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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 65,243 | $1.39M | 0.00% | +15,211+30.4% | Added |
| Omega Financial Group, LLC | 68,531 | $1.46M | 0.71% | +13,028+23.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $1.48M | 0.41% | +23,062+49.8% | Added |
| Once Capital Management, LLC | 70,500 | $1.50M | 1.43% | 00.0% | Unchanged |
| Barclays PLC | 72,309 | $1.54M | 0.00% | +3,726+5.4% | Added |
| Pathway Capital Management, LP | 72,883 | $1.55M | 3.69% | +72,883 | New |
| SEI Investments Co | 79,190 | $1.68M | 0.00% | +29,305+58.7% | Added |
| Engineers Gate Manager LP | 81,584 | $1.74M | 0.06% | +81,584 | New |
| Verition Fund Management LLC | 81,974 | $1.74M | 0.02% | +60,396+279.9% | Added |
| Advisory Services Network, LLC | 82,026 | $1.74M | 0.05% | +12,164+17.4% | Added |
| UBS Group AG | 82,094 | $1.75M | 0.00% | −287−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 83,535 | $1.78M | 0.00% | −16,471−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 84,908 | $1.81M | 0.00% | −6,984−7.6% | Reduced |
| Alliancebernstein L.P. | 85,406 | $1.82M | 0.00% | −481−0.6% | Reduced |
| DFPG Investments, LLC | 75,010 | $1.86M | 0.17% | +5,010+7.2% | Added |
| Public Employees Retirement System of Ohio | 88,614 | $1.89M | 0.01% | −9,816−10.0% | Reduced |
| Treasurer of the State of North Carolina | 95,536 | $2.03M | 0.01% | +480+0.5% | Added |
| Janus Henderson Group PLC | 96,260 | $2.05M | 0.00% | +430.0% | Added |
| Aquatic Capital Management LLC | 96,400 | $2.05M | 0.09% | +96,400 | New |
| Wells Fargo & Company | 99,844 | $2.12M | 0.00% | +64,491+182.4% | Added |
| Cutler Group LP | 107,691 | $2.29M | 0.37% | +106,036+6,407.0% | Added |
| Renaissance Capital LLC | 109,922 | $2.34M | 1.24% | +25,644+30.4% | Added |
| Titleist Asset Management, LLC | 119,560 | $2.54M | 0.52% | −1,295−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 119,970 | $2.55M | 0.02% | +87,910+274.2% | Added |
| Hilltop Holdings Inc. | 121,640 | $2.59M | 0.32% | −29,220−19.4% | Reduced |
| Citigroup Inc | 123,271 | $2.62M | 0.00% | −21,972−15.1% | Reduced |
| State of New Jersey Common Pension Fund D | 124,732 | $2.65M | 0.01% | −36,494−22.6% | Reduced |
| Envestnet Asset Management Inc | 128,207 | $2.73M | 0.00% | −135,232−51.3% | Reduced |
| HRT Financial LP | 130,038 | $2.77M | 0.03% | +102,871+378.7% | Added |
| First Republic Investment Management, Inc. | 135,175 | $2.88M | 0.01% | +135,175 | New |
| Renaissance Technologies LLC | 136,900 | $2.91M | 0.00% | −327,000−70.5% | Reduced |
| Harbor Capital Advisors, Inc. | 150,621 | $3.20M | 0.69% | +46,509+44.7% | Added |
| State Board of Administration of Florida Retirement System | 160,585 | $3.42M | 0.01% | +320+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 161,382 | $3.43M | 0.03% | −1,048−0.6% | Reduced |
| Allen Investment Management LLC | 162,088 | $3.45M | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 166,434 | $3.54M | 0.01% | −31,285−15.8% | Reduced |
| QRG Capital Management, Inc. | 173,994 | $3.70M | 0.06% | +173,994 | New |
| New York State Common Retirement Fund | 174,414 | $3.71M | 0.01% | −26,705−13.3% | Reduced |
| Ameriprise Financial Inc | 189,085 | $4.02M | 0.00% | +6,706+3.7% | Added |
| Sculptor Capital LP | 200,000 | $4.25M | 0.10% | 00.0% | Unchanged |
| Legal & General Group Plc | 200,038 | $4.25M | 0.00% | +2,681+1.4% | Added |
| Ensign Peak Advisors, Inc | 202,420 | $4.31M | 0.01% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 204,480 | $4.35M | 2.57% | +207+0.1% | Added |
| Jump Financial, LLC | 207,648 | $4.42M | 0.16% | +207,648 | New |
| Man Group plc | – | $4.47M | 0.01% | – | – |
| Two Sigma Securities, LLC | 217,172 | $4.62M | 0.21% | +204,196+1,573.6% | Added |
| Belmont Capital, LLC | 221,000 | $4.70M | 2.54% | 00.0% | Unchanged |
| California State Teachers Retirement System | 225,731 | $4.80M | 0.01% | −22,227−9.0% | Reduced |
| Rhumbline Advisers | 239,581 | $5.10M | 0.01% | −7,208−2.9% | Reduced |
| JPMorgan Chase & Co | 241,506 | $5.14M | 0.00% | −82,898−25.6% | Reduced |
| Mercer Global Advisors Inc | 249,822 | $5.31M | 0.02% | +38,520+18.2% | Added |
| Allen Holding Inc | 255,262 | $5.43M | 0.76% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 277,843 | $5.91M | 0.01% | +55,568+25.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 280,420 | $5.96M | 0.01% | −18,740−6.3% | Reduced |
| Penserra Capital Management LLC | 283,171 | $6.02M | 0.12% | −145,422−33.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 290,841 | $6.19M | 0.01% | −6,134−2.1% | Reduced |
| Schusterman Interests, LLC | 291,152 | $6.19M | 9.08% | 00.0% | Unchanged |
| Amundi | 363,847 | $6.55M | 0.00% | +112,780+44.9% | Added |
| Zweig-DiMenna Associates LLC | 313,316 | $6.66M | 0.80% | +72,970+30.4% | Added |
| Capital Fund Management S.A. | 314,976 | $6.70M | 0.09% | −936,102−74.8% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $6.70M | 0.63% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 315,579 | $6.71M | 0.77% | +315,579 | New |
| California Public Employees Retirement System | 325,313 | $6.92M | 0.01% | +19,159+6.3% | Added |
| Susquehanna International Group, LLP | 334,149 | $7.11M | 0.01% | −122,888−26.9% | Reduced |
| UBS Asset Management Americas Inc | 348,012 | $7.40M | 0.00% | +81,072+30.4% | Added |
| Tudor Investment Corp Et Al | 361,099 | $7.68M | 0.11% | +211,514+141.4% | Added |
| TD Asset Management Inc | 371,744 | $7.91M | 0.01% | −93,040−20.0% | Reduced |
| Trexquant Investment LP | 395,889 | $8.42M | 0.21% | +174,807+79.1% | Added |
| Credit Suisse AG | 404,329 | $8.60M | 0.01% | −1,751−0.4% | Reduced |
| Twinbeech Capital LP | 414,983 | $8.83M | 0.17% | +414,983 | New |
| HSBC Holdings PLC | 414,442 | $8.88M | 0.01% | −60,912−12.8% | Reduced |
| Balyasny Asset Management LLC | 425,808 | $9.06M | 0.03% | −616,536−59.1% | Reduced |
| Royal Bank of Canada | 440,580 | $9.37M | 0.00% | −106,542−19.5% | Reduced |
| Swiss National Bank | 440,700 | $9.37M | 0.01% | +7,800+1.8% | Added |
| Twin Tree Management, LP | 475,401 | $10.1M | 0.34% | +475,401 | New |
| Nuveen Asset Management, LLC | 592,414 | $12.6M | 0.00% | −1,817−0.3% | Reduced |
| VK Services, LLC | 600,823 | $12.8M | 1.70% | 00.0% | Unchanged |
| Marshall Wace, LLP | 613,636 | $13.1M | 0.03% | +613,636 | New |
| Sacks David O | 676,482 | $14.4M | 72.68% | −75,164−10.0% | Reduced |
| Millennium Management LLC | 705,526 | $15.0M | 0.02% | +324,995+85.4% | Added |
| Allen Operations LLC | 721,382 | $15.3M | 3.39% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 754,950 | $16.1M | 0.00% | +23,268+3.2% | Added |
| Invesco Ltd. | 841,022 | $17.9M | 0.00% | +532,347+172.5% | Added |
| Wellington Management Group LLP | 848,969 | $18.1M | 0.00% | −1,454,316−63.1% | Reduced |
| Bank of America Corp | 873,440 | $18.6M | 0.00% | +107,192+14.0% | Added |
| D. E. Shaw & Co., Inc. | 897,934 | $19.1M | 0.03% | +883,234+6,008.4% | Added |
| Squarepoint Ops LLC | 911,010 | $19.4M | 0.09% | +855,234+1,533.3% | Added |
| Northern Trust Corp | 1,002,905 | $21.3M | 0.00% | +30,552+3.1% | Added |
| Jane Street Group, LLC | 1,083,297 | $23.0M | 0.04% | +850,800+365.9% | Added |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $26.7M | 19.98% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,298,330 | $27.6M | 0.01% | +23,248+1.8% | Added |
| Two Sigma Advisers, LP | 1,424,600 | $30.3M | 0.08% | +1,402,000+6,203.5% | Added |
| Citadel Advisors LLC | 1,618,332 | $34.4M | 0.04% | −24,415−1.5% | Reduced |
| Founders Fund Growth Management, LLC | 1,622,338 | $34.5M | 94.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,678,765 | $35.7M | 0.01% | +1,096,223+188.2% | Added |
| Holocene Advisors, LP | 1,962,930 | $41.8M | 0.19% | +1,686,792+610.9% | Added |
| Three Bridge Wealth Advisors, LLC | 1,991,587 | $42.4M | 17.58% | −60,000−2.9% | Reduced |
| Norges Bank | 2,115,988 | $45.0M | 0.01% | −144,240−6.4% | Reduced |
| BIT Capital GmbH | 2,140,113 | $45.5M | 6.09% | +2,140,113 | New |
| Abdiel Capital Advisors, LP | 2,309,316 | $49.1M | 2.15% | +2,469+0.1% | Added |