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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, 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
−$1.64B (−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.

Institutional holdersQ4 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 heldQ4 2022: $1.59B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2022.

Institutions holding AFRM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TD Ameritrade Investment Management, LLC10$00.00%−85−89.5%Reduced
West Oak Capital, LLC40$00.00%00.0%Unchanged
Hall Laurie J Trustee50$00.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.31$00.00%−14−31.1%Reduced
Ci Investments Inc.11$00.00%+1+10.0%Added
Lazard Asset Management LLC7$00.00%−5−41.7%Reduced
Ronald Blue Trust, Inc.21$00.00%+6+40.0%Added
J.Safra Asset Management Corp66$00.00%+66New
VitalStone Financial, LLC131$00.00%+131New
Investors Research Corp1$100.00%00.0%Unchanged
Global Trust Asset Management, LLC2$190.00%+2New
Hexagon Capital Partners LLC3$290.00%00.0%Unchanged
West Paces Advisors Inc.5$480.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$970.00%00.0%Unchanged
Private Advisor Group, LLC10,901$1050.00%−2,600−19.3%Reduced
Comerica Securities,inc.12$1160.00%+12New
GHP Investment Advisors, Inc.14$1350.00%00.0%Unchanged
Heritage Wealth Advisors15$1450.00%00.0%Unchanged
Horan Securities, Inc.16$1520.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co16$1540.00%−314−95.2%Reduced
Larson Financial Group LLC20$1930.00%00.0%Unchanged
Rise Advisors, LLC20$1930.00%00.0%Unchanged
Freedom Wealth Alliance, LLC20$1930.00%+20New
Farther Finance Advisors, LLC20$1930.00%+20New
CoreCap Advisors, LLC25$2420.00%+25New
ICA Group Wealth Management, LLC30$2900.00%+30New
BerganKDV Wealth Management, LLC33$3190.00%+10+43.5%Added
Concord Wealth Partners39$3770.00%+39New
SOA Wealth Advisors, LLC.41$3960.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.44$4250.00%−190−81.2%Reduced
PayPay Securities Corp48$4640.03%+48New
Focused Wealth Management, Inc50$4840.00%−4,365−98.9%Reduced
Wolff Wiese Magana LLC50$4840.00%00.0%Unchanged
EWG Elevate Inc.50$4840.00%+50New
Fiduciary Alliance LLC50$4840.00%+50New
Whittier Trust Co54$5210.00%+54New
Beacon Capital Management, LLC64$6190.00%00.0%Unchanged
AllSquare Wealth Management LLC68$6580.00%00.0%Unchanged
Bell Investment Advisors, Inc72$6960.00%−10−12.2%Reduced
Blume Capital Management, Inc.80$7740.00%00.0%Unchanged
HM Payson & Co84$8120.00%00.0%Unchanged
Salem Investment Counselors Inc100$9670.00%00.0%Unchanged
RWM Asset Management, LLC100$9670.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC100$9670.00%+100New
City State Bank155$1.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$1.00K0.00%00.0%Unchanged
Front Row Advisors LLC100$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC135$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.78$1.00K0.00%00.0%Unchanged
Simplex Trading, LLC185$1.00K0.00%+100+117.6%Added
BI Asset Management Fondsmaeglerselskab A/S142$1.00K0.00%+142New
CarsonAllaria Wealth Management, Ltd.100$1.00K0.00%+100New
Baker Avenue Asset Management, LP107$1.03K0.00%+107New
Tortoise Investment Management, LLC110$1.06K0.00%00.0%Unchanged
Geneos Wealth Management Inc.115$1.11K0.00%00.0%Unchanged
Zions Bancorporation, N.A.122$1.18K0.00%+44+56.4%Added
GWM Advisors LLC535$1.20K0.00%+535New
Cornerstone Planning Group LLC100$1.23K0.00%+100New
Cary Street Partner Investment Advisory LLC150$1.45K0.00%+150New
Money Concepts Capital Corp177$1.71K0.00%+171+2,850.0%Added
Atticus Wealth Management, LLC196$1.90K0.00%−201−50.6%Reduced
Koesten, Hirschmann & Crabtree, INC.200$1.93K0.00%+200New
Banque Cantonale Vaudoise200$2.00K0.00%00.0%Unchanged
Tacita Capital Inc200$2.00K0.00%00.0%Unchanged
Glassman Wealth Services233$2.25K0.00%+219+1,564.3%Added
Optimum Investment Advisors255$2.47K0.00%00.0%Unchanged
Credit Agricole S A300$2.90K0.00%00.0%Unchanged
Belpointe Asset Management LLC300$2.90K0.00%+300New
Allworth Financial LP304$2.94K0.00%−380−55.6%Reduced
Tradewinds Capital Management, LLC315$3.05K0.00%00.0%Unchanged
Creative Financial Designs Inc365$3.53K0.00%00.0%Unchanged
Covestor Ltd475$4.00K0.00%+168+54.7%Added
Harbour Investments, Inc.420$4.06K0.00%−280−40.0%Reduced
Parkside Financial Bank & Trust433$4.19K0.00%+224+107.2%Added
Global Retirement Partners, LLC513$4.96K0.00%+16+3.2%Added
Umb Bank N A484$5.00K0.00%−439−47.6%Reduced
Spire Wealth Management564$5.00K0.00%00.0%Unchanged
TSFG, LLC550$5.00K0.00%00.0%Unchanged
Washington Trust Co521$5.04K0.00%00.0%Unchanged
Fifth Third Bancorp550$5.32K0.00%00.0%Unchanged
Accurate Wealth Management, LLC530$5.33K0.00%+530New
MinichMacGregor Wealth Management, LLC724$7.00K0.00%+724New
Quent Capital, LLC730$7.06K0.00%+704+2,707.7%Added
Global Wealth Strategies & Associates747$7.22K0.00%+747New
Ravenstone Capital Management Inc.795$7.69K0.01%00.0%Unchanged
Elequin Capital LP880$8.51K0.00%+780+780.0%Added
Lindbrook Capital, LLC916$8.86K0.00%+894+4,063.6%Added
Seeyond960$9.28K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.991$9.58K0.00%−212−17.6%Reduced
Atlas Capital Advisors LLC1,000$9.67K0.00%00.0%Unchanged
Rebalance, LLC1,000$9.67K0.00%+1,000New
True Wealth Design, LLC1,100$10.6K0.00%+1,100New
Quadrant Capital Group LLC1,181$11.4K0.00%+1,167+8,335.7%Added
Stephens Consulting, LLC1,500$14.5K0.01%00.0%Unchanged
Ossiam1,666$16.1K0.00%00.0%Unchanged
Y.D. More Investments Ltd5,955$16.3K0.00%+5,955New
Twin Lakes Capital Management, LLC1,811$17.5K0.01%00.0%Unchanged
Private Ocean, LLC1,911$18.5K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,924$18.6K0.00%−170−8.1%Reduced
Kathleen S. Wright Associates Inc.2,223$21.0K0.01%+691+45.1%Added