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 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 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
- 378
- −2 vs. Q1 2024
- Shares held
- 190.8M
- −2.11M (−1.1%) vs. Q1 2024
- Total value
- $5.77B
- −$1.40B (−19.5%) vs. Q1 2024
- New holders
- 60
- 126 more added
- Sold out
- 62
- 114 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 30,545,418 | $922.8M | 0.07% | −23,769−0.1% | Reduced |
| Capital Research Global Investors | 23,759,115 | $717.8M | 0.16% | +4,339,130+22.3% | Added |
| Vanguard Group Inc | 21,037,188 | $635.5M | 0.01% | +213,385+1.0% | Added |
| Capital World Investors | 18,807,792 | $568.2M | 0.09% | −271,279−1.4% | Reduced |
| Baillie Gifford & Co | 13,400,426 | $404.8M | 0.32% | −5,331,981−28.5% | Reduced |
| BlackRock Inc. | 9,969,927 | $301.2M | 0.01% | +4,0800.0% | Added |
| D. E. Shaw & Co., Inc. | 7,539,252 | $227.8M | 0.32% | −1,532,739−16.9% | Reduced |
| Citadel Advisors LLC | 4,105,605 | $124.0M | 0.12% | +2,361,742+135.4% | Added |
| Geode Capital Management, LLC | 4,003,660 | $121.5M | 0.01% | +182,174+4.8% | Added |
| State Street Corp | 3,841,547 | $116.1M | 0.01% | +81,431+2.2% | Added |
| Two Sigma Advisers, LP | 2,543,800 | $76.8M | 0.17% | −1,012,700−28.5% | Reduced |
| UBS Group AG | 2,369,116 | $71.6M | 0.02% | +200,196+9.2% | Added |
| Millennium Management LLC | 2,269,153 | $68.6M | 0.06% | +1,039,017+84.5% | Added |
| Spyglass Capital Management LLC | 2,147,646 | $64.9M | 4.75% | +504,839+30.7% | Added |
| Man Group plc | 2,132,257 | $64.4M | 0.17% | +1,342,821+170.1% | Added |
| Abdiel Capital Advisors, LP | 2,059,737 | $62.2M | 4.39% | −69,307−3.3% | Reduced |
| Dimensional Fund Advisors LP | 1,931,812 | $58.4M | 0.02% | −336,730−14.8% | Reduced |
| Price T Rowe Associates Inc | 1,810,717 | $54.7M | 0.01% | −344,282−16.0% | Reduced |
| Bank of America Corp | 1,708,889 | $51.6M | 0.00% | +7,449+0.4% | Added |
| Two Sigma Investments, LP | 1,624,944 | $49.1M | 0.12% | −1,911,085−54.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,530,327 | $46.2M | 0.01% | +23,310+1.5% | Added |
| Dragoneer Investment Group, LLC | 1,496,824 | $45.2M | 0.86% | +1,496,824 | New |
| Leo Wealth, LLC | 1,143,219 | $34.5M | 3.52% | +350.0% | Added |
| Northern Trust Corp | 1,111,269 | $33.6M | 0.01% | +92,341+9.1% | Added |
| Founders Fund Growth Management, LLC | 1,034,838 | $31.3M | 95.61% | −587,500−36.2% | Reduced |
| Marshall Wace, LLP | 1,020,253 | $30.8M | 0.04% | +869,192+575.4% | Added |
| ThornTree Capital Partners LP | 897,848 | $27.1M | 4.62% | +897,848 | New |
| Bank of New York Mellon Corp | 866,946 | $26.2M | 0.00% | +176,675+25.6% | Added |
| Goldman Sachs Group Inc | 787,971 | $23.8M | 0.00% | −674,971−46.1% | Reduced |
| Wellington Management Group LLP | 777,189 | $23.5M | 0.00% | +90,417+13.2% | Added |
| JPMorgan Chase & Co | 773,180 | $23.4M | 0.00% | +556,792+257.3% | Added |
| Allen Operations LLC | 721,382 | $21.8M | 4.26% | 00.0% | Unchanged |
| Norges Bank | 712,740 | $21.5M | 0.00% | −78,511−9.9% | Reduced |
| UBS Asset Management Americas Inc | 688,999 | $20.8M | 0.01% | +353,579+105.4% | Added |
| Kodai Capital Management LP | 623,132 | $18.8M | 0.36% | +623,132 | New |
| Nuveen Asset Management, LLC | 592,475 | $17.9M | 0.01% | −42,142−6.6% | Reduced |
| Citigroup Inc | 579,016 | $17.5M | 0.02% | +478,786+477.7% | Added |
| Qube Research & Technologies Ltd | 560,632 | $16.9M | 0.03% | −1,437,122−71.9% | Reduced |
| Squarepoint Ops LLC | 537,533 | $16.2M | 0.06% | +363,787+209.4% | Added |
| Susquehanna International Group, LLP | 475,366 | $14.4M | 0.02% | −217,859−31.4% | Reduced |
| Swiss National Bank | 459,500 | $13.9M | 0.01% | +29,100+6.8% | Added |
| Simplex Trading, LLC | 419,737 | $12.7M | 0.41% | +349,176+494.9% | Added |
| Penserra Capital Management LLC | 414,001 | $12.5M | 0.16% | −49,169−10.6% | Reduced |
| RJA Asset Management LLC | 397,425 | $12.0M | 3.40% | 00.0% | Unchanged |
| California Public Employees Retirement System | 394,086 | $11.9M | 0.01% | −7,129−1.8% | Reduced |
| Balyasny Asset Management LLC | 327,203 | $9.88M | 0.03% | −66,693−16.9% | Reduced |
| Jane Street Group, LLC | 320,485 | $9.68M | 0.01% | +49,083+18.1% | Added |
| Pacific Heights Asset Management LLC | 315,000 | $9.52M | 0.75% | 00.0% | Unchanged |
| HSBC Holdings PLC | 267,752 | $8.00M | 0.01% | −130,743−32.8% | Reduced |
| Allen Holding Inc | 30,262 | $7.71M | 0.96% | −225,000−88.1% | Reduced |
| NZS Capital, LLC | 252,162 | $7.62M | 0.31% | +252,162 | New |
| Trexquant Investment LP | 251,687 | $7.60M | 0.12% | −179,305−41.6% | Reduced |
| Legal & General Group Plc | 239,401 | $7.23M | 0.00% | +13,434+5.9% | Added |
| Rhumbline Advisers | 235,895 | $7.13M | 0.01% | +6,185+2.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 228,929 | $6.92M | 0.02% | +228,929 | New |
| California State Teachers Retirement System | 227,731 | $6.88M | 0.01% | +8,605+3.9% | Added |
| Macquarie Group Ltd | 216,654 | $6.55M | 0.01% | +216,654 | New |
| Bank of Montreal | 195,936 | $6.47M | 0.00% | +187,790+2,305.3% | Added |
| Invesco Ltd. | 213,611 | $6.45M | 0.00% | −259−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 211,459 | $6.39M | 0.03% | +211,459 | New |
| Jump Financial, LLC | 209,373 | $6.33M | 0.13% | +195,930+1,457.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 203,540 | $6.15M | 0.01% | −51,160−20.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 200,840 | $6.07M | 0.15% | +113,156+129.0% | Added |
| State Board of Administration of Florida Retirement System | 198,697 | $6.00M | 0.01% | +42,497+27.2% | Added |
| Teachers Retirement System of the State of Kentucky | 192,558 | $5.82M | 0.05% | +7,500+4.1% | Added |
| J. Goldman & Co LP | 191,212 | $5.78M | 0.21% | −104,897−35.4% | Reduced |
| Royal Bank of Canada | 189,789 | $5.73M | 0.00% | +5,938+3.2% | Added |
| Mercer Global Advisors Inc | 166,891 | $5.64M | 0.02% | −1,761−1.0% | Reduced |
| FMR LLC | 185,843 | $5.61M | 0.00% | −672−0.4% | Reduced |
| Hidden Lake Asset Management LP | 175,730 | $5.31M | 4.53% | +175,730 | New |
| a16z Perennial Management, L.P. | 175,120 | $5.29M | 0.57% | −17,415−9.0% | Reduced |
| Once Capital Management, LLC | 171,400 | $5.18M | 2.57% | +87,000+103.1% | Added |
| Jupiter Asset Management Ltd | 163,241 | $4.93M | 0.05% | −377,555−69.8% | Reduced |
| Catalyst Private Wealth, LLC | 162,241 | $4.90M | 2.59% | −2,237−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 161,786 | $4.89M | 0.01% | +86,729+115.6% | Added |
| Allen Investment Management LLC | 161,044 | $4.87M | 0.06% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 154,389 | $4.66M | 0.08% | −176,106−53.3% | Reduced |
| Algert Global LLC | 154,252 | $4.66M | 0.15% | +30,360+24.5% | Added |
| Ameriprise Financial Inc | 146,772 | $4.43M | 0.00% | −23,628−13.9% | Reduced |
| New York State Common Retirement Fund | 146,515 | $4.43M | 0.01% | +1,915+1.3% | Added |
| Landscape Capital Management, L.L.C. | 142,020 | $4.29M | 0.36% | +115,356+432.6% | Added |
| Gotham Asset Management, LLC | 137,522 | $4.15M | 0.05% | +82,920+151.9% | Added |
| First Trust Advisors LP | 136,910 | $4.14M | 0.00% | −51,839−27.5% | Reduced |
| Two Sigma Securities, LLC | 132,259 | $4.00M | 0.19% | −42,144−24.2% | Reduced |
| Capital Fund Management S.A. | 129,845 | $3.92M | 0.04% | −512,679−79.8% | Reduced |
| IMC-Chicago, LLC | 118,620 | $3.58M | 0.11% | +118,620 | New |
| Renaissance Technologies LLC | 116,400 | $3.52M | 0.01% | +116,400 | New |
| Diker Management LLC | 115,000 | $3.47M | 2.94% | 00.0% | Unchanged |
| Virtu Financial LLC | 112,962 | $3.41M | 0.24% | +112,962 | New |
| Twinbeech Capital LP | 107,883 | $3.26M | 0.06% | −232,713−68.3% | Reduced |
| Omega Financial Group, LLC | 102,171 | $3.09M | 1.25% | +8,603+9.2% | Added |
| QRG Capital Management, Inc. | 102,134 | $3.09M | 0.04% | −3,262−3.1% | Reduced |
| Envestnet Asset Management Inc | 101,710 | $3.07M | 0.00% | −3,548−3.4% | Reduced |
| Janus Henderson Group PLC | 101,500 | $3.07M | 0.00% | −1,178−1.1% | Reduced |
| Treasurer of the State of North Carolina | 99,113 | $2.99M | 0.01% | −1,433−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 98,999 | $2.99M | 0.01% | −1,050−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 93,549 | $2.83M | 0.01% | −37,114−28.4% | Reduced |
| American Century Companies Inc | 93,171 | $2.81M | 0.00% | +2,538+2.8% | Added |
| ExodusPoint Capital Management, LP | 90,806 | $2.74M | 0.03% | +60,449+199.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89,223 | $2.70M | 0.00% | +30,600+52.2% | Added |