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; 662 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 | 662 | $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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,468,917 | $52.5M | 0.02% | +1,850,673+299.3% | Added |
| Spyglass Capital Management LLC | 2,993,884 | $63.7M | 4.99% | +42,337+1.4% | Added |
| Geode Capital Management, LLC | 3,247,698 | $69.1M | 0.01% | +20,589+0.6% | Added |
| State Street Corp | 3,437,799 | $73.1M | 0.00% | +41,181+1.2% | Added |
| Two Sigma Investments, LP | 4,422,823 | $94.1M | 0.26% | +4,422,823 | New |
| BlackRock Inc. | 8,968,147 | $190.8M | 0.01% | −25,431−0.3% | Reduced |
| Price T Rowe Associates Inc | 9,671,227 | $205.7M | 0.03% | +962,295+11.0% | Added |
| Vanguard Group Inc | 18,737,059 | $398.5M | 0.01% | +213,421+1.2% | Added |
| Capital World Investors | 18,783,301 | $399.5M | 0.08% | +2,000,251+11.9% | Added |
| Baillie Gifford & Co | 19,025,293 | $404.7M | 0.37% | −384,076−2.0% | Reduced |
| Capital Research Global Investors | 21,774,741 | $463.1M | 0.13% | −242,609−1.1% | Reduced |
| Morgan Stanley | 34,040,191 | $724.0M | 0.07% | +7,359,627+27.6% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,125,693−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −702,205−100.0% | Sold out |
| Battery Management Corp. | 0 | $0 | 0.00% | −617,560−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −167,508−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −136,430−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −81,445−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −64,108−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −60,549−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −52,796−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −48,780−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −33,293−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −33,376−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −30,108−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,824−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −22,129−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −21,244−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −20,288−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,805−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −17,557−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,511−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −14,938−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,181−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −11,496−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,341−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,282−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −6,742−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |