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, 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
- +$348.4M (+12.0%) 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 12 | $0 | 0.00% | −2,375−99.5% | Reduced |
| Money Concepts Capital Corp | 6 | $0 | 0.00% | −80−93.0% | Reduced |
| Horan Securities, Inc. | 16 | $0 | 0.00% | −10−38.5% | Reduced |
| Versant Capital Management, Inc | 12 | $0 | 0.00% | −19−61.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 469,059 | $0 | 0.00% | +135,045+40.4% | Added |
| Hudock, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $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 |
| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $0 | 0.00% | +19+271.4% | Added |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $0 | 0.00% | +22 | New |
| Glassman Wealth Services | 14 | $0 | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 14 | $0 | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 23 | $0 | 0.00% | +23 | New |
| Lindbrook Capital, LLC | 22 | $0 | 0.00% | +22 | New |
| Leelyn Smith, LLC | 16 | $0 | 0.00% | +16 | New |
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | +15 | New |
| West Paces Advisors Inc. | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $281 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $375 | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 78 | $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 |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $1.00K | 0.00% | +17+60.7% | Added |
| Simplex Trading, LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $1.00K | 0.00% | −24−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +7+31.8% | Added |
| Mizuho Securities Co. Ltd. | 48 | $1.00K | 0.00% | +1+2.1% | Added |
| Zions Bancorporation, N.A. | 78 | $1.00K | 0.00% | +78 | New |
| Geneos Wealth Management Inc. | 115 | $2.00K | 0.00% | −300−72.3% | Reduced |
| Elequin Capital LP | 100 | $2.00K | 0.00% | −187−65.2% | Reduced |
| Investors Asset Management of Georgia Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 95 | $2.00K | 0.00% | −39−29.1% | Reduced |
| 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 |
| Centerpoint Advisors, LLC | 125 | $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 |
| Bell Investment Advisors, Inc | 82 | $2.00K | 0.00% | −22−21.2% | Reduced |
| Blume Capital Management, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 92 | $2.00K | 0.00% | +92 | New |
| Evoke Wealth, LLC | 104 | $2.00K | 0.00% | +104 | New |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $2.00K | 0.00% | +135 | New |
| Meeder Asset Management Inc | 146 | $3.00K | 0.00% | −4,666−97.0% | Reduced |
| Benjamin Edwards Inc | 156 | $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 |
| Riggs Asset Managment Co. Inc. | 234 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 209 | $4.00K | 0.00% | +119+132.2% | Added |
| Neo Ivy Capital Management | 223 | $4.00K | 0.01% | +223 | New |
| Covestor Ltd | 307 | $5.00K | 0.00% | −1,520−83.2% | Reduced |
| Ellis Investment Partners, LLC | 295 | $5.00K | 0.00% | −80−21.3% | Reduced |
| Optimum Investment Advisors | 255 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 278 | $5.00K | 0.00% | +278 | New |
| Tradewinds Capital Management, LLC | 315 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 330 | $6.00K | 0.00% | +185+127.6% | Added |
| Nisa Investment Advisors, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Creative Financial Designs Inc | 365 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 397 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 550 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 550 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 497 | $10.0K | 0.00% | +399+407.1% | Added |
| Washington Trust Co | 521 | $10.0K | 0.00% | +521 | New |
| Spire Wealth Management | 564 | $11.0K | 0.00% | −220−28.1% | Reduced |
| Signaturefd, LLC | 570 | $11.0K | 0.00% | +84+17.3% | Added |
| EverSource Wealth Advisors, LLC | 646 | $12.0K | 0.00% | +642+16,050.0% | Added |
| Harbour Investments, Inc. | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 684 | $13.0K | 0.00% | +605+765.8% | Added |
| Riverview Trust Co | 743 | $14.0K | 0.01% | +743 | New |
| Ravenstone Capital Management Inc. | 795 | $14.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 923 | $17.0K | 0.00% | +439+90.7% | Added |
| Wipfli Financial Advisors LLC, | 896 | $17.0K | 0.00% | +896 | New |
| Seeyond | 960 | $18.0K | 0.00% | −54−5.3% | Reduced |
| Atlas Capital Advisors LLC | 1,000 | $18.8K | 0.00% | +750+300.0% | Added |
| TCI Wealth Advisors, Inc. | 1,203 | $23.0K | 0.00% | +421+53.8% | Added |
| US Bancorp | 1,433 | $27.0K | 0.00% | +1,365+2,007.4% | Added |
| Stephens Consulting, LLC | 1,500 | $28.1K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,532 | $29.0K | 0.02% | −404−20.9% | Reduced |
| Ossiam | 1,666 | $31.0K | 0.00% | +1,666 | New |
| Cutler Group LP | 1,769 | $33.0K | 0.00% | −49,176−96.5% | Reduced |
| Hoey Investments, Inc | 1,787 | $34.0K | 0.01% | +1,265+242.3% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $34.0K | 0.03% | +1,811 | New |