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.
| 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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 2,338 | $87.1K | 0.00% | +2,338 | New |
| EverSource Wealth Advisors, LLC | 2,750 | $87.7K | 0.01% | −137−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,392 | $89.1K | 0.04% | −3,750−61.1% | Reduced |
| Y.D. More Investments Ltd | 2,487 | $92.7K | 0.02% | −618−19.9% | Reduced |
| DekaBank Deutsche Girozentrale | 2,617 | $96.0K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 2,600 | $96.9K | 0.00% | +2,600 | New |
| Parallel Advisors, LLC | 2,886 | $107.5K | 0.00% | +198+7.4% | Added |
| GAMMA Investing LLC | 2,923 | $108.9K | 0.02% | −113−3.7% | Reduced |
| Walleye Capital LLC | 3,197 | $119.1K | 0.00% | +3,197 | New |
| Federation des caisses Desjardins du Quebec | 3,327 | $124.0K | 0.00% | +1,100+49.4% | Added |
| Kathleen S. Wright Associates Inc. | 3,377 | $125.8K | 0.06% | −869−20.5% | Reduced |
| Ancora Advisors, LLC | 3,500 | $130.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,391 | $163.6K | 0.00% | +10+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,404 | $164.1K | 0.00% | +3,494+384.0% | Added |
| KBC Group NV | 4,898 | $182.0K | 0.00% | +569+13.1% | Added |
| AdvisorNet Financial, Inc | 5,000 | $186.3K | 0.02% | −10−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,357 | $200.0K | 0.00% | +5,196+3,227.3% | Added |
| Silvercrest Asset Management Group LLC | 5,500 | $204.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,588 | $209.0K | 0.08% | +20.0% | Added |
| CIBC Asset Management Inc | 5,637 | $210.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,778 | $215.0K | 0.00% | −24−0.4% | Reduced |
| Holistic Financial Partners | 5,786 | $215.6K | 0.11% | +75+1.3% | Added |
| Spectrum Wealth Counsel, LLC | 5,850 | $217.9K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,876 | $218.9K | 0.01% | +473+8.8% | Added |
| Pinkerton Retirement Specialists, LLC | 5,929 | $220.9K | 0.04% | +5,929 | New |
| Davy Global Fund Management Ltd | 5,931 | $221.0K | 0.03% | −397−6.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,949 | $221.7K | 0.00% | +5,949 | New |
| Signaturefd, LLC | 6,072 | $226.2K | 0.00% | +665+12.3% | Added |
| Biltmore Family Office, LLC | 6,100 | $227.3K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 6,109 | $227.6K | 0.00% | +850+16.2% | Added |
| Cerity Partners LLC | 6,133 | $228.5K | 0.00% | +1,017+19.9% | Added |
| Tower Research Capital LLC (TRC) | 6,482 | $241.5K | 0.01% | −14,726−69.4% | Reduced |
| Oxford Asset Management LLP | 6,540 | $243.7K | 0.26% | +6,540 | New |
| Scientech Research LLC | 6,661 | $248.2K | 0.13% | +6,661 | New |
| Franklin Resources Inc | 6,743 | $251.2K | 0.00% | +1,177+21.1% | Added |
| Forum Financial Management, LP | 6,852 | $255.3K | 0.00% | +6,852 | New |
| Avantax Advisory Services, Inc. | 6,937 | $258.5K | 0.00% | +6,937 | New |
| Shearwater Capital LLC | 7,000 | $260.8K | 0.19% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,110 | $264.9K | 0.00% | +7,110 | New |
| Prelude Capital Management, LLC | 7,478 | $278.6K | 0.02% | +7,478 | New |
| United Capital Financial Advisers, LLC | 7,505 | $279.6K | 0.00% | −738−9.0% | Reduced |
| Oracle Alpha Inc. | 7,667 | $285.7K | 0.51% | −2,594−25.3% | Reduced |
| CI Private Wealth, LLC | 7,678 | $286.1K | 0.00% | −4,949−39.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,691 | $286.6K | 0.00% | +328+4.5% | Added |
| Keebeck Alpha, LP | 7,790 | $290.3K | 0.19% | +7,790 | New |
| CAPROCK Group, Inc. | 7,852 | $292.6K | 0.02% | +34+0.4% | Added |
| Bank of Montreal | 8,146 | $305.6K | 0.00% | −349−4.1% | Reduced |
| MML Investors Services, LLC | 8,354 | $311.0K | 0.00% | +1,395+20.0% | Added |
| Ethic Inc. | 8,574 | $319.5K | 0.01% | +8,574 | New |
| Sequoia Financial Advisors, LLC | 8,792 | $327.6K | 0.00% | −14,728−62.6% | Reduced |
| Xponance, Inc. | 8,933 | $332.8K | 0.00% | +745+9.1% | Added |
| Private Advisor Group, LLC | 9,360 | $348.8K | 0.00% | +975+11.6% | Added |
| White Lighthouse Investment Management Inc. | 9,845 | $366.8K | 0.07% | −2,190−18.2% | Reduced |
| HB Wealth Management, LLC | 9,906 | $369.1K | 0.00% | +2,794+39.3% | Added |
| Gainplan LLC | 10,000 | $372.6K | 0.18% | +10,000 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $372.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,010 | $373.0K | 0.00% | +8,908+808.3% | Added |
| Creative Planning | 10,096 | $376.2K | 0.00% | −304−2.9% | Reduced |
| AlTi Global, Inc. | 10,498 | $391.2K | 0.01% | −2,956−22.0% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $401.3K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,916 | $406.7K | 0.01% | +7,324+203.9% | Added |
| Myecfo, LLC | 10,995 | $409.7K | 0.24% | +2,144+24.2% | Added |
| Yeomans Consulting Group, Inc. | 11,294 | $420.8K | 0.18% | +274+2.5% | Added |
| TD Waterhouse Canada Inc. | 10,273 | $421.0K | 0.00% | −338−3.2% | Reduced |
| Cipher Capital LP | 11,475 | $427.6K | 0.20% | −2,510−17.9% | Reduced |
| Oder Investment Management, LLC | 11,573 | $431.2K | 0.40% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11,680 | $435.2K | 0.19% | −9,756−45.5% | Reduced |
| Brighton Jones LLC | 11,790 | $439.3K | 0.02% | +31+0.3% | Added |
| Cravens & Co Advisors, LLC | 11,822 | $440.5K | 0.37% | −95−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,868 | $442.0K | 0.00% | +1,476+14.2% | Added |
| Oppenheimer Asset Management Inc. | 12,001 | $447.2K | 0.01% | −996−7.7% | Reduced |
| Independent Financial Group, LLC | 12,399 | $462.0K | 0.02% | −1,198−8.8% | Reduced |
| Utah Retirement Systems | 12,400 | $462.0K | 0.01% | −100−0.8% | Reduced |
| Prudential Financial Inc | 12,547 | $467.5K | 0.00% | −31,850−71.7% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $474.0K | 0.06% | −1,564−10.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,735 | $475.0K | 0.05% | −7,101−35.8% | Reduced |
| ASB Consultores, LLC | 13,080 | $487.4K | 0.13% | +4,965+61.2% | Added |
| Amalgamated Bank | 13,094 | $488.0K | 0.00% | −22,102−62.8% | Reduced |
| Jump Financial, LLC | 13,443 | $500.9K | 0.01% | +13,443 | New |
| Equitable Holdings, Inc. | 13,685 | $509.9K | 0.01% | −27,140−66.5% | Reduced |
| Atlas Capital Advisors LLC | 13,691 | $510.1K | 0.08% | −3,140−18.7% | Reduced |
| Prospera Financial Services Inc | 14,067 | $524.1K | 0.02% | −931−6.2% | Reduced |
| Change Path, LLC | 14,355 | $535.0K | 0.02% | +14,355 | New |
| Maryland State Retirement & Pension System | 17,492 | $538.2K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 14,498 | $540.2K | 0.04% | +14,498 | New |
| Ellevest, Inc. | 15,409 | $574.1K | 0.04% | −1,932−11.1% | Reduced |
| Independent Advisor Alliance | 15,415 | $574.4K | 0.02% | −41−0.3% | Reduced |
| Teacher Retirement System of Texas | 15,511 | $578.0K | 0.00% | −8,503−35.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,609 | $581.6K | 0.04% | −24,868−61.4% | Reduced |
| BBR Partners, LLC | 15,818 | $589.4K | 0.05% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 15,835 | $590.0K | 0.18% | 00.0% | Unchanged |
| Van Eck Associates Corp | 16,357 | $609.0K | 0.00% | −9,410−36.5% | Reduced |
| The PNC Financial Services Group, Inc. | 16,686 | $621.7K | 0.00% | −11,960−41.8% | Reduced |
| US Bancorp | 17,166 | $639.6K | 0.00% | +918+5.6% | Added |
| Toroso Investments, LLC | 17,295 | $644.4K | 0.01% | −2,159−11.1% | Reduced |
| NCP Inc. | 18,000 | $670.7K | 0.46% | +18,000 | New |
| Pathstone Holdings, LLC | 18,142 | $676.0K | 0.00% | +2,149+13.4% | Added |
| Corton Capital Inc. | 18,192 | $677.8K | 0.25% | −5,270−22.5% | Reduced |
| Capital Impact Advisors, LLC | 18,387 | $685.1K | 0.89% | −28,582−60.9% | Reduced |
| UBS Oconnor LLC | 18,500 | $689.3K | 0.02% | +18,500 | New |