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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 662 | $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, 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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 32,085 | $310.3K | 0.00% | −6,377−16.6% | Reduced |
| Balboa Wealth Partners | 33,682 | $325.7K | 0.15% | +141+0.4% | Added |
| Allianz Asset Management GmbH | 33,932 | $328.1K | 0.00% | +21,149+165.4% | Added |
| The PNC Financial Services Group, Inc. | 34,006 | $328.8K | 0.00% | +8,220+31.9% | Added |
| IFM Investors Pty Ltd | 34,993 | $338.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 31,916 | $339.2K | 0.00% | +20,607+182.2% | Added |
| AtonRa Partners | 35,690 | $345.1K | 0.44% | −550−1.5% | Reduced |
| Utah Retirement Systems | 38,609 | $373.3K | 0.01% | +6,200+19.1% | Added |
| Amalgamated Bank | 38,732 | $375.0K | 0.00% | +6,387+19.7% | Added |
| Tredje AP-fonden | 39,342 | $380.4K | 0.01% | +1,034+2.7% | Added |
| Chicago Partners Investment Group LLC | 22,292 | $383.6K | 0.02% | +3,901+21.2% | Added |
| Knollwood Investment Advisory, LLC | 40,453 | $391.2K | 0.15% | +40,453 | New |
| Russell Investments Group, Ltd. | 40,612 | $392.7K | 0.00% | −88,710−68.6% | Reduced |
| Boston Private Wealth LLC | 40,787 | $394.4K | 0.01% | −857−2.1% | Reduced |
| Omega Financial Group, LLC | 41,271 | $399.1K | 0.21% | +3,315+8.7% | Added |
| Susquehanna International Group, LLP | 41,818 | $404.4K | 0.00% | +41,818 | New |
| Echo Street Capital Management LLC | 43,295 | $418.7K | 0.00% | +27,038+166.3% | Added |
| HighTower Advisors, LLC | 43,801 | $424.0K | 0.00% | −4,878−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 44,450 | $429.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 44,634 | $431.6K | 0.00% | −10,975−19.7% | Reduced |
| Mariner, LLC | 47,440 | $458.0K | 0.00% | +47,440 | New |
| Kula Investments, LLC | 48,727 | $471.2K | 0.17% | +48,727 | New |
| Polianta Ltd | 48,900 | $472.0K | 0.35% | +20,000+69.2% | Added |
| Regents of the University of California | 49,842 | $482.0K | 0.09% | 00.0% | Unchanged |
| Delta Air Lines, Inc. | 50,000 | $483.5K | 0.15% | 00.0% | Unchanged |
| Korea Investment CORP | 51,671 | $499.7K | 0.00% | +24,586+90.8% | Added |
| Caas Capital Management LP | 52,000 | $502.8K | 0.10% | +52,000 | New |
| Arizona State Retirement System | 55,087 | $532.7K | 0.01% | +2,279+4.3% | Added |
| BBR Partners, LLC | 56,782 | $549.1K | 0.06% | −28,246−33.2% | Reduced |
| Toronto Dominion Bank | 56,891 | $550.0K | 0.00% | +15,430+37.2% | Added |
| Daiwa Securities Group Inc. | 59,735 | $577.0K | 0.00% | +50,000+513.6% | Added |
| CIBC World Markets Corp | 60,500 | $585.0K | 0.00% | +16,500+37.5% | Added |
| TCW Group Inc | 61,696 | $596.6K | 0.01% | +61,696 | New |
| Twin Tree Management, LP | 62,525 | $604.6K | 0.02% | +13,090+26.5% | Added |
| Pictet Asset Management SA | 64,556 | $625.0K | 0.00% | +4,328+7.2% | Added |
| UBS Group AG | 65,358 | $632.0K | 0.00% | −35,530−35.2% | Reduced |
| Achmea Investment Management B.V. | 70,532 | $639.0K | 0.02% | +60,359+593.3% | Added |
| Centiva Capital, LP | 66,274 | $640.9K | 0.05% | +66,274 | New |
| Schonfeld Strategic Advisors LLC | 66,724 | $645.2K | 0.01% | +46,024+222.3% | Added |
| Wells Fargo & Company | 69,165 | $668.8K | 0.00% | −41,070−37.3% | Reduced |
| Once Capital Management, LLC | 70,500 | $681.7K | 0.98% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 70,798 | $684.6K | 0.00% | +70,798 | New |
| Asset Management One Co.,Ltd. | 73,477 | $709.8K | 0.00% | −188−0.3% | Reduced |
| Mercer Global Advisors Inc | 75,455 | $730.0K | 0.00% | +75,455 | New |
| Renaissance Capital LLC | 79,839 | $772.0K | 0.60% | +12,362+18.3% | Added |
| ExodusPoint Capital Management, LP | 82,314 | $796.0K | 0.01% | −4,107−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 86,799 | $840.3K | 0.00% | +20,917+31.7% | Added |
| Alliancebernstein L.P. | 88,449 | $855.3K | 0.00% | +3,502+4.1% | Added |
| Cypress Point Wealth Management, LLC | 91,318 | $883.0K | 1.38% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 92,029 | $889.9K | 0.12% | +19,630+27.1% | Added |
| Cubist Systematic Strategies, LLC | 92,507 | $894.5K | 0.01% | −58,376−38.7% | Reduced |
| First Republic Investment Management, Inc. | 92,665 | $896.1K | 0.00% | −23,435−20.2% | Reduced |
| Treasurer of the State of North Carolina | 94,436 | $913.0K | 0.01% | +18,360+24.1% | Added |
| Manufacturers Life Insurance Company, The | 94,703 | $914.9K | 0.00% | +627+0.7% | Added |
| State of Wisconsin Investment Board | 101,350 | $980.1K | 0.00% | −11,446−10.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $1.04M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 111,519 | $1.08M | 0.00% | +22,424+25.2% | Added |
| Ellevest, Inc. | 115,259 | $1.11M | 0.09% | +5,441+5.0% | Added |
| Dimensional Fund Advisors LP | 116,873 | $1.13M | 0.00% | +105,526+930.0% | Added |
| Wolverine Trading, LLC | 118,284 | $1.14M | 0.02% | +118,284 | New |
| Belmont Capital, LLC | 121,000 | $1.17M | 1.25% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 121,149 | $1.17M | 0.00% | +85,579+240.6% | Added |
| Freshford Capital Management, LLC | 122,704 | $1.19M | 0.28% | +122,704 | New |
| Titleist Asset Management, Ltd. | 124,309 | $1.20M | 0.28% | −7,718−5.8% | Reduced |
| Caption Management, LLC | 124,500 | $1.20M | 0.20% | +106,500+591.7% | Added |
| Sherbrooke Park Advisers LLC | 127,900 | $1.24M | 0.91% | +127,900 | New |
| D. E. Shaw & Co., Inc. | 129,100 | $1.25M | 0.00% | −113,522−46.8% | Reduced |
| Occudo Quantitative Strategies LP | 130,363 | $1.26M | 0.15% | +107,719+475.7% | Added |
| Holocene Advisors, LP | 132,353 | $1.28M | 0.01% | −1,800,672−93.2% | Reduced |
| Ensign Peak Advisors, Inc | 138,364 | $1.34M | 0.00% | +18,280+15.2% | Added |
| Parallax Volatility Advisers, L.P. | 159,110 | $1.54M | 0.04% | +72,986+84.7% | Added |
| Allen Investment Management LLC | 162,088 | $1.57M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 162,430 | $1.57M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 163,269 | $1.58M | 0.00% | +2,480+1.5% | Added |
| Tudor Investment Corp Et Al | 165,930 | $1.60M | 0.04% | −102,422−38.2% | Reduced |
| XTX Topco Ltd | 170,179 | $1.65M | 0.35% | +159,779+1,536.3% | Added |
| Harvard Management Co Inc | 173,560 | $1.68M | 0.21% | 00.0% | Unchanged |
| Trexquant Investment LP | 174,900 | $1.69M | 0.05% | +38,746+28.5% | Added |
| State of New Jersey Common Pension Fund D | 175,005 | $1.69M | 0.01% | +56,751+48.0% | Added |
| Deutsche Bank AG | 176,387 | $1.71M | 0.00% | −32,382−15.5% | Reduced |
| New York State Common Retirement Fund | 180,270 | $1.74M | 0.00% | +670+0.4% | Added |
| Qube Research & Technologies Ltd | 186,247 | $1.80M | 0.01% | +186,247 | New |
| Invesco Ltd. | 191,843 | $1.86M | 0.00% | −136,645−41.6% | Reduced |
| Millennium Management LLC | 197,271 | $1.91M | 0.00% | −636,754−76.3% | Reduced |
| Catalyst Private Wealth, LLC | 198,464 | $1.92M | 1.56% | +140.0% | Added |
| Foxhaven Asset Management, LP | 200,000 | $1.93M | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 202,156 | $1.95M | 0.00% | +3,358+1.7% | Added |
| APG Asset Management N.V. | 203,912 | $1.97M | 0.00% | +203,912 | New |
| Rhumbline Advisers | 217,582 | $2.10M | 0.00% | +35,741+19.7% | Added |
| Bank of Montreal | 222,181 | $2.15M | 0.00% | −11,825−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 227,757 | $2.20M | 0.00% | +26,635+13.2% | Added |
| Hidden Lake Asset Management LP | 245,671 | $2.38M | 3.20% | +172,100+233.9% | Added |
| Aquatic Capital Management LLC | 250,200 | $2.42M | 0.18% | +250,200 | New |
| Amundi | 223,577 | $2.53M | 0.00% | +166,537+292.0% | Added |
| Penserra Capital Management LLC | 279,186 | $2.70M | 0.06% | +109,260+64.3% | Added |
| Jefferies Financial Group Inc. | 286,781 | $2.77M | 0.05% | +286,781 | New |
| Ameriprise Financial Inc | 287,744 | $2.78M | 0.00% | +207,431+258.3% | Added |
| Schusterman Interests, LLC | 291,152 | $2.82M | 5.86% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 303,817 | $2.94M | 0.01% | −50,227−14.2% | Reduced |
| Citadel Advisors LLC | 303,949 | $2.94M | 0.00% | −1,248,038−80.4% | Reduced |