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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 9,384,847 | $461.2M | 0.67% | +8,486,913+945.2% | Added |
| BlackRock Inc. | 9,514,581 | $467.5M | 0.01% | +546,434+6.1% | Added |
| Baillie Gifford & Co | 17,983,039 | $883.7M | 0.70% | −1,042,254−5.5% | Reduced |
| Capital World Investors | 19,002,021 | $933.8M | 0.17% | +218,720+1.2% | Added |
| Vanguard Group Inc | 19,506,902 | $958.6M | 0.02% | +769,843+4.1% | Added |
| Capital Research Global Investors | 20,251,044 | $995.1M | 0.24% | −1,523,697−7.0% | Reduced |
| Morgan Stanley | 28,370,244 | $1.39B | 0.12% | −5,669,947−16.7% | Reduced |
| Lightspeed Opportunity Fund, L.P. | 0 | $0 | 0.00% | −1,254,623−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −475,401−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −414,983−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −371,744−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −361,099−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −315,579−100.0% | Sold out |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −291,152−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −207,648−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −130,038−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −119,560−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −72,883−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −47,382−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −41,946−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −37,704−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −37,013−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −30,532−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −25,181−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −20,891−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −20,270−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −20,198−100.0% | Sold out |
| Qalhat Capital Ltd | 0 | $0 | 0.00% | −19,238−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −17,610−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −17,401−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −16,314−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sacks David O | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Hall Private Wealth Advisors | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |