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, Q3 2023
Institutional positions in Affirm Holdings, Inc. as of Sep 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
- 312
- +2 vs. Q2 2023
- Shares held
- 196.0M
- +19.5M (+11.0%) vs. Q2 2023
- Total value
- $4.17B
- +$1.47B (+54.2%) vs. Q2 2023
- New holders
- 51
- 98 more added
- Sold out
- 49
- 90 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 34,040,191 | $724.0M | 0.07% | +7,359,627+27.6% | Added |
| Capital Research Global Investors | 21,774,741 | $463.1M | 0.13% | −242,609−1.1% | Reduced |
| Baillie Gifford & Co | 19,025,293 | $404.7M | 0.37% | −384,076−2.0% | Reduced |
| Capital World Investors | 18,783,301 | $399.5M | 0.08% | +2,000,251+11.9% | Added |
| Vanguard Group Inc | 18,737,059 | $398.5M | 0.01% | +213,421+1.2% | Added |
| Price T Rowe Associates Inc | 9,671,227 | $205.7M | 0.03% | +962,295+11.0% | Added |
| BlackRock Inc. | 8,968,147 | $190.8M | 0.01% | −25,431−0.3% | Reduced |
| Two Sigma Investments, LP | 4,422,823 | $94.1M | 0.26% | +4,422,823 | New |
| State Street Corp | 3,437,799 | $73.1M | 0.00% | +41,181+1.2% | Added |
| Geode Capital Management, LLC | 3,247,698 | $69.1M | 0.01% | +20,589+0.6% | Added |
| Spyglass Capital Management LLC | 2,993,884 | $63.7M | 4.99% | +42,337+1.4% | Added |
| Dimensional Fund Advisors LP | 2,468,917 | $52.5M | 0.02% | +1,850,673+299.3% | Added |
| Abdiel Capital Advisors, LP | 2,309,316 | $49.1M | 2.15% | +2,469+0.1% | Added |
| BIT Capital GmbH | 2,140,113 | $45.5M | 6.09% | +2,140,113 | New |
| Norges Bank | 2,115,988 | $45.0M | 0.01% | −144,240−6.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,991,587 | $42.4M | 17.58% | −60,000−2.9% | Reduced |
| Holocene Advisors, LP | 1,962,930 | $41.8M | 0.19% | +1,686,792+610.9% | Added |
| Goldman Sachs Group Inc | 1,678,765 | $35.7M | 0.01% | +1,096,223+188.2% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $34.5M | 94.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,618,332 | $34.4M | 0.04% | −24,415−1.5% | Reduced |
| Two Sigma Advisers, LP | 1,424,600 | $30.3M | 0.08% | +1,402,000+6,203.5% | Added |
| Charles Schwab Investment Management Inc | 1,298,330 | $27.6M | 0.01% | +23,248+1.8% | Added |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $26.7M | 19.98% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,083,297 | $23.0M | 0.04% | +850,800+365.9% | Added |
| Northern Trust Corp | 1,002,905 | $21.3M | 0.00% | +30,552+3.1% | Added |
| Squarepoint Ops LLC | 911,010 | $19.4M | 0.09% | +855,234+1,533.3% | Added |
| D. E. Shaw & Co., Inc. | 897,934 | $19.1M | 0.03% | +883,234+6,008.4% | Added |
| Bank of America Corp | 873,440 | $18.6M | 0.00% | +107,192+14.0% | Added |
| Wellington Management Group LLP | 848,969 | $18.1M | 0.00% | −1,454,316−63.1% | Reduced |
| Invesco Ltd. | 841,022 | $17.9M | 0.00% | +532,347+172.5% | Added |
| Bank of New York Mellon Corp | 754,950 | $16.1M | 0.00% | +23,268+3.2% | Added |
| Allen Operations LLC | 721,382 | $15.3M | 3.39% | 00.0% | Unchanged |
| Millennium Management LLC | 705,526 | $15.0M | 0.02% | +324,995+85.4% | Added |
| Sacks David O | 676,482 | $14.4M | 72.68% | −75,164−10.0% | Reduced |
| Marshall Wace, LLP | 613,636 | $13.1M | 0.03% | +613,636 | New |
| VK Services, LLC | 600,823 | $12.8M | 1.70% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 592,414 | $12.6M | 0.00% | −1,817−0.3% | Reduced |
| Twin Tree Management, LP | 475,401 | $10.1M | 0.34% | +475,401 | New |
| Swiss National Bank | 440,700 | $9.37M | 0.01% | +7,800+1.8% | Added |
| Royal Bank of Canada | 440,580 | $9.37M | 0.00% | −106,542−19.5% | Reduced |
| Balyasny Asset Management LLC | 425,808 | $9.06M | 0.03% | −616,536−59.1% | Reduced |
| HSBC Holdings PLC | 414,442 | $8.88M | 0.01% | −60,912−12.8% | Reduced |
| Twinbeech Capital LP | 414,983 | $8.83M | 0.17% | +414,983 | New |
| Credit Suisse AG | 404,329 | $8.60M | 0.01% | −1,751−0.4% | Reduced |
| Trexquant Investment LP | 395,889 | $8.42M | 0.21% | +174,807+79.1% | Added |
| TD Asset Management Inc | 371,744 | $7.91M | 0.01% | −93,040−20.0% | Reduced |
| Tudor Investment Corp Et Al | 361,099 | $7.68M | 0.11% | +211,514+141.4% | Added |
| UBS Asset Management Americas Inc | 348,012 | $7.40M | 0.00% | +81,072+30.4% | Added |
| Susquehanna International Group, LLP | 334,149 | $7.11M | 0.01% | −122,888−26.9% | Reduced |
| California Public Employees Retirement System | 325,313 | $6.92M | 0.01% | +19,159+6.3% | Added |
| Bayesian Capital Management, LP | 315,579 | $6.71M | 0.77% | +315,579 | New |
| Pacific Heights Asset Management LLC | 315,000 | $6.70M | 0.63% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 314,976 | $6.70M | 0.09% | −936,102−74.8% | Reduced |
| Zweig-DiMenna Associates LLC | 313,316 | $6.66M | 0.80% | +72,970+30.4% | Added |
| Amundi | 363,847 | $6.55M | 0.00% | +112,780+44.9% | Added |
| Schusterman Interests, LLC | 291,152 | $6.19M | 9.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 290,841 | $6.19M | 0.01% | −6,134−2.1% | Reduced |
| Penserra Capital Management LLC | 283,171 | $6.02M | 0.12% | −145,422−33.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 280,420 | $5.96M | 0.01% | −18,740−6.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 277,843 | $5.91M | 0.01% | +55,568+25.0% | Added |
| Allen Holding Inc | 255,262 | $5.43M | 0.76% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 249,822 | $5.31M | 0.02% | +38,520+18.2% | Added |
| JPMorgan Chase & Co | 241,506 | $5.14M | 0.00% | −82,898−25.6% | Reduced |
| Rhumbline Advisers | 239,581 | $5.10M | 0.01% | −7,208−2.9% | Reduced |
| California State Teachers Retirement System | 225,731 | $4.80M | 0.01% | −22,227−9.0% | Reduced |
| Belmont Capital, LLC | 221,000 | $4.70M | 2.54% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 217,172 | $4.62M | 0.21% | +204,196+1,573.6% | Added |
| Man Group plc | – | $4.47M | 0.01% | – | – |
| Jump Financial, LLC | 207,648 | $4.42M | 0.16% | +207,648 | New |
| Catalyst Private Wealth, LLC | 204,480 | $4.35M | 2.57% | +207+0.1% | Added |
| Ensign Peak Advisors, Inc | 202,420 | $4.31M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 200,038 | $4.25M | 0.00% | +2,681+1.4% | Added |
| Sculptor Capital LP | 200,000 | $4.25M | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 189,085 | $4.02M | 0.00% | +6,706+3.7% | Added |
| New York State Common Retirement Fund | 174,414 | $3.71M | 0.01% | −26,705−13.3% | Reduced |
| QRG Capital Management, Inc. | 173,994 | $3.70M | 0.06% | +173,994 | New |
| Qube Research & Technologies Ltd | 166,434 | $3.54M | 0.01% | −31,285−15.8% | Reduced |
| Allen Investment Management LLC | 162,088 | $3.45M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 161,382 | $3.43M | 0.03% | −1,048−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 160,585 | $3.42M | 0.01% | +320+0.2% | Added |
| Harbor Capital Advisors, Inc. | 150,621 | $3.20M | 0.69% | +46,509+44.7% | Added |
| Renaissance Technologies LLC | 136,900 | $2.91M | 0.00% | −327,000−70.5% | Reduced |
| First Republic Investment Management, Inc. | 135,175 | $2.88M | 0.01% | +135,175 | New |
| HRT Financial LP | 130,038 | $2.77M | 0.03% | +102,871+378.7% | Added |
| Envestnet Asset Management Inc | 128,207 | $2.73M | 0.00% | −135,232−51.3% | Reduced |
| State of New Jersey Common Pension Fund D | 124,732 | $2.65M | 0.01% | −36,494−22.6% | Reduced |
| Citigroup Inc | 123,271 | $2.62M | 0.00% | −21,972−15.1% | Reduced |
| Hilltop Holdings Inc. | 121,640 | $2.59M | 0.32% | −29,220−19.4% | Reduced |
| Nisa Investment Advisors, LLC | 119,970 | $2.55M | 0.02% | +87,910+274.2% | Added |
| Titleist Asset Management, LLC | 119,560 | $2.54M | 0.52% | −1,295−1.1% | Reduced |
| Renaissance Capital LLC | 109,922 | $2.34M | 1.24% | +25,644+30.4% | Added |
| Cutler Group LP | 107,691 | $2.29M | 0.37% | +106,036+6,407.0% | Added |
| Wells Fargo & Company | 99,844 | $2.12M | 0.00% | +64,491+182.4% | Added |
| Aquatic Capital Management LLC | 96,400 | $2.05M | 0.09% | +96,400 | New |
| Janus Henderson Group PLC | 96,260 | $2.05M | 0.00% | +430.0% | Added |
| Treasurer of the State of North Carolina | 95,536 | $2.03M | 0.01% | +480+0.5% | Added |
| Public Employees Retirement System of Ohio | 88,614 | $1.89M | 0.01% | −9,816−10.0% | Reduced |
| DFPG Investments, LLC | 75,010 | $1.86M | 0.17% | +5,010+7.2% | Added |
| Alliancebernstein L.P. | 85,406 | $1.82M | 0.00% | −481−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 84,908 | $1.81M | 0.00% | −6,984−7.6% | Reduced |