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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.

Institutional holdersQ3 2023: 312 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ3 2023: $4.17B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2023.

Institutions holding AFRM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The83,535$1.78M0.00%−16,471−16.5%Reduced
UBS Group AG82,094$1.75M0.00%−287−0.3%Reduced
Advisory Services Network, LLC82,026$1.74M0.05%+12,164+17.4%Added
Verition Fund Management LLC81,974$1.74M0.02%+60,396+279.9%Added
Engineers Gate Manager LP81,584$1.74M0.06%+81,584New
SEI Investments Co79,190$1.68M0.00%+29,305+58.7%Added
Pathway Capital Management, LP72,883$1.55M3.69%+72,883New
Barclays PLC72,309$1.54M0.00%+3,726+5.4%Added
Once Capital Management, LLC70,500$1.50M1.43%00.0%Unchanged
Liberty Mutual Group Asset Management Inc.69,374$1.48M0.41%+23,062+49.8%Added
Omega Financial Group, LLC68,531$1.46M0.71%+13,028+23.5%Added
LPL Financial LLC65,243$1.39M0.00%+15,211+30.4%Added
EAM Investors, LLC63,407$1.35M0.26%+63,407New
Blueshift Asset Management, LLC60,871$1.29M0.76%−78,436−56.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.58,623$1.25M0.00%+223+0.4%Added
Arizona State Retirement System57,077$1.21M0.01%+1,232+2.2%Added
HighTower Advisors, LLC53,044$1.13M0.00%+8,509+19.1%Added
Delta Air Lines, Inc.50,000$1.06M0.29%00.0%Unchanged
Diker Management LLC50,000$1.06M0.95%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd48,643$1.03M0.10%+7,687+18.8%Added
Virginia Retirement Systems Et Al47,900$1.02M0.01%+4,600+10.6%Added
Mariner, LLC47,834$1.02M0.00%−6,642−12.2%Reduced
Cypress Point Wealth Management, LLC47,382$1.01M0.89%−43,936−48.1%Reduced
The PNC Financial Services Group, Inc.47,378$1.01M0.00%+793+1.7%Added
Quantinno Capital Management LP47,165$1.00M0.05%+47,165New
Aigen Investment Management, LP46,595$991.1K0.19%+46,595New
Gsa Capital Partners LLP46,278$984.0K0.08%−736−1.6%Reduced
TownSquare Capital, LLC45,357$964.7K0.02%+70+0.2%Added
Legacy Capital Group California, Inc.44,968$956.5K0.41%+44,968New
Algert Global LLC42,040$894.2K0.04%+42,040New
Cubist Systematic Strategies, LLC41,946$892.2K0.01%−117,496−73.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)41,358$879.7K0.00%+9,354+29.2%Added
Corton Capital Inc.41,028$872.7K0.44%−179−0.4%Reduced
Jasper Ridge Partners, L.P.40,253$856.2K0.04%00.0%Unchanged
Cresset Asset Management, LLC38,089$810.2K0.01%+5,946+18.5%Added
Intech Investment Management LLC37,704$802.0K0.01%+37,704New
Parallax Volatility Advisers, L.P.37,013$787.3K0.03%−17,107−31.6%Reduced
Edgestream Partners, L.P.35,219$749.1K0.06%−40,488−53.5%Reduced
Balboa Wealth Partners35,188$748.4K0.28%−1,467−4.0%Reduced
Axq Capital, LP34,563$735.2K0.26%+34,563New
American Century Companies Inc33,665$716.1K0.00%+19,151+131.9%Added
Amalgamated Bank33,290$708.0K0.01%+97+0.3%Added
State of Wisconsin Investment Board31,339$666.6K0.00%+15,619+99.4%Added
Commerce Bank30,532$649.4K0.01%+1,153+3.9%Added
Friedenthal Financial30,044$639.0K0.43%−10,629−26.1%Reduced
Camden Capital, LLC28,756$611.6K0.07%+28,756New
Handelsbanken Fonder AB28,700$610.0K0.00%00.0%Unchanged
Creative Planning28,023$596.0K0.00%+1,901+7.3%Added
HarbourVest Partners LLC27,609$587.2K0.20%−240,458−89.7%Reduced
Voya Investment Management LLC27,575$586.5K0.00%−144−0.5%Reduced
JustInvest LLC26,655$567.0K0.02%+829+3.2%Added
Oppenheimer Asset Management Inc.25,533$543.1K0.01%+839+3.4%Added
SG Americas Securities, LLC25,545$543.0K0.01%−116,209−82.0%Reduced
Capstone Investment Advisors, LLC25,181$535.6K0.01%+25,181New
Utah Retirement Systems25,030$532.4K0.01%−4,732−15.9%Reduced
Victory Capital Management Inc24,232$515.4K0.00%+1,694+7.5%Added
Wolverine Asset Management LLC24,223$515.2K0.01%00.0%Unchanged
MetLife Investment Management24,050$511.5K0.00%+19,742+458.3%Added
FMR LLC24,005$510.6K0.00%−235,233−90.7%Reduced
Schonfeld Strategic Advisors LLC24,000$510.5K0.00%+24,000New
Chicago Partners Investment Group LLC27,355$506.1K0.03%−5,875−17.7%Reduced
Harvest Investment Services, LLC23,462$499.0K0.32%+23,462New
Public Employees Retirement Association of Colorado23,329$496.0K0.00%00.0%Unchanged
Pictet Asset Management Holding SA22,981$488.8K0.00%+22,981New
Tower Research Capital LLC (TRC)22,087$469.8K0.01%+6,078+38.0%Added
Ieq Capital, LLC21,588$459.2K0.01%00.0%Unchanged
Raymond James & Associates21,218$451.3K0.00%+1,781+9.2%Added
Vetamer Capital Management, L.P.20,891$444.4K0.82%+20,891New
Prospera Financial Services Inc20,703$440.3K0.02%−39−0.2%Reduced
Headlands Technologies LLC20,270$431.1K0.21%+20,270New
Spouting Rock Asset Management, LLC20,198$429.6K0.14%+1,475+7.9%Added
Rockefeller Capital Management L.P.19,810$421.4K0.00%−346−1.7%Reduced
Qalhat Capital Ltd19,238$409.2K0.25%00.0%Unchanged
Cim Investment Mangement Inc18,567$394.9K0.14%−425−2.2%Reduced
AtonRa Partners18,177$386.6K0.81%−4,205−18.8%Reduced
Adams Street Partners LLC17,610$374.6K0.13%+17,610New
Hall Private Wealth Advisors17,500$372.2K0.25%−2,500−12.5%Reduced
Maryland State Retirement & Pension System17,492$372.1K0.01%00.0%Unchanged
Point72 Middle East FZE17,401$370.1K0.02%+17,401New
Oder Investment Management, LLC17,383$369.7K0.40%−2,850−14.1%Reduced
Deutsche Bank AG17,219$366.2K0.00%−1,153−6.3%Reduced
Principal Financial Group Inc17,091$363.5K0.00%+888+5.5%Added
ExodusPoint Capital Management, LP16,632$354.0K0.00%−108,349−86.7%Reduced
Natixis16,314$347.0K0.00%−7,963−32.8%Reduced
BBR Partners, LLC16,108$342.6K0.04%00.0%Unchanged
Source Financial Advisors LLC15,835$336.8K0.11%00.0%Unchanged
Teacher Retirement System of Texas15,367$327.0K0.00%+343+2.3%Added
Davy Global Fund Management Ltd14,920$317.3K0.07%−1,161−7.2%Reduced
Commonwealth Equity Services, LLC14,583$310.0K0.00%−11−0.1%Reduced
Independent Financial Group, LLC13,479$286.7K0.02%−1,622−10.7%Reduced
Tiedemann Advisors, LLC13,454$286.2K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.11,628$284.7K0.00%−6,777−36.8%Reduced
US Bancorp13,093$278.5K0.00%+403+3.2%Added
Bank of Montreal11,358$277.1K0.00%+2,557+29.1%Added
M&T Bank Corp12,643$268.9K0.00%−2,030−13.8%Reduced
Shelton Capital Management12,223$260.0K0.01%00.0%Unchanged
Cravens & Co Advisors, LLC11,955$254.3K0.24%+109+0.9%Added
Brighton Jones LLC11,773$250.4K0.01%+20.0%Added
Atlas Capital Advisors LLC11,669$248.2K0.04%+10,669+1,066.9%Added
Dynamic Technology Lab Private Ltd11,493$244.0K0.02%−63,671−84.7%Reduced