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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 14,197 | $697.6K | 0.00% | −2,894−16.9% | Reduced |
| Cipher Capital LP | 13,985 | $687.2K | 0.22% | +4,061+40.9% | Added |
| AtonRa Partners | 13,830 | $679.6K | 1.35% | −4,347−23.9% | Reduced |
| Independent Financial Group, LLC | 13,597 | $668.2K | 0.04% | +118+0.9% | Added |
| AlTi Global, Inc. | 13,454 | $661.1K | 0.02% | +13,454 | New |
| Oppenheimer Asset Management Inc. | 12,997 | $638.7K | 0.01% | −12,536−49.1% | Reduced |
| Gsa Capital Partners LLP | 12,947 | $636.0K | 0.05% | −33,331−72.0% | Reduced |
| CI Private Wealth, LLC | 12,627 | $620.5K | 0.00% | +12,627 | New |
| Utah Retirement Systems | 12,500 | $614.3K | 0.01% | −12,530−50.1% | Reduced |
| Shelton Capital Management | 12,223 | $600.6K | 0.02% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 12,035 | $591.4K | 0.13% | +12,035 | New |
| Cravens & Co Advisors, LLC | 11,917 | $585.6K | 0.51% | −38−0.3% | Reduced |
| Brighton Jones LLC | 11,759 | $577.8K | 0.02% | −14−0.1% | Reduced |
| Oder Investment Management, LLC | 11,573 | $568.7K | 0.56% | −5,810−33.4% | Reduced |
| Captrust Financial Advisors | 11,508 | $565.5K | 0.00% | +11,508 | New |
| Yeomans Consulting Group, Inc. | 11,020 | $541.5K | 0.27% | +11,020 | New |
| TD Waterhouse Canada Inc. | 10,611 | $534.5K | 0.00% | −1,017−8.7% | Reduced |
| Fred Alger Management, LLC | 10,812 | $531.3K | 0.00% | +10,812 | New |
| Paragon Capital Management Ltd | 10,770 | $529.2K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 10,400 | $511.1K | 0.00% | −17,623−62.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,392 | $511.0K | 0.00% | −4,191−28.7% | Reduced |
| Edgestream Partners, L.P. | 10,342 | $508.2K | 0.04% | −24,877−70.6% | Reduced |
| Oracle Alpha Inc. | 10,261 | $504.2K | 0.65% | +10,261 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $491.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,626 | $473.0K | 0.01% | +9,626 | New |
| BluePointe Capital Management, LLC | 9,355 | $459.7K | 0.35% | +9,355 | New |
| J.W. Cole Advisors, Inc. | 9,223 | $453.2K | 0.03% | +9,223 | New |
| Bank of Montreal | 8,495 | $436.8K | 0.00% | −2,863−25.2% | Reduced |
| Myecfo, LLC | 8,851 | $434.9K | 0.27% | −975−9.9% | Reduced |
| Nwam LLC | 8,554 | $420.3K | 0.03% | +8,554 | New |
| Private Advisor Group, LLC | 8,385 | $412.0K | 0.00% | +8,385 | New |
| United Capital Financial Advisers, LLC | 8,243 | $405.1K | 0.00% | +8,243 | New |
| Xponance, Inc. | 8,188 | $402.4K | 0.00% | +8,188 | New |
| Credit Agricole S A | 8,124 | $399.2K | 0.01% | +7,824+2,608.0% | Added |
| ASB Consultores, LLC | 8,115 | $398.8K | 0.13% | +8,115 | New |
| CAPROCK Group, Inc. | 7,818 | $384.2K | 0.02% | +7,818 | New |
| Buckingham Strategic Wealth, LLC | 7,363 | $361.8K | 0.00% | +7,363 | New |
| Cetera Investment Advisers | 7,215 | $354.5K | 0.00% | +7,215 | New |
| HB Wealth Management, LLC | 7,112 | $349.5K | 0.01% | +7,112 | New |
| Shearwater Capital LLC | 7,000 | $344.0K | 0.27% | +7,000 | New |
| MML Investors Services, LLC | 6,959 | $342.0K | 0.00% | +6,959 | New |
| Cetera Advisor Networks LLC | 6,466 | $317.7K | 0.00% | +6,466 | New |
| Afg Fiduciary Services Limited Partnership | 7,000 | $317.4K | 0.26% | +7,000 | New |
| Scotia Capital Inc. | 6,381 | $313.6K | 0.00% | +6,381 | New |
| Advisory Research Inc | 6,343 | $311.7K | 0.05% | +6,343 | New |
| Davy Global Fund Management Ltd | 6,328 | $311.0K | 0.04% | −8,592−57.6% | Reduced |
| Brevan Howard Capital Management LP | 6,207 | $305.0K | 0.03% | +6,207 | New |
| Newbridge Financial Services Group, Inc. | 6,142 | $301.8K | 0.15% | −4,598−42.8% | Reduced |
| Biltmore Family Office, LLC | 6,100 | $299.8K | 0.06% | +6,100 | New |
| ExodusPoint Capital Management, LP | 5,938 | $292.0K | 0.00% | −10,694−64.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 5,850 | $287.5K | 0.04% | +5,850 | New |
| CWM, LLC | 5,802 | $285.0K | 0.00% | −32−0.5% | Reduced |
| Holistic Financial Partners | 5,711 | $280.6K | 0.17% | +5,711 | New |
| CIBC Asset Management Inc | 5,637 | $277.0K | 0.00% | +5,637 | New |
| Hemington Wealth Management | 5,586 | $274.0K | 0.11% | +5,586 | New |
| Franklin Resources Inc | 5,566 | $273.5K | 0.00% | +5,566 | New |
| Silvercrest Asset Management Group LLC | 5,500 | $270.3K | 0.00% | +5,500 | New |
| Signaturefd, LLC | 5,407 | $265.7K | 0.01% | −975−15.3% | Reduced |
| Waldron Private Wealth LLC | 5,403 | $265.5K | 0.01% | +5,403 | New |
| Axq Capital, LP | 5,400 | $265.4K | 0.07% | −29,163−84.4% | Reduced |
| Boothbay Fund Management, LLC | 5,360 | $263.4K | 0.01% | +5,360 | New |
| Comerica Bank | 5,259 | $258.4K | 0.00% | +624+13.5% | Added |
| Choate Investment Advisors | 5,245 | $257.7K | 0.01% | +5,245 | New |
| Meeder Advisory Services, Inc. | 5,134 | $252.3K | 0.03% | +5,134 | New |
| National Asset Management, Inc. | 5,130 | $252.1K | 0.01% | +5,130 | New |
| Cerity Partners LLC | 5,116 | $251.4K | 0.00% | +5,116 | New |
| Aspiriant, LLC | 5,045 | $247.9K | 0.01% | +5,045 | New |
| Cambridge Investment Research Advisors, Inc. | 5,017 | $247.0K | 0.00% | +5,017 | New |
| AdvisorNet Financial, Inc | 5,010 | $246.2K | 0.02% | +10+0.2% | Added |
| West Family Investments, Inc. | 4,866 | $239.1K | 0.08% | +4,866 | New |
| Diversified Trust Co | 4,643 | $228.2K | 0.01% | +4,643 | New |
| Belvedere Trading LLC | 4,439 | $218.1K | 0.02% | +4,439 | New |
| MetLife Investment Management | 4,381 | $215.3K | 0.00% | −19,669−81.8% | Reduced |
| Wetherby Asset Management Inc | 4,351 | $213.8K | 0.01% | +4,351 | New |
| Balentine LLC | 4,348 | $213.7K | 0.01% | +4,348 | New |
| KBC Group NV | 4,329 | $213.0K | 0.00% | −213−4.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,246 | $208.6K | 0.11% | −4,141−49.4% | Reduced |
| Coldstream Capital Management Inc | 4,209 | $206.8K | 0.01% | +4,209 | New |
| Essex Financial Services, Inc. | 4,192 | $206.0K | 0.02% | +4,192 | New |
| Empowered Funds, LLC | 4,120 | $202.5K | 0.01% | +4,120 | New |
| Savvy Advisors, Inc. | 4,104 | $201.7K | 0.20% | +4,104 | New |
| Symmetry Investments LP | 4,087 | $200.8K | 0.04% | +4,087 | New |
| Stifel Financial Corp | 4,083 | $200.6K | 0.00% | +4,083 | New |
| First Foundation Advisors | 4,042 | $198.6K | 0.01% | +4,042 | New |
| Group One Trading, L.P. | 3,592 | $176.5K | 0.01% | +3,592 | 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 |
| Lazard Asset Management LLC | 3,243 | $158.0K | 0.00% | +3,243 | New |
| Northwestern Mutual Wealth Management Co | 3,032 | $149.0K | 0.00% | +2,961+4,170.4% | Added |
| EverSource Wealth Advisors, LLC | 2,887 | $141.9K | 0.01% | −600−17.2% | Reduced |
| DekaBank Deutsche Girozentrale | 2,617 | $135.0K | 0.00% | +2,617 | New |
| Richelieu Gestion PLC | 2,712 | $133.0K | 0.12% | −7,058−72.2% | Reduced |
| Parallel Advisors, LLC | 2,688 | $132.1K | 0.00% | −309−10.3% | Reduced |
| Y.D. More Investments Ltd | 3,105 | $130.6K | 0.03% | −5−0.2% | Reduced |
| GAMMA Investing LLC | 3,036 | $123.0K | 0.03% | +3,036 | New |
| Arcadia Investment Management Corp | 2,500 | $122.8K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,227 | $109.4K | 0.00% | −1,905−46.1% | Reduced |
| Versant Capital Management, Inc | 2,216 | $108.9K | 0.03% | −7−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,000 | $98.3K | 0.01% | +2,000 | New |
| American International Group, Inc. | 1,851 | $91.0K | 0.00% | +17+0.9% | Added |