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 7 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, Q3 2024
Institutional positions in Affirm Holdings, Inc. as of Sep 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
- 426
- +52 vs. Q2 2024
- Shares held
- 197.7M
- +16.8M (+9.3%) vs. Q2 2024
- Total value
- $8.07B
- +$2.60B (+47.5%) vs. Q2 2024
- New holders
- 95
- 128 more added
- Sold out
- 43
- 132 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 30,194,462 | $1.23B | 0.09% | −350,956−1.1% | Reduced |
| Capital Research Global Investors | 23,793,987 | $971.3M | 0.20% | +34,872+0.1% | Added |
| Vanguard Group Inc | 21,098,989 | $861.3M | 0.02% | +61,801+0.3% | Added |
| Capital World Investors | 18,266,583 | $745.6M | 0.12% | −541,209−2.9% | Reduced |
| Baillie Gifford & Co | 9,935,768 | $405.6M | 0.30% | −3,464,658−25.9% | Reduced |
| BlackRock, Inc. | 9,931,000 | $405.4M | 0.01% | +9,931,000 | New |
| D. E. Shaw & Co., Inc. | 5,711,163 | $233.1M | 0.30% | −1,828,089−24.2% | Reduced |
| Jericho Capital Asset Management L.P. | 4,659,147 | $190.2M | 4.59% | +4,659,147 | New |
| Geode Capital Management, LLC | 3,961,119 | $161.7M | 0.01% | −42,541−1.1% | Reduced |
| State Street Corp | 3,942,698 | $160.9M | 0.01% | +101,151+2.6% | Added |
| Durable Capital Partners LP | 2,969,456 | $121.2M | 0.89% | +2,969,456 | New |
| Citadel Advisors LLC | 2,647,923 | $108.1M | 0.11% | −1,457,682−35.5% | Reduced |
| Spyglass Capital Management LLC | 2,348,095 | $95.8M | 6.29% | +200,449+9.3% | Added |
| Susquehanna International Group, LLP | 2,204,867 | $90.0M | 0.15% | +1,729,501+363.8% | Added |
| Charles Schwab Investment Management Inc | 2,203,210 | $89.9M | 0.02% | +672,883+44.0% | Added |
| Millennium Management LLC | 2,170,353 | $88.6M | 0.08% | −98,800−4.4% | Reduced |
| Abdiel Capital Advisors, LP | 2,059,737 | $84.1M | 5.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,037,400 | $83.2M | 0.14% | +2,037,400 | New |
| Wellington Management Group LLP | 1,980,639 | $80.8M | 0.01% | +1,203,450+154.8% | Added |
| Marshall Wace, LLP | 1,893,777 | $77.3M | 0.10% | +873,524+85.6% | Added |
| Dimensional Fund Advisors LP | 1,892,664 | $77.3M | 0.02% | −39,148−2.0% | Reduced |
| Price T Rowe Associates Inc | 1,760,738 | $71.9M | 0.01% | −49,979−2.8% | Reduced |
| Bank of America Corp | 1,654,683 | $67.5M | 0.01% | −54,206−3.2% | Reduced |
| Norges Bank | 1,426,411 | $58.2M | 0.01% | +713,671+100.1% | Added |
| UBS Group AG | 1,356,393 | $55.4M | 0.02% | −1,012,723−42.7% | Reduced |
| JPMorgan Chase & Co | 1,204,824 | $49.2M | 0.00% | +431,644+55.8% | Added |
| Man Group plc | 1,180,861 | $48.2M | 0.14% | −951,396−44.6% | Reduced |
| Northern Trust Corp | 1,105,577 | $45.1M | 0.01% | −5,692−0.5% | Reduced |
| Leo Wealth, LLC | 1,104,513 | $45.1M | 4.12% | −38,706−3.4% | Reduced |
| Balyasny Asset Management LLC | 1,014,478 | $41.4M | 0.11% | +687,275+210.0% | Added |
| Kodai Capital Management LP | 994,285 | $40.6M | 0.84% | +371,153+59.6% | Added |
| Jane Street Group, LLC | 974,008 | $39.8M | 0.06% | +653,523+203.9% | Added |
| Bank of New York Mellon Corp | 879,928 | $35.9M | 0.01% | +12,982+1.5% | Added |
| Goldman Sachs Group Inc | 848,076 | $34.6M | 0.01% | +60,105+7.6% | Added |
| Artemis Investment Management LLP | 754,728 | $30.8M | 0.47% | +754,728 | New |
| Bank of Montreal | 724,336 | $29.8M | 0.01% | +528,400+269.7% | Added |
| Allen Operations LLC | 721,382 | $29.4M | 4.96% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 716,715 | $29.3M | 6.11% | −181,133−20.2% | Reduced |
| Holocene Advisors, LP | 682,797 | $27.9M | 0.11% | +682,797 | New |
| Capital Fund Management S.A. | 646,344 | $26.4M | 0.29% | +516,499+397.8% | Added |
| UBS Asset Management Americas Inc | 605,029 | $24.7M | 0.01% | −83,970−12.2% | Reduced |
| Nuveen Asset Management, LLC | 595,121 | $24.3M | 0.01% | +2,646+0.4% | Added |
| Citigroup Inc | 558,197 | $22.8M | 0.02% | −20,819−3.6% | Reduced |
| Two Sigma Investments, LP | 554,794 | $22.6M | 0.05% | −1,070,150−65.9% | Reduced |
| Atreides Management, LP | 499,858 | $20.4M | 0.69% | +499,858 | New |
| Quadrature Capital Ltd | 485,431 | $19.8M | 0.45% | +331,042+214.4% | Added |
| Aquatic Capital Management LLC | 483,000 | $19.7M | 0.52% | +393,900+442.1% | Added |
| Swiss National Bank | 463,500 | $18.9M | 0.01% | +4,000+0.9% | Added |
| Alliancebernstein L.P. | 451,275 | $18.4M | 0.01% | +364,783+421.8% | Added |
| Invesco Ltd. | 438,985 | $17.9M | 0.00% | +225,374+105.5% | Added |
| Driehaus Capital Management LLC | 430,499 | $17.6M | 0.15% | +430,499 | New |
| Penserra Capital Management LLC | 406,630 | $16.6M | 0.36% | −7,371−1.8% | Reduced |
| RJA Asset Management LLC | 397,425 | $16.2M | 4.11% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 380,395 | $15.5M | 3.96% | +380,395 | New |
| Glendon Capital Management LP | 336,000 | $13.7M | 0.84% | +336,000 | New |
| Qube Research & Technologies Ltd | 329,962 | $13.5M | 0.02% | −230,670−41.1% | Reduced |
| Pacific Heights Asset Management LLC | 315,000 | $12.9M | 0.96% | 00.0% | Unchanged |
| California Public Employees Retirement System | 306,000 | $12.5M | 0.01% | −88,086−22.4% | Reduced |
| Amundi | 290,817 | $12.0M | 0.00% | +290,481+86,452.7% | Added |
| Parallax Volatility Advisers, L.P. | 287,426 | $11.7M | 0.30% | +86,586+43.1% | Added |
| Ogborne Capital Management, LLC | 283,215 | $11.6M | 3.26% | +283,215 | New |
| BIT Capital GmbH | 267,012 | $10.9M | 1.05% | +208,823+358.9% | Added |
| NZS Capital, LLC | 259,221 | $10.6M | 0.41% | +7,059+2.8% | Added |
| Trexquant Investment LP | 258,083 | $10.5M | 0.13% | +6,396+2.5% | Added |
| Allen Holding Inc | 255,262 | $10.4M | 1.12% | +225,000+743.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 251,713 | $10.3M | 0.05% | +40,254+19.0% | Added |
| Verition Fund Management LLC | 251,300 | $10.3M | 0.07% | +183,477+270.5% | Added |
| Legal & General Group Plc | 249,339 | $10.2M | 0.00% | +9,938+4.2% | Added |
| Hidden Lake Asset Management LP | 228,849 | $9.34M | 8.29% | +53,119+30.2% | Added |
| Rhumbline Advisers | 225,165 | $9.19M | 0.01% | −10,730−4.5% | Reduced |
| Squarepoint Ops LLC | 224,612 | $9.17M | 0.03% | −312,921−58.2% | Reduced |
| California State Teachers Retirement System | 224,307 | $9.16M | 0.01% | −3,424−1.5% | Reduced |
| Ardmore Road Asset Management LP | 200,000 | $8.16M | 1.05% | +200,000 | New |
| State Board of Administration of Florida Retirement System | 198,697 | $8.11M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 195,742 | $7.99M | 0.00% | +5,953+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 193,725 | $7.91M | 0.02% | −35,204−15.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 192,558 | $7.86M | 0.07% | 00.0% | Unchanged |
| Flight Deck Capital, LP | 178,000 | $7.27M | 8.50% | +178,000 | New |
| AQR Capital Management LLC | 173,909 | $7.10M | 0.01% | +144,774+496.9% | Added |
| Catalyst Private Wealth, LLC | 169,035 | $6.90M | 3.38% | +6,794+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 165,431 | $6.75M | 0.05% | +152,531+1,182.4% | Added |
| Mercer Global Advisors Inc | 174,260 | $6.71M | 0.02% | +7,369+4.4% | Added |
| Allen Investment Management LLC | 161,044 | $6.57M | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 156,939 | $6.41M | 0.17% | +2,687+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 156,327 | $6.38M | 0.01% | −5,459−3.4% | Reduced |
| Barclays PLC | 151,652 | $6.19M | 0.00% | +71,118+88.3% | Added |
| Berkshire Capital Holdings Inc | 144,830 | $5.91M | 2.51% | +144,820+1,448,200.0% | Added |
| Ameriprise Financial Inc | 142,260 | $5.81M | 0.00% | −4,512−3.1% | Reduced |
| a16z Perennial Management, L.P. | 136,520 | $5.57M | 0.69% | −38,600−22.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,923 | $5.43M | 0.01% | +43,700+49.0% | Added |
| Alight Capital Management LP | 130,000 | $5.31M | 1.92% | +130,000 | New |
| Keystone Investors Pte Ltd | 129,432 | $5.28M | 0.39% | +129,432 | New |
| State of Wisconsin Investment Board | 126,975 | $5.18M | 0.01% | +58,996+86.8% | Added |
| New York State Common Retirement Fund | 124,015 | $5.06M | 0.01% | −22,500−15.4% | Reduced |
| Diversify Advisory Services, LLC | 107,379 | $4.72M | 0.25% | +15,993+17.5% | Added |
| Gotham Asset Management, LLC | 113,823 | $4.65M | 0.05% | −23,699−17.2% | Reduced |
| Soros Capital Management LLC | 112,000 | $4.57M | 1.10% | +112,000 | New |
| Janus Henderson Group PLC | 110,282 | $4.50M | 0.00% | +8,782+8.7% | Added |
| Westerly Capital Management, LLC | 110,000 | $4.49M | 2.55% | +110,000 | New |
| IMC-Chicago, LLC | 109,513 | $4.47M | 0.13% | −9,107−7.7% | Reduced |