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, 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.

Institutional holdersQ2 2022: 348 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 heldQ2 2022: $2.94B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2022.

Institutions holding AFRM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC98$2.00K0.00%+62+172.2%Added
Investors Asset Management of Georgia Inc100$2.00K0.00%+100New
Bell Investment Advisors, Inc104$2.00K0.00%+104New
Halpern Financial, Inc.100$1.81K0.00%+100New
Venture Visionary Partners LLC87$1.57K0.00%+87New
Simplex Trading, LLC85$1.00K0.00%−87,380−99.9%Reduced
Money Concepts Capital Corp86$1.00K0.00%−6,808−98.8%Reduced
O'Dell Group, LLC43$1.00K0.00%−132−75.4%Reduced
Hantz Financial Services, Inc.78$1.00K0.00%00.0%Unchanged
Allworth Financial LP79$1.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.80$1.00K0.00%00.0%Unchanged
US Bancorp68$1.00K0.00%00.0%Unchanged
Smithfield Trust Co75$1.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC68$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC74$1.00K0.00%00.0%Unchanged
West Oak Capital, LLC40$1.00K0.00%00.0%Unchanged
Hall Laurie J Trustee50$1.00K0.00%00.0%Unchanged
MCF Advisors LLC50$1.00K0.00%00.0%Unchanged
Horan Securities, Inc.26$1.00K0.00%+10+62.5%Added
Massmutual Trust Co FSB60$1.00K0.00%+60New
Migdal Insurance & Financial Holdings Ltd.28$1.00K0.00%+28New
Parkside Financial Bank & Trust90$1.00K0.00%+90New
Versant Capital Management, Inc31$1.00K0.00%+31New
West Paces Advisors Inc.5$900.00%00.0%Unchanged
Quent Capital, LLC7$00.00%−2,500−99.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP50$00.00%−35−41.2%Reduced
Ci Investments Inc.10$00.00%−10−50.0%Reduced
GHP Investment Advisors, Inc.14$00.00%00.0%Unchanged
Hudock, Inc.40$00.00%00.0%Unchanged
Heritage Wealth Advisors15$00.00%00.0%Unchanged
Larson Financial Group LLC20$00.00%00.0%Unchanged
Rise Advisors, LLC20$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$00.00%00.0%Unchanged
Investors Research Corp1$00.00%00.0%Unchanged
Retirement Group, LLC6$00.00%+3+100.0%Added
Hexagon Capital Partners LLC3$00.00%00.0%Unchanged
Jones Financial Companies LLLP6$00.00%+6New
Nuveen Asset Management, LLC334,014$00.00%+334,014New
Capital Advisors, Ltd. LLC22$00.00%+22New
EverSource Wealth Advisors, LLC4$00.00%+4New
FNY Investment Advisers, LLC20$00.00%+20New
Urban Wealth Management, LLC14$00.00%+14New
CoreCap Advisors, LLC25$00.00%+25New
IFP Advisors, Inc2,321––−625−21.2%Reduced
Gordian Capital Singapore Pte Ltd11––−440−97.6%Reduced
Mizuho Securities Co. Ltd.47––−1−2.1%Reduced
Berkshire Capital Holdings Inc10––00.0%Unchanged
Westside Investment Management, Inc.1,901––+540+39.7%Added
Citadel Advisors LLC0$00.00%−1,461,836−100.0%Sold out
Renaissance Technologies LLC0$00.00%−404,400−100.0%Sold out
Builders Union LLP0$00.00%−289,700−100.0%Sold out
HRT Financial LP0$00.00%−235,838−100.0%Sold out
Ardmore Road Asset Management LP0$00.00%−200,000−100.0%Sold out
Durable Capital Partners LP0$00.00%−181,240−100.0%Sold out
Wellington Management Group LLP0$00.00%−143,367−100.0%Sold out
Flight Deck Capital, LP0$00.00%−123,100−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−86,000−100.0%Sold out
Berylson Capital Partners, LLC0$00.00%−65,500−100.0%Sold out
Privium Fund Management B.V.0$00.00%−64,112−100.0%Sold out
Regents of the University of California0$00.00%−52,842−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−51,076−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−47,500−100.0%Sold out
DRW Securities, LLC0$00.00%−40,155−100.0%Sold out
FORA Capital, LLC0$00.00%−36,889−100.0%Sold out
Wolverine Trading, LLC0$00.00%−32,814−100.0%Sold out
Cinctive Capital Management LP0$00.00%−28,655−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−27,749−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−27,621−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−21,558−100.0%Sold out
Scge Management, L.P.0$00.00%−20,000−100.0%Sold out
HAP Trading, LLC0$00.00%−17,037−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−17,000−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−14,758−100.0%Sold out
HN Saltoro Capital, LP0$00.00%−11,800−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−10,938−100.0%Sold out
Interval Partners, LP0$00.00%−10,455−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−10,190−100.0%Sold out
XR Securities LLC0$00.00%−10,170−100.0%Sold out
Alight Capital Management LP0$00.00%−10,000−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−9,797−100.0%Sold out
XTX Topco Ltd0$00.00%−9,791−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−9,354−100.0%Sold out
Ieq Capital, LLC0$00.00%−9,299−100.0%Sold out
Jag Capital Management, LLC0$00.00%−6,005−100.0%Sold out
Mackenzie Financial Corp0$00.00%−9,002−100.0%Sold out
Stifel Financial Corp0$00.00%−8,816−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−8,309−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−8,207−100.0%Sold out
CIBC World Markets Inc.0$00.00%−8,211−100.0%Sold out
Cetera Investment Advisers0$00.00%−7,649−100.0%Sold out
ICONIQ Capital, LLC0$00.00%−7,502−100.0%Sold out
Malaga Cove Capital, LLC0$00.00%−7,399−100.0%Sold out
Kaizen Financial Strategies0$00.00%−7,385−100.0%Sold out
Western Wealth Management, LLC0$00.00%−7,332−100.0%Sold out
Afg Fiduciary Services Limited Partnership0$00.00%−7,250−100.0%Sold out
TradeLink Capital LLC0$00.00%−7,100−100.0%Sold out
ACT Capital Management, LLC0$00.00%−7,000−100.0%Sold out
Victory Capital Management Inc0$00.00%−10,745−100.0%Sold out
GFG Capital, LLC0$00.00%−6,643−100.0%Sold out
APG Asset Management N.V.0$00.00%−7,358−100.0%Sold out