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 |
|---|---|---|---|---|---|
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.41M | 0.99% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 69,559 | $3.42M | 0.01% | −15,349−18.1% | Reduced |
| Gotham Asset Management, LLC | 70,528 | $3.47M | 0.06% | +70,528 | New |
| Zacks Investment Management | 70,813 | $3.48M | 0.04% | +70,813 | New |
| EAM Investors, LLC | 73,164 | $3.60M | 0.64% | +9,757+15.4% | Added |
| Harvest Investment Services, LLC | 73,663 | $3.62M | 1.67% | +50,201+214.0% | Added |
| VK Services, LLC | 74,981 | $3.68M | 0.56% | −525,842−87.5% | Reduced |
| LPL Financial LLC | 75,021 | $3.69M | 0.00% | +9,778+15.0% | Added |
| Verition Fund Management LLC | 76,140 | $3.74M | 0.04% | −5,834−7.1% | Reduced |
| Omega Financial Group, LLC | 77,040 | $3.79M | 1.62% | +8,509+12.4% | Added |
| Azora Capital LP | 77,640 | $3.82M | 0.35% | +77,640 | New |
| Nisa Investment Advisors, LLC | 79,860 | $3.92M | 0.03% | −40,110−33.4% | Reduced |
| Once Capital Management, LLC | 84,400 | $4.15M | 2.98% | +13,900+19.7% | Added |
| Harbor Capital Advisors, Inc. | 88,620 | $4.35M | 0.85% | −62,001−41.2% | Reduced |
| Alliancebernstein L.P. | 90,343 | $4.44M | 0.00% | +4,937+5.8% | Added |
| Engineers Gate Manager LP | 92,583 | $4.55M | 0.13% | +10,999+13.5% | Added |
| Public Employees Retirement System of Ohio | 94,289 | $4.63M | 0.02% | +5,675+6.4% | Added |
| Algert Global LLC | 95,247 | $4.68M | 0.19% | +53,207+126.6% | Added |
| Treasurer of the State of North Carolina | 99,856 | $4.91M | 0.02% | +4,320+4.5% | Added |
| UBS Group AG | 100,326 | $4.93M | 0.00% | +18,232+22.2% | Added |
| EAM Global Investors LLC | 100,888 | $4.96M | 1.20% | +100,888 | New |
| Janus Henderson Group PLC | 102,677 | $5.05M | 0.00% | +6,417+6.7% | Added |
| Ensign Peak Advisors, Inc | 103,170 | $5.07M | 0.01% | −99,250−49.0% | Reduced |
| Lord, Abbett & Co. LLC | 110,863 | $5.45M | 0.02% | +110,863 | New |
| Diker Management LLC | 115,000 | $5.65M | 4.68% | +65,000+130.0% | Added |
| Envestnet Asset Management Inc | 115,276 | $5.66M | 0.00% | −12,931−10.1% | Reduced |
| State of New Jersey Common Pension Fund D | 130,663 | $6.42M | 0.02% | +5,931+4.8% | Added |
| Renaissance Capital LLC | 143,795 | $7.07M | 3.47% | +33,873+30.8% | Added |
| Teachers Retirement System of the State of Kentucky | 154,558 | $7.59M | 0.07% | −6,824−4.2% | Reduced |
| Allen Investment Management LLC | 161,044 | $7.91M | 0.11% | −1,044−0.6% | Reduced |
| New York State Common Retirement Fund | 163,900 | $8.05M | 0.01% | −10,514−6.0% | Reduced |
| Catalyst Private Wealth, LLC | 175,348 | $8.62M | 4.05% | −29,132−14.2% | Reduced |
| QRG Capital Management, Inc. | 178,547 | $8.77M | 0.13% | +4,553+2.6% | Added |
| Ameriprise Financial Inc | 184,167 | $9.05M | 0.00% | −4,918−2.6% | Reduced |
| Penserra Capital Management LLC | 185,872 | $9.13M | 0.17% | −97,299−34.4% | Reduced |
| Belmont Capital, LLC | 188,000 | $9.24M | 3.94% | −33,000−14.9% | Reduced |
| Royal Bank of Canada | 192,720 | $9.47M | 0.00% | −247,860−56.3% | Reduced |
| FORA Capital, LLC | 193,735 | $9.52M | 0.82% | +193,735 | New |
| Sculptor Capital LP | 199,900 | $9.82M | 0.25% | −100−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 202,887 | $9.97M | 0.02% | +42,302+26.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 211,766 | $10.4M | 0.02% | −66,077−23.8% | Reduced |
| Berkshire Capital Holdings Inc | 224,470 | $11.0M | 4.98% | +224,470 | New |
| California State Teachers Retirement System | 229,868 | $11.3M | 0.02% | +4,137+1.8% | Added |
| Mercer Global Advisors Inc | 241,391 | $11.9M | 0.04% | −8,431−3.4% | Reduced |
| American Century Companies Inc | 242,777 | $11.9M | 0.01% | +209,112+621.2% | Added |
| Wellington Management Group LLP | 248,515 | $12.2M | 0.00% | −600,454−70.7% | Reduced |
| Aquatic Capital Management LLC | 254,700 | $12.5M | 0.32% | +158,300+164.2% | Added |
| Allen Holding Inc | 255,262 | $12.5M | 1.75% | 00.0% | Unchanged |
| Rhumbline Advisers | 258,849 | $12.7M | 0.01% | +19,268+8.0% | Added |
| Citigroup Inc | 270,052 | $13.3M | 0.02% | +146,781+119.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 272,880 | $13.4M | 0.03% | −7,540−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 275,729 | $13.5M | 0.01% | +275,729 | New |
| Legal & General Group Plc | 277,178 | $13.6M | 0.00% | +77,140+38.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 277,431 | $13.6M | 0.03% | −13,410−4.6% | Reduced |
| First Trust Advisors LP | 284,302 | $14.0M | 0.02% | +284,302 | New |
| Susquehanna Portfolio Strategies, LLC | 285,206 | $14.0M | 0.25% | +285,206 | New |
| JPMorgan Chase & Co | 286,318 | $14.1M | 0.00% | +44,812+18.6% | Added |
| HSBC Holdings PLC | 298,305 | $14.6M | 0.01% | −116,137−28.0% | Reduced |
| Trexquant Investment LP | 304,294 | $15.0M | 0.34% | −91,595−23.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 305,104 | $15.0M | 0.06% | +305,104 | New |
| Zweig-DiMenna Associates LLC | 313,316 | $15.4M | 1.77% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 315,000 | $15.5M | 1.33% | 00.0% | Unchanged |
| California Public Employees Retirement System | 330,486 | $16.2M | 0.01% | +5,173+1.6% | Added |
| UBS Asset Management Americas Inc | 335,420 | $16.5M | 0.01% | −12,592−3.6% | Reduced |
| Squarepoint Ops LLC | 342,528 | $16.8M | 0.07% | −568,482−62.4% | Reduced |
| Quadrature Capital Ltd | 344,333 | $16.9M | 0.31% | +344,333 | New |
| Amundi | 402,924 | $17.8M | 0.01% | +39,077+10.7% | Added |
| Credit Suisse AG | 421,160 | $20.7M | 0.02% | +16,831+4.2% | Added |
| Swiss National Bank | 425,300 | $20.9M | 0.02% | −15,400−3.5% | Reduced |
| Jefferies Financial Group Inc. | 508,951 | $25.0M | 0.39% | +508,951 | New |
| Nuveen Asset Management, LLC | 588,567 | $28.9M | 0.01% | −3,847−0.6% | Reduced |
| Goldman Sachs Group Inc | 620,179 | $30.5M | 0.01% | −1,058,586−63.1% | Reduced |
| Man Group plc | 651,831 | $32.0M | 0.09% | – | – |
| Allen Operations LLC | 721,382 | $35.4M | 7.04% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 726,563 | $35.7M | 0.45% | +411,587+130.7% | Added |
| Bank of New York Mellon Corp | 758,203 | $37.3M | 0.01% | +3,253+0.4% | Added |
| BIT Capital GmbH | 763,554 | $37.5M | 4.06% | −1,376,559−64.3% | Reduced |
| Invesco Ltd. | 786,428 | $38.6M | 0.01% | −54,594−6.5% | Reduced |
| Bank of America Corp | 820,545 | $40.3M | 0.00% | −52,895−6.1% | Reduced |
| Holocene Advisors, LP | 1,024,443 | $50.3M | 0.20% | −938,487−47.8% | Reduced |
| Northern Trust Corp | 1,027,845 | $50.5M | 0.01% | +24,940+2.5% | Added |
| Millennium Management LLC | 1,082,521 | $53.2M | 0.05% | +376,995+53.4% | Added |
| Three Bridge Wealth Advisors, LLC | 1,096,587 | $53.9M | 18.64% | −895,000−44.9% | Reduced |
| Renaissance Technologies LLC | 1,168,519 | $57.4M | 0.09% | +1,031,619+753.6% | Added |
| Leo Wealth, LLC | 1,173,111 | $57.6M | 5.97% | +1,173,111 | New |
| Citadel Advisors LLC | 1,187,359 | $58.3M | 0.06% | −430,973−26.6% | Reduced |
| Spyglass Capital Management LLC | 1,339,313 | $65.8M | 4.73% | −1,654,571−55.3% | Reduced |
| Norges Bank | 1,369,766 | $67.3M | 0.01% | −746,222−35.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,370,508 | $67.3M | 0.02% | +72,178+5.6% | Added |
| Marshall Wace, LLP | 1,527,442 | $75.1M | 0.14% | +913,806+148.9% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $79.7M | 96.51% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,743,811 | $85.7M | 0.10% | +660,514+61.0% | Added |
| Abdiel Capital Advisors, LP | 2,233,724 | $109.8M | 5.71% | −75,592−3.3% | Reduced |
| Dimensional Fund Advisors LP | 2,622,592 | $128.9M | 0.04% | +153,675+6.2% | Added |
| Voloridge Investment Management, LLC | 3,003,323 | $147.6M | 0.58% | +3,003,323 | New |
| Geode Capital Management, LLC | 3,504,102 | $172.2M | 0.02% | +256,404+7.9% | Added |
| State Street Corp | 3,672,998 | $180.5M | 0.01% | +235,199+6.8% | Added |
| Two Sigma Investments, LP | 4,498,429 | $221.1M | 0.53% | +75,606+1.7% | Added |
| Two Sigma Advisers, LP | 4,707,700 | $231.3M | 0.54% | +3,283,100+230.5% | Added |
| Price T Rowe Associates Inc | 4,741,188 | $233.0M | 0.03% | −4,930,039−51.0% | Reduced |