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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; 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.

Q4 2023 vs. Q3 2023

How the institutions holding Affirm Holdings, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AFRM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3128407+103
Shares196.0M900.5K193.7M−1.48M (−0.8%)
Value$4.17B$19.2M$9.51B+$5.36B (+129.0%)

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (140)

Institutions that held Affirm Holdings, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 140 by value.

Institutions new to AFRM in Q4 2023
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC3,003,323$147.6M0.58%
Leo Wealth, LLC1,173,111$57.6M5.97%
Jefferies Financial Group Inc.508,951$25.0M0.39%
Quadrature Capital Ltd344,333$16.9M0.31%
Coatue Management LLCSuperinvestorCoatue Management305,104$15.0M0.06%
Susquehanna Portfolio Strategies, LLC285,206$14.0M0.25%
First Trust Advisors LP284,302$14.0M0.02%
Arrowstreet Capital, Limited Partnership275,729$13.5M0.01%
Berkshire Capital Holdings Inc224,470$11.0M4.98%
FORA Capital, LLC193,735$9.52M0.82%
Lord, Abbett & Co. LLC110,863$5.45M0.02%
EAM Global Investors LLC100,888$4.96M1.20%
Azora Capital LP77,640$3.82M0.35%
Zacks Investment Management70,813$3.48M0.04%
Gotham Asset Management, LLC70,528$3.47M0.06%
Duality Advisers, LP64,766$3.18M0.34%
Entropy Technologies, LP59,526$2.93M0.54%
Atomi Financial Group, Inc.56,799$2.79M0.39%
Point72 Europe (London) LLP54,712$2.69M0.34%
IMC-Chicago, LLC54,400$2.67M0.09%
Numerai GP LLC49,912$2.45M0.87%
Quantbot Technologies LP48,685$2.39M0.14%
Capital Impact Advisors, LLC46,969$2.31M3.03%
O'Neil Global Advisors, Inc.45,869$2.25M1.31%
Seven Eight Capital, LP41,856$2.06M0.24%
Equitable Holdings, Inc.40,825$2.01M0.02%
Hel Ved Capital Management Ltd38,700$1.90M0.56%
Exchange Traded Concepts, LLC36,951$1.82M0.05%
Gilder Gagnon Howe & Co LLC31,248$1.54M0.02%
Seaport Global Advisors, LLC29,486$1.45M3.47%
Van Eck Associates Corp25,767$1.27M0.00%
Sequoia Financial Advisors, LLC23,520$1.16M0.01%
a16z Perennial Management, L.P.22,535$1.11M0.19%
Royal Fund Management, LLC21,744$1.07M0.14%
Rakuten Securities, Inc.21,436$1.05M0.83%
Mission Wealth Management, LP19,513$958.9K0.03%
Toroso Investments, LLC19,454$956.0K0.02%
Oak Thistle LLC19,425$954.5K0.27%
Employees Retirement System of Texas19,235$945.0K0.01%
AQR Capital Management LLC18,230$895.8K0.00%
STRS Ohio17,332$851.0K0.00%
SeaCrest Wealth Management, LLC19,140$823.2K0.10%
Wolverine Trading, LLC16,232$797.6K0.01%
Pathstone Holdings, LLC15,993$785.9K0.00%
Independent Advisor Alliance15,456$759.5K0.03%
Laird Norton Trust Company, LLC14,285$702.0K0.08%
AlTi Global, Inc.13,454$661.1K0.02%
CI Private Wealth, LLC12,627$620.5K0.00%
White Lighthouse Investment Management Inc.12,035$591.4K0.13%
Captrust Financial Advisors11,508$565.5K0.00%
Yeomans Consulting Group, Inc.11,020$541.5K0.27%
Fred Alger Management, LLC10,812$531.3K0.00%
Oracle Alpha Inc.10,261$504.2K0.65%
Cetera Advisors LLC9,626$473.0K0.01%
BluePointe Capital Management, LLC9,355$459.7K0.35%
J.W. Cole Advisors, Inc.9,223$453.2K0.03%
Nwam LLC8,554$420.3K0.03%
Private Advisor Group, LLC8,385$412.0K0.00%
United Capital Financial Advisers, LLC8,243$405.1K0.00%
Xponance, Inc.8,188$402.4K0.00%
ASB Consultores, LLC8,115$398.8K0.13%
CAPROCK Group, Inc.7,818$384.2K0.02%
Buckingham Strategic Wealth, LLC7,363$361.8K0.00%
Cetera Investment Advisers7,215$354.5K0.00%
HB Wealth Management, LLC7,112$349.5K0.01%
Shearwater Capital LLC7,000$344.0K0.27%
MML Investors Services, LLC6,959$342.0K0.00%
Cetera Advisor Networks LLC6,466$317.7K0.00%
Afg Fiduciary Services Limited Partnership7,000$317.4K0.26%
Scotia Capital Inc.6,381$313.6K0.00%
Advisory Research Inc6,343$311.7K0.05%
Brevan Howard Capital Management LP6,207$305.0K0.03%
Biltmore Family Office, LLC6,100$299.8K0.06%
Spectrum Wealth Counsel, LLC5,850$287.5K0.04%
Holistic Financial Partners5,711$280.6K0.17%
CIBC Asset Management Inc5,637$277.0K0.00%
Hemington Wealth Management5,586$274.0K0.11%
Franklin Resources Inc5,566$273.5K0.00%
Silvercrest Asset Management Group LLC5,500$270.3K0.00%
Waldron Private Wealth LLC5,403$265.5K0.01%
Boothbay Fund Management, LLC5,360$263.4K0.01%
Choate Investment Advisors5,245$257.7K0.01%
Meeder Advisory Services, Inc.5,134$252.3K0.03%
National Asset Management, Inc.5,130$252.1K0.01%
Cerity Partners LLC5,116$251.4K0.00%
Aspiriant, LLC5,045$247.9K0.01%
Cambridge Investment Research Advisors, Inc.5,017$247.0K0.00%
West Family Investments, Inc.4,866$239.1K0.08%
Diversified Trust Co4,643$228.2K0.01%
Belvedere Trading LLC4,439$218.1K0.02%
Wetherby Asset Management Inc4,351$213.8K0.01%
Balentine LLC4,348$213.7K0.01%
Coldstream Capital Management Inc4,209$206.8K0.01%
Essex Financial Services, Inc.4,192$206.0K0.02%
Empowered Funds, LLC4,120$202.5K0.01%
Savvy Advisors, Inc.4,104$201.7K0.20%
Symmetry Investments LP4,087$200.8K0.04%
Stifel Financial Corp4,083$200.6K0.00%
First Foundation Advisors4,042$198.6K0.01%
Group One Trading, L.P.3,592$176.5K0.01%

Sold out (37)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of AFRM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Lightspeed Opportunity Fund, L.P.1,254,623$26.7M
Twin Tree Management, LP475,401$10.1M
Twinbeech Capital LP414,983$8.83M
TD Asset Management Inc371,744$7.91M
Tudor Investment Corp Et Al361,099$7.68M
Bayesian Capital Management, LP315,579$6.71M
Schusterman Interests, LLC291,152$6.19M
Jump Financial, LLC207,648$4.42M
HRT Financial LP130,038$2.77M
Titleist Asset Management, LLC119,560$2.54M
Pathway Capital Management, LP72,883$1.55M
Cypress Point Wealth Management, LLC47,382$1.01M
Cubist Systematic Strategies, LLC41,946$892.2K
Intech Investment Management LLC37,704$802.0K
Parallax Volatility Advisers, L.P.37,013$787.3K
Commerce Bank30,532$649.4K
Capstone Investment Advisors, LLC25,181$535.6K
Vetamer Capital Management, L.P.20,891$444.4K
Headlands Technologies LLC20,270$431.1K
Spouting Rock Asset Management, LLC20,198$429.6K
Qalhat Capital Ltd19,238$409.2K
Adams Street Partners LLC17,610$374.6K
Point72 Middle East FZE17,401$370.1K
Natixis16,314$347.0K
Storebrand Asset Management AS6,923$147.3K
Counterpoint Mutual Funds LLC6,467$137.6K
Point72 Asset Management, L.P.2,134$45.4K
Tucker Asset Management LLC800$17.0K
FNY Investment Advisers, LLC550$11.0K
West Tower Group, LLC331$7.04K
Highlander Capital Management, LLC326$7.00K
Koesten, Hirschmann & Crabtree, INC.200$4.25K
Parkside Financial Bank & Trust110$2.34K
Baker Avenue Asset Management, LP51$1.08K
Northwest Investment Counselors, LLC28$596
Cary Street Partner Investment Advisory LLC10$213
Global Trust Asset Management, LLC2$43

Not filed for Q4 2023 yet (8)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Sacks David O676,482$14.4M
First Republic Investment Management, Inc.135,175$2.88M
Virginia Retirement Systems Et Al47,900$1.02M
Hall Private Wealth Advisors17,500$372.2K
Tiedemann Advisors, LLC13,454$286.2K
Pathstone Family Office, LLC9,799$208.4K
Sutton Wealth Advisors Inc.98$2.08K
Steward Financial Group LLC69$1.00K