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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 1,811 | $89.0K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,641 | $80.6K | 0.02% | −300−15.5% | Reduced |
| Stephens Consulting, LLC | 1,500 | $73.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,500 | $73.7K | 0.00% | +1,485+9,900.0% | Added |
| IFP Advisors, Inc | 1,499 | $73.7K | 0.00% | −96−6.0% | Reduced |
| National Bank of Canada | 1,465 | $68.2K | 0.00% | −125−7.9% | Reduced |
| Lindbrook Capital, LLC | 1,386 | $68.1K | 0.01% | +750+117.9% | Added |
| Quadrant Capital Group LLC | 1,150 | $56.5K | 0.00% | −219−16.0% | Reduced |
| Russell Investments Group, Ltd. | 1,102 | $54.2K | 0.00% | +98+9.8% | Added |
| Principal Securities, Inc. | 987 | $48.5K | 0.00% | +987 | New |
| Private Ocean, LLC | 961 | $47.2K | 0.00% | −950−49.7% | Reduced |
| Farther Finance Advisors, LLC | 913 | $44.9K | 0.00% | +845+1,242.6% | Added |
| Steward Partners Investment Advisory, LLC | 910 | $44.7K | 0.00% | −130−12.5% | Reduced |
| Spire Wealth Management | 1,040 | $43.9K | 0.00% | −14−1.3% | Reduced |
| Ravenstone Capital Management Inc. | 795 | $39.1K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 764 | $37.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 700 | $34.4K | 0.01% | +700 | New |
| Raleigh Capital Management Inc. | 669 | $32.9K | 0.02% | +669 | New |
| Creative Financial Designs Inc | 665 | $32.7K | 0.00% | +300+82.2% | Added |
| Allworth Financial LP | 648 | $31.8K | 0.00% | +141+27.8% | Added |
| Quarry LP | 619 | $30.4K | 0.02% | +619 | New |
| Washington Trust Co | 521 | $25.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 618 | $25.3K | 0.00% | −100−13.9% | Reduced |
| Planned Solutions, Inc. | 508 | $25.0K | 0.01% | +508 | New |
| Global Wealth Strategies & Associates | 500 | $24.6K | 0.01% | −500−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 479 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 465 | $23.0K | 0.02% | −1−0.2% | Reduced |
| GWM Advisors LLC | 451 | $22.2K | 0.00% | +51+12.8% | Added |
| Hantz Financial Services, Inc. | 427 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $20.6K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 374 | $18.4K | 0.02% | +374 | New |
| Huntington National Bank | 339 | $16.7K | 0.00% | +321+1,783.3% | Added |
| Optimum Investment Advisors | 330 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 315 | $15.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 292 | $15.0K | 0.00% | +292 | New |
| Activest Wealth Management | 304 | $15.0K | 0.01% | −579−65.6% | Reduced |
| PayPay Securities Corp | 273 | $13.4K | 0.66% | −208−43.2% | Reduced |
| Glassman Wealth Services | 246 | $12.1K | 0.00% | −113−31.5% | Reduced |
| TSFG, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 219 | $10.8K | 0.00% | +219 | New |
| Advisors Asset Management, Inc. | 215 | $10.6K | 0.00% | −3,667−94.5% | Reduced |
| Fifth Third Bancorp | 204 | $10.0K | 0.00% | +108+112.5% | Added |
| Banque Cantonale Vaudoise | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 220 | $10.0K | 0.00% | +140+175.0% | Added |
| Cornerstone Planning Group LLC | 200 | $9.83K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $9.83K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 198 | $9.73K | 0.00% | +198 | New |
| JDM Financial Group LLC | 167 | $8.21K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 161 | $8.00K | 0.00% | +161 | New |
| Loomis Sayles & Co L P | 134 | $7.00K | 0.00% | +134 | New |
| HM Payson & Co | 140 | $6.88K | 0.00% | +50+55.6% | Added |
| Bruce G. Allen Investments, LLC | 140 | $6.88K | 0.01% | +140 | New |
| Fortitude Family Office, LLC | 124 | $6.09K | 0.00% | +124 | New |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 118 | $5.80K | 0.00% | +118 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 118 | $5.80K | 0.00% | +118 | New |
| Geneos Wealth Management Inc. | 115 | $5.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $5.41K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Salem Investment Counselors Inc | 100 | $4.91K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $4.91K | 0.00% | +100 | New |
| Advisory Services Network, LLC | 95 | $4.67K | 0.00% | −81,931−99.9% | Reduced |
| Blume Capital Management, Inc. | 80 | $3.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $3.78K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $3.69K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 70 | $3.44K | 0.00% | −31−30.7% | Reduced |
| Scarborough Advisors, LLC | 70 | $3.44K | 0.00% | +70 | New |
| AllSquare Wealth Management LLC | 68 | $3.34K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 57 | $2.80K | 0.00% | +57 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.70K | 0.00% | +55 | New |
| Arlington Trust Co LLC | 55 | $2.70K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 53 | $2.60K | 0.00% | +10+23.3% | Added |
| Leonteq Securities AG | 52 | $2.56K | 0.00% | −6,741−99.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.46K | 0.00% | −50−50.0% | Reduced |
| Focused Wealth Management, Inc | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $2.11K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $2.02K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $2.00K | 0.00% | −71−61.2% | Reduced |
| Ronald Blue Trust, Inc. | 108 | $2.00K | 0.00% | +108 | New |
| Nemes Rush Group LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $1.72K | 0.00% | +35 | New |
| ICA Group Wealth Management, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 64 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.33K | 0.00% | +5+22.7% | Added |
| Paloma Partners Management Co | 25 | $1.23K | 0.00% | −319−92.7% | Reduced |
| Massmutual Trust Co FSB | 24 | $1.18K | 0.00% | +24 | New |
| Rise Advisors, LLC | 20 | $983 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 20 | $983 | 0.00% | +20 | New |
| Heritage Wealth Advisors | 15 | $737 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $590 | 0.00% | +12 | New |
| Crewe Advisors LLC | 6 | $295 | 0.00% | +6 | New |
| West Paces Advisors Inc. | 5 | $246 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $246 | 0.00% | +5 | New |
| Proequities, Inc. | 4 | $196 | 0.00% | +4 | New |