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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; 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, 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.

Institutional holdersQ2 2024: 378 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: 661 institutions
Value heldQ2 2024: $5.77B
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 2026661$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, Q2 2024

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2024.

Institutions holding AFRM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth17$00.00%+17New
Innealta Capital, LLC1$300.00%+1New
Gordian Capital Singapore Pte Ltd1$300.00%+1New
MV Capital Management, Inc.1$310.00%+1New
Riggs Asset Managment Co. Inc.3$910.00%00.0%Unchanged
MCF Advisors LLC3$910.00%00.0%Unchanged
Hexagon Capital Partners LLC3$910.00%00.0%Unchanged
West Paces Advisors Inc.5$1510.00%00.0%Unchanged
ZRC Wealth Management, LLC5$1520.00%00.0%Unchanged
DT Investment Partners, LLC8$2420.00%+8New
Assetmark, Inc9$2720.00%+9New
Berkshire Capital Holdings Inc10$3020.00%00.0%Unchanged
Planning Capital Management Corp10$3030.00%+10New
Proequities, Inc.12$3620.00%00.0%Unchanged
Heritage Wealth Advisors15$4530.00%00.0%Unchanged
Rothschild Investment LLC15$4530.00%+15New
Continuum Advisory, LLC16$4830.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$4840.00%+2+14.3%Added
Rise Advisors, LLC20$6040.00%00.0%Unchanged
Richardson Financial Services Inc.20$6040.00%00.0%Unchanged
Opal Wealth Advisors, LLC20$6050.00%+20New
Massmutual Trust Co FSB24$7250.00%−19−44.2%Reduced
SJS Investment Consulting Inc.27$8160.00%00.0%Unchanged
Huntington National Bank28$8460.00%+3+12.0%Added
Winthrop Capital Management, LLC30$1.00K0.00%00.0%Unchanged
CVA Family Office, LLC35$1.06K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.38$1.15K0.00%−618−94.2%Reduced
West Oak Capital, LLC40$1.21K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.46$1.39K0.00%+5+12.2%Added
CarsonAllaria Wealth Management, Ltd.50$1.51K0.00%00.0%Unchanged
CGC Financial Services, LLC50$1.51K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC53$1.60K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC55$1.66K0.00%00.0%Unchanged
City State Bank55$1.66K0.00%00.0%Unchanged
PayPay Securities Corp60$1.81K0.15%−120−66.7%Reduced
Fifth Third Bancorp64$1.93K0.00%00.0%Unchanged
Beacon Capital Management, LLC64$1.93K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc65$1.96K0.00%+65New
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$2.12K0.00%00.0%Unchanged
Gradient Investments LLC77$2.33K0.00%00.0%Unchanged
Sachetta, LLC86$2.36K0.00%−32−27.1%Reduced
Blume Capital Management, Inc.80$2.42K0.00%00.0%Unchanged
Creative Financial Designs Inc100$3.02K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$3.02K0.00%00.0%Unchanged
BFSG, LLC100$3.02K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$3.02K0.00%00.0%Unchanged
Hilltop National Bank100$3.02K0.00%00.0%Unchanged
Meeder Asset Management Inc101$3.05K0.00%+101New
Tortoise Investment Management, LLC110$3.32K0.00%00.0%Unchanged
Geneos Wealth Management Inc.115$3.47K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.120$3.63K0.00%+120New
Bruce G. Allen Investments, LLC123$3.72K0.00%00.0%Unchanged
Fortitude Family Office, LLC124$3.75K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC135$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC145$4.38K0.00%+140+2,800.0%Added
HM Payson & Co160$4.83K0.00%+20+14.3%Added
JDM Financial Group LLC167$5.04K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co183$5.53K0.00%+180+6,000.0%Added
Valley National Advisers Inc215$6.00K0.00%−5−2.3%Reduced
Banque Cantonale Vaudoise200$6.00K0.00%00.0%Unchanged
Tacita Capital Inc200$6.04K0.00%00.0%Unchanged
Macroview Investment Management LLC233$7.04K0.01%+233New
Private Wealth Management Group, LLC242$7.31K0.00%+23+10.5%Added
TSFG, LLC250$8.00K0.00%00.0%Unchanged
Covestor Ltd314$9.00K0.01%+2+0.6%Added
Activest Wealth Management304$9.20K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC315$9.52K0.00%00.0%Unchanged
Global Retirement Partners, LLC318$9.61K0.00%00.0%Unchanged
Amundi336$9.75K0.00%−269,625−99.9%Reduced
Optimum Investment Advisors330$9.97K0.00%00.0%Unchanged
Venturi Wealth Management, LLC365$11.0K0.00%+253+225.9%Added
Benjamin F. Edwards & Company, Inc.400$12.0K0.00%−4,957−92.5%Reduced
Advisors Asset Management, Inc.399$12.1K0.00%+399New
SWAN Capital LLC400$12.1K0.01%+400New
Hantz Financial Services, Inc.427$13.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC457$13.8K0.00%+457New
GWM Advisors LLC457$13.8K0.00%+6+1.3%Added
Ci Investments Inc.453$14.0K0.00%−24−5.0%Reduced
Capital Advisors, Ltd. LLC479$14.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP469$14.2K0.00%+469New
Washington Trust Co521$15.7K0.00%00.0%Unchanged
Smartleaf Asset Management LLC519$15.8K0.00%+226+77.1%Added
Harbour Investments, Inc.565$17.1K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC598$18.1K0.00%+598New
Allworth Financial LP621$18.6K0.00%+139+28.8%Added
Quent Capital, LLC717$21.7K0.00%−88−10.9%Reduced
Ravenstone Capital Management Inc.795$24.0K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC860$24.2K0.00%+852+10,650.0%Added
Ronald Blue Trust, Inc.655$24.4K0.00%+655New
Ridgewood Investments LLC900$27.2K0.01%+900New
Mirae Asset Global Investments Co., Ltd.902$27.2K0.00%−319,485−99.7%Reduced
Private Ocean, LLC961$29.0K0.00%00.0%Unchanged
Principal Securities, Inc.997$30.1K0.00%+66+7.1%Added
Lindbrook Capital, LLC1,095$33.1K0.00%−25−2.2%Reduced
Farther Finance Advisors, LLC1,114$33.2K0.00%+169+17.9%Added
Steward Partners Investment Advisory, LLC1,178$35.6K0.00%−3,226−73.3%Reduced
Allspring Global Investments Holdings, LLC1,195$36.1K0.00%+540+82.4%Added
ORG Partners LLC1,240$37.0K0.00%+551+80.0%Added
Westside Investment Management, Inc.1,641$49.6K0.01%00.0%Unchanged