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 $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 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
- 313
- +7 vs. Q1 2023
- Shares held
- 177.9M
- −2.47M (−1.4%) vs. Q1 2023
- Total value
- $2.73B
- +$757.7M (+38.5%) vs. Q1 2023
- New holders
- 54
- 80 more added
- Sold out
- 47
- 99 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 26,680,564 | $409.0M | 0.04% | +1,555,355+6.2% | Added |
| Capital Research Global Investors | 22,017,350 | $337.5M | 0.09% | +1,007,777+4.8% | Added |
| Baillie Gifford & Co | 19,409,369 | $297.5M | 0.25% | −576,290−2.9% | Reduced |
| Vanguard Group Inc | 18,523,638 | $284.0M | 0.01% | −650,384−3.4% | Reduced |
| Capital World Investors | 16,783,050 | $257.3M | 0.05% | +1,453,822+9.5% | Added |
| BlackRock Inc. | 8,993,578 | $137.9M | 0.00% | −206,768−2.2% | Reduced |
| Price T Rowe Associates Inc | 8,708,932 | $133.5M | 0.02% | −1,239,452−12.5% | Reduced |
| State Street Corp | 3,396,618 | $52.1M | 0.00% | −286,607−7.8% | Reduced |
| Geode Capital Management, LLC | 3,227,109 | $49.5M | 0.01% | +111,555+3.6% | Added |
| Spyglass Capital Management LLC | 2,951,547 | $45.2M | 3.27% | −250,145−7.8% | Reduced |
| Abdiel Capital Advisors, LP | 2,306,847 | $35.4M | 1.34% | −55,285−2.3% | Reduced |
| Wellington Management Group LLP | 2,303,285 | $35.3M | 0.01% | +2,303,285 | New |
| Norges Bank | 2,260,228 | $34.6M | 0.01% | +83,759+3.8% | Added |
| Alyeska Investment Group, L.P. | 2,125,693 | $32.6M | 0.25% | +2,125,693 | New |
| Three Bridge Wealth Advisors, LLC | 2,051,587 | $31.5M | 13.32% | −216,800−9.6% | Reduced |
| Citadel Advisors LLC | 1,642,747 | $25.2M | 0.03% | −2,675,884−62.0% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $24.9M | 88.82% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,308,111 | $20.1M | 2.29% | −30,212−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,275,082 | $19.5M | 0.01% | +15,634+1.2% | Added |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $19.2M | 14.59% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 1,251,078 | $19.2M | 0.30% | +852,806+214.1% | Added |
| Balyasny Asset Management LLC | 1,042,344 | $16.0M | 0.04% | +1,042,344 | New |
| Northern Trust Corp | 972,353 | $14.9M | 0.00% | +101,261+11.6% | Added |
| Man Group plc | 794,208 | $12.2M | 0.04% | – | – |
| Bank of America Corp | 766,248 | $11.7M | 0.00% | −1,975,394−72.1% | Reduced |
| Sacks David O | 751,646 | $11.5M | 54.92% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 731,682 | $11.2M | 0.00% | −13,297−1.8% | Reduced |
| Allen Operations LLC | 721,382 | $11.1M | 2.45% | 00.0% | Unchanged |
| J. Goldman & Co LP | 702,205 | $10.8M | 0.61% | +702,205 | New |
| Dimensional Fund Advisors LP | 618,244 | $9.48M | 0.00% | +501,027+427.4% | Added |
| Battery Management Corp. | 617,560 | $9.47M | 1.95% | 00.0% | Unchanged |
| VK Services, LLC | 600,823 | $9.21M | 1.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 594,231 | $9.11M | 0.00% | −38,503−6.1% | Reduced |
| Goldman Sachs Group Inc | 582,542 | $8.93M | 0.00% | −457,057−44.0% | Reduced |
| Royal Bank of Canada | 547,122 | $8.39M | 0.00% | +16,695+3.1% | Added |
| HSBC Holdings PLC | 475,354 | $7.40M | 0.01% | +132,436+38.6% | Added |
| TD Asset Management Inc | 464,784 | $7.13M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 463,900 | $7.11M | 0.01% | −611,500−56.9% | Reduced |
| Susquehanna International Group, LLP | 457,037 | $7.01M | 0.01% | −17,057−3.6% | Reduced |
| Swiss National Bank | 432,900 | $6.64M | 0.00% | +10,700+2.5% | Added |
| Penserra Capital Management LLC | 428,593 | $6.57M | 0.13% | +166,675+63.6% | Added |
| Credit Suisse AG | 406,080 | $6.23M | 0.01% | +146,128+56.2% | Added |
| Ardmore Road Asset Management LP | 400,000 | $6.13M | 1.85% | +400,000 | New |
| Millennium Management LLC | 380,531 | $5.83M | 0.01% | +48,580+14.6% | Added |
| JPMorgan Chase & Co | 324,404 | $4.97M | 0.00% | +86,792+36.5% | Added |
| Pacific Heights Asset Management LLC | 315,000 | $4.83M | 0.44% | 00.0% | Unchanged |
| Invesco Ltd. | 308,675 | $4.73M | 0.00% | −9,550−3.0% | Reduced |
| California Public Employees Retirement System | 306,154 | $4.69M | 0.00% | −19,380−6.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 299,160 | $4.59M | 0.01% | −365,950−55.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 296,975 | $4.55M | 0.01% | −28,306−8.7% | Reduced |
| Schusterman Interests, LLC | 291,152 | $4.46M | 6.88% | 00.0% | Unchanged |
| Holocene Advisors, LP | 276,138 | $4.23M | 0.02% | +143,052+107.5% | Added |
| HarbourVest Partners LLC | 268,067 | $4.11M | 1.17% | +244,857+1,055.0% | Added |
| Amundi | 251,067 | $4.05M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 263,439 | $4.04M | 0.00% | +158,114+150.1% | Added |
| FMR LLC | 259,238 | $3.97M | 0.00% | +234,298+939.4% | Added |
| Allen Holding Inc | 255,262 | $3.91M | 0.53% | +255,262 | New |
| California State Teachers Retirement System | 247,958 | $3.80M | 0.01% | −22,262−8.2% | Reduced |
| Rhumbline Advisers | 246,789 | $3.78M | 0.00% | +27,324+12.5% | Added |
| Zweig-DiMenna Associates LLC | 240,346 | $3.68M | 0.50% | +240,346 | New |
| Jane Street Group, LLC | 232,497 | $3.56M | 0.00% | +48,954+26.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 222,275 | $3.41M | 0.01% | +19,150+9.4% | Added |
| Trexquant Investment LP | 221,082 | $3.39M | 0.09% | +87,226+65.2% | Added |
| Belmont Capital, LLC | 221,000 | $3.39M | 1.90% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 211,302 | $3.24M | 0.01% | +135,063+177.2% | Added |
| Catalyst Private Wealth, LLC | 204,273 | $3.13M | 1.96% | +2,510+1.2% | Added |
| Ensign Peak Advisors, Inc | 202,420 | $3.10M | 0.01% | −37,350−15.6% | Reduced |
| New York State Common Retirement Fund | 201,119 | $3.08M | 0.00% | +519+0.3% | Added |
| Sculptor Capital LP | 200,000 | $3.07M | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 197,719 | $3.03M | 0.01% | −515,140−72.3% | Reduced |
| Legal & General Group Plc | 197,357 | $3.03M | 0.00% | +27,814+16.4% | Added |
| UBS Asset Management Americas Inc | 266,940 | $3.01M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 182,379 | $2.80M | 0.00% | +63,984+54.0% | Added |
| Mission Creek Capital Partners, Inc. | 167,508 | $2.57M | 0.83% | +167,508 | New |
| Teachers Retirement System of the State of Kentucky | 162,430 | $2.49M | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 162,088 | $2.48M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 161,226 | $2.47M | 0.01% | −13,779−7.9% | Reduced |
| State Board of Administration of Florida Retirement System | 160,265 | $2.46M | 0.01% | +4,065+2.6% | Added |
| Cubist Systematic Strategies, LLC | 159,442 | $2.44M | 0.03% | −59,664−27.2% | Reduced |
| Hilltop Holdings Inc. | 150,860 | $2.31M | 0.29% | +750.0% | Added |
| Tudor Investment Corp Et Al | 149,585 | $2.29M | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 145,243 | $2.23M | 0.00% | −13,916−8.7% | Reduced |
| SG Americas Securities, LLC | 141,754 | $2.17M | 0.02% | +111,775+372.8% | Added |
| Blueshift Asset Management, LLC | 139,307 | $2.14M | 0.82% | +57,635+70.6% | Added |
| Duality Advisers, LP | 136,430 | $2.09M | 0.26% | +136,430 | New |
| Lonestar Capital Management LLC | 130,000 | $1.99M | 1.05% | +130,000 | New |
| ExodusPoint Capital Management, LP | 124,981 | $1.92M | 0.02% | +104,401+507.3% | Added |
| Titleist Asset Management, LLC | 120,855 | $1.85M | 0.36% | −899−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 104,112 | $1.60M | 0.32% | +104,112 | New |
| Manufacturers Life Insurance Company, The | 100,006 | $1.53M | 0.00% | −14,594−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 98,430 | $1.51M | 0.01% | −11,545−10.5% | Reduced |
| Janus Henderson Group PLC | 96,217 | $1.47M | 0.00% | −69−0.1% | Reduced |
| Treasurer of the State of North Carolina | 95,056 | $1.46M | 0.01% | −1,650−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 91,892 | $1.41M | 0.00% | −2,603−2.8% | Reduced |
| Cypress Point Wealth Management, LLC | 91,318 | $1.40M | 1.49% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 85,887 | $1.32M | 0.00% | −1,577−1.8% | Reduced |
| Renaissance Capital LLC | 84,278 | $1.29M | 0.73% | +10,839+14.8% | Added |
| UBS Group AG | 82,381 | $1.26M | 0.00% | −1,247−1.5% | Reduced |
| StepStone Group LP | 81,445 | $1.25M | 0.23% | +81,445 | New |
| DFPG Investments, LLC | 70,000 | $1.24M | 0.11% | +55,000+366.7% | Added |