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, Q4 2022
Institutional positions in Affirm Holdings, Inc. as of Dec 31, 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
- +8 vs. Q3 2022
- Shares held
- 164.2M
- −8.51M (−4.9%) vs. Q3 2022
- Total value
- $1.59B
- −$1.65B (−50.9%) vs. Q3 2022
- New holders
- 77
- 119 more added
- Sold out
- 69
- 80 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 25,657,975 | $248.1M | 0.07% | −1,775,911−6.5% | Reduced |
| Baillie Gifford & Co | 20,219,134 | $195.5M | 0.20% | −290,969−1.4% | Reduced |
| Vanguard Group Inc | 18,794,360 | $181.7M | 0.00% | +1,602,045+9.3% | Added |
| Morgan Stanley | 18,186,366 | $175.9M | 0.02% | −3,137,977−14.7% | Reduced |
| BlackRock Inc. | 10,556,121 | $102.1M | 0.00% | +1,679,051+18.9% | Added |
| Price T Rowe Associates Inc | 10,434,854 | $100.9M | 0.02% | −113,695−1.1% | Reduced |
| State Street Corp | 4,071,040 | $39.4M | 0.00% | +150,155+3.8% | Added |
| Spyglass Capital Management LLC | 3,351,631 | $32.4M | 2.60% | +216,504+6.9% | Added |
| Geode Capital Management, LLC | 3,010,116 | $29.1M | 0.00% | +328,297+12.2% | Added |
| Three Bridge Wealth Advisors, LLC | 2,458,387 | $23.8M | 12.74% | 00.0% | Unchanged |
| Abdiel Capital Advisors, LP | 2,362,132 | $22.8M | 1.42% | +193,100+8.9% | Added |
| Norges Bank | 2,124,482 | $20.5M | 0.00% | +681,043+47.2% | Added |
| GGV Capital LLC | 2,059,237 | $19.9M | 7.27% | −231,696−10.1% | Reduced |
| Goldman Sachs Group Inc | 1,939,242 | $18.8M | 0.01% | +416,320+27.3% | Added |
| JPMorgan Chase & Co | 1,677,125 | $16.2M | 0.00% | −1,126,006−40.2% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $15.7M | 78.61% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 1,421,122 | $13.7M | 0.26% | −334,921−19.1% | Reduced |
| Wellington Management Group LLP | 1,420,531 | $13.7M | 0.00% | +343,367+31.9% | Added |
| Charles Schwab Investment Management Inc | 1,231,106 | $11.9M | 0.00% | +69,171+6.0% | Added |
| Barclays PLC | 1,122,247 | $10.9M | 0.01% | +16,017+1.4% | Added |
| Northern Trust Corp | 1,111,795 | $10.8M | 0.00% | +60,599+5.8% | Added |
| FMR LLC | 1,073,065 | $10.4M | 0.00% | −701,407−39.5% | Reduced |
| Capital Fund Management S.A. | 981,353 | $9.49M | 0.21% | +64,860+7.1% | Added |
| Bank of New York Mellon Corp | 952,774 | $9.21M | 0.00% | +26,936+2.9% | Added |
| Swiss National Bank | 790,975 | $7.65M | 0.01% | −42,600−5.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 785,397 | $7.59M | 0.02% | +2,320+0.3% | Added |
| Two Sigma Investments, LP | 762,176 | $7.37M | 0.02% | +762,176 | New |
| Sacks David O | 751,646 | $7.27M | 42.85% | +751,646 | New |
| Allen Operations LLC | 721,382 | $6.98M | 1.86% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 683,773 | $6.61M | 0.00% | +214,714+45.8% | Added |
| Battery Management Corp. | 617,560 | $5.97M | 1.09% | 00.0% | Unchanged |
| TD Asset Management Inc | 614,460 | $5.94M | 0.01% | −10,861−1.7% | Reduced |
| VK Services, LLC | 600,823 | $5.81M | 1.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 562,261 | $5.44M | 0.04% | +143,947+34.4% | Added |
| Legal & General Group Plc | 550,834 | $5.33M | 0.00% | −59,858−9.8% | Reduced |
| UBS Asset Management Americas Inc | 543,539 | $5.26M | 0.00% | −49,590−8.4% | Reduced |
| ETF Managers Group, LLC | 537,180 | $5.19M | 0.24% | +145,196+37.0% | Added |
| Bank of America Corp | 523,517 | $5.06M | 0.00% | −368,901−41.3% | Reduced |
| National Bank of Canada | 520,588 | $5.03M | 0.01% | +518,243+22,099.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 470,493 | $4.55M | 0.00% | +1,441+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 419,462 | $4.06M | 0.02% | +419,462 | New |
| Credit Suisse AG | 386,879 | $3.74M | 0.00% | −207,358−34.9% | Reduced |
| Royal Bank of Canada | 379,867 | $3.67M | 0.00% | +23,872+6.7% | Added |
| HSBC Holdings PLC | 386,677 | $3.66M | 0.00% | +70,109+22.1% | Added |
| Jane Street Group, LLC | 365,328 | $3.53M | 0.01% | +261,506+251.9% | Added |
| California Public Employees Retirement System | 361,444 | $3.50M | 0.00% | −9,639−2.6% | Reduced |
| California State Teachers Retirement System | 339,402 | $3.28M | 0.01% | +14,617+4.5% | Added |
| Teacher Retirement System of Texas | 337,098 | $3.26M | 0.02% | −5,302−1.5% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $3.05M | 0.30% | −96,000−23.4% | Reduced |
| Citadel Advisors LLC | 303,949 | $2.94M | 0.00% | −1,248,038−80.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 303,817 | $2.94M | 0.01% | −50,227−14.2% | Reduced |
| Schusterman Interests, LLC | 291,152 | $2.82M | 5.86% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 287,744 | $2.78M | 0.00% | +207,431+258.3% | Added |
| Jefferies Financial Group Inc. | 286,781 | $2.77M | 0.05% | +286,781 | New |
| Penserra Capital Management LLC | 279,186 | $2.70M | 0.06% | +109,260+64.3% | Added |
| Amundi | 223,577 | $2.53M | 0.00% | +166,537+292.0% | Added |
| Aquatic Capital Management LLC | 250,200 | $2.42M | 0.18% | +250,200 | New |
| Hidden Lake Asset Management LP | 245,671 | $2.38M | 3.20% | +172,100+233.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 227,757 | $2.20M | 0.00% | +26,635+13.2% | Added |
| Bank of Montreal | 222,181 | $2.15M | 0.00% | −11,825−5.1% | Reduced |
| Rhumbline Advisers | 217,582 | $2.10M | 0.00% | +35,741+19.7% | Added |
| APG Asset Management N.V. | 203,912 | $1.97M | 0.00% | +203,912 | New |
| Citigroup Inc | 202,156 | $1.95M | 0.00% | +3,358+1.7% | Added |
| Foxhaven Asset Management, LP | 200,000 | $1.93M | 0.08% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 198,464 | $1.92M | 1.56% | +140.0% | Added |
| Millennium Management LLC | 197,271 | $1.91M | 0.00% | −636,754−76.3% | Reduced |
| Invesco Ltd. | 191,843 | $1.86M | 0.00% | −136,645−41.6% | Reduced |
| Qube Research & Technologies Ltd | 186,247 | $1.80M | 0.01% | +186,247 | New |
| New York State Common Retirement Fund | 180,270 | $1.74M | 0.00% | +670+0.4% | Added |
| Deutsche Bank AG | 176,387 | $1.71M | 0.00% | −32,382−15.5% | Reduced |
| State of New Jersey Common Pension Fund D | 175,005 | $1.69M | 0.01% | +56,751+48.0% | Added |
| Trexquant Investment LP | 174,900 | $1.69M | 0.05% | +38,746+28.5% | Added |
| Harvard Management Co Inc | 173,560 | $1.68M | 0.21% | 00.0% | Unchanged |
| XTX Topco Ltd | 170,179 | $1.65M | 0.35% | +159,779+1,536.3% | Added |
| Tudor Investment Corp Et Al | 165,930 | $1.60M | 0.04% | −102,422−38.2% | Reduced |
| State Board of Administration of Florida Retirement System | 163,269 | $1.58M | 0.00% | +2,480+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 162,430 | $1.57M | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 162,088 | $1.57M | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 159,110 | $1.54M | 0.04% | +72,986+84.7% | Added |
| Ensign Peak Advisors, Inc | 138,364 | $1.34M | 0.00% | +18,280+15.2% | Added |
| Holocene Advisors, LP | 132,353 | $1.28M | 0.01% | −1,800,672−93.2% | Reduced |
| Occudo Quantitative Strategies LP | 130,363 | $1.26M | 0.15% | +107,719+475.7% | Added |
| D. E. Shaw & Co., Inc. | 129,100 | $1.25M | 0.00% | −113,522−46.8% | Reduced |
| Sherbrooke Park Advisers LLC | 127,900 | $1.24M | 0.91% | +127,900 | New |
| Caption Management, LLC | 124,500 | $1.20M | 0.20% | +106,500+591.7% | Added |
| Titleist Asset Management, Ltd. | 124,309 | $1.20M | 0.28% | −7,718−5.8% | Reduced |
| Freshford Capital Management, LLC | 122,704 | $1.19M | 0.28% | +122,704 | New |
| Envestnet Asset Management Inc | 121,149 | $1.17M | 0.00% | +85,579+240.6% | Added |
| Belmont Capital, LLC | 121,000 | $1.17M | 1.25% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 118,284 | $1.14M | 0.02% | +118,284 | New |
| Dimensional Fund Advisors LP | 116,873 | $1.13M | 0.00% | +105,526+930.0% | Added |
| Ellevest, Inc. | 115,259 | $1.11M | 0.09% | +5,441+5.0% | Added |
| Public Employees Retirement System of Ohio | 111,519 | $1.08M | 0.00% | +22,424+25.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $1.04M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 101,350 | $980.1K | 0.00% | −11,446−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 94,703 | $914.9K | 0.00% | +627+0.7% | Added |
| Treasurer of the State of North Carolina | 94,436 | $913.0K | 0.01% | +18,360+24.1% | Added |
| First Republic Investment Management, Inc. | 92,665 | $896.1K | 0.00% | −23,435−20.2% | Reduced |
| Cubist Systematic Strategies, LLC | 92,507 | $894.5K | 0.01% | −58,376−38.7% | Reduced |
| Hilltop Holdings Inc. | 92,029 | $889.9K | 0.12% | +19,630+27.1% | Added |