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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $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, 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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,693 | $51.1K | 0.00% | +513+43.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,727 | $52.2K | 0.00% | −1,600−48.1% | Reduced |
| Corebridge Financial, Inc. | 1,750 | $52.9K | 0.00% | +1,750 | New |
| Global Wealth Strategies & Associates | 1,770 | $53.5K | 0.02% | +800+82.5% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $54.7K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 1,940 | $57.7K | 0.00% | +380+24.4% | Added |
| IFP Advisors, Inc | 1,914 | $57.8K | 0.00% | +439+29.8% | Added |
| EverSource Wealth Advisors, LLC | 2,232 | $63.1K | 0.00% | −518−18.8% | Reduced |
| Y.D. More Investments Ltd | 2,121 | $64.1K | 0.01% | −366−14.7% | Reduced |
| Plato Investment Management Ltd | 2,267 | $68.5K | 0.01% | +939+70.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,297 | $69.4K | 0.03% | −95−4.0% | Reduced |
| Versant Capital Management, Inc | 2,533 | $76.5K | 0.02% | +332+15.1% | Added |
| Lazard Asset Management LLC | 3,218 | $95.0K | 0.00% | +3,218 | New |
| Ancora Advisors, LLC | 3,525 | $106.5K | 0.00% | +25+0.7% | Added |
| Quarry LP | 3,597 | $108.7K | 0.05% | +3,597 | New |
| GAMMA Investing LLC | 3,954 | $119.5K | 0.02% | +1,031+35.3% | Added |
| Parallel Advisors, LLC | 4,061 | $122.7K | 0.00% | +1,175+40.7% | Added |
| MetLife Investment Management | 4,080 | $123.3K | 0.00% | −311−7.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,082 | $123.3K | 0.06% | +705+20.9% | Added |
| AdvisorNet Financial, Inc | 5,000 | $151.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,065 | $153.0K | 0.00% | −1,007−16.6% | Reduced |
| Mather Group, LLC. | 4,226 | $157.5K | 0.00% | +3,824+951.2% | Added |
| CWM, LLC | 5,654 | $171.0K | 0.00% | −124−2.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 5,850 | $176.7K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,109 | $184.0K | 0.01% | +6,109 | New |
| KBC Group NV | 6,109 | $185.0K | 0.00% | +1,211+24.7% | Added |
| Vident Advisory, LLC | 6,653 | $201.0K | 0.01% | +6,653 | New |
| Franklin Resources Inc | 6,743 | $203.7K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,857 | $207.2K | 0.00% | +5+0.1% | Added |
| United Capital Financial Advisers, LLC | 6,915 | $208.9K | 0.00% | −590−7.9% | Reduced |
| Shearwater Capital LLC | 7,000 | $211.5K | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,055 | $213.1K | 0.00% | −10,240−59.2% | Reduced |
| CIBC Asset Management Inc | 7,287 | $220.1K | 0.00% | +1,650+29.3% | Added |
| ICONIQ Capital, LLC | 7,502 | $226.6K | 0.00% | +7,502 | New |
| Occudo Quantitative Strategies LP | 7,662 | $231.5K | 0.04% | +7,662 | New |
| CI Private Wealth, LLC | 7,704 | $232.7K | 0.00% | +26+0.3% | Added |
| Daiwa Securities Group Inc. | 7,725 | $233.0K | 0.00% | +7,725 | New |
| Buckingham Strategic Wealth, LLC | 7,737 | $233.7K | 0.00% | +46+0.6% | Added |
| CAPROCK Group, Inc. | 7,790 | $235.3K | 0.01% | −62−0.8% | Reduced |
| Comerica Bank | 7,806 | $235.8K | 0.00% | +1,697+27.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,862 | $237.5K | 0.00% | +7,862 | New |
| Independent Financial Group, LLC | 8,068 | $243.7K | 0.01% | −4,331−34.9% | Reduced |
| Xponance, Inc. | 8,543 | $258.1K | 0.00% | −390−4.4% | Reduced |
| MML Investors Services, LLC | 8,892 | $269.0K | 0.00% | +538+6.4% | Added |
| Hoey Investments, Inc | 9,083 | $274.4K | 0.05% | +8,170+894.9% | Added |
| Teacher Retirement System of Texas | 9,556 | $289.0K | 0.00% | −5,955−38.4% | Reduced |
| HB Wealth Management, LLC | 9,604 | $290.1K | 0.00% | −302−3.0% | Reduced |
| Private Advisor Group, LLC | 9,736 | $294.1K | 0.00% | +376+4.0% | Added |
| Van Eck Associates Corp | 9,771 | $295.0K | 0.00% | −6,586−40.3% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $302.1K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 10,000 | $302.1K | 0.02% | +10,000 | New |
| TD Waterhouse Canada Inc. | 10,108 | $302.4K | 0.00% | −165−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 10,159 | $306.9K | 0.00% | +1,367+15.5% | Added |
| SG Americas Securities, LLC | 10,214 | $309.0K | 0.00% | −13,620−57.1% | Reduced |
| Magnetar Financial LLC | 10,252 | $309.7K | 0.01% | −22,730−68.9% | Reduced |
| AlTi Global, Inc. | 10,498 | $317.1K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 10,770 | $325.4K | 0.06% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 11,083 | $334.8K | 0.30% | −490−4.2% | Reduced |
| Creative Planning | 11,228 | $339.2K | 0.00% | +1,132+11.2% | Added |
| Myecfo, LLC | 11,671 | $352.6K | 0.20% | +676+6.1% | Added |
| Avantax Advisory Services, Inc. | 11,895 | $359.3K | 0.00% | +4,958+71.5% | Added |
| Brighton Jones LLC | 11,959 | $361.3K | 0.01% | +169+1.4% | Added |
| The PNC Financial Services Group, Inc. | 11,965 | $361.5K | 0.00% | −4,721−28.3% | Reduced |
| Utah Retirement Systems | 12,400 | $374.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,548 | $379.0K | 0.00% | +680+5.7% | Added |
| Amalgamated Bank | 12,582 | $380.0K | 0.00% | −512−3.9% | Reduced |
| Prudential Financial Inc | 12,581 | $380.1K | 0.00% | +34+0.3% | Added |
| Aigen Investment Management, LP | 12,682 | $383.1K | 0.07% | +12,682 | New |
| Laird Norton Trust Company, LLC | 12,721 | $384.3K | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,761 | $385.5K | 0.07% | −6,802−34.8% | Reduced |
| Equitable Holdings, Inc. | 12,895 | $389.6K | 0.00% | −790−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,900 | $389.7K | 0.00% | −82,902−86.5% | Reduced |
| CTC LLC | 13,156 | $397.4K | 0.03% | +13,156 | New |
| Ellevest, Inc. | 13,267 | $400.8K | 0.02% | −2,142−13.9% | Reduced |
| DekaBank Deutsche Girozentrale | 13,209 | $409.0K | 0.00% | +10,592+404.7% | Added |
| Prospera Financial Services Inc | 13,596 | $410.7K | 0.01% | −471−3.3% | Reduced |
| Cravens & Co Advisors, LLC | 13,712 | $414.2K | 0.31% | +1,890+16.0% | Added |
| Alpha DNA Investment Management LLC | 13,727 | $414.7K | 0.24% | +13,727 | New |
| Boothbay Fund Management, LLC | 13,741 | $415.1K | 0.01% | +13,741 | New |
| White Lighthouse Investment Management Inc. | 13,782 | $416.4K | 0.08% | +3,937+40.0% | Added |
| UBS Oconnor LLC | 14,500 | $438.0K | 0.01% | −4,000−21.6% | Reduced |
| Independent Advisor Alliance | 14,840 | $448.3K | 0.02% | −575−3.7% | Reduced |
| Leonteq Securities AG | 14,860 | $448.9K | 0.06% | +13,742+1,229.2% | Added |
| Walleye Capital LLC | 15,237 | $460.3K | 0.00% | +12,040+376.6% | Added |
| US Bancorp | 15,655 | $472.9K | 0.00% | −1,511−8.8% | Reduced |
| BBR Partners, LLC | 15,818 | $477.9K | 0.04% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 15,835 | $478.4K | 0.15% | 00.0% | Unchanged |
| Danske Bank A/S | 16,390 | $495.1K | 0.00% | +16,390 | New |
| Los Angeles Capital Management LLC | 16,530 | $499.4K | 0.00% | −3,583−17.8% | Reduced |
| Pathstone Holdings, LLC | 16,801 | $507.6K | 0.00% | −1,341−7.4% | Reduced |
| Oak Thistle LLC | 16,813 | $507.9K | 0.38% | +16,813 | New |
| Principal Financial Group Inc | 16,947 | $512.0K | 0.00% | −2,118−11.1% | Reduced |
| Maryland State Retirement & Pension System | 17,492 | $528.4K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,869 | $539.8K | 0.01% | −2,017−10.1% | Reduced |
| Belmont Capital, LLC | 18,000 | $543.8K | 0.10% | −170,000−90.4% | Reduced |
| Rakuten Securities, Inc. | 18,165 | $548.8K | 0.24% | +6,485+55.5% | Added |
| Cetera Investment Advisers | 18,360 | $554.7K | 0.00% | −2,629−12.5% | Reduced |
| Cim Investment Mangement Inc | 18,412 | $556.2K | 0.17% | −155−0.8% | Reduced |
| Belpointe Asset Management LLC | 19,193 | $579.8K | 0.04% | +19,193 | New |
| Mission Wealth Management, LP | 19,499 | $589.1K | 0.02% | 00.0% | Unchanged |