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 |
|---|---|---|---|---|---|
| Ravenstone Capital Management Inc. | 795 | $29.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 656 | $24.4K | 0.01% | +656 | New |
| Allspring Global Investments Holdings, LLC | 655 | $24.4K | 0.00% | +655 | New |
| ORG Partners LLC | 689 | $24.0K | 0.05% | +689 | New |
| Harbour Investments, Inc. | 565 | $21.1K | 0.00% | +145+34.5% | Added |
| Mather Group, LLC. | 402 | $19.8K | 0.00% | +402 | New |
| Washington Trust Co | 521 | $19.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 479 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 477 | $18.0K | 0.00% | +477 | New |
| Allworth Financial LP | 482 | $18.0K | 0.00% | −166−25.6% | Reduced |
| GWM Advisors LLC | 451 | $16.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 427 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 330 | $12.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 312 | $12.0K | 0.01% | −153−32.9% | Reduced |
| Global Retirement Partners, LLC | 318 | $11.8K | 0.00% | −300−48.5% | Reduced |
| Tradewinds Capital Management, LLC | 315 | $11.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 304 | $11.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 293 | $10.8K | 0.00% | +1+0.3% | Added |
| TSFG, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 219 | $8.16K | 0.00% | +21+10.6% | Added |
| Valley National Advisers Inc | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $7.45K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 180 | $6.71K | 0.33% | −93−34.1% | Reduced |
| JDM Financial Group LLC | 167 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 118 | $5.80K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 140 | $5.22K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 140 | $5.22K | 0.00% | +115+460.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $4.58K | 0.00% | −17−12.1% | Reduced |
| Wolverine Asset Management LLC | 123 | $4.58K | 0.00% | −24,100−99.5% | Reduced |
| Geneos Wealth Management Inc. | 115 | $4.29K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 112 | $4.17K | 0.00% | +112 | New |
| Tortoise Investment Management, LLC | 110 | $4.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $3.73K | 0.00% | −565−85.0% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $3.73K | 0.00% | +100 | New |
| Blume Capital Management, Inc. | 80 | $2.98K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $2.61K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 70 | $2.61K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 68 | $2.53K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 75 | $2.39K | 0.00% | +75 | New |
| Fifth Third Bancorp | 64 | $2.38K | 0.00% | −140−68.6% | Reduced |
| Beacon Capital Management, LLC | 64 | $2.38K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 61 | $2.27K | 0.00% | +4+7.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.05K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.98K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $1.60K | 0.00% | +19+79.2% | Added |
| SOA Wealth Advisors, LLC. | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $1.30K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $1.04K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Huntington National Bank | 25 | $932 | 0.00% | −314−92.6% | Reduced |
| Elequin Capital LP | 24 | $894 | 0.00% | +24 | New |
| Rise Advisors, LLC | 20 | $745 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 20 | $745 | 0.00% | +20 | New |
| Heritage Wealth Advisors | 15 | $559 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $557 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $522 | 0.00% | +2+16.7% | Added |
| Proequities, Inc. | 12 | $447 | 0.00% | +8+200.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $373 | 0.00% | −224,460−100.0% | Reduced |
| Abound Wealth Management | 8 | $299 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 8 | $298 | 0.00% | +8 | New |
| CIBC Private Wealth Group, LLC | 8 | $279 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $260 | 0.00% | −111−94.1% | Reduced |
| ZRC Wealth Management, LLC | 5 | $187 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $186 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $112 | 0.00% | −3,029−99.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $112 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| 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 |