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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6,244 | $71.0K | 0.00% | −22,436−78.2% | Reduced |
| CWM, LLC | 6,139 | $69.0K | 0.00% | −271−4.2% | Reduced |
| Advisors Asset Management, Inc. | 5,634 | $63.5K | 0.00% | −3,416−37.7% | Reduced |
| Signaturefd, LLC | 5,300 | $59.7K | 0.00% | +589+12.5% | Added |
| Advent Capital Management | 5,208 | $58.7K | 0.00% | +5,208 | New |
| Kathleen S. Wright Associates Inc. | 4,761 | $53.7K | 0.04% | +2,538+114.2% | Added |
| MetLife Investment Management | 4,581 | $51.6K | 0.00% | +85+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,277 | $48.2K | 0.00% | +30+0.7% | Added |
| EverSource Wealth Advisors, LLC | 4,055 | $45.7K | 0.01% | −407−9.1% | Reduced |
| Arcadia Investment Management Corp | 4,000 | $45.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,790 | $42.7K | 0.02% | +1,445+61.6% | Added |
| AdvisorNet Financial, Inc | 3,105 | $35.0K | 0.00% | +25+0.8% | Added |
| American International Group, Inc. | 2,226 | $25.1K | 0.00% | −11−0.5% | Reduced |
| Parallel Advisors, LLC | 2,157 | $24.3K | 0.00% | −791−26.8% | Reduced |
| Westside Investment Management, Inc. | 1,941 | $21.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,936 | $21.8K | 0.00% | +755+63.9% | Added |
| Private Ocean, LLC | 1,911 | $21.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,811 | $20.4K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,790 | $19.5K | 0.00% | −518,798−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,650 | $18.6K | 0.00% | −274−14.2% | Reduced |
| Stephens Consulting, LLC | 1,500 | $16.9K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,449 | $16.0K | 0.00% | +1,307+920.4% | Added |
| Y.D. More Investments Ltd | 4,297 | $13.4K | 0.00% | −1,658−27.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,128 | $12.7K | 0.00% | +1,112+6,950.0% | Added |
| Global Wealth Strategies & Associates | 1,111 | $12.5K | 0.01% | +364+48.7% | Added |
| Lindbrook Capital, LLC | 1,108 | $12.5K | 0.00% | +192+21.0% | Added |
| True Wealth Design, LLC | 1,100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $10.4K | 0.00% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 903 | $10.2K | 0.00% | −88−8.9% | Reduced |
| Ridgewood Investments LLC | 900 | $10.1K | 0.01% | +900 | New |
| Russell Investments Group, Ltd. | 898 | $10.1K | 0.00% | −39,714−97.8% | Reduced |
| Highlander Capital Management, LLC | 850 | $10.0K | 0.00% | −2,050−70.7% | Reduced |
| Quent Capital, LLC | 824 | $9.29K | 0.00% | +94+12.9% | Added |
| Ravenstone Capital Management Inc. | 795 | $8.96K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 570 | $7.00K | 0.00% | −69,962−99.2% | Reduced |
| Global Retirement Partners, LLC | 718 | $6.65K | 0.00% | +205+40.0% | Added |
| Spire Wealth Management | 574 | $6.47K | 0.00% | +10+1.8% | Added |
| Activest Wealth Management | 586 | $6.10K | 0.00% | −4,060−87.4% | Reduced |
| TSFG, LLC | 550 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 521 | $5.87K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 484 | $5.46K | 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 |
| Harbour Investments, Inc. | 420 | $4.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 414 | $4.67K | 0.00% | −19−4.4% | Reduced |
| GWM Advisors LLC | 400 | $4.51K | 0.00% | −135−25.2% | Reduced |
| Creative Financial Designs Inc | 365 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 335 | $3.77K | 0.00% | +335 | New |
| Tradewinds Capital Management, LLC | 315 | $3.55K | 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 |
| Optimum Investment Advisors | 255 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 218 | $2.30K | 0.00% | +218 | New |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 198 | $2.23K | 0.00% | +76+62.3% | Added |
| 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 |
| JDM Financial Group LLC | 167 | $1.88K | 0.00% | +167 | New |
| Baker Avenue Asset Management, LP | 149 | $1.68K | 0.00% | +42+39.3% | Added |
| Geneos Wealth Management Inc. | 115 | $1.30K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 114 | $1.28K | 0.00% | −119−51.1% | Reduced |
| Tortoise Investment Management, LLC | 110 | $1.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 109 | $1.23K | 0.00% | −195−64.1% | Reduced |
| Tucker Asset Management LLC | 106 | $1.20K | 0.00% | +106 | New |
| CarsonAllaria Wealth Management, Ltd. | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 98 | $1.10K | 0.00% | −8,899−98.9% | Reduced |
| 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 |
| HM Payson & Co | 84 | $947 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $902 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $868 | 0.00% | +77 | New |
| Versant Capital Management, Inc | 73 | $823 | 0.00% | +73 | New |
| AllSquare Wealth Management LLC | 68 | $766 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $755 | 0.00% | +47+235.0% | Added |
| Bell Investment Advisors, Inc | 65 | $733 | 0.00% | −7−9.7% | Reduced |
| Beacon Capital Management, LLC | 64 | $721 | 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 |
| Riggs Asset Managment Co. Inc. | 44 | $496 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $462 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $451 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $440 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $394 | 0.00% | +35 | New |
| BerganKDV Wealth Management, LLC | 33 | $372 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $338 | 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 |
| Horan Securities, Inc. | 16 | $178 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $169 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 14 | $158 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $124 | 0.00% | +11 | New |