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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 11,771 | $180.4K | 0.01% | +12+0.1% | Added |
| Marex Group plc | 11,496 | $176.2K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 11,400 | $174.8K | 0.03% | −6,339−35.7% | Reduced |
| Teza Capital Management LLC | 11,341 | $173.9K | 0.03% | −31,770−73.7% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $165.1K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,282 | $157.6K | 0.00% | +10,282 | New |
| Prudential Financial Inc | 10,234 | $156.9K | 0.00% | −90−0.9% | Reduced |
| Janney Montgomery Scott LLC | 10,120 | $155.0K | 0.00% | +10,120 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $153.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,801 | $148.5K | 0.00% | −58,417−86.9% | Reduced |
| Leonteq Securities AG | 9,598 | $147.1K | 0.02% | −1,784−15.7% | Reduced |
| Macquarie Group Ltd | 6,742 | $103.4K | 0.00% | −585,175−98.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 6,211 | $95.2K | 0.00% | +6,211 | New |
| Federation des caisses Desjardins du Quebec | 6,027 | $92.4K | 0.00% | +1,750+40.9% | Added |
| Signaturefd, LLC | 5,854 | $89.7K | 0.00% | +554+10.5% | Added |
| CWM, LLC | 5,769 | $88.0K | 0.00% | −370−6.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 5,727 | $87.8K | 0.06% | +966+20.3% | Added |
| Advisors Asset Management, Inc. | 4,492 | $68.9K | 0.00% | −1,142−20.3% | Reduced |
| MetLife Investment Management | 4,308 | $66.0K | 0.00% | −273−6.0% | Reduced |
| Y.D. More Investments Ltd | 3,949 | $60.5K | 0.02% | −348−8.1% | Reduced |
| AdvisorNet Financial, Inc | 3,060 | $46.9K | 0.00% | −45−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,055 | $46.8K | 0.01% | −1,000−24.7% | Reduced |
| Parallel Advisors, LLC | 2,943 | $45.1K | 0.00% | +786+36.4% | Added |
| Exchange Traded Concepts, LLC | 2,554 | $39.2K | 0.00% | +2,554 | New |
| Arcadia Investment Management Corp | 2,500 | $38.3K | 0.01% | −1,500−37.5% | Reduced |
| Westside Investment Management, Inc. | 1,941 | $29.8K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,938 | $29.7K | 0.00% | −288−12.9% | Reduced |
| Private Ocean, LLC | 1,911 | $29.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,890 | $28.9K | 0.00% | +100+5.6% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $27.8K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,655 | $25.0K | 0.01% | −16,576−90.9% | Reduced |
| Stephens Consulting, LLC | 1,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,472 | $22.6K | 0.01% | +361+32.5% | Added |
| Quadrant Capital Group LLC | 1,376 | $21.1K | 0.00% | −560−28.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,040 | $15.9K | 0.00% | −610−37.0% | Reduced |
| Versant Capital Management, Inc | 1,014 | $15.5K | 0.00% | +941+1,289.0% | Added |
| Atlas Capital Advisors LLC | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 989 | $15.2K | 0.00% | +989 | New |
| Russell Investments Group, Ltd. | 921 | $14.1K | 0.00% | +23+2.6% | Added |
| Ridgewood Investments LLC | 900 | $13.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 824 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 795 | $12.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 736 | $11.3K | 0.00% | +18+2.5% | Added |
| Spire Wealth Management | 554 | $8.49K | 0.00% | −20−3.5% | Reduced |
| Lindbrook Capital, LLC | 552 | $8.46K | 0.00% | −556−50.2% | Reduced |
| Washington Trust Co | 521 | $7.99K | 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 |
| Harbour Investments, Inc. | 420 | $6.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $6.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 365 | $5.59K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 363 | $5.57K | 0.00% | −3,427−90.4% | Reduced |
| Allworth Financial LP | 356 | $5.46K | 0.00% | +247+226.6% | Added |
| Tradewinds Capital Management, LLC | 315 | $4.83K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 250 | $4.00K | 0.00% | −300−54.5% | Reduced |
| Optimum Investment Advisors | 255 | $3.91K | 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 |
| Banque Cantonale Vaudoise | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 158 | $2.42K | 0.00% | +44+38.6% | Added |
| 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 |
| Geneos Wealth Management Inc. | 115 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $1.69K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 105 | $1.61K | 0.00% | +55+110.0% | Added |
| Salem Investment Counselors Inc | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 98 | $1.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 94 | $1.44K | 0.00% | −1,034−91.7% | Reduced |
| Parkside Financial Bank & Trust | 91 | $1.40K | 0.00% | −323−78.0% | Reduced |
| HM Payson & Co | 84 | $1.29K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 81 | $1.24K | 0.00% | −68−45.6% | Reduced |
| Blume Capital Management, Inc. | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $1.12K | 0.00% | +8+12.3% | Added |
| Farther Finance Advisors, LLC | 67 | $1.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Elequin Capital LP | 65 | $996 | 0.00% | +65 | New |
| Beacon Capital Management, LLC | 64 | $981 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 51 | $782 | 0.05% | +1+2.0% | Added |
| 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 |
| Riggs Asset Managment Co. Inc. | 44 | $675 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $629 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $614 | 0.00% | +40 | New |
| West Oak Capital, LLC | 40 | $613 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $613 | 0.00% | +20+100.0% | Added |
| 25 LLC | 35 | $611 | 0.00% | +35 | New |
| Concord Wealth Partners | 39 | $598 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $537 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $506 | 0.00% | 00.0% | Unchanged |