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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, 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: 662 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 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, 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
Royal Fund Management, LLC85,244$3.18M0.37%+63,500+292.0%Added
Once Capital Management, LLC84,400$3.14M1.84%00.0%Unchanged
Nisa Investment Advisors, LLC83,160$3.10M0.02%+3,300+4.1%Added
Mirae Asset Global Investments Co., Ltd.320,387$3.09M0.01%+42,956+15.5%Added
Verition Fund Management LLC80,864$3.01M0.03%+4,724+6.2%Added
Advisor Group Holdings, Inc.78,146$2.91M0.01%+8,587+12.3%Added
Entropy Technologies, LP75,787$2.82M0.30%+16,261+27.3%Added
Raymond James Financial Services Advisors, Inc.75,057$2.80M0.00%−136,709−64.6%Reduced
VK Services, LLC74,981$2.79M0.51%00.0%Unchanged
TownSquare Capital, LLC74,981$2.79M0.04%+29,422+64.6%Added
Vestor Capital, LLC73,829$2.75M0.23%+73,829New
Atomi Financial Group, Inc.70,666$2.63M0.24%+13,867+24.4%Added
Simplex Trading, LLC70,561$2.63M0.08%+70,561New
Liberty Mutual Group Asset Management Inc.69,374$2.58M0.74%00.0%Unchanged
LPL Financial LLC69,089$2.57M0.00%−5,932−7.9%Reduced
Allianz Asset Management GmbH68,679$2.56M0.00%+68,679New
LMR Partners LLP64,733$2.41M0.06%+64,733New
Harvest Investment Services, LLC63,690$2.37M0.95%−9,973−13.5%Reduced
Edgestream Partners, L.P.62,753$2.34M0.12%+52,411+506.8%Added
Numerai GP LLC62,718$2.34M1.01%+12,806+25.7%Added
Seven Eight Capital, LP60,474$2.25M0.24%+18,618+44.5%Added
Lecap Asset Management Ltd60,390$2.25M0.47%+60,390New
Arizona State Retirement System59,906$2.23M0.02%−414−0.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.58,623$2.18M0.00%00.0%Unchanged
Bayesian Capital Management, LP55,800$2.08M0.20%+55,800New
Gotham Asset Management, LLC54,602$2.03M0.03%−15,926−22.6%Reduced
State of Wisconsin Investment Board52,795$1.97M0.01%+32,327+157.9%Added
Delta Air Lines, Inc.50,000$1.86M0.19%00.0%Unchanged
Raymond James & Associates49,674$1.85M0.00%+19,234+63.2%Added
Manufacturers Life Insurance Company, The48,483$1.81M0.00%+15,373+46.4%Added
Handelsbanken Fonder AB47,400$1.77M0.01%+7,400+18.5%Added
State Board of Administration of Florida Retirement System156,200$1.76M0.00%−46,687−23.0%Reduced
Employees Retirement System of Texas46,234$1.72M0.02%+26,999+140.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)44,990$1.68M0.01%−1,474−3.2%Reduced
Mariner, LLC44,640$1.66M0.00%+453+1.0%Added
Hilltop Holdings Inc.44,575$1.66M0.18%+1,170+2.7%Added
Cresset Asset Management, LLC42,043$1.57M0.01%+7,316+21.1%Added
HighTower Advisors, LLC41,958$1.56M0.00%+4,467+11.9%Added
Estate Counselors, LLC41,645$1.55M0.18%+41,645New
SEI Investments Co41,295$1.54M0.00%−20,521−33.2%Reduced
Jasper Ridge Partners, L.P.40,253$1.50M0.05%00.0%Unchanged
HarbourVest Partners LLC38,646$1.44M0.66%+15,436+66.5%Added
Gilder Gagnon Howe & Co LLC38,614$1.44M0.02%+7,366+23.6%Added
Chicago Partners Investment Group LLC42,787$1.40M0.06%+6,735+18.7%Added
Legacy Capital Group California, Inc.37,527$1.40M0.52%−972−2.5%Reduced
Graham Capital Management, L.P.37,417$1.39M0.04%+37,417New
Quantbot Technologies LP36,971$1.38M0.08%−11,714−24.1%Reduced
Exchange Traded Concepts, LLC35,608$1.33M0.03%−1,343−3.6%Reduced
FORA Capital, LLC33,436$1.25M0.10%−160,299−82.7%Reduced
Magnetar Financial LLC32,982$1.23M0.03%+32,982New
Victory Capital Management Inc32,135$1.20M0.00%+1,802+5.9%Added
Quantinno Capital Management LP31,878$1.19M0.03%+1,168+3.8%Added
ExodusPoint Capital Management, LP30,357$1.13M0.01%+24,419+411.2%Added
Pictet Asset Management Holding SA29,182$1.09M0.00%+3,377+13.1%Added
AQR Capital Management LLC28,413$1.06M0.00%+10,183+55.9%Added
JustInvest LLC27,270$1.02M0.02%+1,652+6.4%Added
Voya Investment Management LLC26,972$1.00M0.00%−1,236−4.4%Reduced
State of Michigan Retirement System26,895$1.00M0.01%+26,895New
Landscape Capital Management, L.L.C.26,664$993.5K0.09%+26,664New
Neuberger Berman Group LLC26,389$983.3K0.00%−3,263−11.0%Reduced
Balboa Wealth Partners26,034$970.0K0.31%+1,537+6.3%Added
STRS Ohio25,089$934.0K0.00%+7,757+44.8%Added
Camden Capital, LLC24,590$916.2K0.08%+132+0.5%Added
SG Americas Securities, LLC23,834$888.0K0.00%+2,874+13.7%Added
Public Employees Retirement Association of Colorado23,329$869.0K0.00%00.0%Unchanged
HAP Trading, LLC23,179$863.6K0.27%+23,179New
Ieq Capital, LLC22,618$842.7K0.01%−4,609−16.9%Reduced
Susquehanna Fundamental Investments, LLC22,575$841.1K0.04%+22,575New
SpiderRock Advisors, LLC24,461$836.8K0.03%+24,461New
M&T Bank Corp21,862$814.7K0.00%−9,768−30.9%Reduced
Nebula Research & Development LLC21,698$808.5K0.17%+21,698New
Cetera Investment Advisers20,989$782.0K0.00%+13,774+190.9%Added
Gsa Capital Partners LLP20,946$780.0K0.06%+7,999+61.8%Added
Los Angeles Capital Management LLC20,113$749.4K0.00%+20,113New
Interval Partners, LP20,000$745.2K0.03%+20,000New
Maverick Capital LtdSuperinvestorMaverick Capital19,886$741.0K0.01%+19,886New
Freestone Capital Holdings, LLC19,588$729.8K0.03%+19,588New
Qsemble Capital Management, LP19,563$728.9K0.16%+19,563New
Mission Wealth Management, LP19,499$726.5K0.02%−14−0.1%Reduced
Blueshift Asset Management, LLC19,273$718.1K0.37%+560+3.0%Added
Principal Financial Group Inc19,065$710.4K0.00%+4,868+34.3%Added
Credit Agricole S A22,429$698.7K0.01%+14,305+176.1%Added
Cim Investment Mangement Inc18,567$691.8K0.21%00.0%Unchanged
UBS Oconnor LLC18,500$689.3K0.02%+18,500New
Capital Impact Advisors, LLC18,387$685.1K0.89%−28,582−60.9%Reduced
Corton Capital Inc.18,192$677.8K0.25%−5,270−22.5%Reduced
Pathstone Holdings, LLC18,142$676.0K0.00%+2,149+13.4%Added
NCP Inc.18,000$670.7K0.46%+18,000New
Toroso Investments, LLC17,295$644.4K0.01%−2,159−11.1%Reduced
US Bancorp17,166$639.6K0.00%+918+5.6%Added
The PNC Financial Services Group, Inc.16,686$621.7K0.00%−11,960−41.8%Reduced
Van Eck Associates Corp16,357$609.0K0.00%−9,410−36.5%Reduced
Source Financial Advisors LLC15,835$590.0K0.18%00.0%Unchanged
BBR Partners, LLC15,818$589.4K0.05%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd15,609$581.6K0.04%−24,868−61.4%Reduced
Teacher Retirement System of Texas15,511$578.0K0.00%−8,503−35.4%Reduced
Independent Advisor Alliance15,415$574.4K0.02%−41−0.3%Reduced
Ellevest, Inc.15,409$574.1K0.04%−1,932−11.1%Reduced
Point72 (DIFC) Ltd14,498$540.2K0.04%+14,498New
Maryland State Retirement & Pension System17,492$538.2K0.01%00.0%Unchanged