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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, Q4 2023

Institutional positions in Affirm Holdings, Inc. as of Dec 31, 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
407
+103 vs. Q3 2023
Shares held
193.7M
−1.48M (−0.8%) vs. Q3 2023
Total value
$9.51B
+$5.36B (+129.0%) vs. Q3 2023
New holders
140
87 more added
Sold out
37
121 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 407 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 heldQ4 2023: $9.51B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2023.

Institutions holding AFRM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Neo Ivy Capital Management10$00.00%+10New
Investors Research Corp1$490.00%00.0%Unchanged
Hollencrest Capital Management2$980.00%+2New
JJJ Advisors Inc.2$990.00%+2New
MCF Advisors LLC3$1480.00%−2−40.0%Reduced
Riggs Asset Managment Co. Inc.3$1480.00%00.0%Unchanged
Hexagon Capital Partners LLC3$1480.00%00.0%Unchanged
Proequities, Inc.4$1960.00%+4New
West Paces Advisors Inc.5$2460.00%00.0%Unchanged
Larson Financial Group LLC5$2460.00%+5New
Crewe Advisors LLC6$2950.00%+6New
DiNuzzo Private Wealth, Inc.12$5900.00%+12New
Heritage Wealth Advisors15$7370.00%00.0%Unchanged
Rise Advisors, LLC20$9830.00%00.0%Unchanged
Able Wealth Management LLC20$9830.00%+20New
Massmutual Trust Co FSB24$1.18K0.00%+24New
Paloma Partners Management Co25$1.23K0.00%−319−92.7%Reduced
SJS Investment Consulting Inc.27$1.33K0.00%+5+22.7%Added
Beacon Capital Management, LLC64$1.36K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC30$1.47K0.00%+30New
CVA Family Office, LLC35$1.72K0.00%+35New
Nemes Rush Group LLC40$1.97K0.00%00.0%Unchanged
West Oak Capital, LLC40$2.00K0.00%00.0%Unchanged
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
Avion Wealth45$2.00K0.00%−71−61.2%Reduced
Ronald Blue Trust, Inc.108$2.00K0.00%+108New
SOA Wealth Advisors, LLC.41$2.02K0.00%00.0%Unchanged
Tfo-TDC, LLC43$2.11K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.50$2.46K0.00%−50−50.0%Reduced
Focused Wealth Management, Inc50$2.46K0.00%00.0%Unchanged
CGC Financial Services, LLC50$2.46K0.00%00.0%Unchanged
Leonteq Securities AG52$2.56K0.00%−6,741−99.2%Reduced
JFS Wealth Advisors, LLC53$2.60K0.00%+10+23.3%Added
Kayne Anderson Rudnick Investment Management LLC55$2.70K0.00%+55New
Arlington Trust Co LLC55$2.70K0.00%+55New
VisionPoint Advisory Group, LLC57$2.80K0.00%+57New
VitalStone Financial, LLC67$3.00K0.00%00.0%Unchanged
City State Bank55$3.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC68$3.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$3.44K0.00%−31−30.7%Reduced
Scarborough Advisors, LLC70$3.44K0.00%+70New
Cape Investment Advisory, Inc.75$3.69K0.00%+75New
Gradient Investments LLC77$3.78K0.00%00.0%Unchanged
Blume Capital Management, Inc.80$3.93K0.00%00.0%Unchanged
Advisory Services Network, LLC95$4.67K0.00%−81,931−99.9%Reduced
Salem Investment Counselors Inc100$4.91K0.00%00.0%Unchanged
BFSG, LLC100$4.91K0.00%+100New
Tower View Investment Management & Research LLC100$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC100$5.00K0.00%+100New
Tortoise Investment Management, LLC110$5.41K0.00%00.0%Unchanged
Geneos Wealth Management Inc.115$5.65K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC118$5.80K0.00%+118New
Sachetta, LLC118$5.80K0.00%+118New
Householder Group Estate & Retirement Specialist, LLC135$6.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC124$6.09K0.00%+124New
HM Payson & Co140$6.88K0.00%+50+55.6%Added
Bruce G. Allen Investments, LLC140$6.88K0.01%+140New
Loomis Sayles & Co L P134$7.00K0.00%+134New
Benjamin F. Edwards & Company, Inc.161$8.00K0.00%+161New
JDM Financial Group LLC167$8.21K0.01%00.0%Unchanged
Private Wealth Management Group, LLC198$9.73K0.00%+198New
Cornerstone Planning Group LLC200$9.83K0.00%00.0%Unchanged
Tacita Capital Inc200$9.83K0.01%00.0%Unchanged
Banque Cantonale Vaudoise200$10.0K0.00%00.0%Unchanged
Valley National Advisers Inc220$10.0K0.00%+140+175.0%Added
Fifth Third Bancorp204$10.0K0.00%+108+112.5%Added
Advisors Asset Management, Inc.215$10.6K0.00%−3,667−94.5%Reduced
LM Advisors LLC219$10.8K0.00%+219New
TSFG, LLC250$12.0K0.00%00.0%Unchanged
Glassman Wealth Services246$12.1K0.00%−113−31.5%Reduced
PayPay Securities Corp273$13.4K0.66%−208−43.2%Reduced
Activest Wealth Management304$15.0K0.01%−579−65.6%Reduced
Smartleaf Asset Management LLC292$15.0K0.00%+292New
Tradewinds Capital Management, LLC315$15.5K0.01%00.0%Unchanged
Optimum Investment Advisors330$16.2K0.01%00.0%Unchanged
Huntington National Bank339$16.7K0.00%+321+1,783.3%Added
Plato Investment Management Ltd374$18.4K0.02%+374New
Harbour Investments, Inc.420$20.6K0.00%00.0%Unchanged
Hantz Financial Services, Inc.427$21.0K0.00%00.0%Unchanged
GWM Advisors LLC451$22.2K0.00%+51+12.8%Added
Covestor Ltd465$23.0K0.02%−1−0.2%Reduced
Capital Advisors, Ltd. LLC479$24.0K0.00%00.0%Unchanged
Global Wealth Strategies & Associates500$24.6K0.01%−500−50.0%Reduced
Planned Solutions, Inc.508$25.0K0.01%+508New
Global Retirement Partners, LLC618$25.3K0.00%−100−13.9%Reduced
Washington Trust Co521$25.6K0.00%00.0%Unchanged
Quarry LP619$30.4K0.02%+619New
Allworth Financial LP648$31.8K0.00%+141+27.8%Added
Creative Financial Designs Inc665$32.7K0.00%+300+82.2%Added
Raleigh Capital Management Inc.669$32.9K0.02%+669New
Strategic Investment Solutions, Inc.700$34.4K0.01%+700New
Quent Capital, LLC764$37.5K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.795$39.1K0.03%00.0%Unchanged
Spire Wealth Management1,040$43.9K0.00%−14−1.3%Reduced
Steward Partners Investment Advisory, LLC910$44.7K0.00%−130−12.5%Reduced
Farther Finance Advisors, LLC913$44.9K0.00%+845+1,242.6%Added
Private Ocean, LLC961$47.2K0.00%−950−49.7%Reduced
Principal Securities, Inc.987$48.5K0.00%+987New
Russell Investments Group, Ltd.1,102$54.2K0.00%+98+9.8%Added
Quadrant Capital Group LLC1,150$56.5K0.00%−219−16.0%Reduced