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 |
|---|---|---|---|---|---|
| Mariner, LLC | 54,476 | $834.7K | 0.00% | −3,969−6.8% | Reduced |
| Omega Financial Group, LLC | 55,503 | $850.9K | 0.39% | +4,303+8.4% | Added |
| Squarepoint Ops LLC | 55,776 | $855.0K | 0.00% | +55,776 | New |
| Arizona State Retirement System | 55,845 | $856.1K | 0.01% | −827−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,400 | $895.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60,549 | $928.0K | 0.00% | +60,549 | New |
| Penn Mutual Asset Management, LLC | 64,108 | $982.8K | 0.89% | +64,108 | New |
| Barclays PLC | 68,583 | $1.05M | 0.00% | −144,131−67.8% | Reduced |
| Advisory Services Network, LLC | 69,862 | $1.07M | 0.03% | −2,758−3.8% | Reduced |
| Once Capital Management, LLC | 70,500 | $1.08M | 1.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 75,164 | $1.15M | 0.15% | +75,164 | New |
| Edgestream Partners, L.P. | 75,707 | $1.16M | 0.11% | +75,707 | New |
| DFPG Investments, LLC | 70,000 | $1.24M | 0.11% | +55,000+366.7% | Added |
| StepStone Group LP | 81,445 | $1.25M | 0.23% | +81,445 | New |
| UBS Group AG | 82,381 | $1.26M | 0.00% | −1,247−1.5% | Reduced |
| Renaissance Capital LLC | 84,278 | $1.29M | 0.73% | +10,839+14.8% | Added |
| Alliancebernstein L.P. | 85,887 | $1.32M | 0.00% | −1,577−1.8% | Reduced |
| Cypress Point Wealth Management, LLC | 91,318 | $1.40M | 1.49% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 91,892 | $1.41M | 0.00% | −2,603−2.8% | Reduced |
| Treasurer of the State of North Carolina | 95,056 | $1.46M | 0.01% | −1,650−1.7% | Reduced |
| Janus Henderson Group PLC | 96,217 | $1.47M | 0.00% | −69−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 98,430 | $1.51M | 0.01% | −11,545−10.5% | Reduced |
| Manufacturers Life Insurance Company, The | 100,006 | $1.53M | 0.00% | −14,594−12.7% | Reduced |
| Harbor Capital Advisors, Inc. | 104,112 | $1.60M | 0.32% | +104,112 | New |
| Titleist Asset Management, LLC | 120,855 | $1.85M | 0.36% | −899−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 124,981 | $1.92M | 0.02% | +104,401+507.3% | Added |
| Lonestar Capital Management LLC | 130,000 | $1.99M | 1.05% | +130,000 | New |
| Duality Advisers, LP | 136,430 | $2.09M | 0.26% | +136,430 | New |
| Blueshift Asset Management, LLC | 139,307 | $2.14M | 0.82% | +57,635+70.6% | Added |
| SG Americas Securities, LLC | 141,754 | $2.17M | 0.02% | +111,775+372.8% | Added |
| Citigroup Inc | 145,243 | $2.23M | 0.00% | −13,916−8.7% | Reduced |
| Tudor Investment Corp Et Al | 149,585 | $2.29M | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 150,860 | $2.31M | 0.29% | +750.0% | Added |
| Cubist Systematic Strategies, LLC | 159,442 | $2.44M | 0.03% | −59,664−27.2% | Reduced |
| State Board of Administration of Florida Retirement System | 160,265 | $2.46M | 0.01% | +4,065+2.6% | Added |
| State of New Jersey Common Pension Fund D | 161,226 | $2.47M | 0.01% | −13,779−7.9% | Reduced |
| Allen Investment Management LLC | 162,088 | $2.48M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 162,430 | $2.49M | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 167,508 | $2.57M | 0.83% | +167,508 | New |
| Ameriprise Financial Inc | 182,379 | $2.80M | 0.00% | +63,984+54.0% | Added |
| UBS Asset Management Americas Inc | 266,940 | $3.01M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 197,357 | $3.03M | 0.00% | +27,814+16.4% | Added |
| Qube Research & Technologies Ltd | 197,719 | $3.03M | 0.01% | −515,140−72.3% | Reduced |
| Sculptor Capital LP | 200,000 | $3.07M | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 201,119 | $3.08M | 0.00% | +519+0.3% | Added |
| Ensign Peak Advisors, Inc | 202,420 | $3.10M | 0.01% | −37,350−15.6% | Reduced |
| Catalyst Private Wealth, LLC | 204,273 | $3.13M | 1.96% | +2,510+1.2% | Added |
| Mercer Global Advisors Inc | 211,302 | $3.24M | 0.01% | +135,063+177.2% | Added |
| Belmont Capital, LLC | 221,000 | $3.39M | 1.90% | 00.0% | Unchanged |
| Trexquant Investment LP | 221,082 | $3.39M | 0.09% | +87,226+65.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 222,275 | $3.41M | 0.01% | +19,150+9.4% | Added |
| Jane Street Group, LLC | 232,497 | $3.56M | 0.00% | +48,954+26.7% | Added |
| Zweig-DiMenna Associates LLC | 240,346 | $3.68M | 0.50% | +240,346 | New |
| Rhumbline Advisers | 246,789 | $3.78M | 0.00% | +27,324+12.5% | Added |
| California State Teachers Retirement System | 247,958 | $3.80M | 0.01% | −22,262−8.2% | Reduced |
| Allen Holding Inc | 255,262 | $3.91M | 0.53% | +255,262 | New |
| FMR LLC | 259,238 | $3.97M | 0.00% | +246,768+1,978.9% | Added |
| Envestnet Asset Management Inc | 263,439 | $4.04M | 0.00% | +158,114+150.1% | Added |
| Amundi | 251,067 | $4.05M | 0.00% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 268,067 | $4.11M | 1.17% | +244,857+1,055.0% | Added |
| Holocene Advisors, LP | 276,138 | $4.23M | 0.02% | +143,052+107.5% | Added |
| Schusterman Interests, LLC | 291,152 | $4.46M | 6.88% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 296,975 | $4.55M | 0.01% | −28,306−8.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 299,160 | $4.59M | 0.01% | −365,950−55.0% | Reduced |
| California Public Employees Retirement System | 306,154 | $4.69M | 0.00% | −19,380−6.0% | Reduced |
| Invesco Ltd. | 308,675 | $4.73M | 0.00% | −9,550−3.0% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $4.83M | 0.44% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 324,404 | $4.97M | 0.00% | +86,792+36.5% | Added |
| Millennium Management LLC | 380,531 | $5.83M | 0.01% | +48,580+14.6% | Added |
| Ardmore Road Asset Management LP | 400,000 | $6.13M | 1.85% | +400,000 | New |
| Credit Suisse AG | 406,080 | $6.23M | 0.01% | +146,128+56.2% | Added |
| Penserra Capital Management LLC | 428,593 | $6.57M | 0.13% | +166,675+63.6% | Added |
| Swiss National Bank | 432,900 | $6.64M | 0.00% | +10,700+2.5% | Added |
| Susquehanna International Group, LLP | 457,037 | $7.01M | 0.01% | −17,057−3.6% | Reduced |
| Renaissance Technologies LLC | 463,900 | $7.11M | 0.01% | −611,500−56.9% | Reduced |
| TD Asset Management Inc | 464,784 | $7.13M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 475,354 | $7.40M | 0.01% | +132,436+38.6% | Added |
| Royal Bank of Canada | 547,122 | $8.39M | 0.00% | +16,695+3.1% | Added |
| Goldman Sachs Group Inc | 582,542 | $8.93M | 0.00% | −457,057−44.0% | Reduced |
| Nuveen Asset Management, LLC | 594,231 | $9.11M | 0.00% | −38,503−6.1% | Reduced |
| VK Services, LLC | 600,823 | $9.21M | 1.05% | 00.0% | Unchanged |
| Battery Management Corp. | 617,560 | $9.47M | 1.95% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 618,244 | $9.48M | 0.00% | +501,027+427.4% | Added |
| J. Goldman & Co LP | 702,205 | $10.8M | 0.61% | +702,205 | New |
| Allen Operations LLC | 721,382 | $11.1M | 2.45% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 731,682 | $11.2M | 0.00% | −13,297−1.8% | Reduced |
| Sacks David O | 751,646 | $11.5M | 54.92% | 00.0% | Unchanged |
| Bank of America Corp | 766,248 | $11.7M | 0.00% | −1,975,394−72.1% | Reduced |
| Man Group plc | 794,208 | $12.2M | 0.04% | – | – |
| Northern Trust Corp | 972,353 | $14.9M | 0.00% | +101,261+11.6% | Added |
| Balyasny Asset Management LLC | 1,042,344 | $16.0M | 0.04% | +1,042,344 | New |
| Capital Fund Management S.A. | 1,251,078 | $19.2M | 0.30% | +852,806+214.1% | Added |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $19.2M | 14.59% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,275,082 | $19.5M | 0.01% | +15,634+1.2% | Added |
| BFT Financial Group, LLC | 1,308,111 | $20.1M | 2.29% | −30,212−2.3% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $24.9M | 88.82% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,642,747 | $25.2M | 0.03% | −2,675,884−62.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,051,587 | $31.5M | 13.32% | −216,800−9.6% | Reduced |
| Alyeska Investment Group, L.P. | 2,125,693 | $32.6M | 0.25% | +2,125,693 | New |
| Norges Bank | 2,260,228 | $34.6M | 0.01% | +83,759+3.8% | Added |