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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 33 | $506 | 0.00% | +33 | New |
| ICA Group Wealth Management, LLC | 30 | $460 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $307 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $276 | 0.00% | +18 | New |
| Horan Securities, Inc. | 16 | $241 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $230 | 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 |
| Hexagon Capital Partners LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $15 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 101 | $0 | 0.00% | −52−34.0% | Reduced |
| IFP Advisors, Inc | 3,281 | – | – | +2,536+340.4% | Added |
| Lightspeed Ultimate General Partner IX, Ltd. | 0 | $0 | 0.00% | −4,721,064−100.0% | Sold out |
| GGV Capital LLC | 0 | $0 | 0.00% | −2,059,237−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −173,560−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −157,877−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −125,476−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −99,037−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −87,755−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −48,781−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −46,003−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −40,453−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −31,559−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −30,159−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,685−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −15,569−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −14,705−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,311−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −12,930−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,916−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,447−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,057−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |