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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, 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.

Institutional holdersQ1 2023: 308 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 heldQ1 2023: $2.05B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2022.

Institutions holding AFRM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc9,948,384$112.1M0.02%−486,470−4.7%Reduced
Capital World Investors15,329,228$172.8M0.04%+15,329,228New
Vanguard Group Inc19,174,022$216.1M0.01%+379,662+2.0%Added
Baillie Gifford & Co19,985,659$225.2M0.20%−233,475−1.2%Reduced
Capital Research Global Investors21,009,573$236.8M0.07%−4,648,402−18.1%Reduced
Morgan Stanley25,125,209$283.2M0.03%+6,938,843+38.2%Added
VitalStone Financial, LLC153––+22+16.8%Added
IFP Advisors, Inc745––−1,736−70.0%Reduced
Gilder Gagnon Howe & Co LLC0$00.00%−1,421,122−100.0%Sold out
Wellington Management Group LLP0$00.00%−1,420,531−100.0%Sold out
Two Sigma Investments, LP0$00.00%−762,176−100.0%Sold out
Squarepoint Ops LLC0$00.00%−562,261−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−470,493−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−419,462−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−250,200−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−245,671−100.0%Sold out
APG Asset Management N.V.0$00.00%−203,912−100.0%Sold out
XTX Topco Ltd0$00.00%−170,179−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−130,363−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−129,100−100.0%Sold out
Caption Management, LLC0$00.00%−124,500−100.0%Sold out
Freshford Capital Management, LLC0$00.00%−122,704−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−73,477−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−66,724−100.0%Sold out
Centiva Capital, LP0$00.00%−66,274−100.0%Sold out
Twin Tree Management, LP0$00.00%−62,525−100.0%Sold out
TCW Group Inc0$00.00%−61,696−100.0%Sold out
CIBC World Markets Corp0$00.00%−60,500−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−59,735−100.0%Sold out
Toronto Dominion Bank0$00.00%−56,891−100.0%Sold out
Caas Capital Management LP0$00.00%−52,000−100.0%Sold out
Korea Investment CORP0$00.00%−51,671−100.0%Sold out
Regents of the University of California0$00.00%−49,842−100.0%Sold out
Polianta Ltd0$00.00%−48,900−100.0%Sold out
Kula Investments, LLC0$00.00%−48,727−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−44,450−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−43,295−100.0%Sold out
Tredje AP-fonden0$00.00%−39,342−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−34,993−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−33,932−100.0%Sold out
Westpac Banking Corp0$00.00%−27,774−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−25,431−100.0%Sold out
Meeder Asset Management Inc0$00.00%−25,136−100.0%Sold out
Balentine LLC0$00.00%−23,953−100.0%Sold out
Nissay Asset Management Corp0$00.00%−23,630−100.0%Sold out
Point72 Middle East FZE0$00.00%−21,024−100.0%Sold out
Oak Thistle LLC0$00.00%−20,145−100.0%Sold out
Northside Capital Management, LLC0$00.00%−17,482−100.0%Sold out
BIT Capital GmbH0$00.00%−17,000−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−16,964−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−15,946−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−14,881−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−14,285−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−13,380−100.0%Sold out
Alpine Global Management, LLC0$00.00%−12,800−100.0%Sold out
Allstate Corp0$00.00%−12,421−100.0%Sold out
Prudential PLC0$00.00%−12,097−100.0%Sold out
Nordea Investment Management AB0$00.00%−12,049−100.0%Sold out
National Asset Management, Inc.0$00.00%−11,418−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−10,969−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−10,300−100.0%Sold out
Panagora Asset Management Inc0$00.00%−10,188−100.0%Sold out
Jump Financial, LLC0$00.00%−10,168−100.0%Sold out
MML Investors Services, LLC0$00.00%−10,119−100.0%Sold out
CI Private Wealth, LLC0$00.00%−10,056−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−10,103−100.0%Sold out
Headlands Technologies LLC0$00.00%−9,385−100.0%Sold out
Acadian Asset Management LLC0$00.00%−5,356−100.0%Sold out
Vestcor Inc0$00.00%−4,613−100.0%Sold out
Ossiam0$00.00%−1,666−100.0%Sold out
Rebalance, LLC0$00.00%−1,000−100.0%Sold out
Elequin Capital LP0$00.00%−880−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−724−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−530−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−196−100.0%Sold out
Money Concepts Capital Corp0$00.00%−177−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−150−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
RWM Asset Management, LLC0$00.00%−100−100.0%Sold out
Whittier Trust Co0$00.00%−54−100.0%Sold out
EWG Elevate Inc.0$00.00%−50−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−50−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−50−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−20−100.0%Sold out
Comerica Securities,inc.0$00.00%−12−100.0%Sold out
Private Advisor Group, LLC0$00.00%−10,901−100.0%Sold out
Berkshire Capital Holdings Inc0$00.00%−10−100.0%Sold out
Ci Investments Inc.0$00.00%−11−100.0%Sold out
Lazard Asset Management LLC0$00.00%−7−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−10−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−66−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−11−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−388−100.0%Sold out
Titleist Asset Management, Ltd.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Allstate Investment Management Co––––Not filed
Seeyond––––Not filed
Cornerstone Planning Group LLC––––Not filed
CoreCap Advisors, LLC––––Not filed