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.
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 | 662 | $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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 12,947 | $636.0K | 0.05% | −33,331−72.0% | Reduced |
| Oppenheimer Asset Management Inc. | 12,997 | $638.7K | 0.01% | −12,536−49.1% | Reduced |
| AlTi Global, Inc. | 13,454 | $661.1K | 0.02% | +13,454 | New |
| Independent Financial Group, LLC | 13,597 | $668.2K | 0.04% | +118+0.9% | Added |
| AtonRa Partners | 13,830 | $679.6K | 1.35% | −4,347−23.9% | Reduced |
| Cipher Capital LP | 13,985 | $687.2K | 0.22% | +4,061+40.9% | Added |
| Principal Financial Group Inc | 14,197 | $697.6K | 0.00% | −2,894−16.9% | Reduced |
| Laird Norton Trust Company, LLC | 14,285 | $702.0K | 0.08% | +14,285 | New |
| Prospera Financial Services Inc | 14,998 | $737.0K | 0.02% | −5,705−27.6% | Reduced |
| Independent Advisor Alliance | 15,456 | $759.5K | 0.03% | +15,456 | New |
| BBR Partners, LLC | 15,818 | $777.3K | 0.08% | −290−1.8% | Reduced |
| Source Financial Advisors LLC | 15,835 | $778.1K | 0.24% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,993 | $785.9K | 0.00% | +15,993 | New |
| Wolverine Trading, LLC | 16,232 | $797.6K | 0.01% | +16,232 | New |
| US Bancorp | 16,248 | $798.4K | 0.00% | +3,155+24.1% | Added |
| Friedenthal Financial | 16,598 | $815.6K | 0.53% | −13,446−44.8% | Reduced |
| SeaCrest Wealth Management, LLC | 19,140 | $823.2K | 0.10% | +19,140 | New |
| Atlas Capital Advisors LLC | 16,831 | $827.1K | 0.12% | +5,162+44.2% | Added |
| STRS Ohio | 17,332 | $851.0K | 0.00% | +17,332 | New |
| Ellevest, Inc. | 17,341 | $852.1K | 0.06% | +6,789+64.3% | Added |
| Maryland State Retirement & Pension System | 17,492 | $859.6K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 18,230 | $895.8K | 0.00% | +18,230 | New |
| Cutler Group LP | 18,271 | $897.0K | 0.12% | −89,420−83.0% | Reduced |
| Cim Investment Mangement Inc | 18,567 | $912.4K | 0.29% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 18,713 | $919.6K | 0.49% | −42,158−69.3% | Reduced |
| Employees Retirement System of Texas | 19,235 | $945.0K | 0.01% | +19,235 | New |
| Oak Thistle LLC | 19,425 | $954.5K | 0.27% | +19,425 | New |
| Toroso Investments, LLC | 19,454 | $956.0K | 0.02% | +19,454 | New |
| Mission Wealth Management, LP | 19,513 | $958.9K | 0.03% | +19,513 | New |
| Dynamic Technology Lab Private Ltd | 19,836 | $974.0K | 0.10% | +8,343+72.6% | Added |
| State of Wisconsin Investment Board | 20,468 | $1.01M | 0.00% | −10,871−34.7% | Reduced |
| SG Americas Securities, LLC | 20,960 | $1.03M | 0.01% | −4,585−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 21,208 | $1.04M | 0.01% | −879−4.0% | Reduced |
| Rakuten Securities, Inc. | 21,436 | $1.05M | 0.83% | +21,436 | New |
| Royal Fund Management, LLC | 21,744 | $1.07M | 0.14% | +21,744 | New |
| Aigen Investment Management, LP | 22,023 | $1.08M | 0.19% | −24,572−52.7% | Reduced |
| a16z Perennial Management, L.P. | 22,535 | $1.11M | 0.19% | +22,535 | New |
| Wells Fargo & Company | 22,740 | $1.12M | 0.00% | −77,104−77.2% | Reduced |
| Balyasny Asset Management LLC | 22,808 | $1.12M | 0.00% | −403,000−94.6% | Reduced |
| HarbourVest Partners LLC | 23,210 | $1.14M | 0.38% | −4,399−15.9% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.15M | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 23,462 | $1.15M | 0.37% | −17,566−42.8% | Reduced |
| Sequoia Financial Advisors, LLC | 23,520 | $1.16M | 0.01% | +23,520 | New |
| Teacher Retirement System of Texas | 24,014 | $1.18M | 0.01% | +8,647+56.3% | Added |
| Wolverine Asset Management LLC | 24,223 | $1.19M | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 24,458 | $1.20M | 0.12% | −4,298−14.9% | Reduced |
| Balboa Wealth Partners | 24,497 | $1.20M | 0.40% | −10,691−30.4% | Reduced |
| JustInvest LLC | 25,618 | $1.26M | 0.03% | −1,037−3.9% | Reduced |
| Van Eck Associates Corp | 25,767 | $1.27M | 0.00% | +25,767 | New |
| Pictet Asset Management Holding SA | 25,805 | $1.27M | 0.00% | +2,824+12.3% | Added |
| FMR LLC | 26,193 | $1.29M | 0.00% | +2,188+9.1% | Added |
| Qube Research & Technologies Ltd | 26,809 | $1.32M | 0.00% | −139,625−83.9% | Reduced |
| Ieq Capital, LLC | 27,227 | $1.34M | 0.02% | +5,639+26.1% | Added |
| Deutsche Bank AG | 27,488 | $1.35M | 0.00% | +10,269+59.6% | Added |
| Voya Investment Management LLC | 28,208 | $1.39M | 0.00% | +633+2.3% | Added |
| The PNC Financial Services Group, Inc. | 28,646 | $1.41M | 0.00% | −18,732−39.5% | Reduced |
| Seaport Global Advisors, LLC | 29,486 | $1.45M | 3.47% | +29,486 | New |
| Neuberger Berman Group LLC | 29,652 | $1.46M | 0.00% | +19,559+193.8% | Added |
| Chicago Partners Investment Group LLC | 36,052 | $1.46M | 0.07% | +8,697+31.8% | Added |
| Victory Capital Management Inc | 30,333 | $1.49M | 0.00% | +6,101+25.2% | Added |
| Raymond James & Associates | 30,440 | $1.50M | 0.00% | +9,222+43.5% | Added |
| Quantinno Capital Management LP | 30,710 | $1.51M | 0.05% | −16,455−34.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 31,248 | $1.54M | 0.02% | +31,248 | New |
| M&T Bank Corp | 31,630 | $1.55M | 0.01% | +18,987+150.2% | Added |
| Manufacturers Life Insurance Company, The | 33,110 | $1.63M | 0.00% | −50,425−60.4% | Reduced |
| Rockefeller Capital Management L.P. | 33,405 | $1.64M | 0.01% | +13,595+68.6% | Added |
| Cresset Asset Management, LLC | 34,727 | $1.71M | 0.01% | −3,362−8.8% | Reduced |
| Amalgamated Bank | 35,196 | $1.73M | 0.01% | +1,906+5.7% | Added |
| Exchange Traded Concepts, LLC | 36,951 | $1.82M | 0.05% | +36,951 | New |
| HighTower Advisors, LLC | 37,491 | $1.84M | 0.00% | −15,553−29.3% | Reduced |
| Legacy Capital Group California, Inc. | 38,499 | $1.89M | 0.73% | −6,469−14.4% | Reduced |
| Hel Ved Capital Management Ltd | 38,700 | $1.90M | 0.56% | +38,700 | New |
| Schonfeld Strategic Advisors LLC | 39,821 | $1.96M | 0.02% | +15,821+65.9% | Added |
| Handelsbanken Fonder AB | 40,000 | $1.97M | 0.01% | +11,300+39.4% | Added |
| Jasper Ridge Partners, L.P. | 40,253 | $1.98M | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 40,477 | $1.99M | 0.19% | −8,166−16.8% | Reduced |
| Equitable Holdings, Inc. | 40,825 | $2.01M | 0.02% | +40,825 | New |
| Seven Eight Capital, LP | 41,856 | $2.06M | 0.24% | +41,856 | New |
| Hilltop Holdings Inc. | 43,405 | $2.13M | 0.24% | −78,235−64.3% | Reduced |
| Mariner, LLC | 44,187 | $2.17M | 0.01% | −3,647−7.6% | Reduced |
| Prudential Financial Inc | 44,397 | $2.18M | 0.00% | +33,856+321.2% | Added |
| TownSquare Capital, LLC | 45,559 | $2.24M | 0.04% | +202+0.4% | Added |
| O'Neil Global Advisors, Inc. | 45,869 | $2.25M | 1.31% | +45,869 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,464 | $2.28M | 0.01% | +5,106+12.3% | Added |
| Capital Impact Advisors, LLC | 46,969 | $2.31M | 3.03% | +46,969 | New |
| Quantbot Technologies LP | 48,685 | $2.39M | 0.14% | +48,685 | New |
| Two Sigma Securities, LLC | 49,042 | $2.41M | 0.11% | −168,130−77.4% | Reduced |
| Numerai GP LLC | 49,912 | $2.45M | 0.87% | +49,912 | New |
| Delta Air Lines, Inc. | 50,000 | $2.46M | 0.21% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,623 | $2.55M | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 54,400 | $2.67M | 0.09% | +54,400 | New |
| Point72 Europe (London) LLP | 54,712 | $2.69M | 0.34% | +54,712 | New |
| Barclays PLC | 55,512 | $2.73M | 0.00% | −16,797−23.2% | Reduced |
| Atomi Financial Group, Inc. | 56,799 | $2.79M | 0.39% | +56,799 | New |
| Susquehanna International Group, LLP | 57,014 | $2.80M | 0.00% | −277,135−82.9% | Reduced |
| Entropy Technologies, LP | 59,526 | $2.93M | 0.54% | +59,526 | New |
| Arizona State Retirement System | 60,320 | $2.96M | 0.02% | +3,243+5.7% | Added |
| SEI Investments Co | 61,816 | $3.04M | 0.00% | −17,374−21.9% | Reduced |
| Duality Advisers, LP | 64,766 | $3.18M | 0.34% | +64,766 | New |
| DFPG Investments, LLC | 75,010 | $3.26M | 0.25% | 00.0% | Unchanged |