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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
Freestone Capital Holdings, LLC19,588$591.8K0.02%00.0%Unchanged
M&T Bank Corp22,022$665.1K0.00%+160+0.7%Added
Optiver Holding B.V.22,332$674.6K0.01%−231,019−91.2%Reduced
Oppenheimer Asset Management Inc.22,470$678.8K0.01%+10,469+87.2%Added
Engineers Gate Manager LP22,606$682.9K0.02%−131,892−85.4%Reduced
Group One Trading, L.P.23,176$700.1K0.02%+12,260+112.3%Added
HarbourVest Partners LLC23,210$701.2K0.37%−15,436−39.9%Reduced
Public Employees Retirement Association of Colorado23,329$705.0K0.00%00.0%Unchanged
JustInvest LLC24,155$729.7K0.01%−3,115−11.4%Reduced
Industry Ventures, L.L.C.24,205$731.2K1.13%+24,205New
Russell Investments Group, Ltd.24,295$734.0K0.00%+14,285+142.7%Added
SpiderRock Advisors, LLC24,471$739.3K0.02%+100.0%Added
Sherbrooke Park Advisers LLC24,535$741.2K0.13%+24,535New
Blueshift Asset Management, LLC26,074$787.7K0.26%+6,801+35.3%Added
Balboa Wealth Partners26,315$795.0K0.21%+281+1.1%Added
Neuberger Berman Group LLC26,449$799.0K0.00%+60+0.2%Added
Harvest Investment Services, LLC27,162$820.6K0.33%−36,528−57.4%Reduced
AQR Capital Management LLC29,135$880.2K0.00%+722+2.5%Added
Pictet Asset Management Holding SA29,142$880.4K0.00%−40−0.1%Reduced
STRS Ohio30,427$919.2K0.00%+5,338+21.3%Added
Deutsche Bank AG30,814$930.9K0.00%−108,951−78.0%Reduced
Winton Group Ltd31,867$962.7K0.07%+31,867New
Chicago Partners Investment Group LLC35,143$965.0K0.04%−7,644−17.9%Reduced
Victory Capital Management Inc32,067$968.7K0.00%−68−0.2%Reduced
Tower Research Capital LLC (TRC)35,694$1.08M0.02%+29,212+450.7%Added
Legacy Capital Group California, Inc.35,921$1.09M0.39%−1,606−4.3%Reduced
LPL Financial LLC38,383$1.16M0.00%−30,706−44.4%Reduced
Voya Investment Management LLC39,834$1.20M0.00%+12,862+47.7%Added
Cresset Asset Management, LLC39,837$1.20M0.01%−2,206−5.2%Reduced
Hilltop Holdings Inc.40,080$1.21M0.14%−4,495−10.1%Reduced
Jasper Ridge Partners, L.P.40,253$1.22M0.04%00.0%Unchanged
Gilder Gagnon Howe & Co LLC41,120$1.24M0.02%+2,506+6.5%Added
Estate Counselors, LLC41,575$1.26M0.14%−70−0.2%Reduced
XTX Topco Ltd43,062$1.30M0.11%+43,062New
HighTower Advisors, LLC44,658$1.35M0.00%+2,700+6.4%Added
Ieq Capital, LLC45,425$1.37M0.02%+22,807+100.8%Added
Employees Retirement System of Texas46,234$1.40M0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)49,480$1.49M0.00%+4,490+10.0%Added
Wells Fargo & Company49,899$1.51M0.00%−73,095−59.4%Reduced
Handelsbanken Fonder AB50,000$1.51M0.01%+2,600+5.5%Added
Delta Air Lines, Inc.50,000$1.51M0.21%00.0%Unchanged
Graham Capital Management, L.P.50,246$1.52M0.05%+12,829+34.3%Added
Edgestream Partners, L.P.50,395$1.52M0.07%−12,358−19.7%Reduced
Quantinno Capital Management LP50,788$1.53M0.03%+18,910+59.3%Added
Manufacturers Life Insurance Company, The51,588$1.56M0.00%+3,105+6.4%Added
Quantbot Technologies LP51,894$1.57M0.08%+14,923+40.4%Added
Mariner, LLC52,863$1.60M0.00%+8,223+18.4%Added
SEI Investments Co54,993$1.66M0.00%+13,698+33.2%Added
GTS Securities LLC56,217$1.70M0.04%+56,217New
BIT Capital GmbH58,189$1.76M0.16%−899,847−93.9%Reduced
Credit Agricole S A58,730$1.77M0.01%+36,301+161.8%Added
Fox Run Management, L.L.C.61,190$1.85M0.35%+61,190New
Tudor Investment Corp Et Al62,108$1.88M0.02%−234,401−79.1%Reduced
Wolverine Trading, LLC62,246$1.88M0.03%+62,246New
LMR Partners LLP64,733$1.96M0.04%00.0%Unchanged
Arizona State Retirement System65,417$1.98M0.01%+5,511+9.2%Added
Verition Fund Management LLC67,823$2.05M0.02%−13,041−16.1%Reduced
State of Wisconsin Investment Board67,979$2.05M0.01%+15,184+28.8%Added
Allianz Asset Management GmbH69,293$2.09M0.00%+614+0.9%Added
Advisor Group Holdings, Inc.69,328$2.09M0.00%−8,818−11.3%Reduced
Liberty Mutual Group Asset Management Inc.69,374$2.10M0.31%00.0%Unchanged
Raymond James & Associates69,594$2.10M0.00%+19,920+40.1%Added
Lecap Asset Management Ltd69,772$2.11M0.46%+9,382+15.5%Added
Atomi Financial Group, Inc.71,419$2.16M0.16%+753+1.1%Added
Centiva Capital, LP72,221$2.18M0.11%+72,221New
Nisa Investment Advisors, LLC73,960$2.23M0.01%−9,200−11.1%Reduced
VK Services, LLC74,981$2.27M0.55%00.0%Unchanged
Ambassador Advisors, LLC75,618$2.28M0.41%+75,618New
Dynamic Technology Lab Private Ltd77,507$2.34M0.26%+64,772+508.6%Added
Royal Fund Management, LLC80,344$2.43M0.33%−4,900−5.7%Reduced
Barclays PLC80,534$2.43M0.00%−23,456−22.6%Reduced
Diversify Advisory Services, LLC91,386$2.59M0.14%−11,776−11.4%Reduced
TownSquare Capital, LLC85,868$2.59M0.04%+10,887+14.5%Added
Neo Ivy Capital Management86,432$2.61M0.51%+86,432New
Alliancebernstein L.P.86,492$2.61M0.00%−4,207−4.6%Reduced
Public Employees Retirement System of Ohio86,842$2.62M0.01%+676+0.8%Added
Bridgewater Associates, LP88,012$2.66M0.01%+88,012New
Aquatic Capital Management LLC89,100$2.69M0.10%+89,100New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.89,223$2.70M0.00%+30,600+52.2%Added
ExodusPoint Capital Management, LP90,806$2.74M0.03%+60,449+199.1%Added
American Century Companies Inc93,171$2.81M0.00%+2,538+2.8%Added
State of New Jersey Common Pension Fund D93,549$2.83M0.01%−37,114−28.4%Reduced
Ensign Peak Advisors, Inc98,999$2.99M0.01%−1,050−1.0%Reduced
Treasurer of the State of North Carolina99,113$2.99M0.01%−1,433−1.4%Reduced
Janus Henderson Group PLC101,500$3.07M0.00%−1,178−1.1%Reduced
Envestnet Asset Management Inc101,710$3.07M0.00%−3,548−3.4%Reduced
QRG Capital Management, Inc.102,134$3.09M0.04%−3,262−3.1%Reduced
Omega Financial Group, LLC102,171$3.09M1.25%+8,603+9.2%Added
Twinbeech Capital LP107,883$3.26M0.06%−232,713−68.3%Reduced
Virtu Financial LLC112,962$3.41M0.24%+112,962New
Diker Management LLC115,000$3.47M2.94%00.0%Unchanged
Renaissance Technologies LLC116,400$3.52M0.01%+116,400New
IMC-Chicago, LLC118,620$3.58M0.11%+118,620New
Capital Fund Management S.A.129,845$3.92M0.04%−512,679−79.8%Reduced
Two Sigma Securities, LLC132,259$4.00M0.19%−42,144−24.2%Reduced
First Trust Advisors LP136,910$4.14M0.00%−51,839−27.5%Reduced
Gotham Asset Management, LLC137,522$4.15M0.05%+82,920+151.9%Added
Landscape Capital Management, L.L.C.142,020$4.29M0.36%+115,356+432.6%Added
New York State Common Retirement Fund146,515$4.43M0.01%+1,915+1.3%Added
Ameriprise Financial Inc146,772$4.43M0.00%−23,628−13.9%Reduced