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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,386 | $68.1K | 0.01% | +750+117.9% | Added |
| National Bank of Canada | 1,465 | $68.2K | 0.00% | −125−7.9% | Reduced |
| IFP Advisors, Inc | 1,499 | $73.7K | 0.00% | −96−6.0% | Reduced |
| Whittier Trust Co | 1,500 | $73.7K | 0.00% | +1,485+9,900.0% | Added |
| Stephens Consulting, LLC | 1,500 | $73.7K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,641 | $80.6K | 0.02% | −300−15.5% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $89.0K | 0.06% | 00.0% | Unchanged |
| American International Group, Inc. | 1,851 | $91.0K | 0.00% | +17+0.9% | Added |
| Clear Harbor Asset Management, LLC | 2,000 | $98.3K | 0.01% | +2,000 | New |
| Versant Capital Management, Inc | 2,216 | $108.9K | 0.03% | −7−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,227 | $109.4K | 0.00% | −1,905−46.1% | Reduced |
| Arcadia Investment Management Corp | 2,500 | $122.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,036 | $123.0K | 0.03% | +3,036 | New |
| Y.D. More Investments Ltd | 3,105 | $130.6K | 0.03% | −5−0.2% | Reduced |
| Parallel Advisors, LLC | 2,688 | $132.1K | 0.00% | −309−10.3% | Reduced |
| Richelieu Gestion PLC | 2,712 | $133.0K | 0.12% | −7,058−72.2% | Reduced |
| DekaBank Deutsche Girozentrale | 2,617 | $135.0K | 0.00% | +2,617 | New |
| EverSource Wealth Advisors, LLC | 2,887 | $141.9K | 0.01% | −600−17.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,032 | $149.0K | 0.00% | +2,961+4,170.4% | Added |
| Lazard Asset Management LLC | 3,243 | $158.0K | 0.00% | +3,243 | New |
| Ancora Advisors, LLC | 3,500 | $172.0K | 0.00% | +3,500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,500 | $172.0K | 0.00% | +3,500 | New |
| Group One Trading, L.P. | 3,592 | $176.5K | 0.01% | +3,592 | New |
| First Foundation Advisors | 4,042 | $198.6K | 0.01% | +4,042 | New |
| Stifel Financial Corp | 4,083 | $200.6K | 0.00% | +4,083 | New |
| Symmetry Investments LP | 4,087 | $200.8K | 0.04% | +4,087 | New |
| Savvy Advisors, Inc. | 4,104 | $201.7K | 0.20% | +4,104 | New |
| Empowered Funds, LLC | 4,120 | $202.5K | 0.01% | +4,120 | New |
| Essex Financial Services, Inc. | 4,192 | $206.0K | 0.02% | +4,192 | New |
| Coldstream Capital Management Inc | 4,209 | $206.8K | 0.01% | +4,209 | New |
| Kathleen S. Wright Associates Inc. | 4,246 | $208.6K | 0.11% | −4,141−49.4% | Reduced |
| KBC Group NV | 4,329 | $213.0K | 0.00% | −213−4.7% | Reduced |
| Balentine LLC | 4,348 | $213.7K | 0.01% | +4,348 | New |
| Wetherby Asset Management Inc | 4,351 | $213.8K | 0.01% | +4,351 | New |
| MetLife Investment Management | 4,381 | $215.3K | 0.00% | −19,669−81.8% | Reduced |
| Belvedere Trading LLC | 4,439 | $218.1K | 0.02% | +4,439 | New |
| Diversified Trust Co | 4,643 | $228.2K | 0.01% | +4,643 | New |
| West Family Investments, Inc. | 4,866 | $239.1K | 0.08% | +4,866 | New |
| AdvisorNet Financial, Inc | 5,010 | $246.2K | 0.02% | +10+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,017 | $247.0K | 0.00% | +5,017 | New |
| Aspiriant, LLC | 5,045 | $247.9K | 0.01% | +5,045 | New |
| Cerity Partners LLC | 5,116 | $251.4K | 0.00% | +5,116 | New |
| National Asset Management, Inc. | 5,130 | $252.1K | 0.01% | +5,130 | New |
| Meeder Advisory Services, Inc. | 5,134 | $252.3K | 0.03% | +5,134 | New |
| Choate Investment Advisors | 5,245 | $257.7K | 0.01% | +5,245 | New |
| Comerica Bank | 5,259 | $258.4K | 0.00% | +624+13.5% | Added |
| Boothbay Fund Management, LLC | 5,360 | $263.4K | 0.01% | +5,360 | New |
| Axq Capital, LP | 5,400 | $265.4K | 0.07% | −29,163−84.4% | Reduced |
| Waldron Private Wealth LLC | 5,403 | $265.5K | 0.01% | +5,403 | New |
| Signaturefd, LLC | 5,407 | $265.7K | 0.01% | −975−15.3% | Reduced |
| Silvercrest Asset Management Group LLC | 5,500 | $270.3K | 0.00% | +5,500 | New |
| Franklin Resources Inc | 5,566 | $273.5K | 0.00% | +5,566 | New |
| Hemington Wealth Management | 5,586 | $274.0K | 0.11% | +5,586 | New |
| CIBC Asset Management Inc | 5,637 | $277.0K | 0.00% | +5,637 | New |
| Holistic Financial Partners | 5,711 | $280.6K | 0.17% | +5,711 | New |
| CWM, LLC | 5,802 | $285.0K | 0.00% | −32−0.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 5,850 | $287.5K | 0.04% | +5,850 | New |
| ExodusPoint Capital Management, LP | 5,938 | $292.0K | 0.00% | −10,694−64.3% | Reduced |
| Biltmore Family Office, LLC | 6,100 | $299.8K | 0.06% | +6,100 | New |
| Newbridge Financial Services Group, Inc. | 6,142 | $301.8K | 0.15% | −4,598−42.8% | Reduced |
| Brevan Howard Capital Management LP | 6,207 | $305.0K | 0.03% | +6,207 | New |
| Davy Global Fund Management Ltd | 6,328 | $311.0K | 0.04% | −8,592−57.6% | Reduced |
| Advisory Research Inc | 6,343 | $311.7K | 0.05% | +6,343 | New |
| Scotia Capital Inc. | 6,381 | $313.6K | 0.00% | +6,381 | New |
| Afg Fiduciary Services Limited Partnership | 7,000 | $317.4K | 0.26% | +7,000 | New |
| Cetera Advisor Networks LLC | 6,466 | $317.7K | 0.00% | +6,466 | New |
| MML Investors Services, LLC | 6,959 | $342.0K | 0.00% | +6,959 | New |
| Shearwater Capital LLC | 7,000 | $344.0K | 0.27% | +7,000 | New |
| HB Wealth Management, LLC | 7,112 | $349.5K | 0.01% | +7,112 | New |
| Cetera Investment Advisers | 7,215 | $354.5K | 0.00% | +7,215 | New |
| Buckingham Strategic Wealth, LLC | 7,363 | $361.8K | 0.00% | +7,363 | New |
| CAPROCK Group, Inc. | 7,818 | $384.2K | 0.02% | +7,818 | New |
| ASB Consultores, LLC | 8,115 | $398.8K | 0.13% | +8,115 | New |
| Credit Agricole S A | 8,124 | $399.2K | 0.01% | +7,824+2,608.0% | Added |
| Xponance, Inc. | 8,188 | $402.4K | 0.00% | +8,188 | New |
| United Capital Financial Advisers, LLC | 8,243 | $405.1K | 0.00% | +8,243 | New |
| Private Advisor Group, LLC | 8,385 | $412.0K | 0.00% | +8,385 | New |
| Nwam LLC | 8,554 | $420.3K | 0.03% | +8,554 | New |
| Myecfo, LLC | 8,851 | $434.9K | 0.27% | −975−9.9% | Reduced |
| Bank of Montreal | 8,495 | $436.8K | 0.00% | −2,863−25.2% | Reduced |
| J.W. Cole Advisors, Inc. | 9,223 | $453.2K | 0.03% | +9,223 | New |
| BluePointe Capital Management, LLC | 9,355 | $459.7K | 0.35% | +9,355 | New |
| Cetera Advisors LLC | 9,626 | $473.0K | 0.01% | +9,626 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $491.4K | 0.01% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 10,261 | $504.2K | 0.65% | +10,261 | New |
| Edgestream Partners, L.P. | 10,342 | $508.2K | 0.04% | −24,877−70.6% | Reduced |
| Commonwealth Equity Services, LLC | 10,392 | $511.0K | 0.00% | −4,191−28.7% | Reduced |
| Creative Planning | 10,400 | $511.1K | 0.00% | −17,623−62.9% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $529.2K | 0.11% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 10,812 | $531.3K | 0.00% | +10,812 | New |
| TD Waterhouse Canada Inc. | 10,611 | $534.5K | 0.00% | −1,017−8.7% | Reduced |
| Yeomans Consulting Group, Inc. | 11,020 | $541.5K | 0.27% | +11,020 | New |
| Captrust Financial Advisors | 11,508 | $565.5K | 0.00% | +11,508 | New |
| Oder Investment Management, LLC | 11,573 | $568.7K | 0.56% | −5,810−33.4% | Reduced |
| Brighton Jones LLC | 11,759 | $577.8K | 0.02% | −14−0.1% | Reduced |
| Cravens & Co Advisors, LLC | 11,917 | $585.6K | 0.51% | −38−0.3% | Reduced |
| White Lighthouse Investment Management Inc. | 12,035 | $591.4K | 0.13% | +12,035 | New |
| Shelton Capital Management | 12,223 | $600.6K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 12,500 | $614.3K | 0.01% | −12,530−50.1% | Reduced |
| CI Private Wealth, LLC | 12,627 | $620.5K | 0.00% | +12,627 | New |