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 $21.2B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2023. 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
- 308
- −40 vs. Q4 2022
- Shares held
- 181.4M
- +17.4M (+10.6%) vs. Q4 2022
- Total value
- $2.05B
- +$461.9M (+29.1%) vs. Q4 2022
- New holders
- 45
- 97 more added
- Sold out
- 85
- 88 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $21.2B |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 25,125,209 | $283.2M | 0.03% | +6,938,843+38.2% | Added |
| Capital Research Global Investors | 21,009,573 | $236.8M | 0.07% | −4,648,402−18.1% | Reduced |
| Baillie Gifford & Co | 19,985,659 | $225.2M | 0.20% | −233,475−1.2% | Reduced |
| Vanguard Group Inc | 19,174,022 | $216.1M | 0.01% | +379,662+2.0% | Added |
| Capital World Investors | 15,329,228 | $172.8M | 0.04% | +15,329,228 | New |
| Price T Rowe Associates Inc | 9,948,384 | $112.1M | 0.02% | −486,470−4.7% | Reduced |
| BlackRock Inc. | 9,200,346 | $103.7M | 0.00% | −1,355,775−12.8% | Reduced |
| Lightspeed Ultimate General Partner IX, Ltd. | 4,721,064 | $53.2M | 78.28% | +4,721,064 | New |
| Citadel Advisors LLC | 4,318,631 | $48.7M | 0.05% | +4,014,682+1,320.8% | Added |
| State Street Corp | 3,683,225 | $41.5M | 0.00% | −387,815−9.5% | Reduced |
| Spyglass Capital Management LLC | 3,201,692 | $36.1M | 2.72% | −149,939−4.5% | Reduced |
| Geode Capital Management, LLC | 3,115,554 | $35.1M | 0.00% | +105,438+3.5% | Added |
| Bank of America Corp | 2,741,642 | $30.9M | 0.00% | +2,218,125+423.7% | Added |
| Abdiel Capital Advisors, LP | 2,362,132 | $26.6M | 1.17% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 2,268,387 | $25.6M | 11.85% | −190,000−7.7% | Reduced |
| Norges Bank | 2,176,469 | $24.5M | 0.01% | +51,987+2.4% | Added |
| GGV Capital LLC | 2,059,237 | $23.2M | 12.33% | 00.0% | Unchanged |
| Founders Fund Growth Management, LLC | 1,622,338 | $18.3M | 84.75% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,338,323 | $15.1M | 2.25% | +1,338,323 | New |
| Charles Schwab Investment Management Inc | 1,259,448 | $14.2M | 0.00% | +28,342+2.3% | Added |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $14.1M | 7.88% | +1,254,623 | New |
| Renaissance Technologies LLC | 1,075,400 | $12.1M | 0.02% | +1,075,400 | New |
| Goldman Sachs Group Inc | 1,039,599 | $11.7M | 0.00% | −899,643−46.4% | Reduced |
| ETF Managers Group, LLC | 1,019,939 | $11.5M | 0.37% | +482,759+89.9% | Added |
| Northern Trust Corp | 871,092 | $9.82M | 0.00% | −240,703−21.6% | Reduced |
| Sacks David O | 751,646 | $8.47M | 51.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 744,979 | $8.40M | 0.00% | −207,795−21.8% | Reduced |
| Allen Operations LLC | 721,382 | $8.13M | 2.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 712,859 | $8.03M | 0.05% | +526,612+282.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 665,110 | $7.50M | 0.02% | −120,287−15.3% | Reduced |
| Nuveen Asset Management, LLC | 632,734 | $7.13M | 0.00% | −51,039−7.5% | Reduced |
| Battery Management Corp. | 617,560 | $6.96M | 1.00% | 00.0% | Unchanged |
| VK Services, LLC | 600,823 | $6.77M | 1.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 591,917 | $6.67M | 0.01% | +589,604+25,490.9% | Added |
| Royal Bank of Canada | 530,427 | $5.98M | 0.00% | +150,560+39.6% | Added |
| Susquehanna International Group, LLP | 474,094 | $5.34M | 0.01% | +432,276+1,033.7% | Added |
| TD Asset Management Inc | 464,784 | $5.24M | 0.01% | −149,676−24.4% | Reduced |
| Swiss National Bank | 422,200 | $4.76M | 0.00% | −368,775−46.6% | Reduced |
| Capital Fund Management S.A. | 398,272 | $4.49M | 0.09% | −583,081−59.4% | Reduced |
| Man Group plc | – | $4.07M | 0.01% | – | New |
| HSBC Holdings PLC | 342,918 | $3.80M | 0.00% | −43,759−11.3% | Reduced |
| Millennium Management LLC | 331,951 | $3.74M | 0.00% | +134,680+68.3% | Added |
| California Public Employees Retirement System | 325,534 | $3.67M | 0.00% | −35,910−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 325,281 | $3.67M | 0.01% | +21,464+7.1% | Added |
| Invesco Ltd. | 318,225 | $3.59M | 0.00% | +126,382+65.9% | Added |
| Pacific Heights Asset Management LLC | 315,000 | $3.55M | 0.33% | 00.0% | Unchanged |
| Schusterman Interests, LLC | 291,152 | $3.28M | 5.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 270,220 | $3.05M | 0.00% | −69,182−20.4% | Reduced |
| UBS Asset Management Americas Inc | 266,940 | $3.01M | 0.00% | −276,599−50.9% | Reduced |
| Penserra Capital Management LLC | 261,918 | $2.95M | 0.06% | −17,268−6.2% | Reduced |
| Credit Suisse AG | 259,952 | $2.93M | 0.00% | −126,927−32.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 241,308 | $2.72M | 0.10% | +82,198+51.7% | Added |
| Ensign Peak Advisors, Inc | 239,770 | $2.70M | 0.01% | +101,406+73.3% | Added |
| Two Sigma Securities, LLC | 237,960 | $2.68M | 0.22% | +220,548+1,266.6% | Added |
| JPMorgan Chase & Co | 237,612 | $2.68M | 0.00% | −1,439,513−85.8% | Reduced |
| Amundi | 251,067 | $2.61M | 0.00% | +27,490+12.3% | Added |
| Belmont Capital, LLC | 221,000 | $2.49M | 2.06% | +100,000+82.6% | Added |
| Rhumbline Advisers | 219,465 | $2.47M | 0.00% | +1,883+0.9% | Added |
| Cubist Systematic Strategies, LLC | 219,106 | $2.47M | 0.02% | +126,599+136.9% | Added |
| Barclays PLC | 212,714 | $2.40M | 0.00% | −909,533−81.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 203,125 | $2.29M | 0.00% | −24,632−10.8% | Reduced |
| Catalyst Private Wealth, LLC | 201,763 | $2.27M | 1.57% | +3,299+1.7% | Added |
| New York State Common Retirement Fund | 200,600 | $2.26M | 0.00% | +20,330+11.3% | Added |
| Foxhaven Asset Management, LP | 200,000 | $2.25M | 0.08% | 00.0% | Unchanged |
| Sculptor Capital LP | 200,000 | $2.25M | 0.06% | +200,000 | New |
| Jane Street Group, LLC | 183,543 | $2.07M | 0.00% | −181,785−49.8% | Reduced |
| State of New Jersey Common Pension Fund D | 175,005 | $1.97M | 0.01% | 00.0% | Unchanged |
| Harvard Management Co Inc | 173,560 | $1.96M | 0.21% | 00.0% | Unchanged |
| Legal & General Group Plc | 169,543 | $1.91M | 0.00% | −381,291−69.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 162,430 | $1.83M | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 162,088 | $1.83M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 159,159 | $1.79M | 0.00% | −42,997−21.3% | Reduced |
| Gillson Capital LP | 157,877 | $1.78M | 0.15% | +157,877 | New |
| State Board of Administration of Florida Retirement System | 156,200 | $1.76M | 0.00% | −7,069−4.3% | Reduced |
| Hilltop Holdings Inc. | 150,785 | $1.70M | 0.23% | +58,756+63.8% | Added |
| Tudor Investment Corp Et Al | 149,585 | $1.69M | 0.03% | −16,345−9.9% | Reduced |
| Trexquant Investment LP | 133,856 | $1.51M | 0.04% | −41,044−23.5% | Reduced |
| Holocene Advisors, LP | 133,086 | $1.50M | 0.01% | +733+0.6% | Added |
| Walleye Capital LLC | 125,476 | $1.41M | 0.03% | +125,476 | New |
| Titleist Asset Management, LLC | 121,754 | $1.37M | 0.29% | +121,754 | New |
| Ameriprise Financial Inc | 118,395 | $1.33M | 0.00% | −169,349−58.9% | Reduced |
| Dimensional Fund Advisors LP | 117,217 | $1.32M | 0.00% | +344+0.3% | Added |
| Manufacturers Life Insurance Company, The | 114,600 | $1.29M | 0.00% | +19,897+21.0% | Added |
| Public Employees Retirement System of Ohio | 109,975 | $1.24M | 0.01% | −1,544−1.4% | Reduced |
| Envestnet Asset Management Inc | 105,325 | $1.19M | 0.00% | −15,824−13.1% | Reduced |
| First Republic Investment Management, Inc. | 99,037 | $1.12M | 0.00% | +6,372+6.9% | Added |
| Treasurer of the State of North Carolina | 96,706 | $1.09M | 0.01% | +2,270+2.4% | Added |
| Janus Henderson Group PLC | 96,286 | $1.09M | 0.00% | +96,286 | New |
| Advisor Group Holdings, Inc. | 94,495 | $1.06M | 0.00% | +7,696+8.9% | Added |
| Cypress Point Wealth Management, LLC | 91,318 | $1.03M | 1.45% | 00.0% | Unchanged |
| Optiver Holding B.V. | 87,755 | $989.0K | 0.05% | +87,755 | New |
| Alliancebernstein L.P. | 87,464 | $985.7K | 0.00% | −985−1.1% | Reduced |
| UBS Group AG | 83,628 | $942.5K | 0.00% | +18,270+28.0% | Added |
| Blueshift Asset Management, LLC | 81,672 | $920.4K | 0.38% | +67,233+465.6% | Added |
| Mercer Global Advisors Inc | 76,239 | $859.0K | 0.00% | +784+1.0% | Added |
| Renaissance Capital LLC | 73,439 | $827.7K | 0.61% | −6,400−8.0% | Reduced |
| Advisory Services Network, LLC | 72,620 | $818.4K | 0.02% | +50,652+230.6% | Added |
| Once Capital Management, LLC | 70,500 | $794.5K | 0.85% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 70,461 | $794.1K | 0.09% | +70,461 | New |
| Bank of Montreal | 67,218 | $760.6K | 0.00% | −154,963−69.7% | Reduced |