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; 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, 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
- 162.7M
- +4.66M (+2.9%) vs. Q1 2022
- Total value
- $2.94B
- −$4.37B (−59.8%) vs. Q1 2022
- New holders
- 60
- 130 more added
- Sold out
- 96
- 79 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 7 | $0 | 0.00% | −2,500−99.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $0 | 0.00% | −35−41.2% | Reduced |
| Ci Investments Inc. | 10 | $0 | 0.00% | −10−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Nuveen Asset Management, LLC | 334,014 | $0 | 0.00% | +334,014 | New |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 20 | $0 | 0.00% | +20 | New |
| Urban Wealth Management, LLC | 14 | $0 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 25 | $0 | 0.00% | +25 | New |
| West Paces Advisors Inc. | 5 | $90 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 85 | $1.00K | 0.00% | −87,380−99.9% | Reduced |
| Money Concepts Capital Corp | 86 | $1.00K | 0.00% | −6,808−98.8% | Reduced |
| O'Dell Group, LLC | 43 | $1.00K | 0.00% | −132−75.4% | Reduced |
| Hantz Financial Services, Inc. | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 26 | $1.00K | 0.00% | +10+62.5% | Added |
| Massmutual Trust Co FSB | 60 | $1.00K | 0.00% | +60 | New |
| Migdal Insurance & Financial Holdings Ltd. | 28 | $1.00K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 90 | $1.00K | 0.00% | +90 | New |
| Versant Capital Management, Inc | 31 | $1.00K | 0.00% | +31 | New |
| Venture Visionary Partners LLC | 87 | $1.57K | 0.00% | +87 | New |
| Halpern Financial, Inc. | 100 | $1.81K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 145 | $2.00K | 0.00% | −230−61.3% | Reduced |
| Centerpoint Advisors, LLC | 125 | $2.00K | 0.00% | −50−28.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 134 | $2.00K | 0.00% | −7−5.0% | Reduced |
| Salem Investment Counselors Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $2.00K | 0.00% | +62+172.2% | Added |
| Investors Asset Management of Georgia Inc | 100 | $2.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 104 | $2.00K | 0.00% | +104 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 151 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 156 | $3.00K | 0.00% | +78+100.0% | Added |
| Beacon Capital Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 234 | $4.00K | 0.00% | +22+10.4% | Added |
| Crewe Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $4.00K | 0.00% | +100+200.0% | Added |
| Atlas Capital Advisors LLC | 250 | $4.51K | 0.00% | +250 | New |
| Credit Agricole S A | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 255 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 287 | $5.00K | 0.00% | +39+15.7% | Added |
| Charter Oak Capital Management, LLC | 250 | $5.00K | 0.00% | +100+66.7% | Added |
| Ellis Investment Partners, LLC | 375 | $6.00K | 0.00% | +220+141.9% | Added |
| Tradewinds Capital Management, LLC | 315 | $6.00K | 0.00% | +265+530.0% | Added |
| Creative Financial Designs Inc | 365 | $7.00K | 0.00% | −65−15.1% | Reduced |
| Geneos Wealth Management Inc. | 415 | $7.00K | 0.00% | +40+10.7% | Added |
| Atticus Wealth Management, LLC | 397 | $7.00K | 0.00% | +357+892.5% | Added |
| Hoey Investments, Inc | 522 | $9.00K | 0.00% | −17,565−97.1% | Reduced |
| Umb Bank N A | 484 | $9.00K | 0.00% | −100−17.1% | Reduced |
| Signaturefd, LLC | 486 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 487 | $9.00K | 0.00% | +167+52.2% | Added |
| TSFG, LLC | 550 | $10.0K | 0.00% | −200−26.7% | Reduced |
| Fifth Third Bancorp | 550 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 600 | $11.0K | 0.01% | +600 | New |
| Harbour Investments, Inc. | 700 | $13.0K | 0.00% | +700 | New |
| Spire Wealth Management | 784 | $14.0K | 0.00% | −230−22.7% | Reduced |
| TCI Wealth Advisors, Inc. | 782 | $14.0K | 0.00% | −200−20.4% | Reduced |
| CWM, LLC | 802 | $14.0K | 0.00% | +73+10.0% | Added |
| Ravenstone Capital Management Inc. | 795 | $14.4K | 0.01% | 00.0% | Unchanged |
| Seeyond | 1,014 | $18.0K | 0.00% | −21−2.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1,442 | $26.0K | 0.01% | +1,442 | New |
| Stephens Consulting, LLC | 1,500 | $27.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,827 | $32.0K | 0.03% | +1,180+182.4% | Added |
| American International Group, Inc. | 1,837 | $33.0K | 0.00% | +1,837 | New |
| Swiss Life Asset Management Ltd | 1,885 | $34.1K | 0.00% | +1,885 | New |
| Kathleen S. Wright Associates Inc. | 1,936 | $35.0K | 0.03% | +635+48.8% | Added |
| Exchange Traded Concepts, LLC | 2,013 | $36.0K | 0.00% | +493+32.4% | Added |
| AdvisorNet Financial, Inc | 2,000 | $36.0K | 0.00% | +1,000+100.0% | Added |
| North Star Investment Management Corp. | 2,000 | $36.0K | 0.00% | +1,300+185.7% | Added |
| Parallel Advisors, LLC | 2,092 | $38.0K | 0.00% | −198−8.6% | Reduced |
| Tfo-TDC, LLC | 2,112 | $38.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,387 | $43.0K | 0.00% | −7,650−76.2% | Reduced |