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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 122,994 | $4.58M | 0.00% | +100,254+440.9% | Added |
| Algert Global LLC | 123,892 | $4.62M | 0.18% | +28,645+30.1% | Added |
| State of New Jersey Common Pension Fund D | 130,663 | $4.87M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 139,765 | $5.21M | 0.00% | +112,277+408.5% | Added |
| New York State Common Retirement Fund | 144,600 | $5.39M | 0.01% | −19,300−11.8% | Reduced |
| Marshall Wace, LLP | 151,061 | $5.63M | 0.01% | −1,376,381−90.1% | Reduced |
| Engineers Gate Manager LP | 154,498 | $5.76M | 0.15% | +61,915+66.9% | Added |
| Allen Investment Management LLC | 161,044 | $6.00M | 0.08% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 164,478 | $6.13M | 3.21% | −10,870−6.2% | Reduced |
| Mercer Global Advisors Inc | 168,652 | $6.28M | 0.02% | −72,739−30.1% | Reduced |
| Ameriprise Financial Inc | 170,400 | $6.35M | 0.00% | −13,767−7.5% | Reduced |
| Squarepoint Ops LLC | 173,746 | $6.47M | 0.03% | −168,782−49.3% | Reduced |
| Two Sigma Securities, LLC | 174,403 | $6.50M | 0.32% | +125,361+255.6% | Added |
| Royal Bank of Canada | 183,851 | $6.85M | 0.00% | −8,869−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 185,058 | $6.89M | 0.06% | +30,500+19.7% | Added |
| FMR LLC | 186,515 | $6.95M | 0.00% | +160,322+612.1% | Added |
| Belmont Capital, LLC | 188,000 | $7.00M | 1.91% | 00.0% | Unchanged |
| First Trust Advisors LP | 188,749 | $7.03M | 0.01% | −95,553−33.6% | Reduced |
| a16z Perennial Management, L.P. | 192,535 | $7.17M | 0.67% | +170,000+754.4% | Added |
| Arrowstreet Capital, Limited Partnership | 208,227 | $7.76M | 0.01% | −67,502−24.5% | Reduced |
| Invesco Ltd. | 213,870 | $7.97M | 0.00% | −572,558−72.8% | Reduced |
| JPMorgan Chase & Co | 216,388 | $8.06M | 0.00% | −69,930−24.4% | Reduced |
| California State Teachers Retirement System | 219,126 | $8.16M | 0.01% | −10,742−4.7% | Reduced |
| Amundi | 269,961 | $8.41M | 0.00% | −132,963−33.0% | Reduced |
| Legal & General Group Plc | 225,967 | $8.42M | 0.00% | −51,211−18.5% | Reduced |
| Rhumbline Advisers | 229,710 | $8.56M | 0.01% | −29,139−11.3% | Reduced |
| Optiver Holding B.V. | 253,351 | $9.44M | 0.39% | +253,351 | New |
| Mitsubishi UFJ Trust & Banking Corp | 254,700 | $9.49M | 0.02% | −18,180−6.7% | Reduced |
| Allen Holding Inc | 255,262 | $9.51M | 1.20% | 00.0% | Unchanged |
| Jane Street Group, LLC | 271,402 | $10.1M | 0.01% | −1,472,409−84.4% | Reduced |
| J. Goldman & Co LP | 296,109 | $11.0M | 0.50% | +296,109 | New |
| Tudor Investment Corp Et Al | 296,509 | $11.0M | 0.14% | +296,509 | New |
| Zweig-DiMenna Associates LLC | 313,316 | $11.7M | 1.04% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 315,000 | $11.7M | 0.96% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 330,495 | $12.3M | 0.21% | −13,838−4.0% | Reduced |
| UBS Asset Management Americas Inc | 335,420 | $12.5M | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 340,596 | $12.7M | 0.26% | +340,596 | New |
| Balyasny Asset Management LLC | 393,896 | $14.7M | 0.04% | +371,088+1,627.0% | Added |
| RJA Asset Management LLC | 397,425 | $14.8M | 5.03% | +397,425 | New |
| HSBC Holdings PLC | 398,495 | $14.8M | 0.01% | +100,190+33.6% | Added |
| California Public Employees Retirement System | 401,215 | $14.9M | 0.01% | +70,729+21.4% | Added |
| Jefferies Financial Group Inc. | 420,000 | $15.6M | 0.32% | −88,951−17.5% | Reduced |
| Swiss National Bank | 430,400 | $16.0M | 0.01% | +5,100+1.2% | Added |
| Trexquant Investment LP | 430,992 | $16.1M | 0.32% | +126,698+41.6% | Added |
| Credit Suisse AG | 453,165 | $16.9M | 0.02% | +32,005+7.6% | Added |
| Penserra Capital Management LLC | 463,170 | $17.3M | 0.22% | +277,298+149.2% | Added |
| Jupiter Asset Management Ltd | 540,796 | $20.2M | 0.19% | +540,796 | New |
| Voloridge Investment Management, LLC | 598,836 | $22.3M | 0.08% | −2,404,487−80.1% | Reduced |
| Nuveen Asset Management, LLC | 634,617 | $23.6M | 0.01% | +46,050+7.8% | Added |
| Capital Fund Management S.A. | 642,524 | $23.9M | 0.29% | −84,039−11.6% | Reduced |
| Wellington Management Group LLP | 686,772 | $25.6M | 0.00% | +438,257+176.4% | Added |
| Bank of New York Mellon Corp | 690,271 | $25.7M | 0.00% | −67,932−9.0% | Reduced |
| Susquehanna International Group, LLP | 693,225 | $25.8M | 0.04% | +636,211+1,115.9% | Added |
| Allen Operations LLC | 721,382 | $26.9M | 5.10% | 00.0% | Unchanged |
| Man Group plc | 789,436 | $29.4M | 0.08% | +137,605+21.1% | Added |
| Norges Bank | 791,251 | $29.5M | 0.00% | −578,515−42.2% | Reduced |
| BIT Capital GmbH | 958,036 | $35.7M | 3.15% | +194,482+25.5% | Added |
| Northern Trust Corp | 1,018,928 | $38.0M | 0.01% | −8,917−0.9% | Reduced |
| Leo Wealth, LLC | 1,143,184 | $42.6M | 4.36% | −29,927−2.6% | Reduced |
| Holocene Advisors, LP | 1,145,929 | $42.7M | 0.16% | +121,486+11.9% | Added |
| Millennium Management LLC | 1,230,136 | $45.8M | 0.04% | +147,615+13.6% | Added |
| Goldman Sachs Group Inc | 1,462,942 | $54.5M | 0.01% | +842,763+135.9% | Added |
| Charles Schwab Investment Management Inc | 1,507,017 | $56.2M | 0.01% | +136,509+10.0% | Added |
| Founders Fund Growth Management, LLC | 1,622,338 | $60.4M | 96.45% | 00.0% | Unchanged |
| Spyglass Capital Management LLC | 1,642,807 | $61.2M | 4.08% | +303,494+22.7% | Added |
| Bank of America Corp | 1,701,440 | $63.4M | 0.01% | +880,895+107.4% | Added |
| Citadel Advisors LLC | 1,743,863 | $65.0M | 0.06% | +556,504+46.9% | Added |
| Qube Research & Technologies Ltd | 1,997,754 | $74.4M | 0.13% | +1,970,945+7,351.8% | Added |
| Abdiel Capital Advisors, LP | 2,129,044 | $79.3M | 4.96% | −104,680−4.7% | Reduced |
| Price T Rowe Associates Inc | 2,154,999 | $80.3M | 0.01% | −2,586,189−54.5% | Reduced |
| UBS Group AG | 2,168,920 | $80.8M | 0.03% | +2,068,594+2,061.9% | Added |
| Dimensional Fund Advisors LP | 2,268,542 | $84.5M | 0.02% | −354,050−13.5% | Reduced |
| Two Sigma Investments, LP | 3,536,029 | $131.8M | 0.32% | −962,400−21.4% | Reduced |
| Two Sigma Advisers, LP | 3,556,500 | $132.5M | 0.31% | −1,151,200−24.5% | Reduced |
| State Street Corp | 3,760,116 | $140.1M | 0.01% | +87,118+2.4% | Added |
| Geode Capital Management, LLC | 3,821,486 | $142.4M | 0.01% | +317,384+9.1% | Added |
| D. E. Shaw & Co., Inc. | 9,071,991 | $338.0M | 0.43% | −312,856−3.3% | Reduced |
| BlackRock Inc. | 9,965,847 | $371.3M | 0.01% | +451,266+4.7% | Added |
| Baillie Gifford & Co | 18,732,407 | $698.0M | 0.54% | +749,368+4.2% | Added |
| Capital World Investors | 19,079,071 | $710.9M | 0.12% | +77,050+0.4% | Added |
| Capital Research Global Investors | 19,419,985 | $723.6M | 0.16% | −831,059−4.1% | Reduced |
| Vanguard Group Inc | 20,823,803 | $775.9M | 0.02% | +1,316,901+6.8% | Added |
| Morgan Stanley | 30,569,187 | $1.14B | 0.09% | +2,198,943+7.8% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,168,519−100.0% | Sold out |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,096,587−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −305,104−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −285,206−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −254,700−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −199,900−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −143,795−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −100,888−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −88,620−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −77,640−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −73,164−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −70,813−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −54,712−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −54,400−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −45,869−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −33,405−100.0% | Sold out |