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 |
|---|---|---|---|---|---|
| VK Services, LLC | 74,981 | $3.68M | 0.56% | −525,842−87.5% | Reduced |
| Harvest Investment Services, LLC | 73,663 | $3.62M | 1.67% | +50,201+214.0% | Added |
| EAM Investors, LLC | 73,164 | $3.60M | 0.64% | +9,757+15.4% | Added |
| Zacks Investment Management | 70,813 | $3.48M | 0.04% | +70,813 | New |
| Gotham Asset Management, LLC | 70,528 | $3.47M | 0.06% | +70,528 | New |
| Advisor Group Holdings, Inc. | 69,559 | $3.42M | 0.01% | −15,349−18.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.41M | 0.99% | 00.0% | Unchanged |
| DFPG Investments, LLC | 75,010 | $3.26M | 0.25% | 00.0% | Unchanged |
| Duality Advisers, LP | 64,766 | $3.18M | 0.34% | +64,766 | New |
| SEI Investments Co | 61,816 | $3.04M | 0.00% | −17,374−21.9% | Reduced |
| Arizona State Retirement System | 60,320 | $2.96M | 0.02% | +3,243+5.7% | Added |
| Entropy Technologies, LP | 59,526 | $2.93M | 0.54% | +59,526 | New |
| Susquehanna International Group, LLP | 57,014 | $2.80M | 0.00% | −277,135−82.9% | Reduced |
| Atomi Financial Group, Inc. | 56,799 | $2.79M | 0.39% | +56,799 | New |
| Barclays PLC | 55,512 | $2.73M | 0.00% | −16,797−23.2% | Reduced |
| Point72 Europe (London) LLP | 54,712 | $2.69M | 0.34% | +54,712 | New |
| IMC-Chicago, LLC | 54,400 | $2.67M | 0.09% | +54,400 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,623 | $2.55M | 0.00% | 00.0% | Unchanged |
| Delta Air Lines, Inc. | 50,000 | $2.46M | 0.21% | 00.0% | Unchanged |
| Numerai GP LLC | 49,912 | $2.45M | 0.87% | +49,912 | New |
| Two Sigma Securities, LLC | 49,042 | $2.41M | 0.11% | −168,130−77.4% | Reduced |
| Quantbot Technologies LP | 48,685 | $2.39M | 0.14% | +48,685 | New |
| Capital Impact Advisors, LLC | 46,969 | $2.31M | 3.03% | +46,969 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,464 | $2.28M | 0.01% | +5,106+12.3% | Added |
| O'Neil Global Advisors, Inc. | 45,869 | $2.25M | 1.31% | +45,869 | New |
| TownSquare Capital, LLC | 45,559 | $2.24M | 0.04% | +202+0.4% | Added |
| Prudential Financial Inc | 44,397 | $2.18M | 0.00% | +33,856+321.2% | Added |
| Mariner, LLC | 44,187 | $2.17M | 0.01% | −3,647−7.6% | Reduced |
| Hilltop Holdings Inc. | 43,405 | $2.13M | 0.24% | −78,235−64.3% | Reduced |
| Seven Eight Capital, LP | 41,856 | $2.06M | 0.24% | +41,856 | New |
| Equitable Holdings, Inc. | 40,825 | $2.01M | 0.02% | +40,825 | New |
| Y-Intercept (Hong Kong) Ltd | 40,477 | $1.99M | 0.19% | −8,166−16.8% | Reduced |
| Jasper Ridge Partners, L.P. | 40,253 | $1.98M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 40,000 | $1.97M | 0.01% | +11,300+39.4% | Added |
| Schonfeld Strategic Advisors LLC | 39,821 | $1.96M | 0.02% | +15,821+65.9% | Added |
| Hel Ved Capital Management Ltd | 38,700 | $1.90M | 0.56% | +38,700 | New |
| Legacy Capital Group California, Inc. | 38,499 | $1.89M | 0.73% | −6,469−14.4% | Reduced |
| HighTower Advisors, LLC | 37,491 | $1.84M | 0.00% | −15,553−29.3% | Reduced |
| Exchange Traded Concepts, LLC | 36,951 | $1.82M | 0.05% | +36,951 | New |
| Amalgamated Bank | 35,196 | $1.73M | 0.01% | +1,906+5.7% | Added |
| Cresset Asset Management, LLC | 34,727 | $1.71M | 0.01% | −3,362−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 33,405 | $1.64M | 0.01% | +13,595+68.6% | Added |
| Manufacturers Life Insurance Company, The | 33,110 | $1.63M | 0.00% | −50,425−60.4% | Reduced |
| M&T Bank Corp | 31,630 | $1.55M | 0.01% | +18,987+150.2% | Added |
| Gilder Gagnon Howe & Co LLC | 31,248 | $1.54M | 0.02% | +31,248 | New |
| Quantinno Capital Management LP | 30,710 | $1.51M | 0.05% | −16,455−34.9% | Reduced |
| Raymond James & Associates | 30,440 | $1.50M | 0.00% | +9,222+43.5% | Added |
| Victory Capital Management Inc | 30,333 | $1.49M | 0.00% | +6,101+25.2% | Added |
| Chicago Partners Investment Group LLC | 36,052 | $1.46M | 0.07% | +8,697+31.8% | Added |
| Neuberger Berman Group LLC | 29,652 | $1.46M | 0.00% | +19,559+193.8% | Added |
| Seaport Global Advisors, LLC | 29,486 | $1.45M | 3.47% | +29,486 | New |
| The PNC Financial Services Group, Inc. | 28,646 | $1.41M | 0.00% | −18,732−39.5% | Reduced |
| Voya Investment Management LLC | 28,208 | $1.39M | 0.00% | +633+2.3% | Added |
| Deutsche Bank AG | 27,488 | $1.35M | 0.00% | +10,269+59.6% | Added |
| Ieq Capital, LLC | 27,227 | $1.34M | 0.02% | +5,639+26.1% | Added |
| Qube Research & Technologies Ltd | 26,809 | $1.32M | 0.00% | −139,625−83.9% | Reduced |
| FMR LLC | 26,193 | $1.29M | 0.00% | +2,188+9.1% | Added |
| Pictet Asset Management Holding SA | 25,805 | $1.27M | 0.00% | +2,824+12.3% | Added |
| Van Eck Associates Corp | 25,767 | $1.27M | 0.00% | +25,767 | New |
| JustInvest LLC | 25,618 | $1.26M | 0.03% | −1,037−3.9% | Reduced |
| Balboa Wealth Partners | 24,497 | $1.20M | 0.40% | −10,691−30.4% | Reduced |
| Camden Capital, LLC | 24,458 | $1.20M | 0.12% | −4,298−14.9% | Reduced |
| Wolverine Asset Management LLC | 24,223 | $1.19M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 24,014 | $1.18M | 0.01% | +8,647+56.3% | Added |
| Sequoia Financial Advisors, LLC | 23,520 | $1.16M | 0.01% | +23,520 | New |
| Corton Capital Inc. | 23,462 | $1.15M | 0.37% | −17,566−42.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.15M | 0.01% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 23,210 | $1.14M | 0.38% | −4,399−15.9% | Reduced |
| Balyasny Asset Management LLC | 22,808 | $1.12M | 0.00% | −403,000−94.6% | Reduced |
| Wells Fargo & Company | 22,740 | $1.12M | 0.00% | −77,104−77.2% | Reduced |
| a16z Perennial Management, L.P. | 22,535 | $1.11M | 0.19% | +22,535 | New |
| Aigen Investment Management, LP | 22,023 | $1.08M | 0.19% | −24,572−52.7% | Reduced |
| Royal Fund Management, LLC | 21,744 | $1.07M | 0.14% | +21,744 | New |
| Rakuten Securities, Inc. | 21,436 | $1.05M | 0.83% | +21,436 | New |
| Tower Research Capital LLC (TRC) | 21,208 | $1.04M | 0.01% | −879−4.0% | Reduced |
| SG Americas Securities, LLC | 20,960 | $1.03M | 0.01% | −4,585−17.9% | Reduced |
| State of Wisconsin Investment Board | 20,468 | $1.01M | 0.00% | −10,871−34.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,836 | $974.0K | 0.10% | +8,343+72.6% | Added |
| Mission Wealth Management, LP | 19,513 | $958.9K | 0.03% | +19,513 | New |
| Toroso Investments, LLC | 19,454 | $956.0K | 0.02% | +19,454 | New |
| Oak Thistle LLC | 19,425 | $954.5K | 0.27% | +19,425 | New |
| Employees Retirement System of Texas | 19,235 | $945.0K | 0.01% | +19,235 | New |
| Blueshift Asset Management, LLC | 18,713 | $919.6K | 0.49% | −42,158−69.3% | Reduced |
| Cim Investment Mangement Inc | 18,567 | $912.4K | 0.29% | 00.0% | Unchanged |
| Cutler Group LP | 18,271 | $897.0K | 0.12% | −89,420−83.0% | Reduced |
| AQR Capital Management LLC | 18,230 | $895.8K | 0.00% | +18,230 | New |
| Maryland State Retirement & Pension System | 17,492 | $859.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,341 | $852.1K | 0.06% | +6,789+64.3% | Added |
| STRS Ohio | 17,332 | $851.0K | 0.00% | +17,332 | New |
| Atlas Capital Advisors LLC | 16,831 | $827.1K | 0.12% | +5,162+44.2% | Added |
| SeaCrest Wealth Management, LLC | 19,140 | $823.2K | 0.10% | +19,140 | New |
| Friedenthal Financial | 16,598 | $815.6K | 0.53% | −13,446−44.8% | Reduced |
| US Bancorp | 16,248 | $798.4K | 0.00% | +3,155+24.1% | Added |
| Wolverine Trading, LLC | 16,232 | $797.6K | 0.01% | +16,232 | New |
| Pathstone Holdings, LLC | 15,993 | $785.9K | 0.00% | +15,993 | New |
| Source Financial Advisors LLC | 15,835 | $778.1K | 0.24% | 00.0% | Unchanged |
| BBR Partners, LLC | 15,818 | $777.3K | 0.08% | −290−1.8% | Reduced |
| Independent Advisor Alliance | 15,456 | $759.5K | 0.03% | +15,456 | New |
| Prospera Financial Services Inc | 14,998 | $737.0K | 0.02% | −5,705−27.6% | Reduced |
| Laird Norton Trust Company, LLC | 14,285 | $702.0K | 0.08% | +14,285 | New |