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, 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.

Institutional holdersQ3 2022: 354 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 heldQ3 2022: $3.26B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2022.

Institutions holding AFRM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TD Ameritrade Investment Management, LLC95$2.00K0.00%−39−29.1%Reduced
Tortoise Investment Management, LLC110$2.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$2.00K0.00%00.0%Unchanged
Front Row Advisors LLC100$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC125$2.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC100$2.00K0.00%00.0%Unchanged
RWM Asset Management, LLC100$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc82$2.00K0.00%−22−21.2%Reduced
Blume Capital Management, Inc.80$2.00K0.00%00.0%Unchanged
1832 Asset Management L.P.92$2.00K0.00%+92New
Evoke Wealth, LLC104$2.00K0.00%+104New
Householder Group Estate & Retirement Specialist, LLC135$2.00K0.00%+135New
Beacon Capital Management, LLC64$1.00K0.00%00.0%Unchanged
Smithfield Trust Co75$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.78$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
Migdal Insurance & Financial Holdings Ltd.45$1.00K0.00%+17+60.7%Added
Simplex Trading, LLC85$1.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC68$1.00K0.00%00.0%Unchanged
O'Dell Group, LLC43$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC50$1.00K0.00%−24−32.4%Reduced
Capital Advisors, Ltd. LLC29$1.00K0.00%+7+31.8%Added
Mizuho Securities Co. Ltd.48$1.00K0.00%+1+2.1%Added
Zions Bancorporation, N.A.78$1.00K0.00%+78New
Anchor Investment Management, LLC20$3750.00%+20New
Heritage Wealth Advisors15$2810.00%00.0%Unchanged
West Paces Advisors Inc.5$940.00%00.0%Unchanged
Lazard Asset Management LLC12$00.00%−2,375−99.5%Reduced
Money Concepts Capital Corp6$00.00%−80−93.0%Reduced
Horan Securities, Inc.16$00.00%−10−38.5%Reduced
Versant Capital Management, Inc12$00.00%−19−61.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP50$00.00%00.0%Unchanged
Ci Investments Inc.10$00.00%00.0%Unchanged
GHP Investment Advisors, Inc.14$00.00%00.0%Unchanged
Nuveen Asset Management, LLC469,059$00.00%+135,045+40.4%Added
Hudock, Inc.40$00.00%00.0%Unchanged
Investors Research Corp1$00.00%00.0%Unchanged
Larson Financial Group LLC20$00.00%00.0%Unchanged
Rise Advisors, LLC20$00.00%00.0%Unchanged
Hexagon Capital Partners LLC3$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$00.00%00.0%Unchanged
Quent Capital, LLC26$00.00%+19+271.4%Added
Berkshire Capital Holdings Inc10$00.00%00.0%Unchanged
Assetmark, Inc22$00.00%+22New
Glassman Wealth Services14$00.00%+14New
Quadrant Capital Group LLC14$00.00%+14New
BerganKDV Wealth Management, LLC23$00.00%+23New
Lindbrook Capital, LLC22$00.00%+22New
Leelyn Smith, LLC16$00.00%+16New
Ronald Blue Trust, Inc.15$00.00%+15New
Westside Investment Management, Inc.1,941––+40+2.1%Added
IFP Advisors, Inc2,416––+95+4.1%Added
Gordian Capital Singapore Pte Ltd11––00.0%Unchanged
Bullfrog Capital GP, Ltd.0$00.00%−1,329,622−100.0%Sold out
J. Goldman & Co LP0$00.00%−824,955−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−596,100−100.0%Sold out
12 West Capital Management LP0$00.00%−450,000−100.0%Sold out
CTC LLC0$00.00%−292,119−100.0%Sold out
La Financiere de L'Echiquier0$00.00%−272,000−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−271,024−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−254,404−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−169,455−100.0%Sold out
Nishkama Capital, LLC0$00.00%−148,000−100.0%Sold out
Calixto Global Investors, LP0$00.00%−135,501−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−121,855−100.0%Sold out
Optiver Holding B.V.0$00.00%−113,682−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−92,854−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−69,020−100.0%Sold out
Centiva Capital, LP0$00.00%−62,143−100.0%Sold out
Royal London Asset Management Ltd0$00.00%−61,680−100.0%Sold out
Group One Trading, L.P.0$00.00%−57,320−100.0%Sold out
Andra AP-fonden0$00.00%−45,500−100.0%Sold out
Yong Rong (HK) Asset Management Ltd0$00.00%−41,000−100.0%Sold out
Walleye Trading LLC0$00.00%−40,222−100.0%Sold out
Aviva PLC0$00.00%−30,058−100.0%Sold out
Quantamental Technologies LLC0$00.00%−24,212−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−22,600−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−18,864−100.0%Sold out
Walleye Capital LLC0$00.00%−18,487−100.0%Sold out
Panagora Asset Management Inc0$00.00%−17,370−100.0%Sold out
Janus Henderson Group PLC0$00.00%−16,594−100.0%Sold out
DFPG Investments, LLC0$00.00%−12,500−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−15,120−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−12,591−100.0%Sold out
Xcel Wealth Management, LLC0$00.00%−11,354−100.0%Sold out
Encompass Wealth Advisors, LLC0$00.00%−11,345−100.0%Sold out
Ionic Capital Management LLC0$00.00%−11,000−100.0%Sold out
Independent Financial Group, LLC0$00.00%−10,577−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−10,571−100.0%Sold out
Tortoise Index Solutions, LLC0$00.00%−7,396−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−3,849−100.0%Sold out
Captrust Financial Advisors0$00.00%−3,658−100.0%Sold out
North Star Investment Management Corp.0$00.00%−2,000−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−2,013−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−1,885−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−600−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−487−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−250−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−150−100.0%Sold out