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.
| 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, 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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 750 | $35.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 729 | $34.0K | 0.00% | +137+23.1% | Added |
| North Star Investment Management Corp. | 700 | $32.0K | 0.00% | +200+40.0% | Added |
| Covestor Ltd | 647 | $30.0K | 0.02% | +647 | New |
| Gordian Capital Singapore Pte Ltd | 451 | $29.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 584 | $27.0K | 0.00% | +484+484.0% | Added |
| Koshinski Asset Management, Inc. | 544 | $25.2K | 0.00% | +68+14.3% | Added |
| Fifth Third Bancorp | 550 | $25.0K | 0.00% | −27−4.7% | Reduced |
| Signaturefd, LLC | 486 | $22.0K | 0.00% | +100+25.9% | Added |
| Creative Financial Designs Inc | 430 | $20.0K | 0.00% | −125−22.5% | Reduced |
| Captrust Financial Advisors | 414 | $19.0K | 0.00% | +94+29.4% | Added |
| Geneos Wealth Management Inc. | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 375 | $17.0K | 0.00% | +375 | New |
| BIT Capital GmbH | 357 | $16.5K | 0.00% | +126+54.5% | Added |
| Harbor Investment Advisory, LLC | 300 | $14.0K | 0.00% | −500−62.5% | Reduced |
| Selective Wealth Management, Inc. | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 292 | $14.0K | 0.00% | +145+98.6% | Added |
| Credit Agricole S A | 300 | $14.0K | 0.00% | +300 | New |
| Dark Forest Capital Management LP | 320 | $14.0K | 0.00% | +320 | New |
| Optimum Investment Advisors | 255 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 240 | $11.0K | 0.00% | +240 | New |
| Elequin Capital LP | 248 | $11.0K | 0.00% | +248 | New |
| Riggs Asset Managment Co. Inc. | 212 | $10.0K | 0.00% | +28+15.2% | Added |
| Banque Cantonale Vaudoise | 200 | $9.00K | 0.00% | −2,547−92.7% | Reduced |
| Crewe Advisors LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $9.00K | 0.00% | +100+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $8.00K | 0.00% | +75+75.0% | Added |
| O'Dell Group, LLC | 175 | $8.00K | 0.00% | +75+75.0% | Added |
| PYA Waltman Capital, LLC | 151 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 141 | $7.00K | 0.00% | +46+48.4% | Added |
| City State Bank | 155 | $7.00K | 0.00% | +65+72.2% | Added |
| Ellis Investment Partners, LLC | 155 | $7.00K | 0.00% | +155 | New |
| Charter Oak Capital Management, LLC | 150 | $7.00K | 0.00% | +150 | New |
| Dravo Bay LLC | 130 | $6.02K | 0.00% | +130 | New |
| Zions Bancorporation, N.A. | 129 | $6.00K | 0.00% | +78+152.9% | Added |
| Tortoise Investment Management, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $5.00K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 100 | $5.00K | 0.00% | +100 | New |
| HM Payson & Co | 84 | $4.00K | 0.00% | −364−81.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 78 | $4.00K | 0.00% | +29+59.2% | Added |
| Activest Wealth Management | 91 | $4.00K | 0.00% | +59+184.4% | Added |
| Hantz Financial Services, Inc. | 78 | $4.00K | 0.00% | +78 | New |
| Wolff Wiese Magana LLC | 74 | $3.00K | 0.00% | −1,225−94.3% | Reduced |
| US Bancorp | 68 | $3.00K | 0.00% | −1,184−94.6% | Reduced |
| Smithfield Trust Co | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Rockbridge Investment Management, LCC | 56 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 53 | $2.00K | 0.00% | +1+1.9% | Added |
| West Oak Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $2.00K | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Man Group plc | 39 | $2.00K | 0.00% | +39 | New |
| BDO Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 31 | $1.00K | 0.00% | −2,434−98.7% | Reduced |
| Hudock, Inc. | 40 | $1.00K | 0.00% | −150−78.9% | Reduced |
| FourThought Financial, LLC | 20 | $1.00K | 0.00% | −30−60.0% | Reduced |
| SOA Wealth Advisors, LLC. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| IndexIQ Advisors LLC | 27 | $1.00K | 0.00% | +27 | New |
| Heritage Wealth Advisors | 15 | $1.00K | 0.00% | +15 | New |
| CenterStar Asset Management, LLC | – | $1.00K | 0.00% | – | New |
| Global Retirement Partners, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Rise Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | +2+200.0% | Added |
| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $0 | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 1,361 | – | – | +190+16.2% | Added |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Melvin Capital Management LP | 0 | $0 | 0.00% | −2,700,000−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −866,820−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −864,369−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −803,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −631,219−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −586,800−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −507,101−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −475,760−100.0% | Sold out |