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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 315,000 | $3.05M | 0.30% | −96,000−23.4% | Reduced |
| Teacher Retirement System of Texas | 337,098 | $3.26M | 0.02% | −5,302−1.5% | Reduced |
| California State Teachers Retirement System | 339,402 | $3.28M | 0.01% | +14,617+4.5% | Added |
| California Public Employees Retirement System | 361,444 | $3.50M | 0.00% | −9,639−2.6% | Reduced |
| Jane Street Group, LLC | 365,328 | $3.53M | 0.01% | +261,506+251.9% | Added |
| HSBC Holdings PLC | 386,677 | $3.66M | 0.00% | +70,109+22.1% | Added |
| Royal Bank of Canada | 379,867 | $3.67M | 0.00% | +23,872+6.7% | Added |
| Credit Suisse AG | 386,879 | $3.74M | 0.00% | −207,358−34.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 419,462 | $4.06M | 0.02% | +419,462 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 470,493 | $4.55M | 0.00% | +1,441+0.3% | Added |
| National Bank of Canada | 520,588 | $5.03M | 0.01% | +518,243+22,099.9% | Added |
| Bank of America Corp | 523,517 | $5.06M | 0.00% | −368,901−41.3% | Reduced |
| ETF Managers Group, LLC | 537,180 | $5.19M | 0.24% | +145,196+37.0% | Added |
| UBS Asset Management Americas Inc | 543,539 | $5.26M | 0.00% | −49,590−8.4% | Reduced |
| Legal & General Group Plc | 550,834 | $5.33M | 0.00% | −59,858−9.8% | Reduced |
| Squarepoint Ops LLC | 562,261 | $5.44M | 0.04% | +143,947+34.4% | Added |
| VK Services, LLC | 600,823 | $5.81M | 1.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 614,460 | $5.94M | 0.01% | −10,861−1.7% | Reduced |
| Battery Management Corp. | 617,560 | $5.97M | 1.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 683,773 | $6.61M | 0.00% | +214,714+45.8% | Added |
| Allen Operations LLC | 721,382 | $6.98M | 1.86% | 00.0% | Unchanged |
| Sacks David O | 751,646 | $7.27M | 42.85% | +751,646 | New |
| Two Sigma Investments, LP | 762,176 | $7.37M | 0.02% | +762,176 | New |
| Mitsubishi UFJ Trust & Banking Corp | 785,397 | $7.59M | 0.02% | +2,320+0.3% | Added |
| Swiss National Bank | 790,975 | $7.65M | 0.01% | −42,600−5.1% | Reduced |
| Bank of New York Mellon Corp | 952,774 | $9.21M | 0.00% | +26,936+2.9% | Added |
| Capital Fund Management S.A. | 981,353 | $9.49M | 0.21% | +64,860+7.1% | Added |
| FMR LLC | 1,073,065 | $10.4M | 0.00% | −701,407−39.5% | Reduced |
| Northern Trust Corp | 1,111,795 | $10.8M | 0.00% | +60,599+5.8% | Added |
| Barclays PLC | 1,122,247 | $10.9M | 0.01% | +16,017+1.4% | Added |
| Charles Schwab Investment Management Inc | 1,231,106 | $11.9M | 0.00% | +69,171+6.0% | Added |
| Wellington Management Group LLP | 1,420,531 | $13.7M | 0.00% | +343,367+31.9% | Added |
| Gilder Gagnon Howe & Co LLC | 1,421,122 | $13.7M | 0.26% | −334,921−19.1% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $15.7M | 78.61% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,677,125 | $16.2M | 0.00% | −1,126,006−40.2% | Reduced |
| Goldman Sachs Group Inc | 1,939,242 | $18.8M | 0.01% | +416,320+27.3% | Added |
| GGV Capital LLC | 2,059,237 | $19.9M | 7.27% | −231,696−10.1% | Reduced |
| Norges Bank | 2,124,482 | $20.5M | 0.00% | +681,043+47.2% | Added |
| Abdiel Capital Advisors, LP | 2,362,132 | $22.8M | 1.42% | +193,100+8.9% | Added |
| Three Bridge Wealth Advisors, LLC | 2,458,387 | $23.8M | 12.74% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,010,116 | $29.1M | 0.00% | +328,297+12.2% | Added |
| Spyglass Capital Management LLC | 3,351,631 | $32.4M | 2.60% | +216,504+6.9% | Added |
| State Street Corp | 4,071,040 | $39.4M | 0.00% | +150,155+3.8% | Added |
| Price T Rowe Associates Inc | 10,434,854 | $100.9M | 0.02% | −113,695−1.1% | Reduced |
| BlackRock Inc. | 10,556,121 | $102.1M | 0.00% | +1,679,051+18.9% | Added |
| Morgan Stanley | 18,186,366 | $175.9M | 0.02% | −3,137,977−14.7% | Reduced |
| Vanguard Group Inc | 18,794,360 | $181.7M | 0.00% | +1,602,045+9.3% | Added |
| Baillie Gifford & Co | 20,219,134 | $195.5M | 0.20% | −290,969−1.4% | Reduced |
| Capital Research Global Investors | 25,657,975 | $248.1M | 0.07% | −1,775,911−6.5% | Reduced |
| Activest Wealth Management | 4,646 | – | – | +840+22.1% | Added |
| Westside Investment Management, Inc. | 1,941 | – | – | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,481 | – | – | +65+2.7% | Added |
| Gordian Capital Singapore Pte Ltd | 11 | – | – | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 388 | – | – | +388 | New |
| Jennison Associates LLC | 0 | $0 | 0.00% | −4,145,182−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,047,000−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −417,962−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −376,468−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −295,000−100.0% | Sold out |
| 6elm Capital LP | 0 | $0 | 0.00% | −288,511−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −234,246−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −163,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −121,912−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −113,692−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −109,561−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −90,578−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −73,698−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −60,488−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −62,695−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −54,169−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −53,886−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −37,689−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −36,970−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −36,912−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −32,725−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −32,482−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,487−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −31,826−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −29,107−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −24,746−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −22,017−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −20,680−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −18,533−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −17,267−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −17,092−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,445−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,026−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,694−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,628−100.0% | Sold out |
| US Financial Advisors, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,169−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −6,041−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |