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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 457 | $13.8K | 0.00% | +6+1.3% | Added |
| Beaird Harris Wealth Management, LLC | 457 | $13.8K | 0.00% | +457 | New |
| Hantz Financial Services, Inc. | 427 | $13.0K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 400 | $12.1K | 0.01% | +400 | New |
| Advisors Asset Management, Inc. | 399 | $12.1K | 0.00% | +399 | New |
| Benjamin F. Edwards & Company, Inc. | 400 | $12.0K | 0.00% | −4,957−92.5% | Reduced |
| Venturi Wealth Management, LLC | 365 | $11.0K | 0.00% | +253+225.9% | Added |
| Optimum Investment Advisors | 330 | $9.97K | 0.00% | 00.0% | Unchanged |
| Amundi | 336 | $9.75K | 0.00% | −269,625−99.9% | Reduced |
| Global Retirement Partners, LLC | 318 | $9.61K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 315 | $9.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 304 | $9.20K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $9.00K | 0.01% | +2+0.6% | Added |
| TSFG, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 242 | $7.31K | 0.00% | +23+10.5% | Added |
| Macroview Investment Management LLC | 233 | $7.04K | 0.01% | +233 | New |
| Tacita Capital Inc | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 215 | $6.00K | 0.00% | −5−2.3% | Reduced |
| Banque Cantonale Vaudoise | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183 | $5.53K | 0.00% | +180+6,000.0% | Added |
| JDM Financial Group LLC | 167 | $5.04K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $4.83K | 0.00% | +20+14.3% | Added |
| Larson Financial Group LLC | 145 | $4.38K | 0.00% | +140+2,800.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $3.72K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $3.63K | 0.00% | +120 | New |
| Geneos Wealth Management Inc. | 115 | $3.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $3.32K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 101 | $3.05K | 0.00% | +101 | New |
| Creative Financial Designs Inc | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 80 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 86 | $2.36K | 0.00% | −32−27.1% | Reduced |
| Gradient Investments LLC | 77 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $1.96K | 0.00% | +65 | New |
| Fifth Third Bancorp | 64 | $1.93K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $1.93K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 60 | $1.81K | 0.15% | −120−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $1.66K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $1.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.60K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 46 | $1.39K | 0.00% | +5+12.2% | Added |
| West Oak Capital, LLC | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $1.15K | 0.00% | −618−94.2% | Reduced |
| CVA Family Office, LLC | 35 | $1.06K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $846 | 0.00% | +3+12.0% | Added |
| SJS Investment Consulting Inc. | 27 | $816 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $725 | 0.00% | −19−44.2% | Reduced |
| Opal Wealth Advisors, LLC | 20 | $605 | 0.00% | +20 | New |
| Rise Advisors, LLC | 20 | $604 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 20 | $604 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $484 | 0.00% | +2+14.3% | Added |
| Continuum Advisory, LLC | 16 | $483 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $453 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $453 | 0.00% | +15 | New |
| Proequities, Inc. | 12 | $362 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $303 | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $302 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $272 | 0.00% | +9 | New |
| DT Investment Partners, LLC | 8 | $242 | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 5 | $152 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $151 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $91 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $31 | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $30 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $30 | 0.00% | +1 | New |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| 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 |