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, 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
- −2.46M (−1.4%) vs. Q1 2023
- Total value
- $2.73B
- +$690.3M (+33.9%) 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 101 | $0 | 0.00% | −52−34.0% | Reduced |
| Investors Research Corp | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $77 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $77 | 0.00% | +5 | New |
| Heritage Wealth Advisors | 15 | $230 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $241 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $276 | 0.00% | +18 | New |
| Rise Advisors, LLC | 20 | $307 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $460 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $506 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $506 | 0.00% | +33 | New |
| CVA Family Office, LLC | 35 | $537 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $598 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 35 | $611 | 0.00% | +35 | New |
| West Oak Capital, LLC | 40 | $613 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $613 | 0.00% | +20+100.0% | Added |
| Nemes Rush Group LLC | 40 | $614 | 0.00% | +40 | New |
| SOA Wealth Advisors, LLC. | 41 | $629 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 44 | $675 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $767 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 50 | $767 | 0.00% | +50 | New |
| CGC Financial Services, LLC | 50 | $767 | 0.00% | +50 | New |
| PayPay Securities Corp | 51 | $782 | 0.05% | +1+2.0% | Added |
| Beacon Capital Management, LLC | 64 | $981 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 65 | $996 | 0.00% | +65 | New |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 42 | $1.00K | 0.00% | −48−53.3% | Reduced |
| City State Bank | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 131 | $1.00K | 0.00% | +74+129.8% | Added |
| AllSquare Wealth Management LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $1.12K | 0.00% | +8+12.3% | Added |
| Gradient Investments LLC | 77 | $1.18K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 81 | $1.24K | 0.00% | −68−45.6% | Reduced |
| HM Payson & Co | 84 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 91 | $1.40K | 0.00% | −323−78.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 94 | $1.44K | 0.00% | −1,034−91.7% | Reduced |
| Sutton Wealth Advisors Inc. | 98 | $1.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 105 | $1.61K | 0.00% | +55+110.0% | Added |
| Tortoise Investment Management, LLC | 110 | $1.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $1.76K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 158 | $2.42K | 0.00% | +44+38.6% | Added |
| JDM Financial Group LLC | 167 | $2.56K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 200 | $3.07K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 200 | $3.07K | 0.00% | +200 | New |
| Optimum Investment Advisors | 255 | $3.91K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 250 | $4.00K | 0.00% | −300−54.5% | Reduced |
| Tradewinds Capital Management, LLC | 315 | $4.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 356 | $5.46K | 0.00% | +247+226.6% | Added |
| Hoey Investments, Inc | 363 | $5.57K | 0.00% | −3,427−90.4% | Reduced |
| Creative Financial Designs Inc | 365 | $5.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $6.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $6.44K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 427 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 468 | $7.00K | 0.01% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 479 | $7.00K | 0.00% | +479 | New |
| Washington Trust Co | 521 | $7.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 552 | $8.46K | 0.00% | −556−50.2% | Reduced |
| Spire Wealth Management | 554 | $8.49K | 0.00% | −20−3.5% | Reduced |
| Global Retirement Partners, LLC | 736 | $11.3K | 0.00% | +18+2.5% | Added |
| Ravenstone Capital Management Inc. | 795 | $12.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 824 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 900 | $13.8K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 921 | $14.1K | 0.00% | +23+2.6% | Added |
| Kapitalo Investimentos Ltda | 989 | $15.2K | 0.00% | +989 | New |
| Atlas Capital Advisors LLC | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,014 | $15.5K | 0.00% | +941+1,289.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,040 | $15.9K | 0.00% | −610−37.0% | Reduced |
| Quadrant Capital Group LLC | 1,376 | $21.1K | 0.00% | −560−28.9% | Reduced |
| Global Wealth Strategies & Associates | 1,472 | $22.6K | 0.01% | +361+32.5% | Added |
| Stephens Consulting, LLC | 1,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,655 | $25.0K | 0.01% | −16,576−90.9% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $27.8K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,890 | $28.9K | 0.00% | +100+5.6% | Added |
| Private Ocean, LLC | 1,911 | $29.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,938 | $29.7K | 0.00% | −288−12.9% | Reduced |
| Westside Investment Management, Inc. | 1,941 | $29.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,500 | $38.3K | 0.01% | −1,500−37.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,554 | $39.2K | 0.00% | +2,554 | New |
| Parallel Advisors, LLC | 2,943 | $45.1K | 0.00% | +786+36.4% | Added |
| EverSource Wealth Advisors, LLC | 3,055 | $46.8K | 0.01% | −1,000−24.7% | Reduced |
| AdvisorNet Financial, Inc | 3,060 | $46.9K | 0.00% | −45−1.4% | Reduced |
| Y.D. More Investments Ltd | 3,949 | $60.5K | 0.02% | −348−8.1% | Reduced |
| MetLife Investment Management | 4,308 | $66.0K | 0.00% | −273−6.0% | Reduced |
| Advisors Asset Management, Inc. | 4,492 | $68.9K | 0.00% | −1,142−20.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 5,727 | $87.8K | 0.06% | +966+20.3% | Added |
| CWM, LLC | 5,769 | $88.0K | 0.00% | −370−6.0% | Reduced |
| Signaturefd, LLC | 5,854 | $89.7K | 0.00% | +554+10.5% | Added |
| Federation des caisses Desjardins du Quebec | 6,027 | $92.4K | 0.00% | +1,750+40.9% | Added |
| Gilder Gagnon Howe & Co LLC | 6,211 | $95.2K | 0.00% | +6,211 | New |