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, 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| Investors Research Corp | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $64 | 0.00% | −41−93.2% | Reduced |
| Hexagon Capital Partners LLC | 3 | $64 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $106 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $213 | 0.00% | +10 | New |
| Heritage Wealth Advisors | 15 | $319 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 15 | $319 | 0.00% | +15 | New |
| Huntington National Bank | 18 | $383 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $425 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $468 | 0.00% | +22 | New |
| Northwest Investment Counselors, LLC | 28 | $596 | 0.00% | +28 | New |
| Tfo-TDC, LLC | 43 | $659 | 0.00% | +43 | New |
| Nemes Rush Group LLC | 40 | $851 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $872 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $915 | 0.00% | +43 | New |
| Beacon Capital Management, LLC | 64 | $981 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 116 | $1.00K | 0.00% | −15−11.5% | Reduced |
| City State Bank | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 69 | $1.00K | 0.00% | +69 | New |
| Focused Wealth Management, Inc | 50 | $1.06K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.06K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 51 | $1.08K | 0.00% | −30−37.0% | Reduced |
| Farther Finance Advisors, LLC | 68 | $1.45K | 0.00% | +1+1.5% | Added |
| AllSquare Wealth Management LLC | 68 | $1.45K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 71 | $1.51K | 0.00% | −23−24.5% | Reduced |
| Gradient Investments LLC | 77 | $1.64K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $1.70K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 90 | $1.92K | 0.00% | +6+7.1% | Added |
| Tower View Investment Management & Research LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 67 | $2.00K | 0.00% | −34−33.7% | Reduced |
| Valley National Advisers Inc | 80 | $2.00K | 0.00% | +80 | New |
| Fifth Third Bancorp | 96 | $2.04K | 0.00% | −9−8.6% | Reduced |
| Sutton Wealth Advisors Inc. | 98 | $2.08K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $2.15K | 0.00% | +28+38.4% | Added |
| Tortoise Investment Management, LLC | 110 | $2.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 110 | $2.34K | 0.00% | +19+20.9% | Added |
| Geneos Wealth Management Inc. | 115 | $2.45K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $2.87K | 0.00% | +135 | New |
| JDM Financial Group LLC | 167 | $3.55K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 200 | $4.25K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $4.25K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $4.25K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $6.38K | 0.00% | +300 | New |
| Tradewinds Capital Management, LLC | 315 | $6.70K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 326 | $7.00K | 0.00% | +326 | New |
| Optimum Investment Advisors | 330 | $7.02K | 0.00% | +75+29.4% | Added |
| West Tower Group, LLC | 331 | $7.04K | 0.00% | +331 | New |
| Paloma Partners Management Co | 344 | $7.32K | 0.00% | +344 | New |
| Glassman Wealth Services | 359 | $7.64K | 0.00% | +201+127.2% | Added |
| Creative Financial Designs Inc | 365 | $7.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $8.51K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $8.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 427 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 479 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 466 | $10.0K | 0.01% | −2−0.4% | Reduced |
| PayPay Securities Corp | 481 | $10.2K | 0.50% | +430+843.1% | Added |
| Allworth Financial LP | 507 | $10.8K | 0.00% | +151+42.4% | Added |
| FNY Investment Advisers, LLC | 550 | $11.0K | 0.01% | +550 | New |
| Washington Trust Co | 521 | $11.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 718 | $12.9K | 0.00% | −18−2.4% | Reduced |
| Lindbrook Capital, LLC | 636 | $13.5K | 0.00% | +84+15.2% | Added |
| Quent Capital, LLC | 764 | $16.3K | 0.00% | −60−7.3% | Reduced |
| Ravenstone Capital Management Inc. | 795 | $16.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 800 | $17.0K | 0.00% | +800 | New |
| Activest Wealth Management | 883 | $18.8K | 0.01% | +883 | New |
| Global Wealth Strategies & Associates | 1,000 | $21.3K | 0.01% | −472−32.1% | Reduced |
| Russell Investments Group, Ltd. | 1,004 | $21.4K | 0.00% | +83+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,040 | $22.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,054 | $22.4K | 0.00% | +500+90.3% | Added |
| Quadrant Capital Group LLC | 1,369 | $29.1K | 0.00% | −7−0.5% | Reduced |
| Stephens Consulting, LLC | 1,500 | $31.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,590 | $32.3K | 0.00% | −300−15.9% | Reduced |
| IFP Advisors, Inc | 1,595 | $33.9K | 0.00% | −1,686−51.4% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $38.5K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 1,834 | $39.0K | 0.00% | −104−5.4% | Reduced |
| Private Ocean, LLC | 1,911 | $40.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,941 | $41.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,134 | $45.4K | 0.00% | +2,134 | New |
| Versant Capital Management, Inc | 2,223 | $47.3K | 0.02% | +1,209+119.2% | Added |
| Arcadia Investment Management Corp | 2,500 | $53.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,997 | $63.7K | 0.00% | +54+1.8% | Added |
| EverSource Wealth Advisors, LLC | 3,487 | $74.2K | 0.01% | +432+14.1% | Added |
| Y.D. More Investments Ltd | 3,110 | $77.8K | 0.02% | −839−21.2% | Reduced |
| Advisors Asset Management, Inc. | 3,882 | $82.6K | 0.00% | −610−13.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,132 | $87.9K | 0.00% | −1,895−31.4% | Reduced |
| KBC Group NV | 4,542 | $97.0K | 0.00% | −43,712−90.6% | Reduced |
| Comerica Bank | 4,635 | $98.6K | 0.00% | +4,635 | New |
| AdvisorNet Financial, Inc | 5,000 | $106.3K | 0.01% | +1,940+63.4% | Added |
| CWM, LLC | 5,834 | $124.0K | 0.00% | +65+1.1% | Added |
| Signaturefd, LLC | 6,382 | $135.7K | 0.00% | +528+9.0% | Added |
| Counterpoint Mutual Funds LLC | 6,467 | $137.6K | 0.11% | +6,467 | New |
| Leonteq Securities AG | 6,793 | $144.5K | 0.02% | −2,805−29.2% | Reduced |