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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 13,454 | $243.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,268 | $240.0K | 0.00% | −5,666−29.9% | Reduced |
| Private Advisor Group, LLC | 12,712 | $230.0K | 0.00% | −4,453−25.9% | Reduced |
| Standard Life Aberdeen plc | 12,591 | $227.0K | 0.00% | +362+3.0% | Added |
| Vident Investment Advisory, LLC | 12,453 | $225.0K | 0.01% | +1,793+16.8% | Added |
| Xcel Wealth Management, LLC | 11,354 | $205.0K | 0.07% | −26,305−69.9% | Reduced |
| Encompass Wealth Advisors, LLC | 11,345 | $205.0K | 0.07% | +4,619+68.7% | Added |
| Korea Investment CORP | 11,269 | $204.0K | 0.00% | −44,931−79.9% | Reduced |
| Ionic Capital Management LLC | 11,000 | $199.0K | 0.04% | +11,000 | New |
| Paragon Capital Management Ltd | 10,770 | $195.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,577 | $191.0K | 0.02% | +2,838+36.7% | Added |
| Bridgefront Capital, LLC | 10,571 | $191.0K | 0.21% | +10,571 | New |
| TD Waterhouse Canada Inc. | 9,725 | $189.8K | 0.00% | −1,137−10.5% | Reduced |
| Dimensional Fund Advisors LP | 10,270 | $186.0K | 0.00% | +40.0% | Added |
| CIBC Asset Management Inc | 10,169 | $184.0K | 0.00% | −1,453−12.5% | Reduced |
| Hall Private Wealth Advisors | 10,000 | $181.0K | 0.10% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $181.0K | 0.00% | +2,000+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 9,925 | $179.0K | 0.11% | +1,225+14.1% | Added |
| Daiwa Securities Group Inc. | 9,735 | $176.0K | 0.00% | +2,135+28.1% | Added |
| Leonteq Securities AG | 9,270 | $167.4K | 0.01% | +3,509+60.9% | Added |
| Advisors Asset Management, Inc. | 9,172 | $166.0K | 0.00% | +9,172 | New |
| American Portfolios Advisors | 7,738 | $139.7K | 0.01% | +1,270+19.6% | Added |
| KBC Group NV | 7,526 | $136.0K | 0.00% | +1,073+16.6% | Added |
| Tortoise Index Solutions, LLC | 7,396 | $134.0K | 0.03% | +210+2.9% | Added |
| FIL Ltd | 6,884 | $124.0K | 0.00% | −140,769−95.3% | Reduced |
| Westpac Banking Corp | 6,761 | $122.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,092 | $110.0K | 0.00% | +5,774+108.6% | Added |
| Resolute Partners Group | 6,041 | $109.0K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 5,503 | $99.0K | 0.11% | +2,686+95.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,254 | $94.9K | 0.00% | −105−2.0% | Reduced |
| Meeder Asset Management Inc | 4,812 | $86.0K | 0.00% | +4,812 | New |
| Focused Wealth Management, Inc | 4,415 | $80.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,426 | $80.0K | 0.00% | +1,791+68.0% | Added |
| Highlander Capital Management, LLC | 3,950 | $71.0K | 0.04% | −750−16.0% | Reduced |
| Loomis Sayles & Co L P | 3,849 | $70.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 3,773 | $68.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 3,698 | $66.8K | 0.00% | +3,698 | New |
| Captrust Financial Advisors | 3,658 | $66.0K | 0.00% | +3,244+783.6% | Added |
| Robeco Institutional Asset Management B.V. | 3,510 | $63.0K | 0.00% | −4,086−53.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,331 | $60.0K | 0.00% | −1,241−27.1% | Reduced |
| Alpha Paradigm Partners, LLC | 2,832 | $51.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,563 | $47.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,501 | $45.0K | 0.00% | −101−3.9% | Reduced |
| Lazard Asset Management LLC | 2,387 | $43.0K | 0.00% | −7,650−76.2% | Reduced |
| 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 |
| 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 |
| Kathleen S. Wright Associates Inc. | 1,936 | $35.0K | 0.03% | +635+48.8% | Added |
| Swiss Life Asset Management Ltd | 1,885 | $34.1K | 0.00% | +1,885 | New |
| American International Group, Inc. | 1,837 | $33.0K | 0.00% | +1,837 | New |
| Covestor Ltd | 1,827 | $32.0K | 0.03% | +1,180+182.4% | Added |
| Stephens Consulting, LLC | 1,500 | $27.1K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,442 | $26.0K | 0.01% | +1,442 | New |
| Seeyond | 1,014 | $18.0K | 0.00% | −21−2.0% | Reduced |
| Ravenstone Capital Management Inc. | 795 | $14.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 700 | $13.0K | 0.00% | +700 | New |
| Tyler-Stone Wealth Management | 600 | $11.0K | 0.01% | +600 | New |
| TSFG, LLC | 550 | $10.0K | 0.00% | −200−26.7% | Reduced |
| Fifth Third Bancorp | 550 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 250 | $4.51K | 0.00% | +250 | New |
| 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 |
| 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 |
| 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 |