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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 662 | $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 |
|---|---|---|---|---|---|
| Change Path, LLC | 14,355 | $535.0K | 0.02% | +14,355 | New |
| Prospera Financial Services Inc | 14,067 | $524.1K | 0.02% | −931−6.2% | Reduced |
| Atlas Capital Advisors LLC | 13,691 | $510.1K | 0.08% | −3,140−18.7% | Reduced |
| Equitable Holdings, Inc. | 13,685 | $509.9K | 0.01% | −27,140−66.5% | Reduced |
| Jump Financial, LLC | 13,443 | $500.9K | 0.01% | +13,443 | New |
| Amalgamated Bank | 13,094 | $488.0K | 0.00% | −22,102−62.8% | Reduced |
| ASB Consultores, LLC | 13,080 | $487.4K | 0.13% | +4,965+61.2% | Added |
| Dynamic Technology Lab Private Ltd | 12,735 | $475.0K | 0.05% | −7,101−35.8% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $474.0K | 0.06% | −1,564−10.9% | Reduced |
| Prudential Financial Inc | 12,547 | $467.5K | 0.00% | −31,850−71.7% | Reduced |
| Utah Retirement Systems | 12,400 | $462.0K | 0.01% | −100−0.8% | Reduced |
| Independent Financial Group, LLC | 12,399 | $462.0K | 0.02% | −1,198−8.8% | Reduced |
| Oppenheimer Asset Management Inc. | 12,001 | $447.2K | 0.01% | −996−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,868 | $442.0K | 0.00% | +1,476+14.2% | Added |
| Cravens & Co Advisors, LLC | 11,822 | $440.5K | 0.37% | −95−0.8% | Reduced |
| Brighton Jones LLC | 11,790 | $439.3K | 0.02% | +31+0.3% | Added |
| Rakuten Securities, Inc. | 11,680 | $435.2K | 0.19% | −9,756−45.5% | Reduced |
| Oder Investment Management, LLC | 11,573 | $431.2K | 0.40% | 00.0% | Unchanged |
| Cipher Capital LP | 11,475 | $427.6K | 0.20% | −2,510−17.9% | Reduced |
| TD Waterhouse Canada Inc. | 10,273 | $421.0K | 0.00% | −338−3.2% | Reduced |
| Yeomans Consulting Group, Inc. | 11,294 | $420.8K | 0.18% | +274+2.5% | Added |
| Myecfo, LLC | 10,995 | $409.7K | 0.24% | +2,144+24.2% | Added |
| Group One Trading, L.P. | 10,916 | $406.7K | 0.01% | +7,324+203.9% | Added |
| Paragon Capital Management Ltd | 10,770 | $401.3K | 0.07% | 00.0% | Unchanged |
| AlTi Global, Inc. | 10,498 | $391.2K | 0.01% | −2,956−22.0% | Reduced |
| Creative Planning | 10,096 | $376.2K | 0.00% | −304−2.9% | Reduced |
| Russell Investments Group, Ltd. | 10,010 | $373.0K | 0.00% | +8,908+808.3% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $372.6K | 0.00% | 00.0% | Unchanged |
| Gainplan LLC | 10,000 | $372.6K | 0.18% | +10,000 | New |
| HB Wealth Management, LLC | 9,906 | $369.1K | 0.00% | +2,794+39.3% | Added |
| White Lighthouse Investment Management Inc. | 9,845 | $366.8K | 0.07% | −2,190−18.2% | Reduced |
| Private Advisor Group, LLC | 9,360 | $348.8K | 0.00% | +975+11.6% | Added |
| Xponance, Inc. | 8,933 | $332.8K | 0.00% | +745+9.1% | Added |
| Sequoia Financial Advisors, LLC | 8,792 | $327.6K | 0.00% | −14,728−62.6% | Reduced |
| Ethic Inc. | 8,574 | $319.5K | 0.01% | +8,574 | New |
| MML Investors Services, LLC | 8,354 | $311.0K | 0.00% | +1,395+20.0% | Added |
| Bank of Montreal | 8,146 | $305.6K | 0.00% | −349−4.1% | Reduced |
| CAPROCK Group, Inc. | 7,852 | $292.6K | 0.02% | +34+0.4% | Added |
| Keebeck Alpha, LP | 7,790 | $290.3K | 0.19% | +7,790 | New |
| Buckingham Strategic Wealth, LLC | 7,691 | $286.6K | 0.00% | +328+4.5% | Added |
| CI Private Wealth, LLC | 7,678 | $286.1K | 0.00% | −4,949−39.2% | Reduced |
| Oracle Alpha Inc. | 7,667 | $285.7K | 0.51% | −2,594−25.3% | Reduced |
| United Capital Financial Advisers, LLC | 7,505 | $279.6K | 0.00% | −738−9.0% | Reduced |
| Prelude Capital Management, LLC | 7,478 | $278.6K | 0.02% | +7,478 | New |
| Oppenheimer & Co Inc | 7,110 | $264.9K | 0.00% | +7,110 | New |
| Shearwater Capital LLC | 7,000 | $260.8K | 0.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,937 | $258.5K | 0.00% | +6,937 | New |
| Forum Financial Management, LP | 6,852 | $255.3K | 0.00% | +6,852 | New |
| Franklin Resources Inc | 6,743 | $251.2K | 0.00% | +1,177+21.1% | Added |
| Scientech Research LLC | 6,661 | $248.2K | 0.13% | +6,661 | New |
| Oxford Asset Management LLP | 6,540 | $243.7K | 0.26% | +6,540 | New |
| Tower Research Capital LLC (TRC) | 6,482 | $241.5K | 0.01% | −14,726−69.4% | Reduced |
| Cerity Partners LLC | 6,133 | $228.5K | 0.00% | +1,017+19.9% | Added |
| Comerica Bank | 6,109 | $227.6K | 0.00% | +850+16.2% | Added |
| Biltmore Family Office, LLC | 6,100 | $227.3K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,072 | $226.2K | 0.00% | +665+12.3% | Added |
| Capstone Investment Advisors, LLC | 5,949 | $221.7K | 0.00% | +5,949 | New |
| Davy Global Fund Management Ltd | 5,931 | $221.0K | 0.03% | −397−6.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,929 | $220.9K | 0.04% | +5,929 | New |
| Waldron Private Wealth LLC | 5,876 | $218.9K | 0.01% | +473+8.8% | Added |
| Spectrum Wealth Counsel, LLC | 5,850 | $217.9K | 0.03% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,786 | $215.6K | 0.11% | +75+1.3% | Added |
| CWM, LLC | 5,778 | $215.0K | 0.00% | −24−0.4% | Reduced |
| CIBC Asset Management Inc | 5,637 | $210.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,588 | $209.0K | 0.08% | +20.0% | Added |
| Silvercrest Asset Management Group LLC | 5,500 | $204.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,357 | $200.0K | 0.00% | +5,196+3,227.3% | Added |
| AdvisorNet Financial, Inc | 5,000 | $186.3K | 0.02% | −10−0.2% | Reduced |
| KBC Group NV | 4,898 | $182.0K | 0.00% | +569+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,404 | $164.1K | 0.00% | +3,494+384.0% | Added |
| MetLife Investment Management | 4,391 | $163.6K | 0.00% | +10+0.2% | Added |
| Ancora Advisors, LLC | 3,500 | $130.4K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,377 | $125.8K | 0.06% | −869−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,327 | $124.0K | 0.00% | +1,100+49.4% | Added |
| Walleye Capital LLC | 3,197 | $119.1K | 0.00% | +3,197 | New |
| GAMMA Investing LLC | 2,923 | $108.9K | 0.02% | −113−3.7% | Reduced |
| Parallel Advisors, LLC | 2,886 | $107.5K | 0.00% | +198+7.4% | Added |
| Advent Capital Management | 2,600 | $96.9K | 0.00% | +2,600 | New |
| DekaBank Deutsche Girozentrale | 2,617 | $96.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,487 | $92.7K | 0.02% | −618−19.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,392 | $89.1K | 0.04% | −3,750−61.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,750 | $87.7K | 0.01% | −137−4.7% | Reduced |
| Capula Management Ltd | 2,338 | $87.1K | 0.00% | +2,338 | New |
| Versant Capital Management, Inc | 2,201 | $82.0K | 0.02% | −15−0.7% | Reduced |
| American International Group, Inc. | 1,854 | $69.1K | 0.00% | +3+0.2% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $67.5K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,641 | $61.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,475 | $55.0K | 0.00% | −24−1.6% | Reduced |
| Plato Investment Management Ltd | 1,328 | $49.5K | 0.01% | +954+255.1% | Added |
| National Bank of Canada | 1,560 | $49.3K | 0.00% | +95+6.5% | Added |
| Quadrant Capital Group LLC | 1,180 | $44.0K | 0.00% | +30+2.6% | Added |
| Lindbrook Capital, LLC | 1,120 | $41.7K | 0.00% | −266−19.2% | Reduced |
| Leonteq Securities AG | 1,118 | $41.7K | 0.01% | +1,066+2,050.0% | Added |
| Global Wealth Strategies & Associates | 970 | $36.1K | 0.01% | +470+94.0% | Added |
| Private Ocean, LLC | 961 | $35.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 931 | $34.7K | 0.00% | −56−5.7% | Reduced |
| Hoey Investments, Inc | 913 | $34.0K | 0.01% | +913 | New |
| Farther Finance Advisors, LLC | 945 | $32.9K | 0.00% | +32+3.5% | Added |
| Quest Partners LLC | 843 | $31.4K | 0.01% | +843 | New |
| Quent Capital, LLC | 805 | $30.0K | 0.00% | +41+5.4% | Added |