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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; 661 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: 661 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 2026661$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
Cypress Point Wealth Management, LLC91,318$883.0K1.38%00.0%Unchanged
Alliancebernstein L.P.88,449$855.3K0.00%+3,502+4.1%Added
Advisor Group Holdings, Inc.86,799$840.3K0.00%+20,917+31.7%Added
ExodusPoint Capital Management, LP82,314$796.0K0.01%−4,107−4.8%Reduced
Renaissance Capital LLC79,839$772.0K0.60%+12,362+18.3%Added
Mercer Global Advisors Inc75,455$730.0K0.00%+75,455New
Asset Management One Co.,Ltd.73,477$709.8K0.00%−188−0.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund70,798$684.6K0.00%+70,798New
Once Capital Management, LLC70,500$681.7K0.98%00.0%Unchanged
Wells Fargo & Company69,165$668.8K0.00%−41,070−37.3%Reduced
Schonfeld Strategic Advisors LLC66,724$645.2K0.01%+46,024+222.3%Added
Centiva Capital, LP66,274$640.9K0.05%+66,274New
Achmea Investment Management B.V.70,532$639.0K0.02%+60,359+593.3%Added
UBS Group AG65,358$632.0K0.00%−35,530−35.2%Reduced
Pictet Asset Management SA64,556$625.0K0.00%+4,328+7.2%Added
Twin Tree Management, LP62,525$604.6K0.02%+13,090+26.5%Added
TCW Group Inc61,696$596.6K0.01%+61,696New
CIBC World Markets Corp60,500$585.0K0.00%+16,500+37.5%Added
Daiwa Securities Group Inc.59,735$577.0K0.00%+50,000+513.6%Added
Toronto Dominion Bank56,891$550.0K0.00%+15,430+37.2%Added
BBR Partners, LLC56,782$549.1K0.06%−28,246−33.2%Reduced
Arizona State Retirement System55,087$532.7K0.01%+2,279+4.3%Added
Caas Capital Management LP52,000$502.8K0.10%+52,000New
Korea Investment CORP51,671$499.7K0.00%+24,586+90.8%Added
Delta Air Lines, Inc.50,000$483.5K0.15%00.0%Unchanged
Regents of the University of California49,842$482.0K0.09%00.0%Unchanged
Polianta Ltd48,900$472.0K0.35%+20,000+69.2%Added
Kula Investments, LLC48,727$471.2K0.17%+48,727New
Mariner, LLC47,440$458.0K0.00%+47,440New
LPL Financial LLC44,634$431.6K0.00%−10,975−19.7%Reduced
Nomura Asset Management Co Ltd44,450$429.8K0.00%00.0%Unchanged
HighTower Advisors, LLC43,801$424.0K0.00%−4,878−10.0%Reduced
Echo Street Capital Management LLC43,295$418.7K0.00%+27,038+166.3%Added
Susquehanna International Group, LLP41,818$404.4K0.00%+41,818New
Omega Financial Group, LLC41,271$399.1K0.21%+3,315+8.7%Added
Boston Private Wealth LLC40,787$394.4K0.01%−857−2.1%Reduced
Russell Investments Group, Ltd.40,612$392.7K0.00%−88,710−68.6%Reduced
Knollwood Investment Advisory, LLC40,453$391.2K0.15%+40,453New
Chicago Partners Investment Group LLC22,292$383.6K0.02%+3,901+21.2%Added
Tredje AP-fonden39,342$380.4K0.01%+1,034+2.7%Added
Amalgamated Bank38,732$375.0K0.00%+6,387+19.7%Added
Utah Retirement Systems38,609$373.3K0.01%+6,200+19.1%Added
AtonRa Partners35,690$345.1K0.44%−550−1.5%Reduced
TD Waterhouse Canada Inc.31,916$339.2K0.00%+20,607+182.2%Added
IFM Investors Pty Ltd34,993$338.4K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.34,006$328.8K0.00%+8,220+31.9%Added
Allianz Asset Management GmbH33,932$328.1K0.00%+21,149+165.4%Added
Balboa Wealth Partners33,682$325.7K0.15%+141+0.4%Added
Wolverine Asset Management LLC32,085$310.3K0.00%−6,377−16.6%Reduced
SG Americas Securities, LLC29,649$287.0K0.00%+19,487+191.8%Added
Prospera Financial Services Inc29,319$283.5K0.01%−286−1.0%Reduced
Tower Research Capital LLC (TRC)28,680$277.0K0.01%+18,292+176.1%Added
Cutler Group LP28,569$276.0K0.03%+26,800+1,515.0%Added
Raymond James & Associates28,196$272.7K0.00%−8,641−23.5%Reduced
Natixis28,189$272.6K0.00%−95−0.3%Reduced
Voya Investment Management LLC28,121$271.9K0.00%+5,266+23.0%Added
Westpac Banking Corp27,774$268.6K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)27,154$262.6K0.00%−24,576−47.5%Reduced
Oppenheimer Asset Management Inc.26,684$258.0K0.00%+2,061+8.4%Added
Zeke Capital Advisors, LLC25,469$246.3K0.02%+25,469New
Boothbay Fund Management, LLC25,431$245.9K0.01%+25,431New
Meeder Asset Management Inc25,136$243.1K0.02%+24,990+17,116.4%Added
Corton Capital Inc.24,996$241.7K0.20%+24,996New
Nisa Investment Advisors, LLC24,200$234.0K0.00%+23,900+7,966.7%Added
Balentine LLC23,953$231.6K0.01%+23,953New
Nissay Asset Management Corp23,630$228.5K0.00%+580+2.5%Added
Public Employees Retirement Association of Colorado23,329$226.0K0.00%00.0%Unchanged
Ieq Capital, LLC23,297$225.3K0.01%−110.0%Reduced
HarbourVest Partners LLC23,210$224.4K0.08%00.0%Unchanged
Delphia (USA) Inc.22,967$222.1K0.26%+22,967New
Commonwealth Equity Services, LLC22,716$219.0K0.00%−4,828−17.5%Reduced
Creative Planning22,467$217.3K0.00%+2,477+12.4%Added
Victory Capital Management Inc22,347$216.1K0.00%−110.0%Reduced
Advisory Services Network, LLC21,968$212.4K0.01%−899−3.9%Reduced
Point72 Middle East FZE21,024$203.3K0.02%+21,024New
Principal Financial Group Inc20,921$202.3K0.00%+1,483+7.6%Added
Jasper Ridge Partners, L.P.20,760$200.7K0.01%00.0%Unchanged
Oak Thistle LLC20,145$194.8K0.42%+20,145New
Cravens & Co Advisors, LLC19,338$187.0K0.17%+19,338New
Qalhat Capital Ltd19,238$186.0K0.09%00.0%Unchanged
Marex Group plc18,129$175.3K0.02%+18,129New
Cim Investment Mangement Inc18,067$174.7K0.07%−484−2.6%Reduced
Northside Capital Management, LLC17,482$169.1K0.05%00.0%Unchanged
Two Sigma Securities, LLC17,412$168.4K0.02%+381+2.2%Added
BIT Capital GmbH17,000$164.4K0.03%+9,600+129.7%Added
British Columbia Investment Management Corp16,964$164.0K0.00%−1,679−9.0%Reduced
Foundations Investment Advisors, LLC16,620$160.7K0.01%+4,608+38.4%Added
Los Angeles Capital Management LLC15,946$154.2K0.00%+15,946New
Source Financial Advisors LLC15,835$153.1K0.06%00.0%Unchanged
Davy Global Fund Management Ltd15,494$149.8K0.03%+15,494New
Newbridge Financial Services Group, Inc.15,320$148.1K0.09%+2,245+17.2%Added
Skandinaviska Enskilda Banken AB (publ)14,881$144.0K0.00%−14,400−49.2%Reduced
Blueshift Asset Management, LLC14,439$139.6K0.06%−256,167−94.7%Reduced
Point72 Asset Management, L.P.14,285$138.1K0.00%+14,285New
Oder Investment Management, LLC13,644$131.9K0.16%−9,003−39.8%Reduced
Storebrand Asset Management AS13,545$131.0K0.00%−11,174−45.2%Reduced
Maryland State Retirement & Pension System13,512$130.7K0.00%00.0%Unchanged
Tiedemann Advisors, LLC13,454$130.1K0.01%00.0%Unchanged
United Capital Financial Advisers, LLC13,380$129.4K0.00%+47+0.4%Added
JustInvest LLC13,278$128.4K0.01%−26,675−66.8%Reduced