management, LP | 86,000 | $3.98M | 3.35% | +86,000 | New |
| BBR Partners, LLC | 85,028 | $3.94M | 0.37% | −165−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 81,083 | $3.79M | 0.00% | +74,290+1,093.6% | Added |