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, Q3 2022
Institutional positions in Affirm Holdings, Inc. as of Sep 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
- 354
- +9 vs. Q2 2022
- Shares held
- 174.3M
- +13.0M (+8.1%) vs. Q2 2022
- Total value
- $3.26B
- +$346.2M (+11.9%) vs. Q2 2022
- New holders
- 64
- 115 more added
- Sold out
- 55
- 82 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 27,433,886 | $514.7M | 0.17% | +2,642,358+10.7% | Added |
| Morgan Stanley | 21,324,343 | $400.0M | 0.05% | +4,659,624+28.0% | Added |
| Baillie Gifford & Co | 20,510,103 | $384.8M | 0.40% | +1,823,411+9.8% | Added |
| Vanguard Group Inc | 17,192,315 | $322.5M | 0.01% | +754,554+4.6% | Added |
| Price T Rowe Associates Inc | 10,548,549 | $198.8M | 0.03% | −801,746−7.1% | Reduced |
| BlackRock Inc. | 8,877,070 | $166.5M | 0.01% | +415,059+4.9% | Added |
| Jennison Associates LLC | 4,145,182 | $77.8M | 0.08% | +37,807+0.9% | Added |
| State Street Corp | 3,920,885 | $73.6M | 0.00% | +349,071+9.8% | Added |
| Spyglass Capital Management LLC | 3,135,127 | $58.8M | 4.16% | −159,478−4.8% | Reduced |
| JPMorgan Chase & Co | 2,803,131 | $52.6M | 0.01% | −465,963−14.3% | Reduced |
| Geode Capital Management, LLC | 2,681,819 | $50.3M | 0.01% | +363,172+15.7% | Added |
| Three Bridge Wealth Advisors, LLC | 2,458,387 | $46.1M | 23.47% | −30,000−1.2% | Reduced |
| GGV Capital LLC | 2,290,933 | $43.0M | 13.69% | −361,542−13.6% | Reduced |
| Abdiel Capital Advisors, LP | 2,169,032 | $40.7M | 2.23% | +35,240+1.7% | Added |
| Holocene Advisors, LP | 1,933,025 | $36.3M | 0.23% | +1,802,478+1,380.7% | Added |
| FMR LLC | 1,774,472 | $33.3M | 0.00% | +801,131+82.3% | Added |
| Gilder Gagnon Howe & Co LLC | 1,756,043 | $32.9M | 0.57% | −55,390−3.1% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $30.4M | 87.34% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,551,987 | $29.1M | 0.04% | +1,551,987 | New |
| Goldman Sachs Group Inc | 1,522,922 | $28.6M | 0.01% | +620,683+68.8% | Added |
| Norges Bank | 1,443,439 | $27.1M | 0.01% | +224,833+18.5% | Added |
| Charles Schwab Investment Management Inc | 1,161,935 | $21.8M | 0.01% | +239,506+26.0% | Added |
| Barclays PLC | 1,106,230 | $20.8M | 0.02% | +47,572+4.5% | Added |
| Wellington Management Group LLP | 1,077,164 | $20.2M | 0.00% | +1,077,164 | New |
| Northern Trust Corp | 1,051,196 | $19.7M | 0.00% | +9,663+0.9% | Added |
| Renaissance Technologies LLC | 1,047,000 | $19.6M | 0.03% | +1,047,000 | New |
| Bank of New York Mellon Corp | 925,838 | $17.4M | 0.00% | −142,062−13.3% | Reduced |
| Capital Fund Management S.A. | 916,493 | $17.2M | 0.43% | +400,236+77.5% | Added |
| Bank of America Corp | 892,418 | $16.7M | 0.00% | +545,691+157.4% | Added |
| Millennium Management LLC | 834,025 | $15.6M | 0.02% | +792,208+1,894.5% | Added |
| Swiss National Bank | 833,575 | $15.6M | 0.01% | +8,600+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 783,077 | $14.7M | 0.04% | +61,620+8.5% | Added |
| Craft Ventures GP II, LLC | 751,646 | $14.1M | 58.58% | 00.0% | Unchanged |
| Allen Operations LLC | 721,382 | $13.5M | 3.61% | 00.0% | Unchanged |
| TD Asset Management Inc | 625,321 | $11.9M | 0.01% | −487−0.1% | Reduced |
| Battery Management Corp. | 617,560 | $11.6M | 1.99% | 00.0% | Unchanged |
| Legal & General Group Plc | 610,692 | $11.5M | 0.00% | −222,530−26.7% | Reduced |
| VK Services, LLC | 600,823 | $11.3M | 1.68% | −1,258,135−67.7% | Reduced |
| Credit Suisse AG | 594,237 | $11.1M | 0.01% | −81,625−12.1% | Reduced |
| UBS Asset Management Americas Inc | 593,129 | $11.1M | 0.01% | −85,829−12.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 469,052 | $8.80M | 0.01% | −39,013−7.7% | Reduced |
| Eaton Vance Management | 463,416 | $8.69M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 418,314 | $7.85M | 0.07% | +272,987+187.8% | Added |
| ThornTree Capital Partners LP | 417,962 | $7.84M | 2.67% | −17,598−4.0% | Reduced |
| Pacific Heights Asset Management LLC | 411,000 | $7.71M | 0.82% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 391,984 | $7.35M | 0.24% | +11,714+3.1% | Added |
| BNP Paribas Arbitrage, SA | 376,468 | $7.06M | 0.02% | +376,468 | New |
| California Public Employees Retirement System | 371,083 | $6.96M | 0.01% | +93,627+33.7% | Added |
| Royal Bank of Canada | 355,995 | $6.68M | 0.00% | −21,095−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 354,044 | $6.64M | 0.02% | −10,379−2.8% | Reduced |
| Teacher Retirement System of Texas | 342,400 | $6.42M | 0.05% | −1,664−0.5% | Reduced |
| Invesco Ltd. | 328,488 | $6.16M | 0.00% | +30,058+10.1% | Added |
| California State Teachers Retirement System | 324,785 | $6.09M | 0.01% | +15,292+4.9% | Added |
| HSBC Holdings PLC | 316,568 | $6.00M | 0.01% | −80,426−20.3% | Reduced |
| EJF Capital LLC | 295,000 | $5.53M | 1.09% | +195,000+195.0% | Added |
| Schusterman Interests, LLC | 291,152 | $5.46M | 4.92% | 00.0% | Unchanged |
| 6elm Capital LP | 288,511 | $5.41M | 4.87% | −123,452−30.0% | Reduced |
| Blueshift Asset Management, LLC | 270,606 | $5.08M | 1.09% | +63,416+30.6% | Added |
| Tudor Investment Corp Et Al | 268,352 | $5.03M | 0.12% | +112,733+72.4% | Added |
| Bank of Montreal | 234,006 | $4.59M | 0.00% | +200,113+590.4% | Added |
| D. E. Shaw & Co., Inc. | 242,622 | $4.55M | 0.01% | −155,099−39.0% | Reduced |
| Quadrature Capital Ltd | 234,246 | $4.39M | 0.14% | +193,982+481.8% | Added |
| Jefferies Group LLC | 220,600 | $4.14M | 0.12% | +220,600 | New |
| Jump Financial, LLC | 218,709 | $4.10M | 0.16% | +38,001+21.0% | Added |
| Deutsche Bank AG | 208,769 | $3.92M | 0.00% | +24,693+13.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 201,122 | $3.77M | 0.01% | +12,390+6.6% | Added |
| Foxhaven Asset Management, LP | 200,000 | $3.75M | 0.17% | 00.0% | Unchanged |
| Citigroup Inc | 198,798 | $3.73M | 0.01% | −11,397−5.4% | Reduced |
| Catalyst Private Wealth, LLC | 198,450 | $3.72M | 2.81% | −995−0.5% | Reduced |
| Rhumbline Advisers | 181,841 | $3.41M | 0.01% | +20,848+12.9% | Added |
| New York State Common Retirement Fund | 179,600 | $3.37M | 0.00% | +15,000+9.1% | Added |
| Harvard Management Co Inc | 173,560 | $3.26M | 0.41% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 169,926 | $3.19M | 0.09% | −13,592−7.4% | Reduced |
| One Fin Capital Management LP | 163,000 | $3.06M | 1.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 162,430 | $3.05M | 0.04% | +162,430 | New |
| Allen Investment Management LLC | 162,088 | $3.04M | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 160,789 | $3.02M | 0.01% | +34,460+27.3% | Added |
| Cubist Systematic Strategies, LLC | 150,883 | $2.83M | 0.02% | +88,461+141.7% | Added |
| Trexquant Investment LP | 136,154 | $2.55M | 0.09% | +136,154 | New |
| Titleist Asset Management, Ltd. | 132,027 | $2.48M | 0.59% | +93+0.1% | Added |
| Russell Investments Group, Ltd. | 129,322 | $2.42M | 0.01% | +25,219+24.2% | Added |
| Susquehanna Fundamental Investments, LLC | 121,912 | $2.29M | 0.04% | +121,912 | New |
| Belmont Capital, LLC | 121,000 | $2.27M | 2.68% | +21,000+21.0% | Added |
| Ensign Peak Advisors, Inc | 120,084 | $2.25M | 0.01% | −44,520−27.0% | Reduced |
| State of New Jersey Common Pension Fund D | 118,254 | $2.22M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 116,100 | $2.18M | 0.01% | +21,860+23.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $2.15M | 0.01% | 00.0% | Unchanged |
| NZS Capital, LLC | 113,692 | $2.13M | 0.20% | +20,848+22.5% | Added |
| Portland Ltd | 113,320 | $2.13M | 19.58% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 112,796 | $2.12M | 0.01% | −8,425−7.0% | Reduced |
| Wells Fargo & Company | 110,235 | $2.07M | 0.00% | +2,938+2.7% | Added |
| Ellevest, Inc. | 109,818 | $2.06M | 0.20% | +11,544+11.7% | Added |
| Seven Eight Capital, LP | 109,561 | $2.06M | 0.41% | +3,553+3.4% | Added |
| Jane Street Group, LLC | 103,822 | $1.95M | 0.00% | +22,030+26.9% | Added |
| Nomura Holdings Inc | 102,085 | $1.92M | 0.02% | −2,546−2.4% | Reduced |
| UBS Group AG | 100,888 | $1.89M | 0.00% | −164,132−61.9% | Reduced |
| Manufacturers Life Insurance Company, The | 94,076 | $1.79M | 0.00% | +10,972+13.2% | Added |
| Versor Investments LP | 92,208 | $1.73M | 0.10% | +76,208+476.3% | Added |
| Cypress Point Wealth Management, LLC | 91,318 | $1.71M | 3.18% | 00.0% | Unchanged |
| Man Group plc | 90,578 | $1.70M | 0.01% | – | – |