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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 13,727 | $414.7K | 0.24% | +13,727 | New |
| Cravens & Co Advisors, LLC | 13,712 | $414.2K | 0.31% | +1,890+16.0% | Added |
| Prospera Financial Services Inc | 13,596 | $410.7K | 0.01% | −471−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 13,209 | $409.0K | 0.00% | +10,592+404.7% | Added |
| Ellevest, Inc. | 13,267 | $400.8K | 0.02% | −2,142−13.9% | Reduced |
| CTC LLC | 13,156 | $397.4K | 0.03% | +13,156 | New |
| Schonfeld Strategic Advisors LLC | 12,900 | $389.7K | 0.00% | −82,902−86.5% | Reduced |
| Equitable Holdings, Inc. | 12,895 | $389.6K | 0.00% | −790−5.8% | Reduced |
| Qsemble Capital Management, LP | 12,761 | $385.5K | 0.07% | −6,802−34.8% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $384.3K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,682 | $383.1K | 0.07% | +12,682 | New |
| Prudential Financial Inc | 12,581 | $380.1K | 0.00% | +34+0.3% | Added |
| Amalgamated Bank | 12,582 | $380.0K | 0.00% | −512−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 12,548 | $379.0K | 0.00% | +680+5.7% | Added |
| Utah Retirement Systems | 12,400 | $374.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,965 | $361.5K | 0.00% | −4,721−28.3% | Reduced |
| Brighton Jones LLC | 11,959 | $361.3K | 0.01% | +169+1.4% | Added |
| Avantax Advisory Services, Inc. | 11,895 | $359.3K | 0.00% | +4,958+71.5% | Added |
| Myecfo, LLC | 11,671 | $352.6K | 0.20% | +676+6.1% | Added |
| Creative Planning | 11,228 | $339.2K | 0.00% | +1,132+11.2% | Added |
| Oder Investment Management, LLC | 11,083 | $334.8K | 0.30% | −490−4.2% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $325.4K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 10,498 | $317.1K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 10,252 | $309.7K | 0.01% | −22,730−68.9% | Reduced |
| SG Americas Securities, LLC | 10,214 | $309.0K | 0.00% | −13,620−57.1% | Reduced |
| Sequoia Financial Advisors, LLC | 10,159 | $306.9K | 0.00% | +1,367+15.5% | Added |
| TD Waterhouse Canada Inc. | 10,108 | $302.4K | 0.00% | −165−1.6% | 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 |
| Van Eck Associates Corp | 9,771 | $295.0K | 0.00% | −6,586−40.3% | Reduced |
| Private Advisor Group, LLC | 9,736 | $294.1K | 0.00% | +376+4.0% | Added |
| HB Wealth Management, LLC | 9,604 | $290.1K | 0.00% | −302−3.0% | Reduced |
| Teacher Retirement System of Texas | 9,556 | $289.0K | 0.00% | −5,955−38.4% | Reduced |
| Hoey Investments, Inc | 9,083 | $274.4K | 0.05% | +8,170+894.9% | Added |
| MML Investors Services, LLC | 8,892 | $269.0K | 0.00% | +538+6.4% | Added |
| Xponance, Inc. | 8,543 | $258.1K | 0.00% | −390−4.4% | Reduced |
| Independent Financial Group, LLC | 8,068 | $243.7K | 0.01% | −4,331−34.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,862 | $237.5K | 0.00% | +7,862 | New |
| Comerica Bank | 7,806 | $235.8K | 0.00% | +1,697+27.8% | Added |
| CAPROCK Group, Inc. | 7,790 | $235.3K | 0.01% | −62−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,737 | $233.7K | 0.00% | +46+0.6% | Added |
| Daiwa Securities Group Inc. | 7,725 | $233.0K | 0.00% | +7,725 | New |
| CI Private Wealth, LLC | 7,704 | $232.7K | 0.00% | +26+0.3% | Added |
| Occudo Quantitative Strategies LP | 7,662 | $231.5K | 0.04% | +7,662 | New |
| ICONIQ Capital, LLC | 7,502 | $226.6K | 0.00% | +7,502 | New |
| CIBC Asset Management Inc | 7,287 | $220.1K | 0.00% | +1,650+29.3% | Added |
| Toroso Investments, LLC | 7,055 | $213.1K | 0.00% | −10,240−59.2% | Reduced |
| Shearwater Capital LLC | 7,000 | $211.5K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,915 | $208.9K | 0.00% | −590−7.9% | Reduced |
| Forum Financial Management, LP | 6,857 | $207.2K | 0.00% | +5+0.1% | Added |
| Franklin Resources Inc | 6,743 | $203.7K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,653 | $201.0K | 0.01% | +6,653 | New |
| KBC Group NV | 6,109 | $185.0K | 0.00% | +1,211+24.7% | Added |
| Harvest Fund Management Co., Ltd | 6,109 | $184.0K | 0.01% | +6,109 | New |
| Spectrum Wealth Counsel, LLC | 5,850 | $176.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,654 | $171.0K | 0.00% | −124−2.1% | Reduced |
| Mather Group, LLC. | 4,226 | $157.5K | 0.00% | +3,824+951.2% | Added |
| Signaturefd, LLC | 5,065 | $153.0K | 0.00% | −1,007−16.6% | Reduced |
| AdvisorNet Financial, Inc | 5,000 | $151.1K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 4,082 | $123.3K | 0.06% | +705+20.9% | Added |
| MetLife Investment Management | 4,080 | $123.3K | 0.00% | −311−7.1% | Reduced |
| Parallel Advisors, LLC | 4,061 | $122.7K | 0.00% | +1,175+40.7% | Added |
| GAMMA Investing LLC | 3,954 | $119.5K | 0.02% | +1,031+35.3% | Added |
| Quarry LP | 3,597 | $108.7K | 0.05% | +3,597 | New |
| Ancora Advisors, LLC | 3,525 | $106.5K | 0.00% | +25+0.7% | Added |
| Lazard Asset Management LLC | 3,218 | $95.0K | 0.00% | +3,218 | New |
| Versant Capital Management, Inc | 2,533 | $76.5K | 0.02% | +332+15.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,297 | $69.4K | 0.03% | −95−4.0% | Reduced |
| Plato Investment Management Ltd | 2,267 | $68.5K | 0.01% | +939+70.7% | Added |
| Y.D. More Investments Ltd | 2,121 | $64.1K | 0.01% | −366−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,232 | $63.1K | 0.00% | −518−18.8% | Reduced |
| IFP Advisors, Inc | 1,914 | $57.8K | 0.00% | +439+29.8% | Added |
| National Bank of Canada | 1,940 | $57.7K | 0.00% | +380+24.4% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $54.7K | 0.04% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,770 | $53.5K | 0.02% | +800+82.5% | Added |
| Corebridge Financial, Inc. | 1,750 | $52.9K | 0.00% | +1,750 | New |
| Federation des caisses Desjardins du Quebec | 1,727 | $52.2K | 0.00% | −1,600−48.1% | Reduced |
| Quadrant Capital Group LLC | 1,693 | $51.1K | 0.00% | +513+43.5% | Added |
| Westside Investment Management, Inc. | 1,641 | $49.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,240 | $37.0K | 0.00% | +551+80.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,195 | $36.1K | 0.00% | +540+82.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,178 | $35.6K | 0.00% | −3,226−73.3% | Reduced |
| Farther Finance Advisors, LLC | 1,114 | $33.2K | 0.00% | +169+17.9% | Added |
| Lindbrook Capital, LLC | 1,095 | $33.1K | 0.00% | −25−2.2% | Reduced |
| Principal Securities, Inc. | 997 | $30.1K | 0.00% | +66+7.1% | Added |
| Private Ocean, LLC | 961 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 902 | $27.2K | 0.00% | −319,485−99.7% | Reduced |
| Ridgewood Investments LLC | 900 | $27.2K | 0.01% | +900 | New |
| Ronald Blue Trust, Inc. | 655 | $24.4K | 0.00% | +655 | New |
| CIBC Private Wealth Group, LLC | 860 | $24.2K | 0.00% | +852+10,650.0% | Added |
| Ravenstone Capital Management Inc. | 795 | $24.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 717 | $21.7K | 0.00% | −88−10.9% | Reduced |
| Allworth Financial LP | 621 | $18.6K | 0.00% | +139+28.8% | Added |
| Coppell Advisory Solutions LLC | 598 | $18.1K | 0.00% | +598 | New |
| Harbour Investments, Inc. | 565 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 519 | $15.8K | 0.00% | +226+77.1% | Added |
| Washington Trust Co | 521 | $15.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 469 | $14.2K | 0.00% | +469 | New |
| Ci Investments Inc. | 453 | $14.0K | 0.00% | −24−5.0% | Reduced |
| Capital Advisors, Ltd. LLC | 479 | $14.0K | 0.00% | 00.0% | Unchanged |