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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 57 | $0 | 0.00% | +57 | New |
| Investors Research Corp | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $56 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $113 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 11 | $124 | 0.00% | +11 | New |
| GHP Investment Advisors, Inc. | 14 | $158 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $169 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $178 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $225 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $225 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $338 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $372 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $394 | 0.00% | +35 | New |
| Concord Wealth Partners | 39 | $440 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $451 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $462 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 44 | $496 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 50 | $564 | 0.00% | −500−90.9% | Reduced |
| Focused Wealth Management, Inc | 50 | $564 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 50 | $564 | 0.04% | +2+4.2% | Added |
| Beacon Capital Management, LLC | 64 | $721 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $733 | 0.00% | −7−9.7% | Reduced |
| Farther Finance Advisors, LLC | 67 | $755 | 0.00% | +47+235.0% | Added |
| AllSquare Wealth Management LLC | 68 | $766 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $823 | 0.00% | +73 | New |
| Gradient Investments LLC | 77 | $868 | 0.00% | +77 | New |
| Blume Capital Management, Inc. | 80 | $902 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 84 | $947 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $1.00K | 0.00% | −100−64.5% | Reduced |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 90 | $1.00K | 0.00% | +59+190.3% | Added |
| Ronald Blue Trust, Inc. | 62 | $1.00K | 0.00% | +41+195.2% | Added |
| Sutton Wealth Advisors Inc. | 98 | $1.10K | 0.00% | −8,899−98.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 106 | $1.20K | 0.00% | +106 | New |
| Allworth Financial LP | 109 | $1.23K | 0.00% | −195−64.1% | Reduced |
| Tortoise Investment Management, LLC | 110 | $1.24K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 114 | $1.28K | 0.00% | −119−51.1% | Reduced |
| Geneos Wealth Management Inc. | 115 | $1.30K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 149 | $1.68K | 0.00% | +42+39.3% | Added |
| JDM Financial Group LLC | 167 | $1.88K | 0.00% | +167 | New |
| Banque Cantonale Vaudoise | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 198 | $2.23K | 0.00% | +76+62.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 218 | $2.30K | 0.00% | +218 | New |
| Optimum Investment Advisors | 255 | $2.87K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 315 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 335 | $3.77K | 0.00% | +335 | New |
| Creative Financial Designs Inc | 365 | $4.11K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $4.51K | 0.00% | −135−25.2% | Reduced |
| Parkside Financial Bank & Trust | 414 | $4.67K | 0.00% | −19−4.4% | Reduced |
| Harbour Investments, Inc. | 420 | $4.73K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 467 | $5.00K | 0.00% | −8−1.7% | Reduced |
| Hantz Financial Services, Inc. | 427 | $5.00K | 0.00% | +349+447.4% | Added |
| Umb Bank N A | 484 | $5.46K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 521 | $5.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 550 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 586 | $6.10K | 0.00% | −4,060−87.4% | Reduced |
| Spire Wealth Management | 574 | $6.47K | 0.00% | +10+1.8% | Added |
| Global Retirement Partners, LLC | 718 | $6.65K | 0.00% | +205+40.0% | Added |
| Achmea Investment Management B.V. | 570 | $7.00K | 0.00% | −69,962−99.2% | Reduced |
| Ravenstone Capital Management Inc. | 795 | $8.96K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 824 | $9.29K | 0.00% | +94+12.9% | Added |
| Highlander Capital Management, LLC | 850 | $10.0K | 0.00% | −2,050−70.7% | Reduced |
| Russell Investments Group, Ltd. | 898 | $10.1K | 0.00% | −39,714−97.8% | Reduced |
| Ridgewood Investments LLC | 900 | $10.1K | 0.01% | +900 | New |
| TCI Wealth Advisors, Inc. | 903 | $10.2K | 0.00% | −88−8.9% | Reduced |
| Sunbelt Securities, Inc. | 1,000 | $10.4K | 0.00% | +1,000 | New |
| Atlas Capital Advisors LLC | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,108 | $12.5K | 0.00% | +192+21.0% | Added |
| Global Wealth Strategies & Associates | 1,111 | $12.5K | 0.01% | +364+48.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,128 | $12.7K | 0.00% | +1,112+6,950.0% | Added |
| Y.D. More Investments Ltd | 4,297 | $13.4K | 0.00% | −1,658−27.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,449 | $16.0K | 0.00% | +1,307+920.4% | Added |
| Stephens Consulting, LLC | 1,500 | $16.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,650 | $18.6K | 0.00% | −274−14.2% | Reduced |
| National Bank of Canada | 1,790 | $19.5K | 0.00% | −518,798−99.7% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $20.4K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,911 | $21.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,936 | $21.8K | 0.00% | +755+63.9% | Added |
| Westside Investment Management, Inc. | 1,941 | $21.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,157 | $24.3K | 0.00% | −791−26.8% | Reduced |
| American International Group, Inc. | 2,226 | $25.1K | 0.00% | −11−0.5% | Reduced |
| AdvisorNet Financial, Inc | 3,105 | $35.0K | 0.00% | +25+0.8% | Added |
| Hoey Investments, Inc | 3,790 | $42.7K | 0.02% | +1,445+61.6% | Added |
| Arcadia Investment Management Corp | 4,000 | $45.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,055 | $45.7K | 0.01% | −407−9.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,277 | $48.2K | 0.00% | +30+0.7% | Added |
| MetLife Investment Management | 4,581 | $51.6K | 0.00% | +85+1.9% | Added |