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 $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 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
- 348
- −36 vs. Q1 2022
- Shares held
- 162.8M
- +4.39M (+2.8%) vs. Q1 2022
- Total value
- $2.94B
- −$4.39B (−59.8%) vs. Q1 2022
- New holders
- 60
- 129 more added
- Sold out
- 96
- 80 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,791,528 | $447.8M | 0.14% | −6,075,950−19.7% | Reduced |
| Baillie Gifford & Co | 18,686,692 | $337.5M | 0.35% | −1,796,163−8.8% | Reduced |
| Morgan Stanley | 16,664,719 | $301.0M | 0.04% | +6,156,458+58.6% | Added |
| Vanguard Group Inc | 16,437,761 | $296.9M | 0.01% | −60,623−0.4% | Reduced |
| Price T Rowe Associates Inc | 11,350,295 | $205.0M | 0.03% | +1,404,278+14.1% | Added |
| BlackRock Inc. | 8,462,011 | $152.8M | 0.00% | +3,281,090+63.3% | Added |
| Jennison Associates LLC | 4,107,375 | $74.2M | 0.07% | +46,762+1.2% | Added |
| State Street Corp | 3,571,814 | $64.5M | 0.00% | +1,755,252+96.6% | Added |
| Spyglass Capital Management LLC | 3,294,605 | $59.5M | 3.31% | +918,973+38.7% | Added |
| JPMorgan Chase & Co | 3,269,094 | $59.0M | 0.01% | −342,368−9.5% | Reduced |
| GGV Capital LLC | 2,652,475 | $47.9M | 11.44% | −113,373−4.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,488,387 | $44.9M | 22.01% | −773,265−23.7% | Reduced |
| Geode Capital Management, LLC | 2,318,647 | $41.8M | 0.01% | +661,660+39.9% | Added |
| Abdiel Capital Advisors, LP | 2,133,792 | $38.5M | 2.60% | +446,135+26.4% | Added |
| VK Services, LLC | 1,858,958 | $33.6M | 5.01% | −1,258,134−40.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,811,433 | $32.7M | 0.58% | −278,965−13.3% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $29.3M | 85.62% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,384,478 | $25.0M | 6.73% | +333,352+31.7% | Added |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $24.0M | 14.57% | 00.0% | Unchanged |
| Norges Bank | 1,218,606 | $22.0M | 0.01% | −178,303−12.8% | Reduced |
| Bank of New York Mellon Corp | 1,067,900 | $19.3M | 0.00% | +434,250+68.5% | Added |
| Barclays PLC | 1,058,658 | $19.1M | 0.02% | +332,082+45.7% | Added |
| Northern Trust Corp | 1,041,533 | $18.8M | 0.00% | +325,662+45.5% | Added |
| FMR LLC | 973,341 | $17.6M | 0.00% | −575,549−37.2% | Reduced |
| Charles Schwab Investment Management Inc | 922,429 | $16.7M | 0.01% | +51,470+5.9% | Added |
| Goldman Sachs Group Inc | 902,239 | $16.3M | 0.00% | −1,769,166−66.2% | Reduced |
| Legal & General Group Plc | 833,222 | $15.0M | 0.01% | +76,098+10.1% | Added |
| Swiss National Bank | 824,975 | $14.9M | 0.01% | +103,600+14.4% | Added |
| J. Goldman & Co LP | 824,955 | $14.9M | 1.17% | +824,955 | New |
| Craft Ventures GP II, LLC | 751,646 | $13.6M | 100.00% | 00.0% | Unchanged |
| Allen Operations LLC | 721,382 | $13.0M | 3.27% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 721,457 | $13.0M | 0.03% | +12,429+1.8% | Added |
| UBS Asset Management Americas Inc | 678,958 | $12.3M | 0.01% | +168,647+33.0% | Added |
| Credit Suisse AG | 675,862 | $12.2M | 0.01% | +370,331+121.2% | Added |
| TD Asset Management Inc | 625,808 | $11.3M | 0.01% | −10,051−1.6% | Reduced |
| Battery Management Corp. | 617,560 | $11.2M | 1.85% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 596,100 | $10.8M | 0.05% | +596,100 | New |
| Capital Fund Management S.A. | 516,257 | $9.32M | 0.25% | +504,542+4,306.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 508,065 | $9.18M | 0.01% | +49,214+10.7% | Added |
| Eaton Vance Management | 463,416 | $8.37M | 0.01% | +83,480+22.0% | Added |
| 12 West Capital Management LP | 450,000 | $8.13M | 0.69% | +450,000 | New |
| ThornTree Capital Partners LP | 435,560 | $7.87M | 3.08% | −14,013−3.1% | Reduced |
| 6elm Capital LP | 411,963 | $7.44M | 12.98% | +411,963 | New |
| Pacific Heights Asset Management LLC | 411,000 | $7.42M | 0.76% | +75,000+22.3% | Added |
| ETF Managers Group, LLC | 380,270 | $7.23M | 0.21% | −8,700−2.2% | Reduced |
| HSBC Holdings PLC | 396,994 | $7.22M | 0.01% | −22,673−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 397,721 | $7.18M | 0.01% | +153,862+63.1% | Added |
| Royal Bank of Canada | 377,090 | $6.81M | 0.00% | +147,548+64.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 364,423 | $6.58M | 0.02% | −358,087−49.6% | Reduced |
| Bank of America Corp | 346,727 | $6.26M | 0.00% | +139,736+67.5% | Added |
| Teacher Retirement System of Texas | 344,064 | $6.21M | 0.04% | −5,761−1.6% | Reduced |
| Man Group plc | – | $5.99M | 0.03% | – | – |
| California State Teachers Retirement System | 309,493 | $5.59M | 0.01% | +108,523+54.0% | Added |
| Invesco Ltd. | 298,430 | $5.39M | 0.00% | +110,571+58.9% | Added |
| CTC LLC | 292,119 | $5.28M | 0.30% | +292,119 | New |
| Schusterman Interests, LLC | 291,152 | $5.26M | 5.56% | 00.0% | Unchanged |
| California Public Employees Retirement System | 277,456 | $5.01M | 0.00% | +3,925+1.4% | Added |
| La Financiere de L'Echiquier | 272,000 | $4.91M | 0.29% | −225,821−45.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 271,024 | $4.89M | 1.64% | −15,795−5.5% | Reduced |
| UBS Group AG | 265,020 | $4.79M | 0.00% | +62,578+30.9% | Added |
| K2 Principal Fund, L.P. | 264,501 | $4.78M | 0.81% | +233,300+747.7% | Added |
| Susquehanna International Group, LLP | 254,404 | $4.59M | 0.01% | −402,776−61.3% | Reduced |
| Amundi | 177,385 | $3.87M | 0.00% | +35,184+24.7% | Added |
| Citigroup Inc | 210,195 | $3.79M | 0.01% | +25,186+13.6% | Added |
| Westside Investment Management, Inc. | 1,901 | $3.76M | 0.01% | +540+39.7% | Added |
| Hidden Lake Asset Management LP | 207,266 | $3.74M | 3.71% | +1,127+0.5% | Added |
| Blueshift Asset Management, LLC | 207,190 | $3.74M | 0.62% | +197,926+2,136.5% | Added |
| Foxhaven Asset Management, LP | 200,000 | $3.61M | 0.16% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 199,445 | $3.60M | 2.55% | −4,133−2.0% | Reduced |
| Nomura Holdings Inc | 209,262 | $3.59M | 0.02% | +177,365+556.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 188,732 | $3.41M | 0.01% | +12,312+7.0% | Added |
| Deutsche Bank AG | 184,076 | $3.33M | 0.00% | +18,882+11.4% | Added |
| Penserra Capital Management LLC | 183,518 | $3.31M | 0.09% | +34,961+23.5% | Added |
| Jump Financial, LLC | 180,708 | $3.26M | 0.14% | +180,708 | New |
| Harvard Management Co Inc | 173,560 | $3.13M | 0.36% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 169,455 | $3.06M | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 165,865 | $3.00M | 0.04% | +165,865 | New |
| Ensign Peak Advisors, Inc | 164,604 | $2.97M | 0.01% | +100,043+155.0% | Added |
| New York State Common Retirement Fund | 164,600 | $2.97M | 0.00% | +164,600 | New |
| One Fin Capital Management LP | 163,000 | $2.94M | 1.07% | +163,000 | New |
| Allen Investment Management LLC | 162,088 | $2.93M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 160,993 | $2.91M | 0.00% | +160,993 | New |
| Tudor Investment Corp Et Al | 155,619 | $2.81M | 0.08% | −22,630−12.7% | Reduced |
| Nishkama Capital, LLC | 148,000 | $2.67M | 1.31% | +148,000 | New |
| Squarepoint Ops LLC | 145,327 | $2.63M | 0.02% | +133,776+1,158.1% | Added |
| Twin Tree Management, LP | 145,182 | $2.62M | 0.05% | −401,137−73.4% | Reduced |
| Calixto Global Investors, LP | 135,501 | $2.45M | 2.45% | +135,501 | New |
| Titleist Asset Management, Ltd. | 131,934 | $2.38M | 0.59% | +3,489+2.7% | Added |
| Holocene Advisors, LP | 130,547 | $2.36M | 0.01% | +130,547 | New |
| State Board of Administration of Florida Retirement System | 126,329 | $2.28M | 0.01% | +126,329 | New |
| Gotham Asset Management, LLC | 121,855 | $2.20M | 0.07% | +117,510+2,704.5% | Added |
| State of Wisconsin Investment Board | 121,221 | $2.19M | 0.01% | +12,732+11.7% | Added |
| PEAK6 Investments LLC | 121,196 | $2.14M | 0.05% | +61,064+101.5% | Added |
| State of New Jersey Common Pension Fund D | 118,254 | $2.14M | 0.01% | +15,725+15.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $2.07M | 0.01% | +16,600+16.9% | Added |
| Optiver Holding B.V. | 113,682 | $2.05M | 0.00% | +113,682 | New |
| Portland Ltd | 113,320 | $2.05M | 59.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 107,297 | $1.94M | 0.00% | −39,083−26.7% | Reduced |
| Seven Eight Capital, LP | 106,008 | $1.92M | 0.77% | +69,591+191.1% | Added |
| Russell Investments Group, Ltd. | 104,103 | $1.88M | 0.00% | −1,813−1.7% | Reduced |