Skip to main content

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, 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.

Institutional holdersQ1 2022: 391 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: 662 institutions
Value heldQ1 2022: $7.33B
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 2026662$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, Q1 2022

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2021.

Institutions holding AFRM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.105,916$4.90M0.01%+70,744+201.1%Added
State of Wisconsin Investment Board108,489$5.02M0.01%+62,160+134.2%Added
Parametric Portfolio Associates LLC109,971$5.09M0.00%+11,067+11.2%Added
Portland Ltd113,320$5.24M90.55%00.0%Unchanged
Amundi142,201$5.50M0.00%+89,563+170.1%Added
Susquehanna Fundamental Investments, LLC121,912$5.64M0.11%+121,912New
Flight Deck Capital, LP123,100$5.70M3.70%−175,235−58.7%Reduced
Titleist Asset Management, Ltd.128,445$5.94M1.22%+64,130+99.7%Added
Wellington Management Group LLP143,367$6.63M0.00%−1,517,905−91.4%Reduced
Wells Fargo & Company146,380$6.77M0.00%+75,963+107.9%Added
FIL Ltd147,653$6.83M0.01%+147,653New
Penserra Capital Management LLC148,557$6.87M0.16%+19,678+15.3%Added
Allen Investment Management LLC162,088$7.50M0.10%00.0%Unchanged
Teachers Retirement System of the State of Kentucky162,430$7.52M0.07%+42,000+34.9%Added
Deutsche Bank AG165,194$7.64M0.00%+63,252+62.0%Added
Canada Pension Plan Investment Board169,455$7.84M0.01%00.0%Unchanged
Harvard Management Co Inc173,560$8.03M0.81%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.176,420$8.16M0.02%+134,948+325.4%Added
Tudor Investment Corp Et Al178,249$8.25M0.21%00.0%Unchanged
Durable Capital Partners LP181,240$8.39M0.07%−1,260,336−87.4%Reduced
Millennium Management LLC183,655$8.50M0.01%+95,439+108.2%Added
Citigroup Inc185,009$8.56M0.01%+111,598+152.0%Added
Invesco Ltd.187,859$8.70M0.00%+13,957+8.0%Added
Walleye Trading LLC198,968$9.21M0.19%+139,093+232.3%Added
Foxhaven Asset Management, LP200,000$9.26M0.35%00.0%Unchanged
Ardmore Road Asset Management LP200,000$9.26M5.54%+110,000+122.2%Added
California State Teachers Retirement System200,970$9.30M0.01%+93,919+87.7%Added
UBS Group AG202,442$9.37M0.00%+126,014+164.9%Added
Catalyst Private Wealth, LLC203,578$9.42M4.71%+29,898+17.2%Added
Hidden Lake Asset Management LP206,139$9.54M4.37%+30,830+17.6%Added
Bank of America Corp206,991$9.58M0.00%−142,401−40.8%Reduced
Royal Bank of Canada229,542$10.6M0.00%+120,070+109.7%Added
HRT Financial LP235,838$10.9M0.08%+235,838New
D. E. Shaw & Co., Inc.243,859$11.3M0.01%−2,326,625−90.5%Reduced
EJF Capital LLC250,000$11.6M1.24%−35,000−12.3%Reduced
California Public Employees Retirement System273,531$12.7M0.01%+273,531New
Mission Creek Capital Partners, Inc.286,819$13.3M3.54%+175+0.1%Added
Bank of Montreal286,595$13.4M0.01%−56,998−16.6%Reduced
Builders Union LLP289,700$13.4M9.03%+289,700New
Group One Trading, L.P.290,438$13.4M0.29%+171,693+144.6%Added
Schusterman Interests, LLC291,152$13.5M8.51%00.0%Unchanged
Credit Suisse AG305,531$14.1M0.01%+44,221+16.9%Added
Pacific Heights Asset Management LLC336,000$15.6M1.33%+175,000+108.7%Added
Teacher Retirement System of Texas349,825$16.2M0.08%−298,122−46.0%Reduced
Mirae Asset Global Investments Co., Ltd.361,255$16.7M0.04%−54,450−13.1%Reduced
Eaton Vance Management379,936$17.6M0.02%−255−0.1%Reduced
ETF Managers Group, LLC388,970$18.2M0.37%+139,087+55.7%Added
Renaissance Technologies LLC404,400$18.7M0.02%−585,983−59.2%Reduced
HSBC Holdings PLC419,667$19.5M0.03%−319,290−43.2%Reduced
ThornTree Capital Partners LP449,573$20.8M4.56%+134,022+42.5%Added
Sumitomo Mitsui Trust Holdings, Inc.458,851$21.2M0.01%+229,335+99.9%Added
La Financiere de L'Echiquier497,821$23.0M0.95%−85,000−14.6%Reduced
UBS Asset Management Americas Inc510,311$23.6M0.01%+203,249+66.2%Added
Twin Tree Management, LP546,319$25.3M0.50%+546,319New
Battery Management Corp.617,560$28.6M4.35%00.0%Unchanged
Bank of New York Mellon Corp633,650$29.3M0.01%+14,841+2.4%Added
TD Asset Management Inc635,859$29.4M0.03%−88,702−12.2%Reduced
Susquehanna International Group, LLP657,180$30.4M0.04%−21,230−3.1%Reduced
Mitsubishi UFJ Trust & Banking Corp709,028$32.8M0.08%+196,444+38.3%Added
Northern Trust Corp715,871$33.1M0.01%+277,903+63.5%Added
Allen Operations LLC721,382$33.4M5.88%00.0%Unchanged
Swiss National Bank721,375$33.4M0.02%+389,700+117.5%Added
Barclays PLC726,576$33.6M0.03%+726,576New
Craft Ventures GP II, LLC751,646$34.8M100.00%00.0%Unchanged
Legal & General Group Plc757,124$35.0M0.01%+541,045+250.4%Added
Charles Schwab Investment Management Inc870,959$40.3M0.01%+102,301+13.3%Added
BFT Financial Group, LLC1,051,126$48.6M7.75%+1,051,126New
Jane Street Group, LLC1,112,081$51.5M0.10%+239,242+27.4%Added
Bullfrog Capital GP, Ltd.1,329,622$61.5M20.05%00.0%Unchanged
Norges Bank1,396,909$64.6M0.01%+1,396,909New
Citadel Advisors LLC1,461,836$67.7M0.08%+344,238+30.8%Added
FMR LLC1,548,890$71.7M0.01%−2,095,931−57.5%Reduced
Founders Fund Growth Management, LLC1,622,338$75.1M84.73%00.0%Unchanged
Geode Capital Management, LLC1,656,987$76.5M0.01%+211,845+14.7%Added
Abdiel Capital Advisors, LP1,687,657$78.1M4.81%+90.0%Added
State Street Corp1,816,562$84.1M0.00%+643,926+54.9%Added
Gilder Gagnon Howe & Co LLC2,090,398$96.7M0.89%−205,089−8.9%Reduced
Spyglass Capital Management LLC2,375,632$109.9M3.76%+963,118+68.2%Added
Goldman Sachs Group Inc2,671,405$123.6M0.03%+968,987+56.9%Added
GGV Capital LLC2,765,848$128.0M17.74%−38,728−1.4%Reduced
VK Services, LLC3,117,092$144.3M7.39%−1,258,134−28.8%Reduced
Three Bridge Wealth Advisors, LLC3,261,652$150.9M42.21%+3,261,652New
JPMorgan Chase & Co3,611,462$167.1M0.02%−1,550,554−30.0%Reduced
Jennison Associates LLC4,060,613$187.9M0.14%+1,570,716+63.1%Added
BlackRock Inc.5,180,921$239.8M0.01%+1,432,202+38.2%Added
Price T Rowe Associates Inc9,946,017$460.3M0.05%+2,045,682+25.9%Added
Morgan Stanley10,508,261$486.3M0.07%+2,387,570+29.4%Added
Vanguard Group Inc16,498,384$763.5M0.02%+1,883,050+12.9%Added
Baillie Gifford & Co20,482,855$947.9M0.66%+4,168,342+25.5%Added
Capital Research Global Investors30,867,478$1.43B0.35%+11,502,492+59.4%Added
Westside Investment Management, Inc.1,361––+190+16.2%Added
Sugarloaf Wealth Management, LLC0$00.00%−100−100.0%Sold out
Melvin Capital Management LP0$00.00%−2,700,000−100.0%Sold out
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−866,820−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−864,369−100.0%Sold out
Jericho Capital Asset Management L.P.0$00.00%−803,000−100.0%Sold out
Fred Alger Management, LLC0$00.00%−631,219−100.0%Sold out
Ardevora Asset Management LLP0$00.00%−586,800−100.0%Sold out
Two Sigma Investments, LP0$00.00%−507,101−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−475,760−100.0%Sold out