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 7 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, Q1 2024
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2024. 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
- 383
- −20 vs. Q4 2023
- Shares held
- 193.4M
- −168.3K (−0.1%) vs. Q4 2023
- Total value
- $7.19B
- −$2.32B (−24.4%) vs. Q4 2023
- New holders
- 66
- 126 more added
- Sold out
- 86
- 111 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 30,569,187 | $1.14B | 0.09% | +2,198,943+7.8% | Added |
| Vanguard Group Inc | 20,823,803 | $775.9M | 0.02% | +1,316,901+6.8% | Added |
| Capital Research Global Investors | 19,419,985 | $723.6M | 0.16% | −831,059−4.1% | Reduced |
| Capital World Investors | 19,079,071 | $710.9M | 0.12% | +77,050+0.4% | Added |
| Baillie Gifford & Co | 18,732,407 | $698.0M | 0.54% | +749,368+4.2% | Added |
| BlackRock Inc. | 9,965,847 | $371.3M | 0.01% | +451,266+4.7% | Added |
| D. E. Shaw & Co., Inc. | 9,071,991 | $338.0M | 0.43% | −312,856−3.3% | Reduced |
| Geode Capital Management, LLC | 3,821,486 | $142.4M | 0.01% | +317,384+9.1% | Added |
| State Street Corp | 3,760,116 | $140.1M | 0.01% | +87,118+2.4% | Added |
| Two Sigma Advisers, LP | 3,556,500 | $132.5M | 0.31% | −1,151,200−24.5% | Reduced |
| Two Sigma Investments, LP | 3,536,029 | $131.8M | 0.32% | −962,400−21.4% | Reduced |
| Dimensional Fund Advisors LP | 2,268,542 | $84.5M | 0.02% | −354,050−13.5% | Reduced |
| UBS Group AG | 2,168,920 | $80.8M | 0.03% | +2,068,594+2,061.9% | Added |
| Price T Rowe Associates Inc | 2,154,999 | $80.3M | 0.01% | −2,586,189−54.5% | Reduced |
| Abdiel Capital Advisors, LP | 2,129,044 | $79.3M | 4.96% | −104,680−4.7% | Reduced |
| Qube Research & Technologies Ltd | 1,997,754 | $74.4M | 0.13% | +1,970,945+7,351.8% | Added |
| Citadel Advisors LLC | 1,743,863 | $65.0M | 0.06% | +556,504+46.9% | Added |
| Bank of America Corp | 1,701,440 | $63.4M | 0.01% | +880,895+107.4% | Added |
| Spyglass Capital Management LLC | 1,642,807 | $61.2M | 4.08% | +303,494+22.7% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $60.4M | 96.45% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,507,017 | $56.2M | 0.01% | +136,509+10.0% | Added |
| Goldman Sachs Group Inc | 1,462,942 | $54.5M | 0.01% | +842,763+135.9% | Added |
| Millennium Management LLC | 1,230,136 | $45.8M | 0.04% | +147,615+13.6% | Added |
| Holocene Advisors, LP | 1,145,929 | $42.7M | 0.16% | +121,486+11.9% | Added |
| Leo Wealth, LLC | 1,143,184 | $42.6M | 4.36% | −29,927−2.6% | Reduced |
| Northern Trust Corp | 1,018,928 | $38.0M | 0.01% | −8,917−0.9% | Reduced |
| BIT Capital GmbH | 958,036 | $35.7M | 3.15% | +194,482+25.5% | Added |
| Norges Bank | 791,251 | $29.5M | 0.00% | −578,515−42.2% | Reduced |
| Man Group plc | 789,436 | $29.4M | 0.08% | +137,605+21.1% | Added |
| Allen Operations LLC | 721,382 | $26.9M | 5.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 693,225 | $25.8M | 0.04% | +636,211+1,115.9% | Added |
| Bank of New York Mellon Corp | 690,271 | $25.7M | 0.00% | −67,932−9.0% | Reduced |
| Wellington Management Group LLP | 686,772 | $25.6M | 0.00% | +438,257+176.4% | Added |
| Capital Fund Management S.A. | 642,524 | $23.9M | 0.29% | −84,039−11.6% | Reduced |
| Nuveen Asset Management, LLC | 634,617 | $23.6M | 0.01% | +46,050+7.8% | Added |
| Voloridge Investment Management, LLC | 598,836 | $22.3M | 0.08% | −2,404,487−80.1% | Reduced |
| Jupiter Asset Management Ltd | 540,796 | $20.2M | 0.19% | +540,796 | New |
| Penserra Capital Management LLC | 463,170 | $17.3M | 0.22% | +277,298+149.2% | Added |
| Credit Suisse AG | 453,165 | $16.9M | 0.02% | +32,005+7.6% | Added |
| Trexquant Investment LP | 430,992 | $16.1M | 0.32% | +126,698+41.6% | Added |
| Swiss National Bank | 430,400 | $16.0M | 0.01% | +5,100+1.2% | Added |
| Jefferies Financial Group Inc. | 420,000 | $15.6M | 0.32% | −88,951−17.5% | Reduced |
| California Public Employees Retirement System | 401,215 | $14.9M | 0.01% | +70,729+21.4% | Added |
| HSBC Holdings PLC | 398,495 | $14.8M | 0.01% | +100,190+33.6% | Added |
| RJA Asset Management LLC | 397,425 | $14.8M | 5.03% | +397,425 | New |
| Balyasny Asset Management LLC | 393,896 | $14.7M | 0.04% | +371,088+1,627.0% | Added |
| Twinbeech Capital LP | 340,596 | $12.7M | 0.26% | +340,596 | New |
| UBS Asset Management Americas Inc | 335,420 | $12.5M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 330,495 | $12.3M | 0.21% | −13,838−4.0% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $11.7M | 0.96% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 313,316 | $11.7M | 1.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 296,509 | $11.0M | 0.14% | +296,509 | New |
| J. Goldman & Co LP | 296,109 | $11.0M | 0.50% | +296,109 | New |
| Jane Street Group, LLC | 271,402 | $10.1M | 0.01% | −1,472,409−84.4% | Reduced |
| Allen Holding Inc | 255,262 | $9.51M | 1.20% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 254,700 | $9.49M | 0.02% | −18,180−6.7% | Reduced |
| Optiver Holding B.V. | 253,351 | $9.44M | 0.39% | +253,351 | New |
| Rhumbline Advisers | 229,710 | $8.56M | 0.01% | −29,139−11.3% | Reduced |
| Legal & General Group Plc | 225,967 | $8.42M | 0.00% | −51,211−18.5% | Reduced |
| Amundi | 269,961 | $8.41M | 0.00% | −132,963−33.0% | Reduced |
| California State Teachers Retirement System | 219,126 | $8.16M | 0.01% | −10,742−4.7% | Reduced |
| JPMorgan Chase & Co | 216,388 | $8.06M | 0.00% | −69,930−24.4% | Reduced |
| Invesco Ltd. | 213,870 | $7.97M | 0.00% | −572,558−72.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 208,227 | $7.76M | 0.01% | −67,502−24.5% | Reduced |
| a16z Perennial Management, L.P. | 192,535 | $7.17M | 0.67% | +170,000+754.4% | Added |
| First Trust Advisors LP | 188,749 | $7.03M | 0.01% | −95,553−33.6% | Reduced |
| Belmont Capital, LLC | 188,000 | $7.00M | 1.91% | 00.0% | Unchanged |
| FMR LLC | 186,515 | $6.95M | 0.00% | +160,322+612.1% | Added |
| Teachers Retirement System of the State of Kentucky | 185,058 | $6.89M | 0.06% | +30,500+19.7% | Added |
| Royal Bank of Canada | 183,851 | $6.85M | 0.00% | −8,869−4.6% | Reduced |
| Two Sigma Securities, LLC | 174,403 | $6.50M | 0.32% | +125,361+255.6% | Added |
| Squarepoint Ops LLC | 173,746 | $6.47M | 0.03% | −168,782−49.3% | Reduced |
| Ameriprise Financial Inc | 170,400 | $6.35M | 0.00% | −13,767−7.5% | Reduced |
| Mercer Global Advisors Inc | 168,652 | $6.28M | 0.02% | −72,739−30.1% | Reduced |
| Catalyst Private Wealth, LLC | 164,478 | $6.13M | 3.21% | −10,870−6.2% | Reduced |
| Allen Investment Management LLC | 161,044 | $6.00M | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 154,498 | $5.76M | 0.15% | +61,915+66.9% | Added |
| Marshall Wace, LLP | 151,061 | $5.63M | 0.01% | −1,376,381−90.1% | Reduced |
| New York State Common Retirement Fund | 144,600 | $5.39M | 0.01% | −19,300−11.8% | Reduced |
| Deutsche Bank AG | 139,765 | $5.21M | 0.00% | +112,277+408.5% | Added |
| State of New Jersey Common Pension Fund D | 130,663 | $4.87M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 123,892 | $4.62M | 0.18% | +28,645+30.1% | Added |
| Wells Fargo & Company | 122,994 | $4.58M | 0.00% | +100,254+440.9% | Added |
| Diker Management LLC | 115,000 | $4.28M | 3.49% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 112,896 | $4.21M | 0.01% | +2,033+1.8% | Added |
| QRG Capital Management, Inc. | 105,396 | $3.93M | 0.05% | −73,151−41.0% | Reduced |
| Envestnet Asset Management Inc | 105,258 | $3.92M | 0.00% | −10,018−8.7% | Reduced |
| Barclays PLC | 103,990 | $3.87M | 0.00% | +48,478+87.3% | Added |
| Janus Henderson Group PLC | 102,678 | $3.83M | 0.00% | +10.0% | Added |
| Treasurer of the State of North Carolina | 100,546 | $3.75M | 0.02% | +690+0.7% | Added |
| Citigroup Inc | 100,230 | $3.73M | 0.00% | −169,822−62.9% | Reduced |
| Ensign Peak Advisors, Inc | 100,049 | $3.73M | 0.01% | −3,121−3.0% | Reduced |
| Diversify Advisory Services, LLC | 103,162 | $3.59M | 0.21% | +103,162 | New |
| Schonfeld Strategic Advisors LLC | 95,802 | $3.57M | 0.03% | +55,981+140.6% | Added |
| Omega Financial Group, LLC | 93,568 | $3.49M | 1.43% | +16,528+21.5% | Added |
| Duality Advisers, LP | 91,274 | $3.40M | 0.34% | +26,508+40.9% | Added |
| Alliancebernstein L.P. | 90,699 | $3.38M | 0.00% | +356+0.4% | Added |
| American Century Companies Inc | 90,633 | $3.38M | 0.00% | −152,144−62.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 87,684 | $3.27M | 0.09% | +87,684 | New |
| Public Employees Retirement System of Ohio | 86,166 | $3.21M | 0.01% | −8,123−8.6% | Reduced |