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 |
|---|---|---|---|---|---|
| Algert Global LLC | 154,252 | $4.66M | 0.15% | +30,360+24.5% | Added |
| Quadrature Capital Ltd | 154,389 | $4.66M | 0.08% | −176,106−53.3% | Reduced |
| Allen Investment Management LLC | 161,044 | $4.87M | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 161,786 | $4.89M | 0.01% | +86,729+115.6% | Added |
| Catalyst Private Wealth, LLC | 162,241 | $4.90M | 2.59% | −2,237−1.4% | Reduced |
| Jupiter Asset Management Ltd | 163,241 | $4.93M | 0.05% | −377,555−69.8% | Reduced |
| Once Capital Management, LLC | 171,400 | $5.18M | 2.57% | +87,000+103.1% | Added |
| a16z Perennial Management, L.P. | 175,120 | $5.29M | 0.57% | −17,415−9.0% | Reduced |
| Hidden Lake Asset Management LP | 175,730 | $5.31M | 4.53% | +175,730 | New |
| FMR LLC | 185,843 | $5.61M | 0.00% | −672−0.4% | Reduced |
| Mercer Global Advisors Inc | 166,891 | $5.64M | 0.02% | −1,761−1.0% | Reduced |
| Royal Bank of Canada | 189,789 | $5.73M | 0.00% | +5,938+3.2% | Added |
| J. Goldman & Co LP | 191,212 | $5.78M | 0.21% | −104,897−35.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 192,558 | $5.82M | 0.05% | +7,500+4.1% | Added |
| State Board of Administration of Florida Retirement System | 198,697 | $6.00M | 0.01% | +42,497+27.2% | Added |
| Parallax Volatility Advisers, L.P. | 200,840 | $6.07M | 0.15% | +113,156+129.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 203,540 | $6.15M | 0.01% | −51,160−20.1% | Reduced |
| Jump Financial, LLC | 209,373 | $6.33M | 0.13% | +195,930+1,457.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 211,459 | $6.39M | 0.03% | +211,459 | New |
| Invesco Ltd. | 213,611 | $6.45M | 0.00% | −259−0.1% | Reduced |
| Bank of Montreal | 195,936 | $6.47M | 0.00% | +187,790+2,305.3% | Added |
| Macquarie Group Ltd | 216,654 | $6.55M | 0.01% | +216,654 | New |
| California State Teachers Retirement System | 227,731 | $6.88M | 0.01% | +8,605+3.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 228,929 | $6.92M | 0.02% | +228,929 | New |
| Rhumbline Advisers | 235,895 | $7.13M | 0.01% | +6,185+2.7% | Added |
| Legal & General Group Plc | 239,401 | $7.23M | 0.00% | +13,434+5.9% | Added |
| Trexquant Investment LP | 251,687 | $7.60M | 0.12% | −179,305−41.6% | Reduced |
| NZS Capital, LLC | 252,162 | $7.62M | 0.31% | +252,162 | New |
| Allen Holding Inc | 30,262 | $7.71M | 0.96% | −225,000−88.1% | Reduced |
| HSBC Holdings PLC | 267,752 | $8.00M | 0.01% | −130,743−32.8% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $9.52M | 0.75% | 00.0% | Unchanged |
| Jane Street Group, LLC | 320,485 | $9.68M | 0.01% | +49,083+18.1% | Added |
| Balyasny Asset Management LLC | 327,203 | $9.88M | 0.03% | −66,693−16.9% | Reduced |
| California Public Employees Retirement System | 394,086 | $11.9M | 0.01% | −7,129−1.8% | Reduced |
| RJA Asset Management LLC | 397,425 | $12.0M | 3.40% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 414,001 | $12.5M | 0.16% | −49,169−10.6% | Reduced |
| Simplex Trading, LLC | 419,737 | $12.7M | 0.41% | +349,176+494.9% | Added |
| Swiss National Bank | 459,500 | $13.9M | 0.01% | +29,100+6.8% | Added |
| Susquehanna International Group, LLP | 475,366 | $14.4M | 0.02% | −217,859−31.4% | Reduced |
| Squarepoint Ops LLC | 537,533 | $16.2M | 0.06% | +363,787+209.4% | Added |
| Qube Research & Technologies Ltd | 560,632 | $16.9M | 0.03% | −1,437,122−71.9% | Reduced |
| Citigroup Inc | 579,016 | $17.5M | 0.02% | +478,786+477.7% | Added |
| Nuveen Asset Management, LLC | 592,475 | $17.9M | 0.01% | −42,142−6.6% | Reduced |
| Kodai Capital Management LP | 623,132 | $18.8M | 0.36% | +623,132 | New |
| UBS Asset Management Americas Inc | 688,999 | $20.8M | 0.01% | +353,579+105.4% | Added |
| Norges Bank | 712,740 | $21.5M | 0.00% | −78,511−9.9% | Reduced |
| Allen Operations LLC | 721,382 | $21.8M | 4.26% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 773,180 | $23.4M | 0.00% | +556,792+257.3% | Added |
| Wellington Management Group LLP | 777,189 | $23.5M | 0.00% | +90,417+13.2% | Added |
| Goldman Sachs Group Inc | 787,971 | $23.8M | 0.00% | −674,971−46.1% | Reduced |
| Bank of New York Mellon Corp | 866,946 | $26.2M | 0.00% | +176,675+25.6% | Added |
| ThornTree Capital Partners LP | 897,848 | $27.1M | 4.62% | +897,848 | New |
| Marshall Wace, LLP | 1,020,253 | $30.8M | 0.04% | +869,192+575.4% | Added |
| Founders Fund Growth Management, LLC | 1,034,838 | $31.3M | 95.61% | −587,500−36.2% | Reduced |
| Northern Trust Corp | 1,111,269 | $33.6M | 0.01% | +92,341+9.1% | Added |
| Leo Wealth, LLC | 1,143,219 | $34.5M | 3.52% | +350.0% | Added |
| Dragoneer Investment Group, LLC | 1,496,824 | $45.2M | 0.86% | +1,496,824 | New |
| Charles Schwab Investment Management Inc | 1,530,327 | $46.2M | 0.01% | +23,310+1.5% | Added |
| Two Sigma Investments, LP | 1,624,944 | $49.1M | 0.12% | −1,911,085−54.0% | Reduced |
| Bank of America Corp | 1,708,889 | $51.6M | 0.00% | +7,449+0.4% | Added |
| Price T Rowe Associates Inc | 1,810,717 | $54.7M | 0.01% | −344,282−16.0% | Reduced |
| Dimensional Fund Advisors LP | 1,931,812 | $58.4M | 0.02% | −336,730−14.8% | Reduced |
| Abdiel Capital Advisors, LP | 2,059,737 | $62.2M | 4.39% | −69,307−3.3% | Reduced |
| Man Group plc | 2,132,257 | $64.4M | 0.17% | +1,342,821+170.1% | Added |
| Spyglass Capital Management LLC | 2,147,646 | $64.9M | 4.75% | +504,839+30.7% | Added |
| Millennium Management LLC | 2,269,153 | $68.6M | 0.06% | +1,039,017+84.5% | Added |
| UBS Group AG | 2,369,116 | $71.6M | 0.02% | +200,196+9.2% | Added |
| Two Sigma Advisers, LP | 2,543,800 | $76.8M | 0.17% | −1,012,700−28.5% | Reduced |
| State Street Corp | 3,841,547 | $116.1M | 0.01% | +81,431+2.2% | Added |
| Geode Capital Management, LLC | 4,003,660 | $121.5M | 0.01% | +182,174+4.8% | Added |
| Citadel Advisors LLC | 4,105,605 | $124.0M | 0.12% | +2,361,742+135.4% | Added |
| D. E. Shaw & Co., Inc. | 7,539,252 | $227.8M | 0.32% | −1,532,739−16.9% | Reduced |
| BlackRock Inc. | 9,969,927 | $301.2M | 0.01% | +4,0800.0% | Added |
| Baillie Gifford & Co | 13,400,426 | $404.8M | 0.32% | −5,331,981−28.5% | Reduced |
| Capital World Investors | 18,807,792 | $568.2M | 0.09% | −271,279−1.4% | Reduced |
| Vanguard Group Inc | 21,037,188 | $635.5M | 0.01% | +213,385+1.0% | Added |
| Capital Research Global Investors | 23,759,115 | $717.8M | 0.16% | +4,339,130+22.3% | Added |
| Morgan Stanley | 30,545,418 | $922.8M | 0.07% | −23,769−0.1% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,145,929−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −598,836−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −420,000−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −313,316−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −208,227−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −112,896−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −91,274−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −75,787−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −73,829−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −62,718−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,474−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −35,608−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −33,436−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −26,895−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −24,590−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −23,179−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,575−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,698−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,946−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −18,387−100.0% | Sold out |