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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.

Institutional holdersQ4 2023: 407 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 662 institutions
Value heldQ4 2023: $9.51B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026662$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2023.

Institutions holding AFRM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Financial Group Inc14,197$697.6K0.00%−2,894−16.9%Reduced
Cipher Capital LP13,985$687.2K0.22%+4,061+40.9%Added
AtonRa Partners13,830$679.6K1.35%−4,347−23.9%Reduced
Independent Financial Group, LLC13,597$668.2K0.04%+118+0.9%Added
AlTi Global, Inc.13,454$661.1K0.02%+13,454New
Oppenheimer Asset Management Inc.12,997$638.7K0.01%−12,536−49.1%Reduced
Gsa Capital Partners LLP12,947$636.0K0.05%−33,331−72.0%Reduced
CI Private Wealth, LLC12,627$620.5K0.00%+12,627New
Utah Retirement Systems12,500$614.3K0.01%−12,530−50.1%Reduced
Shelton Capital Management12,223$600.6K0.02%00.0%Unchanged
White Lighthouse Investment Management Inc.12,035$591.4K0.13%+12,035New
Cravens & Co Advisors, LLC11,917$585.6K0.51%−38−0.3%Reduced
Brighton Jones LLC11,759$577.8K0.02%−14−0.1%Reduced
Oder Investment Management, LLC11,573$568.7K0.56%−5,810−33.4%Reduced
Captrust Financial Advisors11,508$565.5K0.00%+11,508New
Yeomans Consulting Group, Inc.11,020$541.5K0.27%+11,020New
TD Waterhouse Canada Inc.10,611$534.5K0.00%−1,017−8.7%Reduced
Fred Alger Management, LLC10,812$531.3K0.00%+10,812New
Paragon Capital Management Ltd10,770$529.2K0.11%00.0%Unchanged
Creative Planning10,400$511.1K0.00%−17,623−62.9%Reduced
Commonwealth Equity Services, LLC10,392$511.0K0.00%−4,191−28.7%Reduced
Edgestream Partners, L.P.10,342$508.2K0.04%−24,877−70.6%Reduced
Oracle Alpha Inc.10,261$504.2K0.65%+10,261New
Gamco Investors, Inc. Et Al10,000$491.4K0.01%00.0%Unchanged
Cetera Advisors LLC9,626$473.0K0.01%+9,626New
BluePointe Capital Management, LLC9,355$459.7K0.35%+9,355New
J.W. Cole Advisors, Inc.9,223$453.2K0.03%+9,223New
Bank of Montreal8,495$436.8K0.00%−2,863−25.2%Reduced
Myecfo, LLC8,851$434.9K0.27%−975−9.9%Reduced
Nwam LLC8,554$420.3K0.03%+8,554New
Private Advisor Group, LLC8,385$412.0K0.00%+8,385New
United Capital Financial Advisers, LLC8,243$405.1K0.00%+8,243New
Xponance, Inc.8,188$402.4K0.00%+8,188New
Credit Agricole S A8,124$399.2K0.01%+7,824+2,608.0%Added
ASB Consultores, LLC8,115$398.8K0.13%+8,115New
CAPROCK Group, Inc.7,818$384.2K0.02%+7,818New
Buckingham Strategic Wealth, LLC7,363$361.8K0.00%+7,363New
Cetera Investment Advisers7,215$354.5K0.00%+7,215New
HB Wealth Management, LLC7,112$349.5K0.01%+7,112New
Shearwater Capital LLC7,000$344.0K0.27%+7,000New
MML Investors Services, LLC6,959$342.0K0.00%+6,959New
Cetera Advisor Networks LLC6,466$317.7K0.00%+6,466New
Afg Fiduciary Services Limited Partnership7,000$317.4K0.26%+7,000New
Scotia Capital Inc.6,381$313.6K0.00%+6,381New
Advisory Research Inc6,343$311.7K0.05%+6,343New
Davy Global Fund Management Ltd6,328$311.0K0.04%−8,592−57.6%Reduced
Brevan Howard Capital Management LP6,207$305.0K0.03%+6,207New
Newbridge Financial Services Group, Inc.6,142$301.8K0.15%−4,598−42.8%Reduced
Biltmore Family Office, LLC6,100$299.8K0.06%+6,100New
ExodusPoint Capital Management, LP5,938$292.0K0.00%−10,694−64.3%Reduced
Spectrum Wealth Counsel, LLC5,850$287.5K0.04%+5,850New
CWM, LLC5,802$285.0K0.00%−32−0.5%Reduced
Holistic Financial Partners5,711$280.6K0.17%+5,711New
CIBC Asset Management Inc5,637$277.0K0.00%+5,637New
Hemington Wealth Management5,586$274.0K0.11%+5,586New
Franklin Resources Inc5,566$273.5K0.00%+5,566New
Silvercrest Asset Management Group LLC5,500$270.3K0.00%+5,500New
Signaturefd, LLC5,407$265.7K0.01%−975−15.3%Reduced
Waldron Private Wealth LLC5,403$265.5K0.01%+5,403New
Axq Capital, LP5,400$265.4K0.07%−29,163−84.4%Reduced
Boothbay Fund Management, LLC5,360$263.4K0.01%+5,360New
Comerica Bank5,259$258.4K0.00%+624+13.5%Added
Choate Investment Advisors5,245$257.7K0.01%+5,245New
Meeder Advisory Services, Inc.5,134$252.3K0.03%+5,134New
National Asset Management, Inc.5,130$252.1K0.01%+5,130New
Cerity Partners LLC5,116$251.4K0.00%+5,116New
Aspiriant, LLC5,045$247.9K0.01%+5,045New
Cambridge Investment Research Advisors, Inc.5,017$247.0K0.00%+5,017New
AdvisorNet Financial, Inc5,010$246.2K0.02%+10+0.2%Added
West Family Investments, Inc.4,866$239.1K0.08%+4,866New
Diversified Trust Co4,643$228.2K0.01%+4,643New
Belvedere Trading LLC4,439$218.1K0.02%+4,439New
MetLife Investment Management4,381$215.3K0.00%−19,669−81.8%Reduced
Wetherby Asset Management Inc4,351$213.8K0.01%+4,351New
Balentine LLC4,348$213.7K0.01%+4,348New
KBC Group NV4,329$213.0K0.00%−213−4.7%Reduced
Kathleen S. Wright Associates Inc.4,246$208.6K0.11%−4,141−49.4%Reduced
Coldstream Capital Management Inc4,209$206.8K0.01%+4,209New
Essex Financial Services, Inc.4,192$206.0K0.02%+4,192New
Empowered Funds, LLC4,120$202.5K0.01%+4,120New
Savvy Advisors, Inc.4,104$201.7K0.20%+4,104New
Symmetry Investments LP4,087$200.8K0.04%+4,087New
Stifel Financial Corp4,083$200.6K0.00%+4,083New
First Foundation Advisors4,042$198.6K0.01%+4,042New
Group One Trading, L.P.3,592$176.5K0.01%+3,592New
Ancora Advisors, LLC3,500$172.0K0.00%+3,500New
Skandinaviska Enskilda Banken AB (publ)3,500$172.0K0.00%+3,500New
Lazard Asset Management LLC3,243$158.0K0.00%+3,243New
Northwestern Mutual Wealth Management Co3,032$149.0K0.00%+2,961+4,170.4%Added
EverSource Wealth Advisors, LLC2,887$141.9K0.01%−600−17.2%Reduced
DekaBank Deutsche Girozentrale2,617$135.0K0.00%+2,617New
Richelieu Gestion PLC2,712$133.0K0.12%−7,058−72.2%Reduced
Parallel Advisors, LLC2,688$132.1K0.00%−309−10.3%Reduced
Y.D. More Investments Ltd3,105$130.6K0.03%−5−0.2%Reduced
GAMMA Investing LLC3,036$123.0K0.03%+3,036New
Arcadia Investment Management Corp2,500$122.8K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,227$109.4K0.00%−1,905−46.1%Reduced
Versant Capital Management, Inc2,216$108.9K0.03%−7−0.3%Reduced
Clear Harbor Asset Management, LLC2,000$98.3K0.01%+2,000New
American International Group, Inc.1,851$91.0K0.00%+17+0.9%Added