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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
MCF Advisors LLC3$1480.00%−2−40.0%Reduced
Riggs Asset Managment Co. Inc.3$1480.00%00.0%Unchanged
Hexagon Capital Partners LLC3$1480.00%00.0%Unchanged
JJJ Advisors Inc.2$990.00%+2New
Hollencrest Capital Management2$980.00%+2New
Investors Research Corp1$490.00%00.0%Unchanged
Neo Ivy Capital Management10$00.00%+10New
Lightspeed Opportunity Fund, L.P.0$00.00%−1,254,623−100.0%Sold out
Twin Tree Management, LP0$00.00%−475,401−100.0%Sold out
Twinbeech Capital LP0$00.00%−414,983−100.0%Sold out
TD Asset Management Inc0$00.00%−371,744−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−361,099−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−315,579−100.0%Sold out
Schusterman Interests, LLC0$00.00%−291,152−100.0%Sold out
Jump Financial, LLC0$00.00%−207,648−100.0%Sold out
HRT Financial LP0$00.00%−130,038−100.0%Sold out
Titleist Asset Management, LLC0$00.00%−119,560−100.0%Sold out
Pathway Capital Management, LP0$00.00%−72,883−100.0%Sold out
Cypress Point Wealth Management, LLC0$00.00%−47,382−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−41,946−100.0%Sold out
Intech Investment Management LLC0$00.00%−37,704−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−37,013−100.0%Sold out
Commerce Bank0$00.00%−30,532−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−25,181−100.0%Sold out
Vetamer Capital Management, L.P.0$00.00%−20,891−100.0%Sold out
Headlands Technologies LLC0$00.00%−20,270−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−20,198−100.0%Sold out
Qalhat Capital Ltd0$00.00%−19,238−100.0%Sold out
Adams Street Partners LLC0$00.00%−17,610−100.0%Sold out
Point72 Middle East FZE0$00.00%−17,401−100.0%Sold out
Natixis0$00.00%−16,314−100.0%Sold out
Storebrand Asset Management AS0$00.00%−6,923−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−6,467−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−2,134−100.0%Sold out
Tucker Asset Management LLC0$00.00%−800−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−550−100.0%Sold out
West Tower Group, LLC0$00.00%−331−100.0%Sold out
Highlander Capital Management, LLC0$00.00%−326−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−200−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−110−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−51−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−28−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−10−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−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