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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 10,770 | $229.1K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,740 | $228.4K | 0.11% | −8,895−45.3% | Reduced |
| Ellevest, Inc. | 10,552 | $224.4K | 0.02% | −10,352−49.5% | Reduced |
| Prudential Financial Inc | 10,541 | $224.2K | 0.00% | +307+3.0% | Added |
| Neuberger Berman Group LLC | 10,093 | $214.7K | 0.00% | +10,093 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $212.7K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 9,924 | $211.1K | 0.15% | +9,924 | New |
| Myecfo, LLC | 9,826 | $209.0K | 0.14% | +9,826 | New |
| Pathstone Family Office, LLC | 9,799 | $208.4K | 0.00% | +9,799 | New |
| Richelieu Gestion PLC | 9,770 | $208.0K | 0.19% | −7,612−43.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 8,387 | $178.4K | 0.10% | +2,660+46.4% | Added |
| Storebrand Asset Management AS | 6,923 | $147.3K | 0.00% | −33,903−83.0% | Reduced |
| Leonteq Securities AG | 6,793 | $144.5K | 0.02% | −2,805−29.2% | Reduced |
| Counterpoint Mutual Funds LLC | 6,467 | $137.6K | 0.11% | +6,467 | New |
| Signaturefd, LLC | 6,382 | $135.7K | 0.00% | +528+9.0% | Added |
| CWM, LLC | 5,834 | $124.0K | 0.00% | +65+1.1% | Added |
| AdvisorNet Financial, Inc | 5,000 | $106.3K | 0.01% | +1,940+63.4% | Added |
| Comerica Bank | 4,635 | $98.6K | 0.00% | +4,635 | New |
| KBC Group NV | 4,542 | $97.0K | 0.00% | −43,712−90.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,132 | $87.9K | 0.00% | −1,895−31.4% | Reduced |
| Advisors Asset Management, Inc. | 3,882 | $82.6K | 0.00% | −610−13.6% | Reduced |
| Y.D. More Investments Ltd | 3,110 | $77.8K | 0.02% | −839−21.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,487 | $74.2K | 0.01% | +432+14.1% | Added |
| Parallel Advisors, LLC | 2,997 | $63.7K | 0.00% | +54+1.8% | Added |
| Arcadia Investment Management Corp | 2,500 | $53.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,223 | $47.3K | 0.02% | +1,209+119.2% | Added |
| Point72 Asset Management, L.P. | 2,134 | $45.4K | 0.00% | +2,134 | New |
| Westside Investment Management, Inc. | 1,941 | $41.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,911 | $40.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,834 | $39.0K | 0.00% | −104−5.4% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $38.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,595 | $33.9K | 0.00% | −1,686−51.4% | Reduced |
| National Bank of Canada | 1,590 | $32.3K | 0.00% | −300−15.9% | Reduced |
| Stephens Consulting, LLC | 1,500 | $31.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,369 | $29.1K | 0.00% | −7−0.5% | Reduced |
| Spire Wealth Management | 1,054 | $22.4K | 0.00% | +500+90.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,040 | $22.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,004 | $21.4K | 0.00% | +83+9.0% | Added |
| Global Wealth Strategies & Associates | 1,000 | $21.3K | 0.01% | −472−32.1% | Reduced |
| Activest Wealth Management | 883 | $18.8K | 0.01% | +883 | New |
| Tucker Asset Management LLC | 800 | $17.0K | 0.00% | +800 | New |
| Ravenstone Capital Management Inc. | 795 | $16.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 764 | $16.3K | 0.00% | −60−7.3% | Reduced |
| Lindbrook Capital, LLC | 636 | $13.5K | 0.00% | +84+15.2% | Added |
| Global Retirement Partners, LLC | 718 | $12.9K | 0.00% | −18−2.4% | Reduced |
| Washington Trust Co | 521 | $11.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 550 | $11.0K | 0.01% | +550 | New |
| Allworth Financial LP | 507 | $10.8K | 0.00% | +151+42.4% | Added |
| PayPay Securities Corp | 481 | $10.2K | 0.50% | +430+843.1% | Added |
| Capital Advisors, Ltd. LLC | 479 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 466 | $10.0K | 0.01% | −2−0.4% | Reduced |
| Hantz Financial Services, Inc. | 427 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $8.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $8.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 365 | $7.76K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 359 | $7.64K | 0.00% | +201+127.2% | Added |
| Paloma Partners Management Co | 344 | $7.32K | 0.00% | +344 | New |
| West Tower Group, LLC | 331 | $7.04K | 0.00% | +331 | New |
| Optimum Investment Advisors | 330 | $7.02K | 0.00% | +75+29.4% | Added |
| Highlander Capital Management, LLC | 326 | $7.00K | 0.00% | +326 | New |
| Tradewinds Capital Management, LLC | 315 | $6.70K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $6.38K | 0.00% | +300 | New |
| TSFG, LLC | 250 | $5.00K | 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 |
| Banque Cantonale Vaudoise | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $3.55K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $2.87K | 0.00% | +135 | New |
| Geneos Wealth Management Inc. | 115 | $2.45K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 110 | $2.34K | 0.00% | +19+20.9% | Added |
| Tortoise Investment Management, LLC | 110 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $2.15K | 0.00% | +28+38.4% | Added |
| Salem Investment Counselors Inc | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 98 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 96 | $2.04K | 0.00% | −9−8.6% | Reduced |
| 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 |
| HM Payson & Co | 90 | $1.92K | 0.00% | +6+7.1% | Added |
| Blume Capital Management, Inc. | 80 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $1.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 71 | $1.51K | 0.00% | −23−24.5% | 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 |
| Baker Avenue Asset Management, LP | 51 | $1.08K | 0.00% | −30−37.0% | Reduced |
| Focused Wealth Management, Inc | 50 | $1.06K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.06K | 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 |
| Beacon Capital Management, LLC | 64 | $981 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $915 | 0.00% | +43 | New |
| SOA Wealth Advisors, LLC. | 41 | $872 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $851 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $659 | 0.00% | +43 | New |
| Northwest Investment Counselors, LLC | 28 | $596 | 0.00% | +28 | New |