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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; 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.

Institutional holdersQ1 2024: 383 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: 661 institutions
Value heldQ1 2024: $7.19B
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 2026661$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, Q1 2024

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2023.

Institutions holding AFRM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Northwestern Mutual Wealth Management Co3$1120.00%−3,029−99.9%Reduced
Riggs Asset Managment Co. Inc.3$1120.00%00.0%Unchanged
MCF Advisors LLC3$1120.00%00.0%Unchanged
Hexagon Capital Partners LLC3$1120.00%00.0%Unchanged
Larson Financial Group LLC5$1860.00%00.0%Unchanged
West Paces Advisors Inc.5$1860.00%00.0%Unchanged
ZRC Wealth Management, LLC5$1870.00%+5New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$2600.00%−111−94.1%Reduced
CIBC Private Wealth Group, LLC8$2790.00%+8New
Sofos Investments, Inc.8$2980.00%+8New
Abound Wealth Management8$2990.00%+8New
Berkshire Capital Holdings Inc10$3730.00%−224,460−100.0%Reduced
Proequities, Inc.12$4470.00%+8+200.0%Added
DiNuzzo Private Wealth, Inc.14$5220.00%+2+16.7%Added
Continuum Advisory, LLC16$5570.00%+16New
Heritage Wealth Advisors15$5590.00%00.0%Unchanged
Rise Advisors, LLC20$7450.00%00.0%Unchanged
Richardson Financial Services Inc.20$7450.00%+20New
Elequin Capital LP24$8940.00%+24New
Huntington National Bank25$9320.00%−314−92.6%Reduced
West Oak Capital, LLC40$1.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC30$1.00K0.00%+30New
SJS Investment Consulting Inc.27$1.01K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC28$1.04K0.00%+28New
ICA Group Wealth Management, LLC30$1.12K0.00%00.0%Unchanged
CVA Family Office, LLC35$1.30K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$1.53K0.00%00.0%Unchanged
Massmutual Trust Co FSB43$1.60K0.00%+19+79.2%Added
CarsonAllaria Wealth Management, Ltd.50$1.86K0.00%00.0%Unchanged
CGC Financial Services, LLC50$1.86K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC53$1.98K0.00%00.0%Unchanged
City State Bank55$2.00K0.00%00.0%Unchanged
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC55$2.05K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC61$2.27K0.00%+4+7.0%Added
Fifth Third Bancorp64$2.38K0.00%−140−68.6%Reduced
Beacon Capital Management, LLC64$2.38K0.00%00.0%Unchanged
FRG Family Wealth Advisors LLC75$2.39K0.00%+75New
AllSquare Wealth Management LLC68$2.53K0.00%00.0%Unchanged
Scarborough Advisors, LLC70$2.61K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$2.61K0.00%00.0%Unchanged
Gradient Investments LLC77$2.87K0.00%00.0%Unchanged
Blume Capital Management, Inc.80$2.98K0.00%00.0%Unchanged
Creative Financial Designs Inc100$3.73K0.00%−565−85.0%Reduced
Tower View Investment Management & Research LLC100$3.73K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$3.73K0.00%00.0%Unchanged
BFSG, LLC100$3.73K0.00%00.0%Unchanged
Hilltop National Bank100$3.73K0.00%+100New
Tortoise Investment Management, LLC110$4.10K0.00%00.0%Unchanged
Venturi Wealth Management, LLC112$4.17K0.00%+112New
Geneos Wealth Management Inc.115$4.29K0.00%00.0%Unchanged
Wolverine Asset Management LLC123$4.58K0.00%−24,100−99.5%Reduced
Bruce G. Allen Investments, LLC123$4.58K0.00%−17−12.1%Reduced
Fortitude Family Office, LLC124$4.62K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC135$5.03K0.00%00.0%Unchanged
Paloma Partners Management Co140$5.22K0.00%+115+460.0%Added
HM Payson & Co140$5.22K0.00%00.0%Unchanged
Sachetta, LLC118$5.80K0.00%00.0%Unchanged
JDM Financial Group LLC167$6.22K0.00%00.0%Unchanged
PayPay Securities Corp180$6.71K0.33%−93−34.1%Reduced
Banque Cantonale Vaudoise200$7.00K0.00%00.0%Unchanged
Tacita Capital Inc200$7.45K0.01%00.0%Unchanged
Valley National Advisers Inc220$8.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC219$8.16K0.00%+21+10.6%Added
TSFG, LLC250$9.00K0.00%00.0%Unchanged
Smartleaf Asset Management LLC293$10.8K0.00%+1+0.3%Added
Activest Wealth Management304$11.3K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC315$11.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC318$11.8K0.00%−300−48.5%Reduced
Covestor Ltd312$12.0K0.01%−153−32.9%Reduced
Optimum Investment Advisors330$12.3K0.01%00.0%Unchanged
Hantz Financial Services, Inc.427$16.0K0.00%00.0%Unchanged
GWM Advisors LLC451$16.8K0.00%00.0%Unchanged
Allworth Financial LP482$18.0K0.00%−166−25.6%Reduced
Capital Advisors, Ltd. LLC479$18.0K0.00%00.0%Unchanged
Ci Investments Inc.477$18.0K0.00%+477New
Washington Trust Co521$19.4K0.00%00.0%Unchanged
Mather Group, LLC.402$19.8K0.00%+402New
Harbour Investments, Inc.565$21.1K0.00%+145+34.5%Added
ORG Partners LLC689$24.0K0.05%+689New
Allspring Global Investments Holdings, LLC655$24.4K0.00%+655New
Thurston, Springer, Miller, Herd & Titak, Inc.656$24.4K0.01%+656New
Ravenstone Capital Management Inc.795$29.6K0.02%00.0%Unchanged
Quent Capital, LLC805$30.0K0.00%+41+5.4%Added
Quest Partners LLC843$31.4K0.01%+843New
Farther Finance Advisors, LLC945$32.9K0.00%+32+3.5%Added
Hoey Investments, Inc913$34.0K0.01%+913New
Principal Securities, Inc.931$34.7K0.00%−56−5.7%Reduced
Private Ocean, LLC961$35.8K0.00%00.0%Unchanged
Global Wealth Strategies & Associates970$36.1K0.01%+470+94.0%Added
Leonteq Securities AG1,118$41.7K0.01%+1,066+2,050.0%Added
Lindbrook Capital, LLC1,120$41.7K0.00%−266−19.2%Reduced
Quadrant Capital Group LLC1,180$44.0K0.00%+30+2.6%Added
National Bank of Canada1,560$49.3K0.00%+95+6.5%Added
Plato Investment Management Ltd1,328$49.5K0.01%+954+255.1%Added
IFP Advisors, Inc1,475$55.0K0.00%−24−1.6%Reduced
Westside Investment Management, Inc.1,641$61.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC1,811$67.5K0.05%00.0%Unchanged
American International Group, Inc.1,854$69.1K0.00%+3+0.2%Added
Versant Capital Management, Inc2,201$82.0K0.02%−15−0.7%Reduced